A hub with their name on it
Personalized welcome with the partner's logo, customer's first name, and a clear price anchor. No sticker shock — every number is in context.
New
Turn every HVAC estimate into a guided buying experience
Stop sending PDFs that go cold. Decision Hub gives every customer their own private, personalized hub — options, financing, install timeline, warranty, and one-tap approve. You get real-time alerts the moment they engage.
Available for HVAC pilot partners.
The estimate goes out. Then nothing happens.
Most HVAC contractors lose deals after the quote, not during. Five patterns we've heard a hundred times:
- The quote feels like one big scary number with no context
- The customer wants to compare other quotes and quietly disappears
- They have financing questions but never call back to ask
- They forget to follow up — and you forget to follow up too
- By the time you check in, they've already booked someone else
What the customer sees
A premium decision page, not another quote PDF
The customer opens a hub built around their home, their quote, their options. It feels like you spent an hour preparing it for them.
Good, Better, Best options
Customers who feel they have a choice convert better than ones who feel cornered. Each option shows price, financing, equipment, warranty, and benefits.
What's actually included
Green-check checklist of what's in the quote, plus a 'may vary' list. Stops customers from comparing quotes incorrectly.
Install timeline
An 8-step progress tracker shows exactly what happens next. Reduces the anxiety that kills high-ticket purchases.
Financing front and center
Monthly payment estimate, lender info, terms, plus the obvious 'will checking affect my credit?' answer. Less sticker shock, more conversions.
One-tap actions
Approve, decline (with a reason), ask a question, or upload another quote for comparison. Soft acceptance — not a binding contract — so the customer feels safe tapping.
What you see
Know who to call, and when
The dashboard turns silent estimates into a real conversion pipeline.
Real-time hot/warm/cold scoring
The dashboard shows you which hubs are hot — three opens, viewed financing, uploaded another quote — so you know who to call right now.
Email alerts when it matters
We email you the moment a customer opens for the first time, taps financing, uploads a competitor quote, or approves. No refresh-and-pray.
Auto follow-ups that don't feel robotic
Quiet, helpful nudges at 2 hours, 24 hours, and 48 hours — and they cancel the moment your customer makes a decision so nobody feels pestered.
Live preview while you edit
The dashboard editor shows the customer-facing hub side-by-side. Change a section, see it update. No publish button. No surprises.
How it works
From sales call to approved estimate, in one flow.
1
Create the hub
Pick your customer, set the estimate basics, add Good/Better/Best options, click Send. Whole flow takes under two minutes.
2
Customer gets a partner-branded email
From your business name, with your logo. They tap the link and land on a private, premium hub built around their quote.
3
Watch the engagement come in
Status flips sent → viewed → engaged → approved as the customer moves through. You get email alerts at every meaningful step.
Built for high-ticket estimates
HVAC first — that's where the pattern is sharpest. But every trade with multi-thousand-dollar quotes wins from the same loop:
HVAC replacementRoofingSolarWhole-home remodelsHardscape & landscape installsPlumbing repipesElectrical service upgradesCustom builds
Common questions
Does it replace my CRM?+
No. Decision Hub is the post-estimate conversion layer that sits on top of whatever you already use. Keep your CRM, keep your quote tool, keep your sales process.
Is the customer's approval a binding contract?+
No. We frame it explicitly as 'soft acceptance — intent to move forward.' The hub itself says so. You confirm install scheduling and any final paperwork the normal way.
What if the customer doesn't have email?+
Every hub has a clean public link. You can text it to them yourself, or share it however you normally communicate. The email is the convenience layer — not the only path.
Will they need to log in?+
No login on the read side. The link itself is the access. For the two sensitive actions (approve and upload another quote), we send a 6-digit code to the customer's email so the wrong person can't approve on their behalf.
Can I customize what each customer sees?+
Yes. The dashboard editor has per-section controls for why-we-recommended, included items, install timeline, FAQ, warranty, financing terms — all per hub. A live preview iframe shows the customer view next to your edits.
Which industries is it built for?+
Built first for HVAC replacement estimates, but anything high-ticket where the customer needs to think (roofing, full-system replacements, large landscaping projects, custom work) benefits from the same pattern.
See it on a real estimate
15 minutes. We'll set up a sample hub against your business and show you the full customer + partner flow.
Stop Losing Customers Today.
Set up in 10 minutes. Start catching missed calls, automating reviews, and capturing leads this week. No credit card required.