Keylead Engine for Plumbing & HVAC — CRM Built for Plumbers & HVAC Companies
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Built for Plumbing & HVAC

ANSWER FAST.
BOOK MORE.
GROW.

First to respond wins the job. Every time.

In plumbing and HVAC, speed is everything. A homeowner with a burst pipe or a broken AC in July calls three companies — and books the first one that responds. Keylead Engine makes sure that's always you. Automated emergency responses, maintenance reminders, seasonal tune-up campaigns, and review requests so your phone keeps ringing and your reviews keep growing.

Get Started See the Features
82%
Of homeowners book the first contractor to respond
auto-response fires in under 5 min
4x
More maintenance plan signups with automated follow-up
vs. asking only in person
$0
Extra cost to run seasonal tune-up campaigns every year
set once, runs automatically
24/7
Emergency lead capture when homeowners need help most
AI bot available on every plan
Sound Familiar?

THE PROBLEMS KEYLEAD ENGINE SOLVES

Plumbing and HVAC companies lose jobs and revenue every week from the same gaps in follow-up and communication. Here's what we fix.

📞
Emergency calls go unanswered and the job goes elsewhere
A pipe bursts at 9pm. The homeowner calls you, gets voicemail, and immediately calls your competitor. By the time you call back in the morning, the job is gone — and so is any chance at a long-term customer.
24/7 automated response captures the lead and holds it until you're ready
See how we fix it →
🌡️
Seasonal tune-ups don't get sold because nobody follows up
Summer AC tune-ups and winter furnace checks are high-margin recurring revenue. But you're busy on jobs and never get around to calling past customers — so they wait until something breaks, then call whoever is fastest.
Seasonal campaigns go to your full customer list every spring and fall
See how we fix it →
📋
Estimates get sent and never followed up on
You spend time diagnosing a problem, write up a detailed quote, send it over — and hear nothing. You mean to follow up but jobs pile up and the estimate dies in their inbox.
Automated 3-touch estimate follow-up sequence over 7 days
See how we fix it →
🔄
One-time repair customers never become maintenance clients
You fix someone's AC, do great work, and they love you — but nobody ever pitches them on an annual maintenance plan. They stay a one-time customer instead of a predictable source of recurring revenue.
Post-repair maintenance plan upsell sequence runs automatically
See how we fix it →
⭐
Your Google reviews don't reflect your actual quality
Homeowners are thrilled after a fast, clean repair job. But they don't think to leave a review unless asked at the perfect moment — which almost never happens when you're heading to the next call.
Review request fires automatically right after every completed job
See how we fix it →
💸
Invoices go unpaid and you're the one chasing them
Job done, invoice sent, crickets. You're the one following up on unpaid balances — which takes time away from jobs and feels awkward. Meanwhile the customer has moved on and forgotten about it.
Automated invoice reminders go out at 3, 7, and 14 days overdue
See how we fix it →
Platform Features

EVERYTHING IN ONE ENGINE

01

Emergency & Service Call Pipeline

Track every job from first call to invoice paid — emergency repairs, scheduled maintenance, estimates, and install projects each in their own stage. Automated texts confirm appointments, notify customers when you're en route, and follow up after every visit.

02

Instant Emergency Lead Response

When a homeowner contacts you about a burst pipe, no heat, or a broken AC — they get an automated text within minutes confirming you received their request and are on it. You hold the lead while you finish the current job and call back when you're ready.

03

Seasonal Tune-Up Campaigns

Every spring, your full customer list gets an AC tune-up offer. Every fall, a furnace or heating check campaign goes out. Set them up once — they run every year on a calendar schedule, filling your schedule before the rush hits.

04

Maintenance Plan Upsell Sequences

After every repair job, an automated sequence pitches your annual maintenance plan — what's included, what it prevents, and how to sign up. Convert one-time repair customers into reliable monthly or annual recurring revenue.

05

Estimate Follow-Up Sequences

Sent a quote? An automated follow-up goes out at 24 hours, 3 days, and 7 days. Most customers decide after the second or third touch — touches you were never making before.

06

Invoicing & Payment Collection

Send invoices from your phone the moment a job is complete — or trigger them automatically when a job is marked done. Automated payment reminders go out if it goes unpaid. No more chasing checks.

07

Appointment Booking & Dispatch

Your branded booking page lets homeowners schedule service calls and estimates 24/7. Automated confirmation and reminder texts reduce no-shows and keep customers informed when your tech is en route.

08

Review & Referral Automation

After every completed job, a review request goes out automatically. Customers who leave 5 stars get a referral ask. Build your Google rating and grow your customer base at the same time — without asking a single person yourself.

Job Pipeline — Keylead Engine
Emergency / Incoming
Patricia Horner
6620 Coquina Ct, Coral Springs FL
Emergency Burst Pipe
Submitted 11:47pm · Auto-reply sent · Dispatcher notified
Marcus Webb
112 Pelican Bay Dr, Weston FL
Emergency
AC not cooling · 95°F outside · Appointment booked 8am
Scheduled Jobs
The Delgado Family
441 NW 84th Ave, Doral FL
Maintenance Plan Today 2pm
Annual AC tune-up · En route text sent · Invoice auto-sends after
Sunrise Villas HOA
Common area units — 6 buildings
Commercial Duct Cleaning Upsell Sent
Quarterly HVAC service · Monthly billing
Estimates Pending
Jennifer Park
Weston FL
Estimate Sent
Full HVAC replacement · $6,400 · Follow-up Day 2
48
Active Jobs
↑ 14 this mo
$22K
Revenue MTD
↑ 34%
4.9★
Google Rating
↑ 31 reviews
Done-For-You Automations

YOUR BUSINESS RESPONDS WHILE YOU'RE ON THE JOB

Pre-built sequences for every situation a plumbing or HVAC company faces — from 2am emergency calls to annual maintenance campaigns.

🚨
Emergency Lead Response
A homeowner contacts you at any hour about an emergency — burst pipe, no heat, AC failure in summer. An automated text fires back within minutes confirming you received it, that help is coming, and asking for more details. You capture the lead while on another job.
Fires within 5 minutes
📋
Estimate Follow-Up Sequence
After a quote goes out, a 3-touch automated sequence follows up at 24 hours, 3 days, and 7 days. Friendly, personal-sounding messages that check in and address common hesitations — closing jobs you would have lost to silence.
7-day sequence
🌡️
Spring AC Tune-Up Campaign
Every April, an automated campaign goes to your full customer list offering a spring AC tune-up appointment. Lock in your summer schedule before homeowners start having problems and calling whoever shows up first on Google.
April — annual
🔥
Fall Heating / Furnace Campaign
Every October, a campaign goes out to your customer list for furnace check-ups, heating system tune-ups, and winterization. Fill your fall schedule with booked maintenance calls before the cold hits and everyone scrambles.
October — annual
🔄
Post-Repair Maintenance Plan Pitch
After every repair job, an automated sequence explains your annual maintenance plan — what it covers, how much it saves them in the long run, and how to sign up. Turns one-time repair customers into your most reliable recurring accounts.
Starts after job complete
⭐
Review & Referral Request
After every completed job, a review request goes out automatically to the customer. Those who leave 5 stars get a follow-up with a referral incentive. Your Google rating climbs and your customer base grows — without a single awkward ask.
Triggers on job completion
Emergency Call — Lead to Long-Term Customer
🚨
Emergency
Auto reply in minutes
📅
Booked
Confirmation + reminder
🚐
En Route
Tech on the way text
🔧
Job Done
Invoice auto-sent
⭐
Day 1
Review request
🔄
Day 3
Maintenance plan pitch
💰
Ongoing
Annual maintenance client
Who It's For

BUILT FOR EVERY PLUMBING & HVAC BUSINESS

🔧

Solo Plumbers & HVAC Techs

You're in the field all day and can't always answer the phone. Keylead Engine responds to every lead automatically, invoices when you're done, and asks for reviews — so you can focus entirely on the work.

  • Never lose another emergency job to slow response
  • Invoice from your phone the moment the job is done
  • Build Google reviews without ever asking in person
  • $99/month — one extra job covers it easily
🚐

Growing Service Companies

You have a team of techs and a growing customer base. Keylead Engine keeps your whole operation organized — dispatch, invoicing, follow-up, and seasonal campaigns all running without you managing every detail.

  • Job pipeline tracks every active call and tech
  • Each tech gets their own sub-account — $25/mo
  • Seasonal campaigns fill your calendar automatically
  • Social media templates build your local brand
🏠

Residential Service Companies

Homeowners are your core market — and the best ones become annual maintenance plan clients. Keylead Engine converts every repair customer into a recurring account with automated upsell sequences and seasonal campaigns.

  • Post-repair maintenance plan pitch runs automatically
  • Seasonal tune-up campaigns fill your calendar twice a year
  • Referral campaigns tap into neighborhood word-of-mouth
  • Review automation builds trust with new homeowners
🏢

Commercial & Property Management

Commercial contracts and property management companies are your highest-value accounts. Keylead Engine helps you win more bids, service them professionally, and upsell additional services year-round.

  • Commercial job pipeline and bid follow-up automation
  • Multi-property client management in one account
  • Scheduled maintenance reminders for every property
  • Custom website to attract commercial property managers
See It Before You Buy

LOOK UNDER
THE HOOD.

Real screens from the platform your plumbing and HVAC account runs on — no mockups, no stock photos. Click any one to see it full size.

AutomationsCLICK TO ENLARGE

Automations

One form submission, seven branches, every lead tagged and routed without you touching it.

Social PostingCLICK TO ENLARGE

Social Posting

Posts scheduled and published across every channel from one planner.

Full AnalyticsCLICK TO ENLARGE

Full Analytics

Website views, emails delivered and clicked, ad spend and CPC — all in one dashboard.

Engagement TrackingCLICK TO ENLARGE

Engagement Tracking

Impressions, likes, follower growth by channel, tracked month over month.

Pricing

PICK YOUR PLAN

No contracts. Cancel anytime. All plans include onboarding and Keylead Academy.

Starter
For one tech
$99/ month
1 user included · +$15/mo each extra
Includes
  • The full platform — pipelines, calendar, invoicing, mobile app
  • 1 Monthly Release — email campaign, SMS sequence, automation, graphics
  • AI Conversation Bot — 24/7 lead qualifying
  • Social posting & engagement tracking
  • Review request automation
  • Monthly group seminar
  • Email support
Get Started
Most Popular
Growth
For one tech, more volume
$299/ month
2 users included · +$15/mo each extra
Everything in Starter, plus
  • 4 Monthly Releases — four times the content, every month
  • Facebook Ads unlocked inside the platform
  • Custom-branded social graphics
  • Monthly 1-on-1 strategy session
  • Advanced automation sequences
  • Priority chat support
Get Started

Running multiple trucks or an office? Those plans include separate accounts for every tech and dispatcher, manager logins and team reporting.

See all plans & compare →
FAQ

QUESTIONS FROM SERVICE COMPANIES

How does the emergency lead response actually work at 2am?
+
When a homeowner submits a contact form, texts your business number, or calls and gets voicemail — an automated text fires back within minutes confirming receipt and that you'll be in touch. The AI bot can even collect details about the emergency and let them know estimated response time. By the time you see the message and call back, they haven't moved on to a competitor.
How do the seasonal campaigns work?
+
You set up spring AC and fall heating campaigns once and they run every year automatically. Each April and October, an SMS and email campaign goes out to your full customer list with a seasonal offer and a booking link. Customers click and book directly on your calendar. You wake up to a full schedule without making a single outbound call.
Can I manage multiple technicians and see their jobs?
+
Yes. Add a sub-account at $25/mo and every technician gets their own account so their jobs, customer communications, and invoicing are all separate. You get a cross-team reporting dashboard showing active jobs, revenue, and performance by technician. Everything is organized without mixing — one tech's customers never bleed into another's pipeline.
What does the maintenance plan upsell sequence look like?
+
After a repair job is marked complete, a sequence starts automatically. Day 1: a thank-you text and a brief explanation of your annual maintenance plan with a link to learn more or sign up. Day 3: a follow-up with a specific benefit — something like "our plan members never pay emergency call-out fees." Day 7: a final gentle nudge with a seasonal offer to join. Most companies see meaningful maintenance plan conversions from this sequence within the first month.
Does it work for both plumbing and HVAC, or just one?
+
Both — and if you do both in the same company, we can build separate pipelines and automation sequences for each service type. Emergency plumbing calls, HVAC maintenance plans, and seasonal tune-up campaigns can all run independently with their own messaging and triggers, all inside the same account.
Is there a long-term contract?
+
No contracts. Month-to-month on all plans. Cancel anytime with 30 days notice. One emergency job captured that you would have otherwise lost pays for months of your plan.
Ready to Grow?

ANSWER FASTER.
BOOK MORE JOBS.
GROW YOUR RECURRING REVENUE.

Book a free strategy call and we'll show you exactly how Keylead Engine can be built for your plumbing or HVAC business — from emergency lead capture to full seasonal campaign automation.

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