01
Automated Websites & Funnels
A site that sells the upgrade
- System and heat-pump pages
- Savings and grant calculators
- Survey booking with availability
- Finance application pages
AI automation for installation & retrofit
Turn survey enquiries into installations without the admin drag.
Survey booking, grant and finance qualification, quote follow-up, and install scheduling — built for HVAC installation and retrofit teams.
+38%
Survey-to-install
<2 hrs
Quote issued
−50%
Quote admin
Typical results across installation & retrofit we've automated. Your numbers come from your audit.
✦Sound familiar?
What's quietly costing your installer every week
Lost01
Survey enquiries go cold
Days pass before anyone books the visit.
Slow02
Grant eligibility checked by hand
Scheme rules applied manually to every enquiry.
Silent03
Quotes never followed up
The estimate is sent and then forgotten.
Fragile04
Install scheduling is manual
Crew, parts, and access coordinated by phone.
✦The fix
One connected system that runs the repetitive work for you
Not another tool your team has to check. The website, the phones, the messages, the reminders, and the follow-up all work together — built for installation & retrofit, monitored by us, owned by you.
1
Surveys booked automatically
Enquiries qualified and a survey slot offered on the spot.
2
Eligibility checked up front
Grant and finance qualification applied before a surveyor travels.
3
Quotes that chase themselves
Staged follow-up until the customer decides.
4
Installs scheduled around reality
Crew, parts, and access coordinated in one workflow.
✦Everything we automate
Everything we automate for a installer like yours
Six connected systems, each built with the specifics for installation & retrofit.
02
Lead Capture & Instant Follow-up
Every survey enquiry qualified
- Instant reply and qualification
- Property and system capture
- Grant and finance pre-check
- Survey booked automatically
03
AI Voice & Chat Agents
Questions answered before the survey
- Grant and scheme questions
- Lead-time and disruption answers
- Survey booking by phone
- Escalation to a surveyor
04
Workflow & Back-office Automation
Quote-to-install without the chasing
- Quote issued from survey data
- Staged quote follow-up
- Install scheduling with parts and crew
- Handover pack and commissioning
05
AI Customer Support Automation
Customers guided through the process
- What-happens-next guidance
- Grant paperwork questions
- Install date changes
- Aftercare and warranty registration
06
Data, Reporting & AI Assistants
See where installs are won and lost
- Survey-to-quote-to-install conversion
- Cost per install by source
- Quote value and margin
- Crew capacity and lead times
✦Compare your options
Hire, outsource, or automate?
What actually changes for a installer when enquiries, calls, and follow-up are automated.
| Doing it manually | Answering service / agency | CODEVGROW automation | |
|---|---|---|---|
| Speed of first reply | Hours, or next day | Message taken, callback later | ✓Under 60 seconds, 24/7 |
| After-hours & weekends | Voicemail | Message only | ✓Answers, books, escalates |
| Books the appointment / job | When staff are free | No | ✓Yes — live availability |
| Reminders & no-show recovery | Manual, inconsistent | No | ✓Automated, with waitlist fill |
| Follows up until booked | Rarely | No | ✓Multi-touch, stops on reply |
| Knows your services & pricing | Yes | Script only | ✓Trained on your business |
| Logs everything to your system | Sometimes | Email summary | ✓Every call, chat, and booking |
| Reporting | Spreadsheets | Call counts | ✓Live dashboard + AI assistant |
| Monthly cost | Salary + turnover | Per-minute fees | ✓Fixed, lower than one hire |
✦How it works
Live in weeks, not quarters
- 1
Free audit
45 minutes mapping how enquiries, calls, admin, and follow-up flow through your installer today.
- 2
Ranked plan & fixed price
What to automate first, expected hours and revenue, and a fixed price — within 48 hours.
- 3
Build & soft launch
We connect your systems and go live on one channel first, with human fallback, in 2–4 weeks.
- 4
Run & improve
24/7 monitoring, weekly transcript reviews, and the next automation added each month.
Free discovery call
See exactly what we'd automate in your installer — in 45 minutes
You leave with a ranked automation plan and a fixed price, whether you work with us or not. No pitch deck.
✦What owners say
Heard from installation & retrofit we work with
★★★★★
“We stopped losing quotes to silence.”
★★★★★
“Surveys are booked while the customer is still interested.”
★★★★★
“Every system was built, connected, and monitored by one team. No hand-offs, no ‘talk to the vendor’.”
Will customers know they're talking to an AI?
The assistant introduces itself as your installer's virtual assistant and hands over to a person the moment someone asks — or when a question needs judgement. Satisfaction stays high because answers are fast and accurate.
Is our data safe?
Yes. Data stays in your systems, conversations are encrypted, and we configure retention and access rules for your regulatory requirements. Decisions that need a person always stay with your team.
Does it work with the software we already use?
We integrate with the major CRM, booking, ERP, and industry platforms via native integrations or API — and with your phone system, WhatsApp, and website. We'll confirm your exact stack in the audit.
How long until it's live?
Most installation & retrofit are live in 2–4 weeks, starting with one channel (usually phone overflow or web enquiries) and expanding from there.
What does it cost?
A fixed setup fee plus a monthly plan based on volume — typically less than one part-time hire, with the expected ROI shown against your current numbers in the audit.
Other hvac businesses we automate
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