GKTech Solutions

Job IntakeHVAC

First estimate in minutes for HVAC jobs

Homeowners answer a few questions on your website, day or night, and add photos of the equipment label. You get a job report by email.

Try the demo See a sample job report

Answers requests 24/7 on your website

Outdoor heat pump beside a modern white house Outdoor heat pump beside a brick home and garden Finger adjusting a digital thermostat

On your website

What your customer sees

A homeowner taps "Get a free estimate" and the chat opens. It asks one question at a time and takes photos straight from the phone camera.

  • One question at a time, in plain words
  • Checks the ZIP code against your service area
  • Up to 5 photos per request
  • Day and night, weekends included
Gorse Meadow Heating and AirFree estimate request
  • Chat: Hi! I'm the automated intake assistant for Gorse Meadow Heating and Air. I'll ask a few quick questions so the team has everything they need, then they'll get back to you. What do you need done?
  • Customer: Our gas furnace is pretty old and we're thinking about switching to a heat pump.
  • Chat: Got it. What's the ZIP code where the work would be done?
  • Customer: 98375
  • Chat: Thanks, that's in the service area. Does the home have vents in the floors or ceilings? That tells us whether you have ducts.
  • Customer: Yes, floor vents in every room. The furnace is from 2004.
  • Chat: That helps. If you can, add a photo of the furnace label and one of the spot outside where a unit could go. You can add up to 5.
Example Gorse Meadow Heating and Air, mid-conversation

HVAC questions

The questions it asks for HVAC jobs

Each trade gets its own question set. These are the ones for HVAC work.

  1. 01

    What needs doing

    A new heat pump, a furnace, a ductless system, a repair or a tune-up

  2. 02

    Is the heat or cooling out right now

    And how cold or hot it is inside, so you know how fast to call back

  3. 03

    Current system

    Furnace, heat pump, baseboard, boiler or nothing yet; gas or electric

  4. 04

    Age of the system

    The year on the outdoor or furnace label, or a rough guess

  5. 05

    Ducts or no ducts

    Vents in the floors or ceilings mean ducts; that sets which jobs fit

  6. 06

    Size of the home

    Square feet and number of floors, for sizing the equipment

  7. 07

    Timing

    As soon as possible, before winter or summer, or just planning

  8. 08

    ZIP code

    Checked against your service area before anything else

Photos

Photos it asks for

The chat asks for each photo by name, with a short tip. Customers can add up to 5.

  1. Outdoor heat pump unit on a gravel pad

    The outdoor unit

    The whole unit and the ground around it

  2. Rating label sticker on the side of an outdoor air conditioner

    The equipment label

    The sticker with brand, model and year

  3. Indoor boiler with pipes, valves and a flue duct around it

    The furnace or indoor unit

    Front panel on, with the pipes and ducts around it

  4. Digital thermostat screen

    The thermostat

    Its screen, showing any message or code

The job report

What you get

A job report by email for every request, with the answers, the photos and a suggested range from your price list. The customer sees no price until you approve it.

Gorse Meadow Heating and Air · today 7:42 PMJob report

Ducted heat pump to replace a 2004 gas furnace

Urgency: Planned
Customer
Avery Holt
Phone
(555) 010-0158
ZIP
98375
Suggested from your price list:

$7,000 to $14,000

Matched: Heat pump installation Approve and send to customer The customer sees nothing until you approve.
Example Owner job report, top of the page

  1. Urgency up top

    The job in one line, marked Planned or Emergency.

    Ducted heat pump to replace a 2004 gas furnace

    Urgency: Planned

  2. Questions to ask on the call

    Based on what the customer said and what is still missing.

    Ask on the call

    • Keep the furnace as backup heat, or remove it?
    • Is there room and a level spot outside for the unit?
    • Is the panel able to take a new 240 V circuit?
    • Have they checked utility rebates yet?

  3. What the photos can't confirm

    So you know what to check when you see the job.

    What the photos can't confirm

    • Duct size and condition
    • Electrical panel capacity
    • Heat loss of the home

Urgent calls

Urgent calls

When a homeowner types words like these, the chat stops asking questions and points them to you right away.

  • gas smell
  • rotten egg smell
  • CO alarm
  • no heat
  • burning smell
  • smoke
  • sparking

  • Shows the call card

    A call button with your number, and a line to call 911 if anyone is in danger.

  • Alerts you

    An email marked Possible emergency, with the customer's number when they gave it.

Gorse Meadow Heating and AirFree estimate request
  • Chat: Hi! I'm the automated intake assistant for Gorse Meadow Heating and Air. I'll ask a few quick questions so the team has everything they need, then they'll get back to you. What do you need done?
  • Customer: Our CO alarm keeps going off near the furnace.

Please call the team

This could be urgent. If anyone is in danger, or you see fire or smoke or smell gas, call 911 now. Otherwise please call Gorse Meadow Heating and Air right away at (555) 010-0127.

Call (555) 010-0127
Example What the customer sees
Inbox

Gorse Meadow Heating and Air: possible emergency

Job Intake for Gorse Meadow Heating and Airto me · 7:43 PM

Possible emergency

Jordan Reyes reported a carbon monoxide alarm sounding near the furnace at 6:05 AM.

They were told to call you at (555) 010-0127. Their number is (555) 010-0176.

Call Jordan Reyes Open the job report Powered by GKTech Solutions
Example The alert you get

By the numbers

By the numbers

FAQ

Questions owners ask

Something else on your mind? Ask us when you try the demo.

Will it work with my website?

Most likely. Job Intake is added to your site as a short script tag or a "Get a free estimate" button, and the chat opens on top of your page. If your website lets you add a snippet of code, it can run there. If you are not sure, we check it with you.

Who sees the price?

You do, first. The job report suggests a range from your own price list. The customer sees a price only after you tap Approve and send.

What if it's an emergency?

When a customer types words like gas smell, CO alarm or no heat, the chat stops asking questions and shows a card with your phone number and a line to call 911 if anyone is in danger. You get an email marked Possible emergency, with their number when they gave it.

What does setup take?

We set it up with you: your service area, the questions for your trade, your price list and the inbox for job reports. On your website it is one script tag or button.

What happens to customer data?

Each business's requests are stored separately, and the details go only to that business. Photos are kept in private storage, and the link in each job report is signed and expires.

Live demo

Try it as a customer

Play the homeowner. The job report goes to your inbox, the way your customers' requests would reach you.

  1. 01Tell us where to send the report
  2. 02Answer as a homeowner on an example business site
  3. 03Open the job report in your email

Your details

We use your details to send the report and follow up about Job Intake. Privacy policy.

Example screens use fictional businesses and demo data.

Try the demo