STRATA inside HVAC
STRATA inside HVAC. The five things costing you that cost independent HVAC contractors recoverable revenue every month.
Tools we work with: ServiceTitan, Housecall Pro, Jobber
About STRATA
STRATA installs AI inside the business you already built. We work inside your existing tools (CRM, AMS, PMS, scheduling). The customers you paid for, working for you again. The hours your team lost, given back. The Revenue Audit is $5,000 to $25,000, sized to the recoverable number we find in your data.
What's costing you right now
The specific things leaking revenue in your operation.
- 01
After-hours dispatch leakage
The Saturday-evening call goes to voicemail. Monday morning, the homeowner has already booked the competitor whose answering service picked up at 7:42 p.m. The leakage is measurable in the call log against the booking log; we calculate the conversion delta from your phone-system export.
- 02
Dormant customer database with no reactivation sequence
Twelve to thirty-six months of inactive accounts sit in ServiceTitan, Housecall Pro, or Jobber with no scheduled outreach. The maintenance revenue, the early-replacement revenue, and the seasonal tune-up revenue from that book is recoverable. The recovery rate from a properly sequenced reactivation campaign is calculable from your historical conversion data.
- 03
Slow speed-to-lead on inbound web requests
The lead-form fill at 2:14 p.m. and the first outbound call at 4:38 p.m. is a thirty-minute window of competitive exposure that closes the deal for whoever called first. Industry telemetry puts the inbound response decay against booking rate inside the first ten minutes; your specific decay curve runs against your CRM export.
- 04
Dispatch capacity blind spots
The dispatcher routes the next call to the next available tech without visibility into job complexity, drive time, parts availability, or revenue per stop. Two of seven techs over-utilized, three under-utilized, one running a sub-optimal route. The operational capacity layer surfaces this without ripping out the dispatch system.
- 05
Review velocity lagging visible local competitors
Reviews are an operational output, not a marketing tactic. The competitor with 412 Google reviews and a 4.8 rating outranks you on local pack searches because they ask every served customer at the right moment in the visit. The Follow-Up Automation layer installs the ask at the moment the tech closes the ticket.
The Revenue Audit
Know your number before you commit to anything.
Fifteen minutes against your data. We calculate the specific dollar figure of recoverable revenue from your hvac operation. The audit runs $5,000 to $25,000 depending on the depth of your business; our fee is sized to the number we find.
- 01A specific dollar figure of recoverable revenue, calculated against your own data.
- 02A diagnosis named in plain English, specific to your business.
- 03A reference conversation with another owner who has been through this.
- 04A fee sized to the number we found, or an honest answer about why this is not for you.
What we install
Six systems. Installed in sequence inside the tools you already use.
Layer 1
Revenue Recovery
Turn customers you already paid for into active revenue.
The database you already built, working for you again. No new ad spend, no new acquisition cost.
Layer 1
Speed-to-Lead
Your first call arrives before your competitor's. Every time.
The two-to-seventy-two-hour gap that costs the deal to whoever picked up first, closed in seconds.
Layer 2
Document Processing
Your team stops working through lunch.
Manual data entry that costs your team four-plus hours a week, gone. PDFs, emails, intake forms, faxes, handled.
Layer 3
Follow-Up Automation
Every lead followed up. Without you chasing your team.
The sequences you planned, but never executed at scale, run automatically against every contact.
Layer 4
Internal Reporting
Monday morning shouldn't cost you Sunday night.
Your Monday report compiled overnight. No more stitching numbers from five different tools every week.
Pre-entry
The Revenue Audit
Know your number before you commit to anything.
Fifteen minutes against your data. A specific dollar figure of recoverable revenue. $5,000 to $25,000.
Questions before you book
What owners in your industry ask first.
ServiceTitan, Housecall Pro, and Jobber are supported right now. Field Edge, RazorSync, and FieldEdge integrations are scheduled against engagement demand. If your dispatch system is not on this list, ask on the audit call; we may already have integration patterns in flight.
Layer 1 (Speed-to-Lead plus Revenue Recovery) is operationally meaningful at three trucks if your monthly inbound volume is above one hundred calls. Layer 2 and beyond is sized against a six-truck minimum. The audit math says yes or no against your specific numbers.
No. The integration sits between the inbound channels and your existing dispatch system. The dispatcher continues to work in ServiceTitan, Housecall Pro, or Jobber as they do today.
The first reactivation sequence configures in week one and starts firing in week two. Visible booking lift typically lands inside the first thirty days. The cumulative recoverable figure from a twelve-month dormant book lands across the first ninety days.
A customer-database export from your CRM (sanitized of PII if you prefer), a recent month of call-log data from your phone system, and a count of average monthly inbound web requests. Fifteen minutes is enough to produce the figure.
How we work
Three promises that govern every engagement.
The Performance Guarantee
If we don't recover more revenue than our fee inside the first 60 days, we stop billing until we do.
An Honest Answer
If the audit shows the numbers don't justify the work, we tell you on the call. We'd rather walk away than waste your time and money.
Month-to-month
The first 90 days are month-to-month. No long contract up front. Longer commitments are earned by what we deliver.
STRATA inside HVAC
Your recoverable revenue is a specific number.
We calculate it from your hvac data in fifteen minutes.
Performance Guarantee. Honest answer on the call. Month-to-month.