HVAC requests mix three different needs: replacement, maintenance and urgent repair. A replacement campaign should keep only the first and route the others elsewhere.
Replacement, maintenance and urgency
| Request type | Typical signal | Belongs in a replacement campaign? |
|---|---|---|
| Replacement | Planning a new system; asks about sizing or options | Yes |
| Maintenance | Tune-up, filter, seasonal check | No |
| Urgent repair | System down now; wants a technician today | No — needs a dispatch program |
Fields that matter
- Installation ZIP inside your service area.
- Owner or decision-maker, as stated.
- System type (central AC, heat pump, furnace) and property type.
- Replacement vs. maintenance, asked explicitly.
- Installation timeline.
What a qualification call should confirm
- The person is planning a replacement, not a repair visit.
- Their role in the decision.
- When they want the installation.
- The preferred contact window and language.
A qualification call confirms statements. It does not size the system or diagnose the existing unit; that remains your technician’s job.
Illustrative launch pricing in USD. Final campaign pricing and any applicable taxes are confirmed before activation.