Most HVAC companies don't lose jobs to better techs. They lose them to missed calls on the hottest days, slow install quotes, forgotten follow-ups and tune-up customers nobody reminds. Expansion OS plugs every leak.
It's 105 degrees and you miss a no-cool call. They call the next company.
Every missed call gets an instant text back, so the homeowner waits for you.
Service calls get booked through phone tag.
Customers book a diagnostic on your calendar from a text link.
Replacement quotes wait until the tech is back at the shop.
Build and send the quote from your phone before you leave the driveway.
Big system quotes go out and nobody follows up.
Automatic texts and emails follow up on every open install quote.
Tune-up customers forget to book until something breaks.
Seasonal tune-up reminders go out to your opted-in customers automatically.
Happy customers never leave a review.
Review requests go out after every job, so your Google rating keeps climbing.
From the first no-cool call to the renewed maintenance plan, Expansion OS runs your HVAC jobs from your phone: calls, service booking, quotes, payments, follow-up and reviews.
When your techs are in an attic and can't pick up, Expansion OS texts the caller back instantly, so they wait for you instead of calling the next HVAC company on Google.
Customers pick a time from a text link. Reminders go out automatically so fewer techs drive to empty houses.
Send a professional install quote from your phone before you leave the property.
System replacements take time to decide. Automatic texts and emails follow up on every open quote so homeowners pick you, not whoever called back last.
Send the invoice with a payment link. Customers pay by card from their phone on the spot.
Review requests go out when the job is done, so your Google rating grows every week of the season.
Heat waves and cold snaps don't keep business hours. The AI Receptionist answers your line day or night, asks about the system and the problem, books the service call and texts you a summary.
Phone and texting usage billed separately. Unlimited AI use is subject to fair use.
Thanks for calling Sample Heating & Air. How can I help?
My AC is running but it's blowing warm air.
Sorry to hear that. What city are you in, and is anyone at home at risk from the heat?
Oceanside. We're okay, just hot.
Got it. I can get a technician out tomorrow at 8 AM for a diagnostic. Does that work?
Yes, please.
Pick the plan that fits your HVAC company today. Founding members keep their price for as long as they stay.
For owner-operators who want to stop missing service calls and get paid faster.
Billed monthly
Includes
Texting and calling usage billed separately by usage.
For HVAC teams that want the whole system, set up for them.
Billed monthly
Everything in Starter, plus
Includes $15/mo in texting and calling credit. Most contractors never go over.
For HVAC owners who want it built and managed for them.
Billed monthly
Everything in Pro, plus
Includes $30/mo in texting and calling credit.
Use Expansion OS for 30 days. If it's not right for your HVAC business, email us and we'll refund your first payment. No hoops, no hard feelings.
Straight answers about running an HVAC company on Expansion OS.
Expansion OS is HVAC software and an HVAC CRM in one app. It texts back missed calls, books service calls, sends quotes and invoices with payment links, follows up on open install quotes, reminds customers about tune-ups and requests Google reviews after every job.
Yes. Your account includes spring AC and fall heating tune-up campaigns and maintenance reminders you can send to customers who have opted in to hear from you.
Your HVAC pipeline includes a financing stage, so installs waiting on financing approval don't get lost. Financing itself is arranged through your own financing provider.
Yes. Techs can build and send a professional quote from the mobile app before leaving the driveway, and you'll see when the homeowner opens it.
Yes. Every invoice can go out with a payment link, so customers pay by card from their phone. Standard card processing fees apply.
On the busiest days, calls get missed. Every missed caller gets an instant text back, so they wait for your reply instead of calling the next HVAC company.
The first 100 contractors who join lock in their monthly price for as long as they stay subscribed. When the spots are gone, founding pricing is gone.
You're covered by our 30-day money-back guarantee. If Expansion OS isn't right for you within 30 days, email us and we'll refund your first payment.