In July, nobody has time to ask
The phones ring all day with no-cool calls, techs run stop after stop, and the review ask is the first thing to go. The busiest season produces the fewest reviews.
HVAC companiesReviews
The review request goes out when the system is running and the invoice is paid.
A text to the homeowner after the repair or install closes, the tech’s name on it, and one inbox for replies through the summer rush and the fall tune-up season.
Where it goes wrong today.
An install is not done when the truck leaves
The permit inspection or the thermostat programming visit comes later. A request sent too early catches a homeowner still waiting on something.
One complaint about a maintenance plan sits unanswered
A review says the plan did not cover what the homeowner expected. The owner sees it from a job site and never gets to a keyboard.
How it works for hvac companies.
Closed and paid is the trigger
When the job is marked complete and the invoice paid in the CRM, the request is scheduled. Installs waiting on an inspection stay open and send nothing until the final visit closes. Maintenance-plan visits can trigger too, once a year rather than every visit.
The text names the tech and your company
It thanks the homeowner, names the tech who was in the house, and links to your Google Business Profile. Every closed job gets the same message. Ottimo does not guess which homeowners are happy; everyone is asked.
One inbox, replies from the office
Reviews land beside your missed-call text-backs and booking confirmations. The office replies, thanks the homeowner and mentions the tech. A negative review gets a same-day reply offering a call and a return visit. See how to ask for Google reviews.
Illustrative example
What a day looks like.
- Monday, end of dayThe day’s no-cool repairs close and are paid. Each homeowner gets a text naming the tech.
- TuesdayA new system is installed but the permit inspection is next week. No request yet.
- WednesdayA review praises a tech for explaining the thermostat. The office replies and notes it on the job record.
- ThursdayA review complains that a maintenance plan did not cover a part. The owner replies from the inbox and offers a call.
- Following weekThe inspection passes, the install closes, and the homeowner gets the request.
An illustrative example of how the system runs, not a measured result.
More for hvac companies.
HVAC companiesThe whole system for this work: pages, phones, follow-up and reviews.AI phone agentNo-cool calls answered on the first hot day of the year.WebsitesA page for no heat, for no cool, for the install, and for every town you dispatch to.CRM and follow-upReplacement quotes answered, maintenance agreements renewed, no-heat calls booked.
Questions hvac companies ask
Can we hold the request until the inspection passes?
Yes. The job stays open until you close it, and the request waits. Nothing goes out while a job is open.
Can we skip the homeowners who argued about the bill?
You can pause one job’s request and call instead. What Ottimo will not do is screen homeowners automatically; every closed job gets the same ask, which is what Google’s review policies require.
Does Ottimo write the reviews?
Never. Homeowners write their own reviews on Google. Ottimo sends the request and helps you reply.