Saturday night. The phones ring while you are at your kid's game. By Monday the homeowner has called somebody else.
For HVAC companies
Business Intelligence
to 10X Your
HVAC Company
It's like the software big companies use but now accessible to small businesses.
Use our AI CRM or bring your own. Every customer, call, quote and invoice lands in one place. It traces every booked job back to the ad, listing or truck wrap that started it, and every morning it shows you what needs you.
Invitation only. Connect your tools in a few clicks, or we can set them up for you.
A map of the Denver service area for Kestrel Heating and Cooling, an example company. Calls from Oct 1 to 23 trace back to the source that brought them and fill a revenue by source list. Then one call is followed: Brian Whitaker in Lakewood called on the Google Ads line about a furnace that quit overnight. The job became a paid furnace replacement, and $9,069 is credited to Google Ads, which moves its return from 5.9x to 7.6x.
- Google Ads$41,860
- Google Maps listing$33,940
- Referrals$31,690
- Local Services Ads$27,350
- Website, forms and chat$22,480
- Yard signs and truck wraps$8,280
- Other sources$1,180
- Not recorded$19,640
As of Oct 24, 2026. Leads are calls, forms and website chats.
Manage the business.
You know what you billed. Nobody can tell you what paid for it.
Hard work keeps the phones ringing. It doesn't show you where the calls came from, which ones went to voicemail, or which quotes went quiet. Four questions every owner asks, and what 10XIQ answers.
You sent a replacement estimate weeks ago. Nobody has touched it since, and nobody knows it is still open.
Which replacement quotes have gone quiet?
A furnace sold last week. Was it the ad, the listing or the truck wrap that rang the phone? Nobody can say.
Which ad paid for that install?
You know the deposits. You can't say if this month is ahead of the same days last month, or why.
Is this month better than last month?
Example company, sample figures. Kestrel Heating and Cooling, Denver.
Big companies pay people to answer these questions.
National brands and private-equity roll-ups have analysts, people who listen to calls, and someone whose whole job is tracing ads to jobs.
10XIQ gives a small shop the same answers. No new hire. No swapping out the tools you already pay for.
1Tools you already pay for
- Call trackingCalls, recordings and lines
- Google AdsClicks, spend and Local Services
- Google Business ProfileMaps listing calls
- QuickBooksInvoices and payments
- Your own CRMKeep it, or bring your contacts and deals over
- Your websiteForms, chats and visits
2One record per homeowner
Matched by phone and email. QuickBooks wins on names.
3What you see every morning
- TodayFive numbers and what needs you
- Calls to returnMissed calls and voicemails
- PipelineEvery quote, new lead to paid
- Marketing ROIWhich ads make money
- PeopleTimeline, notes and tasks
- RevenueInvoiced, collected, sold
Connect your tools in a few clicks, or we can set them up for you. 10XIQ matches everything to one homeowner, and every morning it shows you what needs you.
From the ad click to the paid invoice.
Every booked job carries its source with it. Here is the call from the map, followed all the way to the money.
Brian Whitaker, Lakewood
Thursday, Oct 15, 7:14 AM. 4 min 12 s. Answered by Jordan Pike.
Furnace stopped heating overnight and the unit is about nineteen years old, asked for a same day visit and booked a morning slot.
- Tracking line
- 720-555-0111
- Campaign
- Furnace repair, Denver metro
- Keyword
- furnace not working
- Landing page
- /furnace-repair
- Device
- Phone
- 1
Ad click Oct 15, 7:09 AM
Google Ads, "Furnace repair, Denver metro." The visit keeps its click ID, landing page, device and town.
- 2
Call 7:14 AM, 4 min
Comes in on the Google Ads tracking line. Jordan books a morning slot.
- 3
Diagnostic Oct 15, 10:00 AM
Kyle Brandt, $129. The inducer motor failed on a 19-year-old furnace.
- 4
Replacement estimate Oct 16
Marcus Hale, $8,940. An 80k BTU 96% two-stage furnace.
- 5
Won Oct 18
With financing.
- 6
Installed Oct 21
Install Crew A.
- 7
Paid Oct 22
The invoices close out and the sale is traced back to the first click.
Manage the
business.
Use our AI CRM or bring your own.Every customer, quote, call and follow-up in one place, with the money beside it, in the order you check them. Every screen below is from one example company.
Your morning in five numbers.
Calls to return, follow-ups due, new leads, open estimates and jobs booked. Under them sits this month against the same days last month, so you know in ten seconds whether the week is working.
Revenue, invoiced
Up $34,120, or 22%
Jobs booked counts new leads that became a booked visit or job.
One record for every customer.
Calls, forms, website chats, QuickBooks invoices and contacts brought over from HighLevel or another CRM merge into one record, matched by phone and email. The timeline shows every call, quote, job and payment, with the notes, the tasks and the deal owner right beside it.
Maria Gutierrez
Lakewood. Customer since 2023.Matched by phone to a 2023 QuickBooks customer. QuickBooks wins on names.
- Phone
- 720-555-0147
- maria.g@example.com
- Owner
- Jordan Pike
- Next visit
- Tue, Oct 27, 8:00 AM
Toddler at home, so she wants the carbon monoxide check every fall. Prefers a text after 5 PM.
"Booked a fall tune-up and asked whether the heat pump rebate is still $3,000."
"Asked what a furnace tune-up costs. Quoted $119 from the price list, with the estimate note. Left her phone number."
2 more due today.
Day
Time
Taken times come from the calendar. Already use a booking service? Visits booked there land on the same timeline.
Every quote, from new lead to paid.
New lead, Estimate scheduled, Estimate sent, Won, Installed and Paid. Drag a card to move it, and the move lands on the customer's timeline. Every deal has an owner, and a Gone quiet list catches the estimates nobody has touched in 30 days, so a $14,200 heat pump doesn't die in a drawer.
Swipe for every stage.
Gone quiet: 7 open estimates, $68,900, no activity in 30 days.
Mark lostThe 12 wins from Oct 1 to 23, $122,400, sit across Won, Installed and Paid.
Every call recorded, read and summed up in one line.
Missed calls, voicemails and new website leads land in Calls to return, with Play and Call buttons. Each recorded call gets one sentence and a kind: Booking, Inquiry, Existing customer or Sales pitch. Click to call goes out on your own tracking number, and a recording notice plays first.
"Furnace will not light and the house is getting cold, asked for a visit today."
"Asked the price of a no-cool diagnostic, was quoted $129 from the price list and left his number."
"Thermostat screen is blank and the furnace will not start, asked for a call back."
Each call gets one sentence, labeled "From the call recording," and a kind.
Answered by Jordan Pike 231, Renata Ortiz 148 and the on-call line 33. 16 missed calls left no message.
Invoiced, collected and sold. Never mixed up.
Revenue means invoiced. Cash collected means payments. Deals won is a pipeline number. 10XIQ keeps the three apart and labels each one. A What sold view breaks revenue into heating repair, heat pump installs, tune-ups and the rest, with the average ticket for each kind of job.
Plans and tune-ups: 61 tune-ups at $119 and 21 new plans at $199.
Who answered, who quoted, who closed.
This month by person, taken from click to call, deal owners, stage moves and sales marked. Earlier months come from the rep in QuickBooks and the deal owners you brought over from HighLevel or another CRM.
18 estimates open, $196,200
16 estimates open, $165,200
Close rate is won divided by won plus lost. The red tick marks the 40% goal.
412 answered of 449 inbound, 92%.
Equipment and parts, counted.
Furnaces, heat pumps, coils, capacitors and refrigerant in one list, with what's on hand, what each one costs you and what you charge. Know the furnace is on the shelf before you promise a next-day install.
| Item | Kind | On hand | Your cost | Your price |
|---|---|---|---|---|
| 80,000 BTU 96% two-stage furnace | Equipment | 2 | $1,640 | Quoted per job |
| 3 ton heat pump, 18 SEER2 | Equipment | 1 | $3,980 | Quoted per job |
| 4 ton evaporator coil | Equipment | 3 | $720 | Quoted per job |
| 55/5 MFD run capacitor | Part | 12 | $14 | $185 installed |
| Hot surface igniter | Part | 9 | $22 | $289 installed |
| R-454B refrigerant | Part | 76 lb | $18 a lb | $95 a lb |
Prices here are the same price list the website chat quotes from.
Permits, photos and call recordings where you can find them.
Files keeps every call recording by month, with no public links. Projects is where you ask your marketing team for a new landing page or an ad change, then watch it move.
433 recordings in Calls / Oct 2026. Owner logins have no public share links.
Grow the
business.
Know where every job came from.Keep the ads that pay for themselves, cut the ones that don't before heating season, and turn more website visitors into booked visits.
Know which ads make money.
For each source, 10XIQ shows spend, leads, cost per lead, booked jobs, sales and return on ads. A sale closed over the phone is credited to the call that brought the buyer, so the ad that rang the phone gets the credit.
| Source | Spend | Leads | Booked | Cost per lead | Sales | Return |
|---|---|---|---|---|---|---|
| Google Ads | $5,540 | 72 | 44 | $77 | $41,860 | 7.6x |
| Local Services Ads | $3,280 | 49 | 34 | $67 | $27,350 | 8.3x |
| Google Maps listing | no spend | 41 | 27 | $33,940 | no ad spend | |
| Website, forms and chat | no spend | 31 | 18 | $22,480 | no ad spend | |
| Referrals | no spend | 14 | 11 | $31,690 | no ad spend | |
| Yard signs and truck wraps | none this month | 9 | 6 | $8,280 | no ad spend | |
| Other sources | no spend | 12 | 3 | $1,180 | no ad spend | |
| Not recorded | 7 | 4 | $19,640 | left out | ||
| Total | $8,820 | 235 | 147 | $73 per paid lead | $186,420 | 7.8x paid |
Leads are calls, forms and website chats. Local Services Ads calls come in on their own tracking number, and their spend shows through the linked Google Ads account.
Humanyze talks like the kindest person on your team.
Humanyze is the chat on your website, in your shop's own voice and colors, with your jokes and a name if you want one. It listens, answers in plain words and uses only your pages, your team's answers and your price list. It sounds human, says it's an assistant whenever anyone asks, and never invents a price, a date or an offer.
Friday 8:47 PM. This chat is saved so the team can follow up.
Handed to the team
Hi, I'm Kestrel's website assistant. Ask about service, prices or hours, or I can have the team call you.
I'm Wren, Kestrel's website assistant. The team named me after a songbird, and it stuck.
I'd come do it myself, but I'm all chat and no toolbox.Used now and then, where it fits.
- Says it's Kestrel's assistant whenever anyone asks.
- Answers only from Kestrel's pages, the team's answers and the price list.
A tech can be there by 2 PM today, and this week the rebate is $3,000.
It promises a time and an offer, and neither one is in a source. The check runs in code.
Prices come only from your price list. The estimate note is added in code to every reply that has a price.
Every call, form and click traced to where it came from.
The tag runs from your own website's address and keeps the click ID, landing page, device and town for each visit. Each source gets its own tracking number, so a call carries its source before anyone picks up.
- Source
- Google Ads
- Campaign
- Furnace repair, Denver metro
- Keyword
- furnace not working
- Click ID
- Saved with the visit
- Landing page
- /furnace-repair
- Device
- Phone
- Town
- Lakewood
- Tracking line
- 720-555-0111
Every missed call gets called back.
Every missed call lands in Calls to return with the voicemail, the source and a Call button. Click to call dials out on your tracking number, so the callback is recorded on the same customer. In a summer surge the phones never stop, and the missed ones cost the most.
When they came in
16 of the 37 left no message. They still land in Calls to return with the number and the source.
Truck wraps and yard signs that report back.
Each code on a truck wrap, yard sign, door hanger or fridge magnet is its own source, with scans, leads and sales. A scan becomes a lead when that visitor calls, fills out a form or starts a chat.
Watch it work.
10XIQ watches your tracking, calls, spend and website. When a number moves, it opens a ticket with the evidence, and later checks that the fix held.
Found Oct 6
Calls stopped tracking on the furnace repair page. 0 tracked calls from /furnace-repair since the Oct 3 page edit, 31 in the week before.
Ticket opened Oct 6
Evidence attached. The number on the page no longer matches the Google Ads tracking line.
Fix applied Oct 6
The page shows the Google Ads tracking number again.
Checked Oct 13
27 calls tracked since the fix.
Calls are tracking again. 10XIQ checked the fix held.
Every number says what it measured.
When something can't be measured, 10XIQ tells you why. Here is the return on ads, with what it counted, what it left out, and what would make it exact.
Works with the tools you already pay for.
Connect them yourself in a few clicks, or we can set them up for you. 10XIQ changes something in one of them only when a signed-in person clicks.
- Call trackingCalls, recordings and tracking lines
- Google AdsSpend, clicks and campaigns
- Local Services AdsCalls, on their own tracking number
- Google Business ProfileCalls from your Maps listing
- Your websiteForms, chats, visits and search
- QuickBooksInvoices, payments and names
- Your own CRMHighLevel and others: keep it running, or bring contacts, deals and owners over
- Field service softwareJobs and invoices, from uploaded reports
- Your booking serviceVisits booked there land on the timeline
On the way.
Everything above works today. These are next.
- Invoices with pay links. Branded, with open tracking.
- Missed-call text back. Sent from your own number.
- Automations. Check-ins, reminders and review asks.
- Memberships. Plans, renewals and plan visits.
- Jobs board and tech scorecards. By truck and by tech.
- Online booking page. Customers pick their own time.
- Industry packs. HVAC first, then plumbing and electrical.
- Facebook and Instagram ads. Spend and lead forms.
- ServiceTitan. A live connection, beyond uploaded reports.
Questions owners ask.
Is 10XIQ a CRM?
Yes, an AI CRM. Use ours or bring your own. Ours has people, the pipeline, notes, tasks and follow-ups, deal owners, booking and the Today screen. Already on HighLevel or another CRM? Keep it running and 10XIQ reads it, or bring your contacts and deals over. Either way, you can do it yourself or we can set it up for you.
Do I have to leave the software I run on?
No. 10XIQ reads QuickBooks, your call tracking, your ad accounts and HighLevel or another CRM, takes reports from your field service software and works with your booking service. The tools you use every day keep running as they are.
Who sets it up?
You can connect your tools yourself in a few clicks, or we can set it up for you.
Can my techs see the money?
Roles are Owner, Salesperson and Viewer. You choose which one each person gets.
Will Humanyze make things up?
No. It answers only from your pages, your team's answers and your price list, and the check runs in code. Every price comes from your price list and ends with a note that it's an estimate, not an official quote. When it doesn't know, it says so and hands the visitor to your team.
Who hears my calls?
Recordings stay in your own file store, with no public links. Each call gets a one-sentence summary, labeled "From the call recording." Full transcripts are for the team that sets up your account.
Run it like the big companies do.
10XIQ gives a small HVAC company the answers a big one pays analysts for.
Invitation only. Tell us about your shop. Connect your tools in a few clicks, or we can set them up for you.