Talk to your agentAsk it anything, or have it text your team. Only you see this.
Tell me who to text or email on your team, or ask about your customers, your jobs or your day.
Summit Heating & Air
Contacts
Your agent answers every one. Open anyone to read it, and jump in whenever you want.
3LeadsNot booked yet19CustomersBooked at least once$21,337Spent with youAll their paid jobs8Handled by your agentOf 9 conversations today1Needs youWaiting on your answer
- No one matches.
New · Came from Referral
Dev P.
Lake Dr · (555) 010-3390
CustomerOpen quote
Conversation14m ago
Your agent is on itWhat your agent did
Wants 10% off the $8,200 replacement1 sent by your agent · 1 from themEmail, Texts
- Yesterday · 4:10 PM
- Your agent · EmailHi Dev, here’s your replacement quote from Chris: $8,200 for the new system, installed.
- Today · 11:06 AM
- TextThanks. Any chance of 10% off? Then we’d go ahead.
- Needs you
Dev P. asked for 10% off the $8,200 replacement. Approve?
Either way, your agent texts Dev back for you.
—Spent with you
2Jobs
—Average ticket
Replacement quote · $8,200Next
Jobs0 done · 2 open
- #1032Today · 1:00 PMConfirmed
Estimate
Chris
- Install walk-throughIncluded
- #1021Oct 14, 2026Quote
Replacement quote: 3-ton heat pump
Chris
- Heat pump, 3-ton, installed$8,200
Reach them
- (555) 010-3390Phone · MobileMain
- dev.p@example.comEmail · PersonalAdded by your agent
Places1 unit
Home · Lake DrMain
- AC · Rheem 3-ton2008 · 18 yrsReplacement quoted
Your fields
- Gate code—
- Pets—
- Filter size—
- Best time to reach—
It remembers
- Referred by Tom K.
- Wants to go ahead at 10% off
- Would like the install Monday
New · Came from Google
Ava N.
Maple Ave · (555) 010-4802
Lead
Conversation9m ago
Your agent is on itWhat your agent did
Quoted $390 duct cleaning · waiting on her addressFirst reply in 4s1 sent by your agent · 1 from themTexts
- Today · 11:08 AM · New lead from Google
- TextHi, how much is duct cleaning? We just had a baby and the air feels dusty.
- Your agent · TextCongrats! This is Summit Heating & Air. Whole-home duct cleaning is $390. What’s your address? I’ll find a time this week.
—Spent with you
0Jobs
—Average ticket
Waiting on her addressNext
Jobs0 done · 0 open
Reach them
- (555) 010-4802Phone · MobileMain
Places0 units
Home · Maple AveMainNot seen yet: your agent notes it at the first visit
Your fields
- Gate code—
- Pets—
- Filter size—
- Best time to reach—
It remembers
- Wants a quote on duct cleaning
- Has a new baby, asked about air quality
New · Came from Google
Jess M.
Elm St · (555) 010-7781
Customer
Conversation2m ago
Your agent is on itWhat your agent did
Booked an AC repair · today 11:25 with JordanFirst reply in 6s2 sent by your agent · 2 from themTexts
- Today · 11:17 AM · New lead from Google
- TextAC is buzzing loud and not cooling. Can someone come today?
- Your agent · TextHi Jess, this is Summit Heating & Air. Sorry about that! Jordan can be there at 11:25 today. Want it?
- TextYes please!
- Your agent · TextBooked: today at 11:25 AM. Jordan will text when he’s close.
—Spent with you
1Jobs
—Average ticket
AC repair · Today 11:25, JordanNext
Jobs0 done · 1 open
- #1029Today · 11:24 AMConfirmed
AC repair
JordanBooked by your agent
- Diagnostic$89
Reach them
- (555) 010-7781Phone · MobileMain
Places0 units
Home · Elm StMainNot seen yet: your agent notes it at the first visit
Your fields
- Gate code—
- Pets—
- Filter size—
- Best time to reach—
It remembers
- AC buzzing, not cooling
- Found you on Google
New · Came from Website
Hugo F.
Hill St · (555) 010-4418
Customer
Conversation6m ago
Your agent is on itWhat your agent did
Booked a furnace visit · Sat 9:00First reply in 4s2 sent by your agent · 2 from themTexts
- Today · 11:36 AM · New lead from your website
- TextFurnace won’t start. Can someone come this weekend?
- Your agent · TextHi Hugo, Summit Heating & Air here. We can! Saturday at 9:00 or 11:00?
- Text9
- Your agent · TextBooked: Saturday at 9:00 AM. You’ll get a reminder Friday.
—Spent with you
1Jobs
—Average ticket
Furnace · Sat 9:00Next
Jobs0 done · 1 open
- #1041Sat, Oct 17Confirmed
Furnace won’t start
JordanBooked by your agent
- Diagnostic$89
Reach them
- (555) 010-4418Phone · MobileMain
Places0 units
Home · Hill StMainNot seen yet: your agent notes it at the first visit
Your fields
- Gate code—
- Pets—
- Filter size—
- Best time to reach—
It remembers
- Furnace won’t start
- Weekends work best
Customer since 2024 · Came from Postcard
Sam W.
Birch Ln · (555) 010-9135
Customer
Conversation1h ago
Your agent is on itWhat your agent did
Filled Alex’s 2:00 opening · AC check2 sent by your agent · 1 from themTexts
- Today · 10:52 AM
- Your agent · TextHi Sam, it’s Summit Heating & Air. Alex is near Birch Ln this afternoon with a 2:00 opening. Want your AC checked before summer?
- TextSure, 2 works.
- Your agent · TextBooked: today at 2:00 PM. Alex will text when he’s on the way.
$278Spent with you
3Jobs
$139Average ticket
AC check · Today 2:00, AlexNext
Jobs2 done · 1 open
- #1035Today · 2:00 PMConfirmed
AC check
AlexBooked by your agent
- AC check$89
- #1017Jul 14, 2025Paid
Coil cleaning
JordanBooked by your agent
- Coil cleaning$189
- #1011Jun 3, 2024Paid
AC check
Alex
- AC check$89
Reach them
- (555) 010-9135Phone · MobileMain
Places1 unit
Home · Birch LnMain
- AC · Goodman 2.5-ton2011 · 15 yrsDue for replacement · your agent offers one
Your fields
- Gate code—
- PetsDog, keep the gate shut Your agent
- Filter size20×20×1
- Best time to reach—
It remembers
- Lives near today’s Birch Ln jobs
- Has a dog, keep the gate shut
Customer since 2024 · Came from Google
Priya S.
Oak Ct · (555) 010-6652
Customer
Conversation38m ago
Your agent is on itWhat your agent did
Got paid $412 · asked for a review2 sent by your agent · 1 from themTexts
- Today · 11:40 AM
- Your agent · TextHi Priya, Alex is all done. Here’s your invoice for $412, tap to pay.
- TextPaid! Thanks, it’s so much cooler already.
- Your agent · TextThank you! Would you mind leaving a quick review? It really helps.
$303Spent with you
3Jobs
$152Average ticket
Tune-up due in AprilNext
Jobs2 done · 1 open
- #1028Today · 10:30 AMIn progress
No cooling
Alex
- Diagnostic$89
- Capacitor$185
- Contactor$138
- Total$412
- #1015Jun 11, 2025Paid
Upstairs runs warm
AlexBooked by your agent
- Diagnostic$89
- Damper adjusted$65
- Total$154
- #1010May 20, 2024Paid
AC tune-up
Alex
- Tune-up$149
Reach them
- (555) 010-6652Phone · MobileMain
- priya.s@example.comEmail · WorkAdded by your agent
Places2 units
Home · Oak CtMain
- AC · Lennox 2-ton2012 · 14 yrsDue for replacement · your agent offers one
- Furnace · Lennox 60k BTU2012 · 14 yrs
Your fields
- Gate code—
- Pets—
- Filter size16×25×1
- Best time to reachAfter 5 PM Your agent
It remembers
- Two stories, upstairs runs warm
- Pays by text
- Asked for a review today
Customer since 2025 · Came from Facebook
Carla V.
Cedar Rd · (555) 010-5520
Customer
Conversation2h ago
Your agent is on itWhat your agent did
Got a 5-star review2 sent by your agent · 2 from themTexts
- Today · 9:05 AM
- Your agent · TextHi Carla, how’s the AC since Alex’s visit this morning?
- TextAlex was great, on time and quick
- Your agent · TextSo glad! Would you mind leaving a quick review? It really helps.
- TextDone ⭐⭐⭐⭐⭐
$407Spent with you
2Jobs
$204Average ticket
Tune-up due in OctoberNext
Jobs2 done · 0 open
- #1022Today · 8:00 AMPaid
AC check
AlexBooked by your agent
- AC check$89
- #1018Aug 2, 2025Paid
AC repair: fan motor
Alex
- Diagnostic$89
- Condenser fan motor$229
- Total$318
Reach them
- (555) 010-5520Phone · MobileMain
Places1 unit
Home · Cedar RdMain
- AC · Trane 3-ton2015 · 11 yrs
Your fields
- Gate code—
- PetsSmall dog
- Filter size—
- Best time to reach—
It remembers
- “Alex was great, on time and quick”
- Neighbor of Dana R.
Customer since 2026 · Came from Website
Dana R.
22 Cedar Rd · (555) 010-2214
Customer
Conversation7:04 AM
Your agent is on itWhat your agent did
Got her gate code to Maria13 sent by your agent · 10 from themTexts, Email, A call
- 7:41 PM · New lead from your website
- TextOur AC is blowing warm air. How much to fix it?
- Your agent · TextHi Dana, this is Summit Heating & Air. Sorry it’s warm in there! Is it running but not cooling, or not turning on?
- TextRunning, but warm air.
- Your agent · TextGot it. A diagnostic visit is $89, credited toward any repair. Want a tech to check it?
- TextYes please.
- Your agent · TextWhat’s the address, and does tomorrow at 8:00 or 1:00 work?
- Text22 Cedar Road, 8:00.
- Your agent · TextBooked: tomorrow at 8:00 AM, 22 Cedar Road. I just emailed you the details.
- Your agent · EmailYour AC check is tomorrow at 8:00 AM at 22 Cedar Road. $89, credited toward any repair. Reply here to change it.
- That night · 9:58 PM · Dana calls
- Call · answered by your agent
“Hi, should I leave the AC off until the tech comes?”
“Yes, keep it off tonight so nothing freezes up. Alex will be there at 8:00.”
“Okay, thanks!”
- The next morning · 7:40 AM
- Your agent · TextGood morning Dana! Alex is on the way and should be there around 8:05.
- TextGreat, the gate code is 4471.
- Your agent · TextPassed to Alex.
- Two days later
- Your agent · TextHi Dana, any questions on the replacement quote Alex left?
- TextHow long does the install take?
- Your agent · TextOne day, and we haul the old unit away. Want Thursday at 8:00?
- TextLet’s do it.
- Your agent · TextBooked: Thursday at 8:00 AM for your install.
- Today · 7:02 AM
- Your agent · TextMorning Dana! Maria is on the way for your install, around 8:30.
- TextGreat. Gate code is still 4471.
- Your agent · TextGot it, sent to Maria.
$89Spent with you
2Jobs
$89Average ticket
New AC install · Today, MariaNext
Jobs1 done · 1 open
- #1024Today · 8:30 AMIn progress
New AC system
MariaBooked by your agent
- New AC system, 3-ton, installed$7,850
- Haul away the old unitIncluded
- Total$7,850
- #1020Oct 8, 2026Paid
AC check: blowing warm air
AlexBooked by your agent
- Diagnostic$89
Reach them
- (555) 010-2214Phone · MobileMain
- dana.r@example.comEmail · PersonalAdded by your agent
Places2 units
Home · 22 Cedar RdMain
- AC · Goodman 3-ton2009 · 17 yrsComing out today
- AC · Carrier 3-ton2026 · newGoing in today
Your fields
- Gate code4471 Your agent
- Pets—
- Filter size—
- Best time to reachTexts, any time Your agent
It remembers
- Gate code 4471
- Said yes to the replacement quote
- Install day: today, with Maria
- Prefers texts
New · Came from Website
Leo T.
Oak Ct · (555) 010-2047
Customer
Conversation1h ago
Your agent is on itWhat your agent did
Confirmed his 3:15 diagnostic2 sent by your agent · 1 from themTexts
- Yesterday · 6:00 PM
- Your agent · TextHi Leo, a reminder: your diagnostic is tomorrow at 3:15 PM with Jordan. Reply YES to confirm.
- Today · 11:22 AM
- TextYes, see you at 3:15
- Your agent · TextYou’re all set!
—Spent with you
1Jobs
—Average ticket
Diagnostic · Today 3:15, JordanNext
Jobs0 done · 1 open
- #1038Today · 3:15 PMConfirmed
Diagnostic
JordanBooked by your agent
- Diagnostic$89
Reach them
- (555) 010-2047Phone · MobileMain
Places0 units
Home · Oak CtMainNot seen yet: your agent notes it at the first visit
Your fields
- Gate code—
- Pets—
- Filter size—
- Best time to reachText, don’t call Your agent
It remembers
- Works from home
- Text, don’t call
Customer since 2022 · Came from Referral
Tom K.
Maple Ave · (555) 010-8806
Customer
$12,097Spent with you
5Jobs
$3,024Average ticket
Next tune-up in AprilNext
Jobs5 done · 0 open
- #1025Today · 9:12 AMPaid
Tune-up
AlexBooked by your agent
- Fall tune-up, on the planIncluded
- #1013Apr 15, 2025Paid
Maintenance plan, year 3
AlexBooked by your agent
- Maintenance plan$199
- #1008Apr 16, 2024Paid
Maintenance plan, year 2
AlexBooked by your agent
- Maintenance plan$199
- #1003Apr 18, 2023Paid
Maintenance plan, year 1
Alex
- Maintenance plan$199
- #1002Apr 11, 2022Paid
New AC and furnace
Maria
- AC, 4-ton, installed$6,900
- Furnace, 80k BTU, installed$4,600
- Total$11,500
Reach them
- (555) 010-8806Phone · MobileMain
- (555) 010-8807Phone · Spouse
- tom.k@example.comEmail · Billing
Places3 units
Home · Maple AveMain
- AC · Trane 4-ton2022 · 4 yrs
- Furnace · Trane 80k BTU2022 · 4 yrs
Lake cabin · 3 Shore Rd
- Furnace · Goodman 60k BTU2010 · 16 yrs
Your fields
- Gate code—
- Pets—
- Filter size20×25×4
- Best time to reachMornings
It remembers
- On the maintenance plan
- Referred Dev P.
Maintenance plan · since 2023Renews Apr 2027
Customer since 2025 · Came from Website
Marcus R.
Pine St · (555) 010-1173
Customer
$149Spent with you
2Jobs
$149Average ticket
Tune-up · Today 1:00, AlexNext
Jobs1 done · 1 open
- #1033Today · 1:00 PMConfirmed
Tune-up
AlexBooked by your agent
- Tune-up$149
- #1016Jun 20, 2025Paid
AC tune-up
Alex
- Tune-up$149
Reach them
- (555) 010-1173Phone · MobileMain
Places1 unit
Home · Pine StMain
- AC · Carrier 2.5-ton2017 · 9 yrs
Your fields
- Gate code—
- Pets—
- Filter size—
- Best time to reach—
It remembers
- Thinking about a smart thermostat
Customer since 2023 · Came from Google
Ellen W.
Lake Dr · (555) 010-6239
Customer
$475Spent with you
2Jobs
$475Average ticket
Thermostat · Today 4:00, AlexNext
Jobs1 done · 1 open
- #1039Today · 4:00 PMConfirmed
Thermostat
AlexBooked by your agent
- Smart thermostat, installed$325
- #1005Jul 10, 2023Paid
AC repair: refrigerant leak
Alex
- Diagnostic$89
- Leak found and sealed$245
- Refrigerant, 3 lb$141
- Total$475
Reach them
- (555) 010-6239Phone · MobileMain
Places1 unit
Home · Lake DrMain
- AC · Rheem 3-ton2013 · 13 yrs
Your fields
- Gate code—
- Pets—
- Filter size—
- Best time to reachAfternoons Your agent
It remembers
- Prefers afternoons
Customer since 2021 · Came from Phone call
Ray P.
Hill St · (555) 010-3058
Customer
$5,849Spent with you
3Jobs
$1,950Average ticket
Furnace check due in SeptemberNext
Jobs3 done · 0 open
- #1023Today · 8:00 AMPaid
Furnace
Jordan
- Igniter$325
- #1006Nov 2, 2023Paid
New furnace
Maria
- Furnace, 100k BTU, installed$5,250
- #1001Jan 12, 2021Paid
No heat, after hours
Jordan
- After-hours visit$149
- Flame sensor$125
- Total$274
Reach them
- (555) 010-3058Phone · MobileMain
- (555) 010-3059Phone · Rental tenantAdded by your agent
Places3 units
Home · Hill StMain
- Furnace · Carrier 100k BTU2023 · 3 yrs
- AC · Carrier 3-ton2023 · 3 yrs
Rental · 14 Pine St
- AC · York 3-ton2008 · 18 yrsTenant says it’s loud
Your fields
- Gate code0912
- Pets—
- Filter size16×20×1
- Best time to reach—
It remembers
- Called after hours in 2021, answered
Customer since 2024 · Came from Referral
Kim L.
Birch Ln · (555) 010-4471
Customer
$780Spent with you
2Jobs
$390Average ticket
Duct cleaning again in 2028Next
Jobs2 done · 0 open
- #1026Today · 9:15 AMPaid
Duct cleaning
JordanBooked by your agent
- Duct cleaning$390
- #1007Mar 8, 2024Paid
Duct cleaning
Jordan
- Duct cleaning$390
Reach them
- (555) 010-4471Phone · MobileMain
Places2 units
Home · Birch LnMain
- AC · Lennox 3-ton2016 · 10 yrs
- Furnace · Lennox 80k BTU2016 · 10 yrs
Your fields
- Gate code—
- PetsTwo cats
- Filter sizeMERV 13, 20×25×1 Your agent
- Best time to reach—
It remembers
- Allergies, asked about filters
Customer since 2023 · Came from Postcard
Nina C.
Maple Ave · (555) 010-7712
Customer
$547Spent with you
4Jobs
$182Average ticket
Plan visit · Today 1:30, JordanNext
Jobs3 done · 1 open
- #1034Today · 1:30 PMConfirmed
Maintenance plan
JordanBooked by your agent
- Fall tune-up, on the planIncluded
- #1014May 5, 2025Paid
Maintenance plan, year 2
JordanBooked by your agent
- Maintenance plan$199
- #1009May 6, 2024Paid
Maintenance plan, year 1
JordanBooked by your agent
- Maintenance plan$199
- #1004May 1, 2023Paid
AC tune-up
Jordan
- Tune-up$149
Reach them
- (555) 010-7712Phone · MobileMain
- nina.c@example.comEmail · Personal
Places1 unit
Home · Maple AveMain
- AC · Carrier 3-ton2019 · 7 yrs
Your fields
- Gate code—
- Pets—
- Filter size16×25×1
- Best time to reach—
It remembers
- On the maintenance plan
- Came from a neighbors postcard
Maintenance plan · since 2024Renews May 2027
New · Came from Google
Grace H.
Pine St · (555) 010-9904
LeadOpen quote
—Spent with you
1Jobs
—Average ticket
Replacement quote sent todayNext
Jobs0 done · 1 open
- #1027Today · 10:00 AMQuote
Replacement estimate
Chris
- Heat pump, 4-ton, installed$9,400
Reach them
- (555) 010-9904Phone · MobileMain
- grace.h@example.comEmail · Personal
Places1 unit
Home · Pine StMain
- AC · Goodman 4-ton2007 · 19 yrsEstimate given today
Your fields
- Gate code—
- Pets—
- Filter size—
- Best time to reach—
It remembers
- Comparing two quotes
- Wants it done before summer
Customer since 2025 · Came from Postcard
Owen G.
Hill St · (555) 010-2286
Customer
$89Spent with you
2Jobs
$89Average ticket
Tune-up · Today 3:00, AlexNext
Jobs1 done · 1 open
- #1036Today · 3:00 PMConfirmed
Tune-up
AlexBooked by your agent
- Tune-up$149
- #1019Aug 22, 2025Paid
AC check
AlexBooked by your agent
- AC check$89
Reach them
- (555) 010-2286Phone · MobileMain
Places1 unit
Home · Hill StMain
- AC · Amana 2-ton2012 · 14 yrsDue for replacement · your agent offers one
Your fields
- Gate code—
- Pets—
- Filter size—
- Best time to reach—
It remembers
- Answered the 2 PM gap text
Customer since 2024 · Came from Website
Lauren B.
Elm St · (555) 010-5367
Customer
$274Spent with you
2Jobs
$274Average ticket
Tune-up · Fri 11:15, AlexNext
Jobs1 done · 1 open
- #1040Tomorrow · 11:15 AMConfirmed
Tune-up (moved from today)
AlexBooked by your agent
- Tune-up$149
- #1012Jul 30, 2024Paid
AC repair: capacitor
Alex
- Diagnostic$89
- Capacitor$185
- Total$274
Reach them
- (555) 010-5367Phone · MobileMain
Places1 unit
Home · Elm StMain
- AC · Rheem 2.5-ton2014 · 12 yrs
Your fields
- Gate code—
- Pets—
- Filter size—
- Best time to reach—
It remembers
- Asked to move from Thu to Fri
New · Came from Facebook
Noah K.
Birch Ln · (555) 010-6137
Lead
—Spent with you
0Jobs
—Average ticket
Following up FridayNext
Jobs0 done · 0 open
Reach them
- (555) 010-6137Phone · MobileMain
Places0 units
Home · Birch LnMainNot seen yet: your agent notes it at the first visit
Your fields
- Gate code—
- Pets—
- Filter size—
- Best time to reach—
It remembers
- Asked about a heat pump vs. a new furnace
- Comparing prices
New · Came from Google
Paul A.
Hill St · (555) 010-6618
Customer
—Spent with you
1Jobs
—Average ticket
Estimate · Today 3:00, ChrisNext
Jobs0 done · 1 open
- #1037Today · 3:00 PMConfirmed
Estimate
ChrisBooked by your agent
- In-home estimate: heat pumpIncluded
Reach them
- (555) 010-6618Phone · MobileMain
Places0 units
Home · Hill StMainNot seen yet: your agent notes it at the first visit
Your fields
- Gate code—
- Pets—
- Filter size—
- Best time to reach—
It remembers
- Wants a quote for a heat pump
New · Came from Phone call
Vic L.
Birch Ln · (555) 010-7350
Customer
—Spent with you
1Jobs
—Average ticket
AC repair · Today 12:00, AlexNext
Jobs0 done · 1 open
- #1031Today · 12:00 PMConfirmed
AC dead
AlexBooked by your agent
- Diagnostic$89
- Contactor$129
- Total$218
Reach them
- (555) 010-7350Phone · MobileMain
Places0 units
Home · Birch LnMainNot seen yet: your agent notes it at the first visit
Your fields
- Gate code—
- Pets—
- Filter size—
- Best time to reach—
It remembers
- Breaker keeps tripping
- Works from home, house is hot
New · Came from Phone call
Moe J.
Pine St · (555) 010-2961
Customer
—Spent with you
1Jobs
—Average ticket
Estimate · Today 11:55, ChrisNext
Jobs0 done · 1 open
- #1030Today · 11:55 AMConfirmed
New furnace estimate
ChrisBooked by your agent
- In-home estimate: furnaceIncluded
Reach them
- (555) 010-2961Phone · MobileMain
Places0 units
Home · Pine StMainNot seen yet: your agent notes it at the first visit
Your fields
- Gate code—
- Pets—
- Filter size—
- Best time to reach—
It remembers
- Furnace is 22 years old
- Neighbor of Grace H.