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.