01
Capture the request
The planned workflow brings website inquiries into one lead inbox, with contact details, service needs, and the original message together.
Website inquiry → lead inbox
Built for independent HVAC businesses / Early access
Keep leads moving.
Keep crews focused.
A clearer path from website inquiry to appointment request. LeadNest is building lead capture, approved follow-ups, and tracking for HVAC teams—not another inbox to babysit.
Start with a fit review. Confirm connections before committing.
One inquiry. A clear next step.CAPTURE → FOLLOW UP → TRACK
New product. Clear commitments.
Permissions before connections Your team approves the messaging Scope and costs explained upfront
The planned workflow / 01–03
Less chasing.
More clarity.
When you’re on a service call, new inquiries shouldn’t disappear into a crowded inbox. Give each lead a place—and each person a next step.
Designed around your day
Repair calls. Replacement estimates. Maintenance requests.
Organize the inquiry first. Let your team handle diagnosis, scheduling, and the work itself.
02
Keep the conversation moving
Follow-up templates approved by your business, sent through an authorized email connection. Your team sets the tone and the timing.
Approved message → follow-up
03
Know the next step
Track replies and appointment requests in a shared view. A request stays a request until your team confirms the visit.
Reply → appointment request
Workflow preview—not a live dashboard. Integration availability is confirmed during setup review.
Plans & scope
Start with the right fit.
Review the available plans below. Before purchasing, confirm what is live, which connections need custom work, and any separate software or setup costs.
Free
For individuals getting started
$0/month
- 1 workspace
- Up to 3 team members
- Basic analytics
- Community support
Clear answers before you connect.
No blanket promises about CRMs, security certifications, or hands-free setup.
Your next lead deserves a next step
Build a calmer lead workflow.
Join early access and start with your website, mailbox, and current tools. A focused first workflow beats a complicated overhaul.
Join LeadNest early access
For independent HVAC owners and office teams.