For Buyers

HVAC leads: heating and cooling requests from homeowners

HVAC leads are requests from homeowners who want a heating or cooling system installed, replaced or repaired, sent to a company that does the work or places it with contractors. Summit Leads is adding HVAC and does not deliver HVAC leads yet; buyers can join the HVAC list now and are contacted when it opens.

Now onboardingHVAC is being added to Summit Leads and is not live yet. Summit is accepting interest from HVAC lead buyers now: email us the states, filters and delivery method you want, and we will contact you when HVAC leads open.

This page is for HVAC contractors, multi-trade home services companies, aggregators and buying desks. It covers what HVAC leads are, who buys them, what a Summit home services lead contains, how delivery and filters work, and how to get on the HVAC buyer list now.

What HVAC leads are

HVAC stands for heating, ventilation and air conditioning. An HVAC lead is a homeowner’s request for help with one of those systems, captured on a web form with the homeowner’s consent to be contacted. Most requests fall into three project types:

HVAC project types and what each request usually means
Project typeWhat the homeowner usually wantsWhat it means for a buyer
InstallA system where there was none, for example central air in a home that only had window units, or heating in an addition.A larger job that often needs an in-home visit to size the system.
ReplaceA new furnace, air conditioner or heat pump in place of an old or failed one.Usually the highest-value request; the homeowner often compares quotes.
RepairA system that stopped working, runs poorly or makes noise.Often urgent, especially in very hot or very cold weather.

Requests split again by system: cooling (central air, heat pumps, ductless mini-splits) and heating (furnaces, boilers, heat pumps). Air conditioning leads are the cooling side of the same vertical. Demand moves with the weather: cooling requests rise in hot months and heating requests in cold ones, so the same buyer often sees two peaks a year.

An HVAC lead is a request, not a booked job. The buyer still has to reach the homeowner, confirm the project and schedule a visit.

Who buys HVAC leads

Three kinds of companies buy HVAC leads, and each sets up its buying differently:

  • HVAC contractors with dispatchers or a sales team that can call new requests quickly. A contractor buys in the ZIP codes its technicians cover, and often only the project types it wants more of, such as replacements.
  • Multi-trade home services companies that already buy roofing, window, bathroom or other home improvement requests and want heating and cooling jobs for the same markets. See home improvement companies for how Summit works with that model.
  • Aggregators and buying desks that place HVAC requests with their own contractor clients. See aggregators and buying desks.

Summit Leads is a business-to-business supplier. A single contractor or law firm that wants a few leads a month is usually better served by a contractor marketplace or a legal lead vendor, as compare lead sources explains. The same applies to HVAC: Summit’s buying model fits companies that take leads by ping/post with daily caps.

What a Summit home services lead includes

Summit publishes sample leads for its home services verticals. Each one shows the format Summit uses: contact fields, location fields, the qualifier answers for the trade, and the consent record. HVAC leads are not live yet, so there is no HVAC field list or sample HVAC lead; the pages below show the format.

The sample leads hub explains the four parts of every lead. The post that a buyer receives contains the full contact data, the lead fields for the vertical, and the consent record: the opt-in language shown, the timestamp, the IP address and the page URL where consent was given.

How delivery works

Summit delivers its leads by real-time ping/post. A ping with partial, non-identifying data goes out, your system bids or declines, and the winning bid receives the full lead by post. Direct post and batch delivery can be set up per partner. HVAC is not live yet. Buyers on the HVAC list are told which delivery methods apply when HVAC opens.

What a ping and a post contain, the response window and the testing steps are on ping/post integration. For the model itself, see ping post explained.

Filters on home services leads

On its home services leads, Summit sets filters per campaign from the details a buyer sends. These are the filters the existing home services pages describe, and the questions an HVAC buyer would answer for each:

Home services filters and the question an HVAC buyer answers for each
FilterQuestion for an HVAC buyer
States or ZIP codesWhich ZIP codes can your technicians reach the same day?
Homeowner statusDo you want homeowners only? Renters usually cannot approve a new system.
Timeframe (a project field)Do you want only requests for work soon, or planned projects too?
Project typeInstall, replace, repair, or a mix?
Daily capsHow many new requests can your team call in one day, by market?
Hours and daysWhen is your team staffed to call new requests?

Home improvement leads lists the filters: vertical and project type, geography, homeowner confirmation and the project fields a buyer’s clients need; timeframe is one of those project fields on the sample leads. Contractor leads covers caps and how filters are agreed by email. Buyers joining the HVAC list can tell us now which of these filters they would need.

Exclusive HVAC leads and shared HVAC leads

An exclusive HVAC lead goes to one buyer; a shared lead goes to a stated, capped number of buyers. Exclusive routing costs more per lead and gives the buyer the first and only call. Shared routing costs less per lead and rewards the team that calls fastest, which matters in repair requests, where the homeowner often books the first company that answers. Exclusive vs shared leads compares the two in detail.

HVAC is not live yet, so Summit does not sell exclusive or shared HVAC leads today. Tell us which routing you would need when you join the HVAC list.

HVAC lead sources: what to compare

Sellers of heating and cooling requests work in a few different ways. Compare them by type, not by name:

Types of HVAC lead sources and what to check with each
Type of sourceHow it usually worksWhat to check
Ping/post supplier or brokerLeads are offered in real time and matched to your filters.Response window, filters, consent records, return terms.
Contractor marketplaceHomeowners request quotes and several contractors are notified.How many companies get each request, and whether you can choose ZIP codes.
Pay-per-call or transfer serviceA phone call is passed to your team.Call length rules and recordings. Summit works with web leads, not calls or live transfers.
Aged lead sellerOlder requests are sold as files.How old the leads are and what the consent covers.
In-house generationYou run your own ads and landing pages.Cost per booked job compared with buying.

Whatever the source, ask for the consent record behind a lead before you buy at volume. How to evaluate lead suppliers has the full checklist, and buy leads vs generate in-house covers the trade-off with generating HVAC leads yourself; HVAC lead generation services explains how the leads are produced.

Working HVAC leads after they arrive

A heating or cooling request turns into a job only if the company reaches the homeowner and books a visit. These habits help an HVAC team get more estimates from the same leads:

  • Call repair requests first. A homeowner without heat or cooling often books the first company that answers. Route repair requests to whoever can call within minutes. See speed to lead.
  • Confirm the project on the first call. Check the system, the project type and the address before you book, so a technician does not drive to a job your company does not take.
  • Keep calling for several days. Many homeowners do not answer an unknown number the first time, especially for a planned replacement.
  • Track results by project type and season. Repair, replacement and install requests behave differently, and so do summer and winter months. Record contacts, booked visits and sold jobs for each.
  • Use returns for what they cover. Request returns for the reasons agreed during onboarding, with the lead ID, so they can be reviewed quickly. See how returns work.

To see what each lead costs per sold job, use the lead cost calculator. Replacement jobs and repair calls usually need to be judged separately, because the value of the job and the time to close are different.

TCPA consent is captured on every lead, with consent certificates. For HVAC buyers, three points matter most:

This page is general information, not legal advice. Ask your own counsel how consent and calling rules apply to the way your team contacts homeowners.

How to start with HVAC leads

HVAC is being added and is not live yet. Email us now to join the HVAC buyer list: send the states or ZIP codes, project types, daily caps and delivery method you want, and we will contact you when HVAC leads open. No HVAC leads are sent before then. Once HVAC opens, setup follows the steps below.

  1. Email the team

    Send your states or ZIP codes, the HVAC project types you want, daily caps and delivery method.

  2. Set filters and terms

    When HVAC opens, filters, caps, return terms and payment terms are agreed during onboarding.

  3. Connect and test

    Your endpoint is connected for ping/post, and test leads confirm that every field lands in the right place.

  4. Start small

    Start with a small test volume and scale when the numbers work.

If you also buy other home services leads, the same email can cover them: see roofing leads, window replacement leads and home improvement leads.

Frequently asked questions

Does Summit Leads deliver HVAC leads today?

Not yet. HVAC is being added to Summit Leads and is now onboarding. Summit is accepting interest from HVAC lead buyers now and will contact buyers on the list when HVAC leads open.

Which HVAC project types count as HVAC leads?

Install, replace and repair requests for heating and cooling systems: furnaces, boilers, central air, heat pumps and ductless mini-splits.

Are air conditioning leads the same as HVAC leads?

They are the cooling part of HVAC leads. A buyer that only does cooling work can say so by project type and system when it sets up its filters.

Will there be a sample HVAC lead?

Yes, once the HVAC field list is set up. Until then, the roofing, window and bathroom sample leads show the format Summit uses for home services leads.

Can a roofing or window buyer add HVAC to the same connection?

Summit’s home services leads run through one ping/post connection with separate filters and caps for each trade. Whether HVAC joins an existing connection is set up when HVAC opens; say so when you join the HVAC list.

Related

Buying HVAC leads?

HVAC is not live yet. Join the HVAC buyer list now: tell us your states or ZIP codes, project types, daily caps and delivery method.

Or write to team@summitleads.ai. We reply by email.

What happens next

  1. Step 1: You email us.
  2. Step 2: We reply by email.
  3. Step 3: Return terms are agreed on the onboarding call, before you go live.

Buying or selling leads? Talk to us.

Email team@summitleads.ai. We reply by email. You can also message Summit Leads or Russell Brown on LinkedIn. Contact details.