Curriculum system for HVAC and plumbing. Part of the Booked Job Machine. Work with Nef installs for founding clients.
At a Glance
- Outcome: One named queue owner, clean CRM stages, and a 15-minute Monday rhythm.
- Time this week: 45–90 minutes
- Depends on: Systems before this one for clean data
- Unlocks: Later systems (paid, scoreboard) need this foundation
- Tools: Leak score · Templates · Checklists
Do This Week
- Write on a sticky note: queue owner name + backup.
- Map CRM stages to: New → Contacted → Quoted → Booked → Done/Lost.
- Create a simple routing rule: paid leads never sit unclaimed over 5 minutes.
- Schedule Monday 15-min huddle (even solo — review last week’s four KPIs).
- Print front office checklist section if you use printable lists.
Owner Checklist
- Queue owner assigned
- No lead older than 24h in New without note
- Monday huddle on calendar
- Handoff notes for techs (gate codes, pets, prior visits)
Deep Guides
HVAC vs Plumbing
| Plumbing | HVAC | |
|---|---|---|
| Focus | Storm/freeze weeks: dedicated emergency line vs estimate queue. | Peak season: overflow rules and after-hours on-call schedule before heat wave. |
Common Mistake
Everyone owns the phone — nobody owns the lead.
How This Fits the Machine
This system is one brick in the Full Acquisition Machine. DIY owners run it manually; I build it on my platforms (tracking, Encharge sequences, Typebot/flows where relevant) with weekly optimization for founding clients.
Next Step
Open System 08 when this week’s checklist is done.
Stuck after 30 days with real volume? Founding free Full Acquisition Machine — first 3 HVAC/plumbing shops that pass screening.