Pilot open 60 days free for HVAC shops on Jobber — hand-picked launch group, Q2 2026. Book a walkthrough with Dane
Built for HVAC companies using Jobber

Recover the revenue already sitting in your open quotes.

Atlas reads your open Jobber estimates, ranks the ones worth working next, and gives your team the context and angle to close them — without hiring more people just to chase follow-ups.

HVAC & Jobber only 60 days free, hands-on 12 launch-group spots, Q2 2026
Atlas · Recovery Queue
Live · Jobber sync
Open quote value
$847.2k
Workable now
$184.6k
Avg. age
23 days
Priority queue · 12 of 84 Ranked by Atlas
Henderson Residence
Full system replacement · 4-ton heat pump
Mentioned financing twice on the call. Summer rebate window closes Friday — lead with the monthly number.
$14,200
High intent
11 days
Whitmore Commercial
Rooftop unit · replacement, not repair
Current unit failed inspection in March. Reference the compliance deadline, not the price.
$28,400
High intent
18 days
Alvarez, M.
Mini-split install · second floor
Asked about "waiting until next month." Worth one gentle follow-up — the heat broke records last week.
$6,850
Warm
7 days
Why this matters

Most open quotes don't die because the customer said no.

They die quietly — in the time between "let me think about it" and the next job the rep has to quote. Atlas was built around that specific gap, not generic field-service software.

You already have the pipeline. It's sitting in Jobber, a week or two old, losing value every day a reasonable follow-up doesn't happen. The revenue isn't missing — the workflow around it is.

Based on a typical 40-person HVAC shop running ~$5–12M in annual revenue.

  • i.
    Timing slips before the quote goes cold
    The window for a $12k system replacement is measured in days, not weeks. By the time anyone circles back, the customer has moved on or called a competitor.
  • ii.
    Follow-up defaults to generic
    "Just checking in" emails don't move commercial rooftops. Recovery happens when the rep knows which lever to pull — financing, seasonality, a competing failure on site.
  • iii.
    High-value work gets the same attention as low
    Without a clear priority queue, the $28k commercial replacement and the $900 diagnostic re-quote get treated the same. They shouldn't.
  • iv.
    Hiring isn't the answer
    You don't need another sales coordinator to create basic follow-up discipline. You need the work to route itself to the right person, in the right order, with the right context.
What Atlas actually does

One workflow, built around open estimates.

Not a CRM. Not a field service platform. A focused recovery layer that sits on top of your Jobber data and tells your team what to work and how.

Ranked queue

The right opportunities, first.

Atlas scores every open estimate in your Jobber account by recovery likelihood, ticket size, and age — and surfaces the queue your team should actually work today.

01
Whitmore Commercial
$28.4k
02
Henderson Residence
$14.2k
03
Alvarez, M.
$6.9k
04
Chen Household
$3.1k
Quote context

Why this quote matters, in plain terms.

For every opportunity, Atlas pulls together the why — what the customer said, what's on the property, how they've behaved before, and what's changed since you quoted.

System is 17 years old, at end of service life
Customer mentioned financing twice during estimate
Two repeat service calls in the last 14 months
Rebate window closes Friday, Apr 24
Sales angle

The follow-up angle, already drafted.

Atlas writes a first-draft recovery angle tailored to the specific quote — not a template. Your rep edits it, sends it, and moves on. Quotes that used to sit for three weeks get a sharp, timely touch instead of a generic check-in.

Suggested angle · Henderson Residence
"The summer rebate closes Friday — that's about $1,400 off the system we spec'd. If financing is still a fit, the monthly comes out close to what they're paying in repairs already. Worth a 2-minute call today, not an email."
01
Atlas reads Jobber
Open estimates, notes, history, property data
02
Ranks the queue
By likelihood, value, and age — not alphabetically
03
Drafts the angle
Specific to this customer, this quote, this week
04
Your team closes
Outcomes flow back to Jobber automatically
How it works

Three steps. Quiet integration.

Atlas is read-first and reversible. Nothing about how your team uses Jobber has to change.

i

Connect Jobber

Atlas uses Jobber's GraphQL API to read your open estimates, notes, and customer history. Read-only to start — we don't touch your data until you say so.

~20 min setup · no CSV exports
ii

Review your queue

Within an hour of connecting, you'll see every open quote ranked by recovery likelihood, with the context and suggested angle for each. No configuration, no tagging, no rules to build.

Zero-config scoring · editable per account
iii

Work the top of the list

Your reps log in each morning to a prioritized queue. They send the follow-up, update the outcome, and move on. Atlas keeps learning from what actually converts in your shop.

Outcomes sync back to Jobber · no double entry
Launch group · pricing

A focused launch group, twelve HVAC shops this quarter.

Qualified early-access partners get 60 days free, year-one pricing locked at the pilot rate, and hands-on onboarding from the team actually building the product.

Multi-location

Operator

Two or more locations, branch-level routing, role-based views. Priced against your actual volume and workflow — not a per-seat gotcha.

Scoped to your footprint
Sized on the walkthrough · year-one locked
  • Everything in Shop, across all locations
  • Branch- and team-level queue routing
  • Consolidated revenue view, per-location drilldown
  • Priority onboarding, dedicated working sessions
  • Flexible terms, quarterly check-ins
Who it's for
HVAC shops on Jobber
First 60 days
Free, hands-on
Year-one pricing
Locked at pilot rate
Exit
30 days, no obligation
4 launch-group spots remaining · Q2 2026
Book a walkthrough See the demo
Straight answers

Questions operators actually ask.

Who is Atlas best for right now?

+

HVAC shops running on Jobber, roughly $3M to $20M in annual revenue, with enough open-estimate volume that follow-up has become a real problem. If you're closing everything you quote inside a week, you don't need Atlas. If quotes sit for two or three weeks and someone has to hunt through Jobber to decide what to chase, you do.

Is this a CRM, a dialer, or something else?

+

Something else. Atlas isn't trying to replace Jobber or sit between your team and the customer. It's a recovery layer — it reads your estimate data, tells you what's worth working, and gives your reps a better angle. Nothing replaces the phone call your team already knows how to make.

Can I see Atlas before I decide?

+

Yes. The interactive demo walks through the exact queue, context, and angle experience your team would use. If it looks like a fit, the next step is a 30-minute walkthrough where we connect to your Jobber account and show you your actual pipeline, ranked. No slide deck.

Why only HVAC on Jobber right now?

+

Because the quote-to-close dynamics in HVAC are specific, and the Jobber integration lets us go deep instead of wide. Doing one thing well for one segment is the whole point of the launch group. Plumbing and electrical can wait; generic field-service software already exists for them.

How does early access actually work?

+

Three parts. First, we do a walkthrough on your actual pipeline to confirm Atlas is a fit. Second, you get 60 days free with hands-on onboarding from the team. Third, year-one pricing is locked at the pilot rate — $1,500/mo for single-location shops, scoped for multi-location. Thirty-day exit, no contract to unwind.

What does Atlas do with our data?

+

Your estimate data stays yours. Atlas reads it to rank and contextualize quotes — it isn't shared, sold, or used to train models across shops. We work under a standard data processing agreement and can walk you through the specifics on the call.

Do our reps need to learn another tool?

+

Not really. Atlas is one screen: the queue, the context, the angle. Most reps are productive in it within twenty minutes. Outcomes flow back into Jobber, so there's no double entry and no new system of record.

The pilot

See what's sitting in your open quotes.

If you run an HVAC shop on Jobber and your team has real unsold-estimate volume, we'd like to meet. Book a 30-minute walkthrough with Dane — we'll pull your queue live and give you a straight read on whether Atlas is worth your time.

  • 60 days free. $0 upfront. No auto-charge.
  • Founder pricing locked for 12 months. $1,500/mo single-location after trial.
  • Hands-on onboarding. You're working with the team building the product.
  • 30-day exit. No contract to unwind.

Prefer email first? dane@atlasagents.ai

Book with Dane

A 30-minute walkthrough on your real pipeline.

No pitch deck, no sales sequence. We'll look at your open estimates in Jobber together and give you a direct answer on whether this saves you money.

Length30 minutes
FormatVideo call
HostDane Espegard
Book a walkthrough
Slots open this week and next · Cancel or reschedule any time
Look before you commit

See what's sitting in your open quotes.

A 30-minute walkthrough, your queue pulled live, and a straight answer on whether Atlas is worth your time. That's it.

No forms beyond the basics · No sales sequence · Real operators only