Atlas reads your open estimates, ranks the ones worth working next, and gives your team the context, follow-up angle, and practical AI automation to close more quoted work, without hiring more people just to chase follow-ups.
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 your field-service system, 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.
Not a CRM. Not a field service platform. A focused recovery layer that sits on top of your estimate data and tells your team what to work and how.
Atlas scores every open estimate in your system by recovery likelihood, ticket size, and age, then surfaces the queue your team should actually work today.
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.
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.
Atlas is read-first and reversible. Nothing about how your team tracks estimates has to change.
Atlas connects to the field-service, CRM, or estimate workflow you already use to read open estimates, notes, and customer history. Read-only to start. We don't touch your data until you say so.
Setup depends on platform · no CSV busyworkWithin 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 accountYour 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 stay connected · no double entryQualified 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.
One location, one team, one pipeline. For the HVAC company running $3-12M that's ready to work open quotes seriously.
Two or more locations, branch-level routing, role-based views. Priced against your actual volume and workflow, not a per-seat gotcha.
HVAC companies, 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 your system to decide what to chase, you do.
Something else. Atlas isn't trying to replace your CRM, field-service system, or the team-customer relationship. It's a recovery and automation 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.
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 review your estimate workflow and show you what your actual recovery queue could look like. No slide deck.
Because the quote-to-close dynamics in HVAC are specific, and the recovery playbook is different from generic field-service automation. Doing one thing well for one segment is the whole point of the launch group. Estimate recovery comes first; practical AI automations around follow-up and admin work come after the workflow is understood.
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.
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.
Not really. Atlas is one screen: the queue, the context, the angle. Most reps are productive in it within twenty minutes. Outcomes stay connected to your existing workflow, so there's no double entry and no new system of record.
If you run an HVAC company and your team has real unsold-estimate volume, we'd like to meet. Book a 30-minute walkthrough with Dane. We'll review your workflow and give you a straight read on whether Atlas is worth your time.
Prefer email first? dane@atlasagents.ai
No pitch deck, no sales sequence. We'll look at your open-estimate workflow together and give you a direct answer on whether this saves you money.
Book a walkthrough →A 30-minute walkthrough, your queue pulled live, and a straight answer on whether Atlas is worth your time. That's it.