8
configured tasks
Across email and text message and workspace priority
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HVAC replacement
Turn “should I replace it?” into a booked comfort visit.
Homeowners answer six questions about their furnace, AC, heat pump or water heater. They get honest options, and your advisor arrives knowing the age, symptoms and what matters most to them.
Replacement shoppers compare three quotes and pick the clearest.
A homeowner with a 17-year-old furnace is weighing a repair against thousands of dollars. Without a simple way to start, they collect quotes from whoever answers first, and your advisor walks in cold.
Today, by hand
- Qualifying replacement leads over the phone
- Explaining repair versus replace again and again
- Advisors arriving without the system details
- Following up on quotes that went quiet
With this system
What your customer experiences
In the order your customer sees it, on any phone, in your branding.
- 1
Which system and how old
Pictures make it easy to choose, even for homeowners who are not sure what they have.
- 2
What they notice and value
Rising bills, uneven rooms, frequent repairs, and whether they care most about upfront cost or monthly bills.
- 3
Honest options
A plain explanation of repair, standard and high-efficiency replacement, with no pressure.
What happens automatically
Advisors spend the visit on options, not questions.
Closed jobs depend on your pricing, advice and follow-up. Aura does not guarantee sales.
Every lead
Immediately
Personal email summarising their answers and what happens next, plus a brief to the owner
Every lead
After 3 days
Three questions to ask any contractor before deciding
System stopped working
Immediately
Priority flag and a text to call todayUrgent
Booking moment built in
Move the customer directly into a booked next step.
Thissystemdoesmorethancollectarequest.Thecustomercanchooseanavailableappointmentwithoutleavingtheintakeorwaitingforschedulingback-and-forth.
Scheduling is part of the workflow
The customer can reserve the next step while their request and business context are still connected.
The commercial path
Connected to the submission Booking built in
Customer reserves
Northfield comfort assessment
Google Calendar60-minute availability
Shown when the saved customer condition is met
The request and scheduled time stay connected
The business receives the customer’s context with the appointment, so the team can prepare before the conversation begins.
Preview bookings are simulated. Live scheduling requires the owner’s calendar connection.
What you get
In your inbox, every time
- System type, age and symptoms
- Their top priority and interest in financing or rebates
- Booked assessment time or requested next step
Where to share it
Use it yourself, or have us set it up
The blueprint is yours to customize. Prefer a hand? A specialist builds it with your branding, wording and connections, then walks you through it.
- Your business name, branding and photos
- Questions and wording for your services
- Customer emails and texts written in your voice
- Owner and team alerts
- Test submissions and a walkthrough
Make it yours
$99 USDone-time setup fee
Checking whether your Aura plan changes today's total…
Your system, ready in 48 hours.Or your setup fee back. In full.With Aura setup. See the 48-hour guarantee and terms.
Share your website or brand materials. An Aura-approved specialist will customize this blueprint for you, including:
- Your branding, images, and questions.
- Your workflows, including who gets notified by email or text and when.
- Customer follow-ups and appointment reminders where needed.
We configure the setup around your preferences, using the features available on your Aura plan and the services you connect.
Approve temporary build access to continue.
Sign in or create a free account before checkout.
Your blueprint copy is free and unpublished until you choose to launch it. Aura setup is optional. Plan requirements and any subscription or usage fees apply when you run the system and are separate from the setup fee.
Our setup guarantee
Your system, ready in 48 hours.Or your setup fee back. In full.
Your system, branded for your business and ready for your review. If we miss the 48-hour deadline, you can claim a full refund of your setup fee.
100%
setup fee back
48-hour setup promise
The 48-hour clock starts after payment when you share your website or brand materials and grant build access. These are elapsed hours, including weekends. The promise is a setup ready for review; publishing follows your approval. We guide you through any account connections needed for live delivery. Request the setup-fee refund through Contact Support if we miss the deadline. Your AuraForms subscription and usage charges are separate.
Questions before you launch
Does it show prices?
It explains the types of options without fixed prices, because sizing and installation vary. Add price ranges if you prefer.
Can I add rebate programmes?
Yes. Edit the options text with the programmes available in your province or state.
Be the clearest quote they get.
Use the blueprint yourself, or have Aura configure it with your equipment lines, rebates and advisor calendar.