Questions owners actually ask.
Straight answers. Detailed terms are linked where they matter.
Is this the right fit?
Usually, an Arizona HVAC company that writes replacement estimates regularly and keeps them in ServiceTitan, Housecall Pro, or Jobber. The Qualification Call establishes fit at no cost.
What records do you need?
Replacement estimates from a recent window and the activity attached to them. Read access or an export both work, and nothing needs cleaning up first.
What if the shop already follows up?
Useful follow-up is not replaced. Estimates without a clear outcome, owner, timing, or second contact are put into a documented process.
What does the $3,000 diagnostic deliver?
Findings, a classified view of the unresolved book, a written blueprint, and one recommendation: build, implement independently, or stop. Doing nothing is a legitimate answer.
How do you handle customer data?
Records are used only for the agreed work and are never sold or shared with another shop. Every account stays in the company's name.
Who gets credit when recovered work sells?
The process records who contributed to each recovered sale. The company decides how that contribution is credited or paid.
Are results guaranteed?
No. Quoted unsold volume is not lost revenue, and results are measured against the shop's own records. If the engagement ends, records, accounts, and systems stay with the company.
More detail: Research approach, What you receive, Privacy, and Confidentiality.
Research questions go to research@kopikat.io. Business inquiries go to inquiries@kopikat.io.