Most contractors believe they have a smooth process from the moment a lead comes in to the moment the job gets installed. But there is a hidden gap that costs time, money, and sales.
That gap is between lead capture and job scheduling. And that is exactly where AirMatch fits in.
The Journey Begins — A New Lead
It starts when a potential customer fills out a form on your website or calls in. Your CRM records the lead and your office schedules an appointment for an in-home estimate. Everything feels on track at this point.
Where the Process Falls Apart
Once the estimate is scheduled, the salesperson or comfort advisor goes out to the home. Now they are juggling pricing spreadsheets, flipping through product brochures, and trying to calculate margins on the spot.
If they close the sale, great. But too often the proposal takes hours or even days to put together. The customer cools off, shops around, or loses interest.
AirMatch Fills the Gap
With AirMatch, the in-home sales process is fully connected to the rest of your operation.
Your CRM still collects the lead and schedules the appointment. But when your salesperson arrives, they open
AirMatch and instantly:
• Pull up the exact systems you offer
• Present good, better, best options with custom pricing
• Apply financing options in real time
• Protect your margins automatically
The customer sees everything clearly, can ask questions, and can approve the proposal on the spot. No waiting and no guessing.
Back to the CRM Without Extra Steps
The moment the customer says yes, AirMatch sends the sold job details back into your CRM. All the equipment, pricing, and notes are included so your office can dispatch the install crew without retyping a single thing.
Integration Designed for You
We have focused our integration with Zapier to give you more control over exactly what you sync and how it connects with the systems you already use. This means you can integrate AirMatch into your CRM, scheduling software, marketing platforms, or any other tools in your workflow, all in the way that works best for your business.
You decide what moves where and when, so your process is truly your own.
Why This Matters
Most companies think the sales process starts when they meet the customer and ends when they get a yes. But if your tools do not connect those steps to the rest of your workflow, you are wasting hours, risking errors, and losing opportunities.
AirMatch is the missing link that turns leads into booked jobs without anything falling through the cracks.
A Day in the Life with AirMatch
- 9:00 AM — Lead enters your CRM from a website form
- 9:05 AM — Appointment scheduled for the next day
- 10:00 AM Next Day — Salesperson meets the homeowner, opens AirMatch, and builds a proposal in minutes
- 10:20 AM — Homeowner chooses the “Better” option with financing
- 10:21 AM — Proposal is approved and sent to CRM
- 10:25 AM — Office schedules install for later in the week
The customer is impressed. The office has everything it needs. The install crew knows exactly what to bring. No delays, no double entry, no lost margin.
Stop Losing Jobs in the Middle
If your CRM is your starting point and dispatch is your finish line, AirMatch is everything in between.
It is the tool that turns interest into commitment and commitment into a completed job while protecting your margins and speeding up your process.
Close the gap in your sales process.
You can try AirMatch for yourself for 30 days with complete access to every feature with no credit card needed. Discover how one change in your sales process can transform your entire business. If you still have questions, schedule a demo and let us show you the difference.