Freedom Independent Sales
For commercial HVAC & mechanical service contractors

Commercial service only. Your quotes and agreements, followed through.

Picture budget season: every open replacement quote gets its follow-up in the month the customer plans spending, tech recommendations that never got priced are in front of your office, and agreements up for renewal already have a call on the calendar.

01

What do you do with my quotes and agreements?

We follow through on open repair and replacement quotes, timed to each customer's budget cycle, put tech recommendations that never got priced in front of your office, and reach back out on agreements that lapsed. Renewal reminders on active agreements are rolling out.

02

Is this residential marketing?

No. Commercial service only. No ads to homeowners and no residential lead lists. We work with the facility and property managers you already serve, and later with companies that look like them.

03

Does it work with ServiceTitan, BuildOps or my field service software?

We start with an export from your field service software: open quotes, recommendations, agreements and customers. We don't claim a native integration. On the review we'll say plainly what stays an export for your setup.

Get a pipeline reviewRun the 6-point self-audit
Where it leaks

Four places service revenue waits

Between the tech's recommendation, the office quote and the customer's budget, things wait. None of it shows as a loss.

LEAK · 01

Replacement quotes waiting on a budget

"They're waiting on budget."

Why your software doesn't show itThe quote stays open indefinitely, and nobody tracks when each customer's capital budget locks. A missed cycle can mean a year's wait.
LEAK · 02

Tech recommendations never priced

"It's in the work order notes."

Why your software doesn't show itA recommendation in the notes has no dollar value until someone prices it, so no report counts the unpriced ones.
LEAK · 03

Agreements that lapse

"They didn't renew. Probably price."

Why your software doesn't show itAn expired agreement drops off the schedule instead of appearing as a loss.
LEAK · 04

Slow reply to new requests

"We call everyone back."

Why your software doesn't show itWeb and email requests land in a shared inbox, and response time isn't measured.
Check it yourself

Under 30 minutes, from your own records

Four checks from your field service software. No call, nothing to send us.

The full 6-point self-audit →

  1. Replacement quotes open more than 60 days: count, value, and whether the customer's budget date is known.
  2. PM visits in the last 90 days with a written recommendation vs. quotes created for those sites.
  3. Agreements expired in the last 24 months with no renewal: total annual value.
  4. Submit your own web service-request form at 6pm on a weekday, and time the reply.

Write the number next to each. If two or more surprise you, bring them to the review.

How much of your time

About two hours to get going. Then you take the calls.

30 min
Pipeline review

Your numbers, where revenue is lost. You decide if it's worth fixing.

60 min
Kickoff

Who your best customers are, access to your calendar and customer list, and who takes the calls.

30 min
Approve the messages

We write them in your name. You read them and say yes or change them.

10 min/wk
Read the numbers rolling out

One page a week: answered, followed up, held, signed. The page itself is being built now.

These times are our target, not a promise. We confirm yours on the review.

Commercial only, no residential marketing. We start from an export of your field service data and make no native-integration claims. Your customer records stay yours and export anytime.

Pipeline review

Bring your open replacement quotes. We'll look at the budget dates with you.

A 30-minute look at your own numbers. If there's nothing worth fixing, we'll say so and end early.

Get a pipeline reviewRun the self-audit first
Sources