170 in-home sales calls, recorded in the living room. Here’s what we found in them.We scored 170 in-home sales calls.
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HVAC
AdaptClose grades every in-home HVAC pitch: system assessment, repair vs. replace framing, efficiency value build, financing, and close. Know exactly where your reps lose homeowners before the replacement is approved.
38%
avg close rate gap
top vs. bottom reps
15min
to your first grade
after sign-up
$180
per rep / month after
14-day free trial
Why HVAC is different
Rilla and Siro price for enterprise teams, and generic conversation intelligence was built for inside sales. HVAC is in-home sales with a repair-vs-replace decision at the center — sales coaching only works when it knows the trade.
The patch is always cheaper, and the average ticket on a replacement is ten times the repair. AdaptClose grades whether replacement value was built before options landed — the single biggest lever on conversion rates.
Graded on:
Cost of ownership of the aging system built first
Financing on the table before the total
Handling objections like “just patch it for now”
HVAC business owners can’t sit in every kitchen. Every recorded appointment becomes a virtual ride-along, graded against your own sales script and sales process.
What managers get:
Physical ride-alongs replaced by graded recordings
Close rates and stage scores by rep, week over week
A training plan built from win clips, not webinars or AI roleplay
AdaptClose isn’t another field service platform. Dispatch, invoicing, and your sales workflow stay in ServiceTitan, Housecall Pro, or Jobber — AdaptClose is the sales coaching layer on top.
Built in:
Service agreements and maintenance contracts graded at the close
Recurring revenue asks flagged when reps skip them
The whole sales cycle, from lead generation to install date
How it works
AdaptClose ships with a default HVAC rubric built around the in-home replacement appointment — in-person sales, graded step by step. Customize any step to match how your team actually sells.
Arrival & system assessment
Graded on diagnostic thoroughness, walking the homeowner to the equipment, and establishing the system’s real age and condition.
Repair vs. replace framing
Did the rep present both paths with honest lifetime costs, or just quote the patch? The single biggest revenue lever in HVAC gets its own grade.
Efficiency value build
Graded on tying SEER ratings and utility savings to this home’s actual usage and bills, not reciting spec sheets.
Comfort, air quality & urgency
Hot-and-cold rooms, humidity, allergies, airflow: graded on the depth of needs uncovered and the urgency built before price appears.
Financing presentation
Was a monthly payment on the table before the homeowner heard the total? Graded on timing, framing, and options offered.
The close & install date
Graded on a clear ask, a proposed install date, and locked next steps before the rep leaves the driveway.
Built for your size
Siro and Rilla are built for companies with enterprise budgets and dedicated training teams. You’re running a tight HVAC operation: a few comfort advisors, one or two managers, and replacement quotes going out every day. AdaptClose is priced and set up for that.
Set up in 15 minutes, not 6 weeks
Sign up, load the default HVAC rubric, and record your first appointment. No onboarding call, no CSM, no waiting.
Pay per active rep, not per seat
When a rep leaves, remove them. You stop paying immediately. No annual contracts, no minimums.
Coach without riding along
You can’t be in every appointment. AdaptClose is the manager in every truck, grading every pitch while you run the business.
New reps ramp faster
Busy season means fast hiring. Win clips from your best comfort advisors become the training library, so new hires learn repair-vs-replace framing from real appointments, not role plays.
The default HVAC rubric
Every appointment graded stage by stage
System Assessment
Repair vs. Replace Framing
Efficiency Value Build
Financing Options
The Close
What the AI flags in HVAC pitches
Quoting the patch repair without ever presenting the replacement option
Presenting price before building system and efficiency value
Skipping the utility-savings story on high-SEER equipment
No financing offered before the homeowner hears the total
FAQ
AdaptClose is sales coaching software that records in-home HVAC sales appointments and grades each one against your rubric: system assessment, repair vs. replace framing, efficiency value build, financing options, and the close. Managers see exactly where each comfort advisor loses homeowners without riding along on calls.
Yes. The default HVAC rubric specifically scores whether the rep presented the replacement option alongside the patch repair, built the efficiency and utility-savings case for new equipment, and offered financing before the homeowner heard the total.
Yes — alongside them. AdaptClose doesn’t touch dispatch, invoicing, or your sales workflow. Reps record the in-home appointment on their phone, the grades come back in AdaptClose, and there is no integration project or migration.
No. AdaptClose works as the HVAC sales training program: every appointment is graded against your sales process, win clips become role-play practice material for new hires, and managers coach from real calls instead of webinars. For scripts and objection handling you can hand reps today, download the free HVAC Sales Playbook.
About 15 minutes. Sign up, load the default industry rubric (or upload your own sales process), and record the first appointment. There is no onboarding call or implementation project, and the first graded appointment comes back in under 10 minutes.
AdaptClose costs $180 per rep per month after a 14-day free trial. You pay per active rep: when a rep leaves, remove them and billing stops immediately. No annual contracts, no minimums.
No. Reps record their appointments as usual and AdaptClose grades them against your existing process. Win clips from your best closers become the training library, so coaching comes from your own real appointments rather than generic scripts.
From the blog
Try AdaptClose free for 14 days, no card needed, first grade in under 10 minutes. Or book a 30-minute demo and we’ll run it on your product line.
14-day free trial · $180/rep/mo after · cancel anytime