The first hot week decides the year. Know what it brought in, from your own forms.
Built for the heating and cooling company where a service agreement brings the truck back on a schedule, whoever runs its marketing. One screen reads your Google accounts, your Business Profile reviews, the leads your own forms produce and, where you run on one, your CRM or booking platform. The watches run on a schedule whether anyone is at a desk.

Why does the first hot week decide an HVAC company's year?
Because that is when the replacement decisions get made. A homeowner calls on a no-cool day with an old condenser, and the visit that starts as a repair ends as a changeout with an install date on it. The same week fills the install calendar for the month, and whichever company the homeowner found first gets the ticket. A service agreement sold on that visit brings the truck back on a schedule, which is what carries a shop through the shoulder months when the phone goes quiet. At many shops the owner runs dispatch, the office runs the books, and the marketing happens at 9pm when it happens at all.
That is the business TruLata is built for. It is built for a company that sells a service across a territory, whoever runs the marketing. Where the owner does it at 9pm, that marketing moves onto a schedule: search, ads, content, outbound and email run whether or not anyone had the evening for them. The usual alternatives are a shared lead from a marketplace, which other contractors also bought, an agency retainer you cannot see inside, or doing it yourself between calls. TruLata is one screen that reads the accounts you already have, counts the leads your own forms produce, where they feed the lead sheet, and runs the watches on a schedule whether anyone is at a desk. The page for a business with no marketing team covers the same split from the owner's seat.
The usual alternatives
- A shared lead from a marketplace, which other contractors also bought
- An agency retainer you cannot see inside
- Doing it yourself between calls
TruLata
- Reads the accounts you already have
- Counts the leads your own forms produce
- Runs the watches on a schedule whether anyone is at a desk
The first hot week decides the year.
What does TruLata read for an HVAC company?
The accounts you already have, as they stand. Google Analytics 4 gives sessions, sources, pages and key events, hours behind intraday. Search Console gives the queries you appeared for, impressions, clicks and average position, two to three days behind; for a heating and cooling company those queries are the service and the town, the no-cool search in July and the no-heat search in January. The positions on that view are Search Console's own average positions, not a rank tracker. Google Ads gives spend, conversions and cost per conversion by campaign, hours behind intraday, and the search volumes behind your keyword set come from Google's keyword planner through our Ads access. Your Google Business Profile gives reviews, rating and listing performance, which is where a homeowner with a dead system decides who to trust.
Then the two sources that are yours alone. Where your site's forms feed the lead sheet, each submission is appended server-side as it lands and the Leads view reads that sheet newest first, so a form fill still counts on a day when every tracking tag on the site is broken. Where your shop runs on a CRM or booking platform, the Jobs view reads jobs and the job pipeline live, and it shows a coming-soon card rather than a number until the data is trustworthy. On all tiers, the answer-engine view scores whether ChatGPT, Gemini, Claude and Grok name your company when someone asks who to use, at baseline and again as the program moves. The ceiling matters too: your inbox and calendar stay outside the read today, card data is never read, and a phone lead counts where your CRM records it; where you run a call-tracking platform with an API it is connected during setup.

What runs while my crew is out on calls, and what waits for me?
The watching, the drafting and the counting run on a schedule whether anyone is at a desk. On all tiers, our team runs your search campaigns, and every morning at 7:05 Eastern the ads change watch reads your account's change history and its user list and sorts what it finds: our own writes, routine noise, and material changes made by anyone else, including the recommendations Google applies on its own. A setting switched on under any login, or a new address given access to the account, reaches your team the morning after it happens. The user list is read directly, because a change to who can see your account does not log as a change event. Every morning at 7:20 Eastern, on an instance whose forms feed the sheet, the lead watch runs five checks across the sheet, GA4 and Ads: the tracking tag still loads, leads with no GA4 form event, paid leads with no Ads conversion, a campaign that has gone dark, and a form that has gone quiet.
On Launch, Growth and Command, the content engine researches and drafts on your cadence. A topic passes only when real search volume and what already occupies the result page justify it, the research step cites current sources, the dedupe reads the titles actually published on your site, and each piece is filed as a Google Doc in your own Drive with a featured image. Publishing waits for your approval, or auto-publish runs as a per-client setting. On Growth and Command, Meta ads are managed alongside search, and the Social view reads page and social metrics where Meta is connected, on Meta's schedule. On Command, prospects are sourced weekly to the target profile set with you, property managers or builders if commercial maintenance contracts are the goal, and every draft lands in a review-first queue: a person releases it, or the queue releases on the schedule set for the engagement, and every send is logged with the draft, the mailbox and the time. Every night at 12:01 Central a fallback snapshot is baked, and the page refreshes when you open it.
Anything that spends money stays within limits set with you. Budget and bid changes are made within the limits set for your engagement and land in your account's own change history, and on all tiers our team runs the account. A reply to a prospect email is classified and shown, and not-interested and bounced addresses are suppressed. From the screen you can set a lead outcome, request a website change, and request a content, keyword, category or targeting change. Each request lands with your team and is logged, and a request from the screen goes to your team as a logged ticket; the engine's writes to your ad accounts and your site go through their APIs and land in each account's own change history.
- Does the tag still load?The tracking tag on your site
- A lead with no form event?GA4 checked against the lead sheet
- A paid lead with no conversion?Google Ads checked against the lead sheet
- A campaign gone dark?Spend that stopped
- A form gone quiet?Requests that stopped arriving

A service agreement brings the truck back on a schedule.
How do I see it working before I pay for it?
Open the demo. It is the same engine code every client runs, pointed at a fictional company called Meridian so it can be public, with your name and email in front of it. Every number is invented, and the screen says so. Work down the left-hand menu, click a headline number, open the Leads view and click a row to read the full request, and you have seen the product rather than a deck about it. The demo page says what in it is real and what is invented.
Then read your own company against it. You sell a service across a territory. That is the company the product is built for, whether you run two trucks or twenty. If the owner fits the marketing in at 9pm, the evening work goes away; if a marketing hire runs it, the hire gets the screen and the schedule. If you want the work done rather than the screen, the service pages are the door. And read the search view the way it is built. Ranking is not earning, so impressions and clicks sit next to the leads your own forms produced. A position there is Search Console's average for the query rather than a rank tracker's guess. Proving which dollar made the phone ring walks through the same comparison on a paid campaign.

Which tier fits an HVAC company?
Start where the reads are. The entry tier carries the TruLata dashboard, full analytics, leads, search visibility, the AI visibility program, managed Google Ads search, the assistant and briefings and support tickets. The content engine is on Launch, Growth and Command. Meta ads are on Growth and Command. The outbound engine, for a company that wants commercial maintenance contracts and not only residential calls, is on Command. The top tier adds the outbound engine, social media management and your full marketing team, always on. Seats are three on Starter, three on Launch, ten on Growth and unlimited on Command.
Starter is $400 a month, Launch $650, Growth $1,200, and Command is scoped per engagement. Every tier is month to month at a flat monthly figure, and committing annually takes twenty percent off the monthly. That is worth counting backward from the first hot week. The pricing page carries the same figures.
Starter is $400 a month, Launch $650, Growth $1,200, and Command is scoped per engagement.
Can TruLata run it for me?
Yes, two ways. The top tier adds the outbound engine, social media management and your full marketing team, always on, and it is scoped per engagement with no number on this site. The managed strategy retainer sits on top of any tier and is scoped with you, with no number on this site: strategy, optimization and the approvals on our side, with every change our team makes to your campaigns still in your Ads account's own change history. The managed page says how that engagement is kept honest. TruLata also works as an agency for heating and cooling companies that want the work done rather than the screen: local services marketing, search and answer-engine work and paid search run with a daily account watch.

What an HVAC company's screen reads, and how fresh each source is.
| What | Where it comes from | How fresh |
|---|---|---|
| Form leads, newest first, with the outcome you set | Your site's forms, appended to a lead sheet server-side | Live |
| Jobs and the job pipeline | Your CRM or booking platform, where the shop runs on it | Live; a coming-soon card until the data is trustworthy |
| Reviews, rating, listing performance | Google Business Profile, by manager invitation | With each pull; the header stamp says when |
| Spend, conversions, cost per conversion | Google Ads | Hours behind intraday; change history read daily at 7:05am ET |
| Queries, impressions, clicks, average position | Search Console | 2 to 3 days behind |
| Sessions, sources, pages, key events | Google Analytics 4 | Hours behind intraday |
| Fallback snapshot | The nightly bake | 12:01am Central; a failed pull leaves the previous page up |
In a peak week you want to know whether a number is from this morning or from three days ago, so the header stamp says when the data was pulled. Form leads, your CRM or booking platform and email stats are live. Google Ads and GA4 run hours behind intraday. Search Console runs two to three days behind. The Refresh button starts a full pull and ends in a reloaded page whose stamp says how old the data is.
Questions, answered.
Do you count phone calls?
Where your CRM records the call as a lead. Where you run a call-tracking platform with an API it is connected during setup, and your inbox and calendar stay outside the read today. The leads the screen counts are submissions from your own forms, written to a sheet server-side as they arrive, plus the jobs your CRM or booking platform holds where the shop runs on it.
Will it change my ad budget when a heat wave hits?
Within the limits set for your engagement. Budget and bid changes land in your account's own change history, and on all tiers our team runs the account. What runs on a schedule is the watch: every morning at 7:05 Eastern it reads your account's change history and user list and raises material changes made by anyone else, including the recommendations Google applies on its own.
What happens in the shoulder months when the phone is quiet?
The scheduled work runs the same in April as in July. The ads change watch runs at 7:05am Eastern and the lead watch at 7:20am Eastern where your forms feed the sheet. On Launch, Growth and Command the content engine keeps researching and drafting on your cadence, and each topic has to pass a demand gate on real search volume first. On Command prospects are sourced weekly to the target profile set with you, which for a heating and cooling company is often the commercial accounts that buy maintenance contracts.
I run the shop on a booking platform. Does that connect?
Where the business runs on a CRM or booking platform, the Jobs view reads jobs and the job pipeline live, and it shows a coming-soon card rather than a number until the data is trustworthy. Our team connects it from the inside with access you grant during setup. Your side is the grant, and we never ask for your account passwords.
Is there an HVAC version of the product?
Every client runs the same engine code, and so does the demo. Which views appear is decided by what is connected: Jobs where you run on a CRM or booking platform, Social where Meta is connected, Email where you send through ActiveCampaign, Mailchimp, Klaviyo, HubSpot or another platform with an API. The reads on this page are the ones a heating and cooling company usually has.
What do I have to set up myself?
Manager invitations on your Analytics property, your Search Console site, your Ads account and your Business Profile listing, during setup, each one revocable in your own console. Our team connects your CRM, Stripe, your booking platform, your email platform and your website forms from the inside with the access you grant.
The engine behind this is now a product.
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- Refreshed when you open itLive data on page load, never a monthly PDF
- Counted from your own formsLeads recorded server-side, compared daily with Ads and GA4
- Seen in AI answersHow often ChatGPT, Gemini, Claude and Grok name you, measured
- Every send loggedProspect emails leave from a review-first queue, and every send is logged.

