01
Capture and import the work already in front of you
Owner-managed lead capture and import gives your team one place for new inquiries, unaccepted quotes, and older leads that have opted in to the intended follow-up.
HOW RECOVERLY IQ WORKS · CANADIAN HVAC
Make every inquiry easier to review, organize, and act on.
Recoverly IQ gives Canadian HVAC businesses an owner-managed way to keep new inquiries, unaccepted quotes, and opted-in older leads moving through a clear review workflow.
Review-first by design. Saving or planning follow-up does not send outreach.
The current workflow
A practical system for the leads that are easiest to lose.
Recoverly IQ focuses on the owner decisions that need to be clear first: what came in, what was quoted, what consent was recorded, and what happened next.
02
Keep the context attached to every lead
Save the contact, source, request details, consent status, response notes, and other context your team needs to review the next step.
03
Filter by status and outreach eligibility
Separate active work from older or archived records, then review whether a lead is eligible for intended follow-up based on recorded consent.
04
Review responses and track outcomes
Consent and response review stays visible to the owner team, while outcomes can be recorded so the business can learn what happened to each inquiry.
Review-only follow-up plans
Decide the next step without pretending it has already happened.
For a lead that is eligible for intended follow-up, an owner can save and plan a follow-up sequence for review. The plan can be arranged within a local-time window, so the team can see when a step is intended to happen.
Important: this is planning and record-keeping only. Recoverly IQ does not send outreach from a saved or planned follow-up plan.
01Check consent
Use the recorded status before considering intended follow-up.
02Save the plan
Keep the proposed steps attached to the lead for owner review.
03Set the local window
Plan timing in the business’s local-time window, with no message sent.
Clear boundaries
What is not available today
These are not live integrations, and Recoverly IQ does not guarantee them. Each remains conditional on the required provider access and separately approved consent information.
Messaging
Unavailable todayUnavailable today. Sending messages remains conditional on required provider access and separately approved consent information.
Appointment booking
Unavailable todayUnavailable today. Booking requires the relevant provider access and separately approved consent information before it can be offered.
Appointment reminders
Unavailable todayUnavailable today. Reminder delivery remains conditional on provider access and separately approved consent information.
Checkout
Unavailable todayUnavailable today. Checkout is not a live Recoverly IQ integration and depends on the required provider access and separately approved consent information.
Start with your workflow
Bring the inquiries, quotes, and follow-up decisions you want to organize.
Tell us how your Canadian HVAC business handles leads today, and discuss where a review-first workflow could fit.