Frequently Asked
Questions

We connect customer-focused marketing with an AI-powered CRM that answers calls, responds to leads, automates follow-up, and books appointments. Your marketing creates opportunities. Your system works those opportunities through the sale.

It’s your marketing and customer-conversion system working together. Customer insight shapes the campaigns, Voice AI and Text AI engage the leads, and your CRM tracks the business those efforts produce.

We understand why your customers buy, create demand, capture and convert opportunities, then use the results to improve performance. Each stage informs the next.

The AI-powered CRM handles customer conversations, follow-up, booking, and sales activity. The full Acquisition Engine adds the customer research and marketing that generate demand.

No. You can use our AI-powered CRM while continuing to generate leads through your existing marketing, agency, website, referrals, or internal team.

Yes. We can develop the campaigns, configure the CRM and AI, and connect lead generation with follow-up and sales tracking. You get one team working across the customer-acquisition process.

It puts customer conversations, appointments, follow-up, and sales activity in one place. Your team can see what happened, what needs attention, and where each opportunity stands.

Lead response, missed-call recovery, appointment reminders, estimate follow-up, customer reactivation, review requests, and other repeatable customer workflows. We configure the actions around how your business operates.

Yes. Connected calls, texts, replies, appointments, and follow-up stay with the customer record. Your team can pick up the conversation without starting from scratch.

Yes. Configured workflows update lead status and pipeline stages when customers reply, book, or complete other tracked actions—reducing manual updates and missed follow-up.

Yes. Voice AI and Text AI can book into connected calendars using your availability and scheduling rules. Confirmations, reminders, and rescheduling workflows keep those appointments organized.

Yes. We configure routing and notifications for conversations that need a person, including urgent requests and qualified opportunities. Your team receives the context needed to take over.

Our standard build target is approximately 10 business days. Timing depends on receiving your business information and access, plus any required third-party approvals.

We configure the CRM, Voice AI, Text AI, call routing, calendars, pipelines, automations, tracking, and testing. The system is set up around your customer process before launch.

Your services, service areas, hours, common customer questions, scheduling rules, and escalation preferences. We also gather the access needed to connect your website, lead sources, and calendars.

We configure it using your business information, services, offers, common questions, and operating rules. That gives conversations the context needed to answer customers and handle requests appropriately.

Yes. We handle the A2P registration setup as part of the build, including the business and messaging information required for review. Carrier approval and customer consent remain necessary.

Yes. We configure the phone menu and routing around how you want calls handled—whether AI answers, your team takes over, or an urgent request needs escalation.

Yes. We test calls, texts, routing, calendars, and automations before launch. The goal is to verify the customer experience, not simply switch the software on.

Yes. Our team provides ongoing support for your SurPro Labs system, giving you somewhere to go for help using the CRM and resolving system questions.

No. Voice AI can answer calls around the clock, but human support is not available 24/7.

Yes. We help your team understand the system configured for your business—where conversations live, how appointments are handled, and how to work the pipeline.

Yes. As your services, team, and customer process change, we can adjust AI information, routing, calendars, and workflows. The work is handled according to your service scope.

Yes, according to the services you select. Ongoing CRM support and configuration, campaign management, and optimization keep the system aligned with your business.

Voice AI answers incoming calls, explains your services, qualifies callers, and books appointments. It also routes conversations to your team when a customer needs personal attention.

Yes. Voice AI can answer during busy hours, overnight, on weekends, and on holidays—giving callers a response when your office is unavailable.

Text AI responds instantly, automates follow-up, and books appointments. Customers can ask questions and continue the conversation by text while your team handles other work.

Yes. Both can answer questions, qualify customers, check connected calendar availability, and book appointments according to your scheduling rules.

No. Our Voice AI handles incoming calls. Text AI handles outbound response and follow-up, including digital leads, appointment reminders, and customer outreach.

Website, advertising, and social media leads trigger immediate Text AI customer engagement—answering questions, qualifying prospects, and booking appointments.

A missed call can trigger immediate Text AI outreach. The customer gets a chance to explain what they need, ask questions, and book without waiting for someone to return the call.

Voice AI answers after-hours calls, and Text AI responds to digital inquiries. Both can identify urgent needs, collect essential details, and escalate to your designated contact under your emergency-response rules.

Yes. Text AI can follow up on open estimates, answer questions, and bring unresolved buying concerns to your team. The sales conversation continues after the appointment.

Yes. Text AI can reconnect with eligible contacts through maintenance, seasonal-service, replacement, and other targeted campaigns. Your existing database becomes another source of conversations and appointments.

Yes. Our in-house team develops the strategy, campaigns, websites, and creative that fuel your Acquisition Engine. We connect that work to the CRM so we can evaluate what becomes business.

Seven distinct reasons customers might choose your business, developed from their needs, motivations, concerns, and buying situations. They give your marketing specific ways to connect with the people you want to reach.

Yes. We develop them around your customers, services, geography, market, and competitive position. Your strategy should reflect why people buy from your business.

They guide your website messaging, advertising, videos, static creative, landing pages, and content. The same customer understanding gives every channel a stronger starting point.

7 Distinct Sales Angles, website design, Meta AI Ads Management, Google Local Services Ads, Google Maps, Google Pay-Per-Click, SEO / GEO Optimization, YouTube and streaming-TV advertising, video and static ad design, and reputation management.

No. We build the plan around your goals, budget, markets, and existing marketing. The right combination matters more than using every channel.

We optimize your Business Profile and strengthen the website and reputation supporting it. That includes custom local-business schema, service and location pages, accurate business listings, and automated requests for genuine customer reviews.

Campaigns generate leads; the CRM records their responses, appointments, and sales activity. That information helps us evaluate lead quality and refine the advertising that produced it.

Yes. We build campaigns for local, regional, and national audiences. Targeting follows your market and growth goals—not a one-size-fits-all service area.

Yes. Your agency can continue generating leads while SurPro Labs handles the AI-powered CRM, response, follow-up, booking, and tracking.

Yes, through compatible connections. We review your lead sources during setup so those inquiries can enter the CRM and trigger the appropriate response.

Yes. We can manage the marketing and the AI-powered CRM together, connecting the campaigns you run with the appointments and sales they produce.

No. We first look at how your website captures leads and connects to the CRM. A rebuild is a separate decision based on the site’s condition and your goals.

Yes. We can redesign it around your brand, customers, search visibility, and conversion goals, then connect it to your CRM and automations.

So an inquiry becomes an active customer conversation. Website leads can trigger immediate Text AI response, appointment booking, follow-up, and tracking.

Yes. We develop landing pages around specific campaigns, services, and offers so the message customers click matches the page they reach.

Yes. Connected lead sources and campaign tracking show which channels are generating inquiries. That gives us a starting point for evaluating where your marketing budget is working.

Yes. Customer conversations, appointments, follow-up, and pipeline activity stay connected in the CRM. You can see how an inquiry develops instead of losing visibility after the form submission.

Yes, when the necessary campaign and sales information is captured. We connect that data so you can evaluate the business generated—not simply the number of leads reported.

It reveals what customers care about, what questions hold up decisions, and which messages lead to appointments and sales. We use that insight to refine targeting, offers, creative, and follow-up.

We use customer responses and sales results to guide the next round of changes. Campaigns, creative, and follow-up are refined using what your business is actually learning.

No. We have a major specialization in HVAC, and we work with many different service businesses. Your system and marketing are built around your customers, your market, and how your business operates.

Capital for your business. Financing for your customers. Banking, payroll, and payments that work together. Powered by Surcharge Pros, these solutions address the cash-flow demands, big-ticket sales, and operating expenses of running an HVAC company.

Yes. Our options include HEI funding, 0% introductory-rate business credit-card stacking, and additional business lending for equipment, payroll, marketing, and seasonal cash-flow needs. We help you evaluate the funding structure against the job the money needs to do.

HEI arrangements let eligible homeowners access home equity without scheduled monthly payments. The trade-off is a future settlement payment tied to the agreement and home value. Your home secures the arrangement, so costs and repayment obligations require careful review.

We coordinate applications for multiple business credit lines with 0% introductory offers, creating additional working-capital options for qualified owners. The promotional period is limited; card-specific fees, payment requirements, and standard rates still apply.

Connecting payment processing and banking can make money from completed jobs available sooner for suppliers, inventory, and payroll. Eligible setups offer instant card-settlement funding.

Eligible setups let you fund payroll and pay your crew the same day. That can keep cash available in your business longer instead of committing it days before payday.

Yes. We offer access to promotional 0% options, longer-term financing, and programs serving a range of credit profiles. Customers get more ways to spread out a major purchase, giving your team more ways to secure the job.

Surcharge Pros is our financial-solutions brand under the same ownership as SurPro Labs.

$397 per month, with Voice AI and Text AI usage billed separately. The CRM brings your customer records, AI capabilities, booking, automation, and tracking into one system.

The standard one-time CRM buildout is $997. That covers configuring the system around your business and preparing it for launch.

Voice AI usage is $0.25 per minute.

Text AI usage is $0.05 per text.

No. The CRM subscription and managed marketing are separate. Having advertising capabilities in the CRM is different from having our team develop and manage your campaigns.

Marketing pricing depends on the services, campaigns, markets, and creative your business needs. We’ll discuss your goals and budget on a discovery call, then walk you through the recommended services and pricing.