Broadly Virtual Assistant

Broadly Virtual Assistant Services for HVAC and Plumbing Companies

Many HVAC and plumbing owners pick Broadly because it covers the whole customer journey in one place: get found online, answer the lead, send the quote, collect the payment, and ask for the review. It is a smart setup for a lean team.

The challenge is time. Every one of those steps lives in the same app, and the owner or office manager is usually the one checking it between calls, estimates, and job sites. Messages wait, quotes go unsent, and review requests get skipped on the busiest days.

A dedicated Broadly Virtual Assistant takes over that daily work. Intelus Agency connects HVAC and plumbing companies with carefully selected remote professionals who learn your services, your pricing rules, and your tone, then keep every part of Broadly moving from first message to final payment.

Intelus Agency is an independent virtual assistant provider and is not affiliated with, endorsed by, or sponsored by Broadly. Your assistant does not diagnose problems, quote prices outside your approved list, or explain financing terms. Those decisions stay with your authorized staff.

Broadly Reviews Management

Broadly Reviews can send review requests to customers on Google, Facebook, Yelp, and other popular sites. The most important rule is consistency, so your assistant sends a request to every customer after a completed job, not just the ones who seemed happiest.

Support includes:

• Sending a review request to every customer after a completed job
• Following Google's review policies, which do not allow asking only happy customers
• Never discouraging negative reviews or offering anything for a review
• Replying to new reviews in your company's voice
• Sending negative or mixed reviews to your manager before any response goes out
• Following up with unhappy customers privately, with your manager's guidance
• Tracking review totals in the Broadly dashboard each week
• Watching your rating trend on each review site
• Sharing standout reviews with your team

That approach produces a steady stream of honest reviews that future homeowners trust.

Web Chat, Texts, and the Team Inbox

Broadly brings web chat, text messages, and email into one team inbox. For HVAC and plumbing companies, that inbox often holds the hottest leads of the day, like a homeowner with no hot water who started a chat at 7 a.m.

Our services include:

• Answering new chats and texts quickly
• Booking service requests from the inbox
• Building saved replies for common questions, such as service areas and hours
• Updating saved replies when diagnostic fees or hours change
• Sending appointment confirmations
• Sending technician arrival updates
• Routing billing and warranty messages to the right person
• Routing complaint messages to your manager
• Answering email inquiries that land in the team inbox

For companies that want deeper support, our customer success specialists can help build a full follow-up process around every customer.

Broadly AI Receptionist Backup

The Broadly AI Receptionist can answer web and social chats, follow up on missed calls by text, and, on some plans, handle voice calls. It is a strong first line of response, especially after hours, but it still needs a person behind it.

Responsibilities include:

• Checking AI conversations every day
• Picking up leads the AI passed along for a human reply
• Confirming that requested appointment times fit your actual schedule
• Calling or texting back homeowners whose questions the AI could not fully answer
• Following up on missed-call texts that did not get a reply
• Noting recurring questions so your manager can update the AI's information
• Flagging AI answers that were unclear or out of date
• Logging after-hours leads for the morning dispatch

The AI covers the hours your office is closed, and your assistant makes sure nothing it starts is left unfinished.

Quotes, Invoices, and Text-to-Pay

Broadly lets businesses send itemized quotes and invoices and collect payments by text. For HVAC and plumbing companies, that can shorten the time between finishing a job and getting paid.

Support includes:

• Building quotes from your technician's notes and your approved price list
• Sending quotes to homeowners
• Following up on quotes that have not been accepted
• Sending invoices with text-to-pay links once the job is complete
• Following up politely on unpaid invoices
• Recording payments in Broadly
• Keeping your books in sync with QuickBooks
• Sharing approved financing information while authorized staff answer questions about terms

For larger replacement quotes, our Estimates & Proposals support can help put together clear, professional proposals.

Making Broadly Pricing Pay Off

Broadly pricing is built around modules, so companies can pay for reputation tools on their own or add messaging, AI, payments, and website features on top. Each module only earns its cost if the work inside it actually gets done.

Support includes:

• Tracking reviews earned from review requests
• Tracking your rating trend over time
• Counting chats and texts answered
• Counting how many conversations became booked jobs
• Tracking quotes sent and quotes accepted
• Tracking how quickly invoices were paid
• Counting AI conversations handed off and recovered by a person
• Preparing a plain summary of what each module produced before renewal

That summary makes it easier to decide what to keep, upgrade, or drop. Your administrator stays in charge of billing and plan changes.

Broadly App Support for Owners on the Go

Many owners use the Broadly App on their phones to keep an eye on messages and payments from the truck. With a virtual assistant handling the inbox, the app becomes a way to stay informed rather than a list of things to do.

Our services include:

• Leaving short internal notes on conversations that need the owner's input
• Flagging high-value leads, such as system replacements
• Sending a quick end-of-day summary
• Marking finished conversations as closed
• Listing quotes waiting on the owner's approval
• Highlighting overdue payments the owner should know about
• Keeping push notifications focused on what truly needs the owner
• Answering routine messages so the owner does not have to

The owner can check in for a minute instead of an hour.

Broadly Website and Listings

The Broadly Website can power your company's site and help keep your business information consistent across directories. Small details, like holiday hours or a new service area, need regular updates.

Support includes:

• Updating hours on your Broadly Website
• Updating service areas as you grow
• Posting holiday schedules
• Adding seasonal promotions, such as AC tune-up specials
• Keeping listing details consistent across directories
• Checking that contact forms and chat work after site changes
• Passing larger design or content changes to your web team
• Keeping a simple log of website and listing updates

Our local SEO specialists can help your site and listings bring in more calls from local searches.

Broadly Login and Team Access

When your team changes, Broadly access should change too. With your administrator's approval, your assistant helps keep Broadly Login access and notifications organized.

Support includes:

• Helping set up Broadly Login access for new office staff
• Keeping notification settings pointed to the right people
• Flagging accounts for removal when someone leaves
• Keeping a current user list for your administrator
• Reporting login problems to your administrator
• Updating your company profile details in Broadly
• Writing short how-to notes for new office staff
• Reviewing inbox assignment rules when roles change

Billing and plan changes stay with your administrator at all times.

HVAC and Plumbing Virtual Assistant Support for Owner-Led Shops

Broadly is popular with HVAC and plumbing companies where the owner still answers messages, sends quotes, and chases payments personally. Those are the businesses that feel the difference fastest. As the company grows, the same assistant can expand into phones and scheduling through our home services virtual assistant program.

Our Broadly Virtual Assistants can support:

• HVAC contractors
• Plumbing companies
• Owner-led shops with a small office team
• Drain cleaning companies
• Water heater installers
• Heating and cooling repair businesses
• Companies that run Broadly next to a field service platform

Your assistant keeps customer details, job status, and payments consistent between Broadly and tools such as Housecall Pro, Jobber, and Kickserv.

Why Choose Intelus Agency for Broadly Virtual Assistant Services?

Broadly works best when someone is in it every day. Intelus Agency connects you with remote professionals who follow your pricing rules, your tone, and your approval steps.

Benefits of working with Intelus Agency include:

• Hand-selected remote professionals vetted for customer-facing work
• Flexible month-to-month staffing with no long-term contract
• Review requests sent to every customer, every time
• Fast replies across web chat, texts, and email
• A human backup for the Broadly AI Receptionist
• Quotes and invoices sent the same day
• Faster payments through text-to-pay follow-up
• Clear results for every Broadly module you pay for
• A U.S.-based team that introduces top matches within about a week

Our goal is to take Broadly off your plate without adding to your in-house office team.

Hire a Broadly Virtual Assistant Today

Stop spending valuable time answering chats, sending quotes, chasing invoices, and asking for reviews between jobs.

Intelus Agency helps HVAC and plumbing companies find dedicated remote professionals who keep Broadly moving from first message to final payment.

Ready to get back to running jobs instead of an inbox? Book a free outsourcing consultation with Intelus Agency and find a Broadly Virtual Assistant who fits your business needs.