Missed inquiry follow-up
When a call goes unanswered or a web inquiry comes in after hours, the customer gets a prompt, friendly reply.
- Text-back after missed calls
- Same-day replies to web inquiries
- Alerts so your team can call back
Lead follow-up for HVAC companies
Turn more HVAC inquiries into booked appointments.
We help HVAC business owners respond to new inquiries faster, follow up on open estimates, and keep customers informed before every visit, using simple automated workflows built around how your shop already works.
We work with HVAC business owners on communication and follow-up. We don't install or repair HVAC equipment.
Example follow-up workflow
Illustration
How we help
Faster responses. Consistent follow-up.
Most HVAC shops are busy in the field, so calls get missed, estimates sit, and reminders depend on someone remembering. We map out where inquiries come in and set up automated messages so every customer hears back on time, even when your team is on a job.
Without a system
- Missed calls go to voicemail
- Estimates go quiet
- Reminders are hit or miss
With a workflow
- Every inquiry gets a reply
- Estimates get check-ins
- Customers know when you're coming
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Respond in minutes, not hoursAutomatic replies go out when a call is missed or a web inquiry arrives, so the customer knows you're on it.
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Follow up without relying on memoryOpen estimates get scheduled check-ins until the customer decides.
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Fewer surprises on appointment dayCustomers get clear reminders and confirmations before your tech arrives.
Services
Three workflows we help you set up
Each one is built around your current phone, email, and scheduling habits. We'll recommend practical tools and set things up with you.
Estimate follow-up
Open estimates get a steady, respectful sequence of check-ins so good jobs don't go quiet.
- Scheduled follow-up messages
- Easy way for customers to ask questions
- Clear list of estimates still open
Appointment reminders
Customers get confirmations and reminders before the visit, which helps cut down on no-shows and last-minute confusion.
- Booking confirmations
- Day-before and day-of reminders
- Simple reschedule requests
How it works
A straightforward three-step process
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Review your process
We look at how inquiries, estimates, and appointments move through your business today and where customers fall through the cracks.
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Set up the workflow
We build the follow-up messages and timing with you, written in your voice and matched to how your team operates.
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Monitor and improve
We check how the workflows perform, then adjust timing and wording so they keep working as your business changes.
Contact
Let's look at your follow-up together
Send us a quick note with a few times that work for you, and we'll set up a short call to talk through your current process.