In Action
Automation Examples
See exactly how our automated sequences engage leads, save lost opportunities, and drive 5-star reviews without you lifting a finger.
Missed Call Text-Back
When you miss a call while on a job, the system instantly texts the lead.
Hey! This is [Your HVAC Co]. We saw we just missed your call. How can we help you today?
My AC just stopped working and it's 90 degrees out!
We can get a tech out there today. Click here to book an emergency slot: [Link]
Speed-to-Lead SMS
When a lead fills out a form on your website, they get a text in 2 minutes.
Hi John! Thanks for requesting a quote for a new Furnace. Are you available for a quick call to discuss?
Yes, I am free right now.
Great, our team is dialing your number now.
Review Request Sequence
After a job is marked 'Completed' in the CRM, an automated email goes out.
Subject: How did we do today?
Hi Sarah, thanks for choosing us for your AC repair. If you have 60 seconds, we'd love it if you could leave us a review here: [Google Review Link]
⭐️⭐️⭐️⭐️⭐️ Left a 5-star review!
Automated tag added to CRM: 'Happy Customer'