Example workflow · HVAC, plumbing & electrical

From a missed call to a paid job.

How a home-service contractor can capture every lead, run jobs and get paid faster.

Example workflow video

Illustrative example This is an illustrative example with a fictional business, people and data. Every DSVG setup is built around your business, your team and the systems you already use. Video length 1:34, with narration.

What the example shows

Six steps that run on their own.

People stay in control: anything sensitive, unusual or costly is approved by your team before it goes out.

  1. Missed call. A missed call becomes a booked job.
  2. Dispatch. The right tech, on the way.
  3. Quote. Options quoted and approved on the spot.
  4. Receipts. Supply receipts land on the right job.
  5. Invoice. Invoiced before the truck leaves.
  6. Maintenance. Next season's work, booked in advance.

Built for your business

Your workflow will look different, and that is the point.

Relevant to: HVAC, plumbing and electrical contractors. We start by understanding how your business actually runs, then automate the parts that save the most time. Nothing is copied from a template.

  • Missed call turned into a booked job
  • Closest qualified tech dispatched
  • Options approved by text
  • Supply receipt posted to the job
  • Paid before the truck left
  • Seasonal tune-ups booked

See what this could look like in your business.

Start with an Operational Assessment, or call (347) 728-7643.