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
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.
- Missed call. A missed call becomes a booked job.
- Dispatch. The right tech, on the way.
- Quote. Options quoted and approved on the spot.
- Receipts. Supply receipts land on the right job.
- Invoice. Invoiced before the truck leaves.
- 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.