HVAC workflow automation

Missed-call text backs for HVAC leads.

A missed-call text back workflow detects an unanswered inbound call, checks whether the caller is a customer or new lead, sends an SMS within one minute, logs the lead, and escalates follow-up if no one responds. For HVAC companies, this is a better search and sales target than another broad software comparison because it maps directly to lost revenue.

Scope This Workflow HVAC Automation

What gets built

01
Missed call trigger

Pull the missed-call event from your phone system or call log.

02
Caller lookup

Check existing customers, open estimates, and blocked/internal numbers.

03
SMS response

Send a useful text with a callback promise, booking link, or service question.

04
CRM/task update

Create or update the lead in Jobber, ServiceTitan, Housecall Pro, HubSpot, or a sheet.

05
Escalation

Alert dispatch or the owner if the lead is still untouched after the configured window.

Avg response time
<60s
vs. 3-4 hours for a manual callback
Leads recovered
4/mo
Conservative estimate for a typical HVAC company
Build time
2 wks
Fixed price. You own it. No monthly fees.

Tools this can connect

Phone system, Twilio or SMS provider, Jobber, ServiceTitan, Housecall Pro, HubSpot, Google Sheets, Slack, email, and calendar links. The exact architecture depends on where missed-call events are available and where your team already works.