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.
What gets built
1. Missed call triggerPull the missed-call event from your phone system or call log.
2. Caller lookupCheck existing customers, open estimates, and blocked/internal numbers.
3. SMS responseSend a useful text with a callback promise, booking link, or service question.
4. CRM/task updateCreate or update the lead in Jobber, ServiceTitan, Housecall Pro, HubSpot, or a sheet.
5. EscalationAlert dispatch or the owner if the lead is still untouched after the configured window.
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.