Never miss a call - book every estimate and emergency, day or night. These are the 7 workflows that arrive already wired together when you pick HVAC at signup — no importing, no building.
Fires the moment a new lead arrives.
The moment an HVAC lead comes in: add them to the pipeline, text instantly, and let the AI triage and book an on-site estimate — first to answer wins.
See the walk-through →Fires when an appointment is booked.
Confirms a booked estimate / service visit by email + text to cut no-shows.
See the walk-through →Fires when an appointment is missed.
Recovers a missed estimate fast, then graduates to nurture if the homeowner doesn't re-book.
See the walk-through →Fires when a deal goes quiet.
Re-engages a homeowner who got an estimate but went quiet, then hands warm ones back to the AI.
See the walk-through →Fires when a deal is marked lost.
Re-approaches a lost HVAC lead after 30 days; hands re-engaged homeowners back to the AI.
See the walk-through →Started by you, one contact or a whole list.
Long-term, low-pressure HVAC education (comfort, efficiency, seasonal maintenance) — with a soft estimate offer along the way.
See the walk-through →Fires when a contact opens an email.
Flags a hot homeowner who's re-opening emails so a rep (or the AI) can reach out.
See the walk-through →You don't import this. Pick HVAC at signup and all 7 of these workflows install themselves before onboarding ends. Already customized yours? Nothing here ever overwrites your edits.
Everything else we do for the trade: Sales Team Toolbox for HVAC → · How workflows run · Autopilot & Agent Goals
Pick HVAC at signup and the whole 7-workflow suite installs itself before onboarding ends — nothing to import, nothing to build.
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