Leads come in from your website, Google, Angi, Thumbtack and Facebook ads while your team is up a ladder or in a crawl space. HVAC lead follow up is hard to do by hand because the office is busy too, and a homeowner with a broken AC rarely waits for a call back.
They contact two or three companies and book whoever answers first. Slow replies quietly hand those jobs to competitors, and leads that arrive in different inboxes and apps are easy to miss altogether. The work is not winning the lead; it is replying fast and following up consistently when nobody has a free hand. Most companies already know this, but knowing it does not free up a pair of hands at four in the afternoon in July. A system that answers for you, and keeps every lead in one list, does.
How automated HVAC lead follow up works
Every lead lands in one place
Leads from your website, ads and directories are collected and logged in one list, whatever the source.
An instant reply goes out
The homeowner gets a text and an email straight away, confirming you received their request and what happens next.
Your team is alerted
The office or the on-call tech gets the lead details immediately, with the homeowner's problem and contact information.
Follow-up until they book
If no booking happens, a short sequence of messages runs over the next few days, then stops on its own.
What it connects to
It connects the places your leads arrive to the software your team already uses to run jobs. Because every lead is recorded in one place, you can also see which sources bring the jobs you actually win.
Web forms
Captures enquiries from your own website.
Lead sources (Angi, Thumbtack, Google LSA)
Pulls in leads from the directories you pay for, where they allow it.
CRM or field service software (for example ServiceTitan, Housecall Pro or Jobber)
Creates the customer and the job so nothing is typed twice.
SMS and email
Sends the instant reply and the follow-up messages.
Get it
Request this automation
Tell us which tools you use today and what should happen automatically. We are collecting requests for this automation, and they help decide what is added to the marketplace first. We will email you as soon as a ready-made version is available. No obligation and nothing to pay.
Get the template when it's ready
Leave your email and we will let you know when a ready-made HVAC lead follow-up template is available.
Questions
Which lead sources can it pull from?
Typically your website forms, Google Local Services Ads, Angi, Thumbtack and Facebook lead forms, depending on what each platform allows. Some send leads by email, some through an integration. Check how each of your sources delivers leads before setting it up.
Does it work with our field service software?
It works with most field service and CRM tools that can receive new customers or jobs, including popular ones like ServiceTitan, Housecall Pro and Jobber, where their plans allow it. If yours has no way to connect, leads can still be collected in one shared list.
Can techs get alerts on their phones?
Yes. Alerts can go by text, email or a team app, to the office during the day and to the on-call tech after hours. You decide who gets which leads.
When does the follow-up stop?
As soon as the homeowner books, replies, or asks you to stop. Otherwise it ends after a short sequence over a few days, so nobody is messaged indefinitely. Messages are short and helpful, such as a reminder of the next available slot, rather than repeated sales pitches.
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