# HVAC, plumbing & electrical

> The trades playbook: the emergency dispatcher, shut-off guardrails, estimate batch calls, partner-site forms, review cadences, and seasonal tune-up campaigns.

## On the phone

- **Missed-call redirect** — the tech keeps answering when he can; `*71` sends the rest to the AI. 78% of customers hire the first responder — with the redirect, that's always you.
- **Emergency dispatcher (HVAC)** — "no heat / no cooling" flow: system type, age, symptom, address → priority routing; true emergencies transfer to the on-call tech, the rest book the first window and get the arrival text.
- **The leak question (plumbing)** — "is water actively leaking?" first; yes → shut-off guidance in **exact wording** + transfer to on-call; no → book and text. See [static text](/docs/workflows/steps).
- **Safety first (electrical)** — sparking-or-dead qualifier, "switch off at the panel" verbatim, urgent transfer; panel-photo request by text while still on the call.
- **Estimate batch calls** — call the estimate list with each row's own details as variables ("about the $4,200 heat-pump quote…").
- **Verified account questions** — plan holders matched by phone number → their service history informs the call.

## Workflows

- **Emergency speed-to-lead** — form or captured lead → [text in seconds](/docs/workflows/recipes) → owner email → *Emergency* column.
- **Missed call → qualifying SMS** in the business's words; **photo-quote** — missed call → WhatsApp "send a picture of the board, we'll quote from that".
- **Estimate follow-up cadence**; **maintenance-plan renewals**; **won → schedule email + arrival-window SMS; done → review request** (the reviews feed the Google profile that feeds the phone).
- **Partner-site forms** → [`/crm/ingest`](/docs/api/crm-ingest) with a Connections key, attribution included.

## Social front desk

Seasonal Facebook posts produce Messenger questions; the same agent answers, quotes tune-up pricing from knowledge, and books. "How much to replace a water heater" gets a range from knowledge + a booked estimate — not a "call us".

## Keep & grow

Spring/fall tune-up [campaigns](/docs/campaigns/overview) (voice or SMS) to plan-holder and past-customer audiences; the board's *Plan due* column drives renewals; annual water-heater-flush campaign to past installs; EV-charger campaign to a homeowners audience.

> **THE MATH:** One saved emergency call is a $400–1,500 job — the missed-call rescue pays for the year in the first week. Typical pricing: $297–697/mo; sell campaign months on booked-jobs-per-campaign.