HVAC, plumbing & electrical

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.
• 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 → 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` 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 (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.