HVACSeasonal demand and urgent service calls
Separate repair, replacement, maintenance, and emergency intent while protecting service-area and dispatch rules.
- 01 / Repair vs. estimate routing
- 01 / After-hours coverage
- 01 / Maintenance follow-up
- 01 / Replacement opportunity flags
PlumbingFast triage without careless promises
Capture the problem, property, urgency, access, and location, then route according to the company’s approved policy.
- 02 / Leak and stoppage intake
- 02 / Emergency escalation
- 02 / Estimate requests
- 02 / Missed-call recovery
Roofing + tradesLonger sales cycles with more follow-through
Coordinate inspections, estimates, reminders, quote follow-up, and reactivation across higher-consideration projects.
- 03 / Inspection booking
- 03 / Lead source attribution
- 03 / Estimate follow-up
- 03 / Storm-campaign routing