Skip to content
Call nowFree Audit
CASE STUDYHVAC — GTA · BLUEPRINT

The furnace guy who answers from the crawl space.

2 wks
Fixed scope, start to handover
Day 2 · 5 · 12
Quote follow-up cadence
$0
New software required

These describe the build, not the market. Figures circulate for missed-call rates in the trades, but every one we traced led back to a company selling missed-call services, and the ServiceTitan study they cite reports a different metric entirely. We would rather show you nothing than show you that. A GTA trades callback study of our own is scheduled.

The situation this is built for

A small HVAC company where the owner quotes jobs from attics and crawl spaces all day, which means the phone rings out — often during exactly the hours homeowners call about a dead furnace. Quotes that do go out get one follow-up if anyone remembers. In this trade the first company to answer usually wins the job, which makes a missed call a lost job rather than a delayed one.

The scope — one workflow, one number

The number to move: quoted dollars won per month. The workflow: missed call to booked estimate, plus quote to answer. Two weeks, fixed scope, built on the phone number and quoting software already in use.

  1. 01

    Missed-call text-back — any unanswered ring gets an instant text: “This is [company] — sorry we missed you. Furnace, AC, or something else?” The agent takes it from there: triages urgency, quotes the service-call fee you set, and books the estimate into the calendar. It quotes only what you told it to quote; anything needing a real look becomes a booked visit rather than a number it invented.

  2. 02

    Three-touch quote follow-up — every quote follows up on day 2, day 5 and day 12, each message written in the owner's voice, each with a one-tap “book it” link. Replies route to his phone; silence just continues the sequence. Three touches and then it stops, because a seven-step drip tells your customer something about you that you did not mean to say.

  3. 03

    Phase two, once phase one has earned it: seasonal maintenance reminders on the same rails — filling the September schedule with tune-ups from the existing customer list, which is the cheapest booked work available to any trade.

What it does not need

No new website, no new phone system, no CRM migration, no AI subscription anyone has to learn. This build runs on tools already being paid for — which is the reason it is two weeks and not two months, and the reason we will tell you when you do not need a new website.

What this build is judged on
Quoted dollars won per month
From the quoting software already in use, against the three months before launch.
Missed calls that became a booked estimate
Counted from the call log and the calendar — the only number in this build that did not previously exist at all.
Median time from missed call to first contact
Timed from the agent's logs. The baseline is however long a callback currently takes, recorded in week one.

How many calls did you miss this week? The audit will tell you what they cost.

Run the free audit