Capture service type, ZIP code and urgency instead of sending a generic auto-reply.
Turn missed HVAC calls into qualified leads before they call your competitor.
A practical lead-recovery workflow for smaller HVAC teams. When a potential customer is missed, the system can follow up, collect the service needed, ZIP code and urgency, then alert your team so a qualified lead can be called back quickly.
A missed call should not become a lost job.
The workflow sits alongside your current process. No new CRM is required for the pilot.
Start simple and connect the workflow to the tools your team already uses where appropriate.
Each client gets an independent setup with its own hours, service area, routing and notification rules.
Get your HVAC lead-recovery workflow set up and tested.
Pilot setup includes workflow customization, installation and testing for your business.
Start the PilotThe workflow has passed OTMELIO demo QA. Real-world results vary by business, call volume, response process and integrations. Paid messaging or third-party service fees, if later required, are separate and agreed before activation.