HVAC & Home Services · Scheduling & Follow-ups
Job Follow-up Sequences
After a repair or tune-up is marked complete, the customer automatically receives a short follow-up sequence tailored to the job type. Happy customers can be routed to review requests, while unhappy ones trigger an internal alert before the issue turns into a callback or refund fight.
How It Works
Trigger on completed jobs
Once the technician closes the work order, the automation starts the correct follow-up based on whether the visit was maintenance, repair, or replacement.
Check satisfaction
The customer receives a text or email asking whether the system is working properly and whether the visit met expectations.
Branch by response
Positive responses are sent toward review or referral asks, while negative responses create a follow-up task for the service manager.
Queue the next touchpoint
The customer is added to the next maintenance reminder or nurture list based on the system type and last service date.
Tools & Platforms
Key Benefits
Catches service issues before they turn into public complaints Creates a repeatable review and referral process after every job Keeps maintenance customers from falling off the radar Saves the office from manually checking in on each service call
In Practice
After a same-day furnace repair in Burbank, the customer gets a satisfaction text that evening; when they reply that everything is working great, the system sends a Google review link the next morning.
Next Step
See if this fits your workflow.
We map the actual tools, handoffs, and ROI before recommending implementation.
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