01
Lead response
Choose the channel, approved wording, and timing for a first response. No industry-wide lead-response time is assumed.
Workflow setup for U.S. HVAC businesses
A clear next step for every HVAC inquiry.
Latchbird can configure lead response, qualification, appointment booking, and follow-up around how your HVAC business handles new inquiries, helping move each inquiry toward a service job.
These HVAC workflow options remain inactive until required access and configuration are complete.
A setup outline
HVAC inquiry to next step
- 01Lead responseChoose the first reply
- 02Inquiry qualificationAsk about the HVAC job
- 03Appointment bookingAgree how to schedule
- 04Follow-upSet timing and stop points
A setup shaped around your process
Configure each step around your HVAC business.
These are setup choices, not automations already running. Your team decides how a repair or installation inquiry should move from first response to a suitable next step.
02
Inquiry qualification
Ask whether the system is a heat pump, furnace, or central air; how old it is; what symptoms are present (no heat, not cooling, or a strange noise); and whether the request is for repair or new installation.
03
Appointment booking
Agree how an appointment for the requested HVAC work is scheduled, which client-approved calendar and availability rules to use, and when to hand a request to your team.
04
Follow-up
Choose whether to follow up, which approved message and channel to use, the timing, and when messages must stop. No service-call follow-up cadence is assumed.
Configuration requirements
Access depends on the workflows you choose.
Depending on the chosen workflows, setup may require client-provided and authorized access to phone, messaging, and calendar services. Each workflow that relies on those services stays inactive until the required access is provided and authorized and configuration is complete.
Discuss your setup01
Phone service
If call handling is included, provide and authorize access to the phone service used for that workflow.
02
Messaging service
If replies or follow-up are included, provide and authorize the messaging service and agree on the approved message and timing.
03
Calendar service
If booking is included, provide and authorize access to the calendar used for availability or appointments.
Start with a conversation
Plan an HVAC workflow that fits your team.
Share how inquiries reach your business and how you want repair or installation requests handled.
Start a setup request Request a plan first; workflows stay inactive until setup is complete.