Example workflow using sample data.
See how a missed HVAC call moves through consent-aware follow-up, qualification, scheduling or a team handoff, and a written outcome. Nothing is sent and no live systems are changed.
01 · Inquiry
The team cannot answer immediately. The missed-call outcome starts a response record without pretending the call was answered.
What changes by setup
Supported sources, qualification rules, routing, and scheduling are confirmed during setup. Manual Scheduling is complete on its own. Google Calendar remains optional.
Website inquiries
The contact and job details are recorded and checked against your service-area and qualification rules. When the configured workflow is active, a confirmation can go to the supplied email and your team receives an alert. The record carries the scheduling or handoff status. It does not repeat the missed-call text exchange above. Email, referrals, and advertising or external leads need their own configured entry path; we don't assume every platform connects automatically.
Your workflow
No passwords or system access needed for the request.
