Built for Trades: HVAC, plumbing, electrical, roofing
Trades: HVAC, plumbing, electrical, roofing
Book On-Site Estimate appointments, capture Service Needed and Property Age on intake, and follow up on a 180-day recall cadence - configured for trades: hvac, plumbing, electrical, roofing, not adapted from someone else’s.
What this pack does on day one
- On-Site Estimate booking, confirmed and reminded automatically
- Recall outreach 180 days after the last visit
- A deal untouched for 7 days is flagged as stale
- Service Needed captured on every new contact
Fields your team sees on every contact
- Service Needed
- Property Age
Booking types
- On-Site Estimate
Follow-up cadence, as configured
Recall outreach goes out 180 days after the last visit. A deal untouched for 7 days is flagged as stale.
Pipeline language
- Site Visit Scheduled
- Estimate Sent
- Job Booked
- Estimate Declined
Messaging posture
SMS is core to this pack: confirmations, reminders and dispatch go out by text message, and the platform registers your sending brand and campaign before the first one is sent.
SMS is delivery-critical for this niche - dispatch runs on it
Consent is recorded per contact and per channel, and a message the platform is not permitted to send is refused before it reaches a vendor. How the compliance gate works.
Proof
No customer quote for this vertical is published yet. The proof on this page is the configuration itself: real field names, real booking types, real cadence numbers.
Questions this pack gets asked
Where does “Service Needed” live?
It is a custom field on every contact in this pack, captured on intake and readable by the pipeline, the inbox and automations. The full set here is Service Needed and Property Age.
What is a “On-Site Estimate”?
The booking type this pack ships with. It has its own availability, confirmation and reminder sequence, and the pipeline stage language around it is Site Visit Scheduled, Estimate Sent, Job Booked and Estimate Declined.
Which stage names will my team see?
The stages read Site Visit Scheduled, Estimate Sent, Job Booked and Estimate Declined - the same pipeline the platform runs for every vertical, with the labels this pack uses.
Is this a compliance certification?
No. The platform is tooling that records consent and refuses what it is not permitted to send; it is not legal advice and not a certification. The terms say so in as many words.
Book a demo for Trades: HVAC, plumbing, electrical, roofing
Thirty minutes, on your calendar, with this pack loaded.
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