Summer calls answered in seconds, replacement quotes followed up, and maintenance agreements that renew themselves.
Missed-call text-back when the phones spike, replacement-quote follow-up, maintenance-agreement renewals and reminders, review requests after service, and owner reporting, inside ServiceTitan, Housecall Pro, Jobber, or GoHighLevel.
Basis for the label. The lead-response, follow-up, reminder, and reporting workflows transfer directly. No HVAC client has been served yet.
- The first hot week of summer floods the phones and the CSRs cannot keep up. Every unanswered call is an emergency the homeowner takes to the next company.
- Replacement quotes are presented in the home and then never followed up, because the tech is on the next call and the office does not know the quote exists.
- Maintenance agreements lapse quietly, and the recurring revenue that smooths the shoulder season thins out.
- Dispatch changes and the customer finds out when nobody shows up.
- Financing is available but rarely shown next to the total, so the replacement conversation ends at the sticker price.
- Peak-season calls that ring out
- Replacement quotes with no follow-up after the tech leaves
- Lapsed maintenance agreements never renewed
- Financing options never presented alongside the total
- CSR capacity during heat waves
- Quote status not reliably set in the field software
- Manual reminder calls for maintenance visits
Missed-call text-back and instant response
Every unanswered call becomes a text conversation and a call-back task within seconds.
Replacement-quote follow-up
Quotes presented in the home get an approved follow-up cadence until they close or the homeowner says no.
Maintenance-agreement renewals and reminders
Renewal sequences and visit reminders with reply-to-confirm, so the recurring book stays full.
Job status notifications
Scheduled, on the way, and complete, from the dispatch board, timed to be useful.
Owner reporting
Calls, booked, quoted, sold, and agreement counts on one page.
- Missed-call text-back during peak season
- Estimate follow-up on replacement quotes
- Appointment reminders for maintenance visits
- Inactive-customer reactivation for lapsed agreements
- Review request after service
- ServiceTitanvalidate first
- Housecall Provalidate first
- Jobber
- GoHighLevel
- QuickBooks Online
- Twilio
- Missed-call text-back, quote follow-up, or reminders: single automation, $2,000 to $5,000
- Lead capture plus quote follow-up plus agreement renewals plus reporting: multi-tool build, $8,000 to $25,000
- No HVAC client has been served yet. The workflows on this page were delivered for a roofing company and apply to HVAC without change; the HVAC-specific reading comes from years in home-service operations, not from an HVAC engagement.
- Financing presentation is a sales-process change, not an automation, and Surge will say so on the call.
Workflows
- Missed-call text-backAvailable automation
- After-hours and instant lead responseDelivered build
- Estimate follow-upDelivered build
- Appointment reminder sequencesAvailable automation
- Inactive-customer reactivationAvailable automation
- Review-request automationDelivered build
- Weekly KPI reporting and owner dashboardDelivered build
Can you integrate with ServiceTitan?
Yes, after ServiceTitan approves the app and your account grants it access, which is a documented process with a lead time. That is confirmed on the Roadmap call before anything is quoted.
We are on Housecall Pro. Does that matter?
It matters for API access, which Housecall Pro offers on its top plan only. If your plan does not include it, the roadmap says what is possible with exports and native automations instead.
Have you done this for an HVAC company?
Not yet, and the label on this page says so. The same workflows are running inside a roofing company today.
How does the summer spike get handled?
The missed-call text-back and the instant response run around the clock, so the office is not choosing which callers to lose during a heat wave. Call-back tasks queue with a due time, and the owner sees the queue on one page.
Not sure which of these applies to you?
The Free AI Revenue Roadmap is a 30-minute call and a one-page document naming your three highest-value opportunities. You keep it either way.
Find out where the revenue and the hours are going.
Thirty minutes on a call. A one-page roadmap with your three highest-value opportunities, reviewed by Austin before it is sent. Yours whether or not you hire Surge.