How HVAC Pro Snapshot Automates Everything

Watch your leads flow through the complete automation system

STEP 1: Lead Enters System

Facebook

Lead Form

Instagram

DM / Form

Website

Form / Chat

Phone Call

Inbound

Google Ads

PPC Form

STEP 2: Instant AI Response (<60 Seconds)

SMS Sent

Welcome message

Email Sent

Introduction email

AI Call

Qualification call

Tagged

Lead source tracked

STEP 3: Automated Follow-Up Sequence
1

Day 1: Initial contact + Service details

SMS & Email with pricing info and calendar link

2

Day 2: AI Follow-up Call

AI caller checks interest and offers to book appointment

3

Day 4: Special offer reminder

Limited-time discount or seasonal promotion

4

Day 7: Final follow-up

Last chance message with calendar booking link

STEP 4: Appointment Booked 🎉

Appointment Confirmed!

Lead moves to appointment pipeline

Confirmation SMS sent

With appointment details and address

Confirmation Email sent

Calendar invite attached

Google Calendar synced

Added to your team calendar

Team notified

Technician assigned automatically

STEP 5: Smart Reminder System

24 Hours Before

SMS + Email reminder with details

1 Hour Before

Final SMS reminder + tech on the way

15 Minutes Before

Tech arrival notification

No-Show Protection: If missed, AI automatically calls to reschedule

STEP 6: Job Completed

Invoice Sent

Automatically via email

  • Payment link included
  • Job details attached
  • Follow-up if not paid in 3 days

Thank You Message

Appreciation SMS sent

  • Professional thank you
  • Warranty information
  • Maintenance tips included