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Create estimate follow-up leads from completed HVAC jobs

Create estimate follow-up leads from completed HVAC jobs

Your completed residential jobs with open estimates aren't captured, causing technicians and coordinators to miss timely outreach. Create and route opportunity records for same-day follow-up.

Create estimate follow-up leads from completed HVAC jobs

Overview

Completed residential jobs with open estimates often slip through the cracks—turn each one into a prioritized lead so coordinators and reps can act while demand is warm. The workflow creates and assigns opportunities to the right owner within minutes, enabling same-day estimate follow-up.

Create estimate follow-up leads from completed HVAC jobs