Tag aging HVAC jobs and add replacement leads
Tag aging HVAC jobs and add replacement leads
Your service jobs often lack HVAC install-year tracking, so replacement needs go unflagged. Flagging aged systems builds a replacement lead list so reps can contact customers same day.
Overview
When older HVAC systems go unflagged in new jobs, your sales team misses timely replacement conversations and dispatch schedules get crowded. This flow tags those jobs and logs replacement leads so reps can prioritize outreach and contact customers same day.