HVAC
Connect lead sources to the booking process
The existing case record describes an HVAC business running paid campaigns without a clear view of which enquiries became appointments. Follow-up relied on manual handling.
Lead volume, qualification, bookings and sales need separate measures. Better visibility helps a team identify where the process needs attention.
Scope described in the existing record
- Source and campaign attribution
- Lead-to-appointment tracking
- Booking workflow
- QuoteFlowAI qualification and pricing guidance
