Automation Playbooks for Service Businesses
Practical guides on lead follow-up, quoting, call handling, and review automation for home service contractors and distributors.
- HVAC · Lead follow-up · 9 min read
What a Fully Automated Omnichannel Follow-Up Sequence Looks Like for an HVAC Lead
The exact SMS, call, voicemail and email sequence that fires when an HVAC lead comes in: timing, branches for emergency vs replacement leads, stop rules, and the tools behind it.
October 26, 2026 - Pest control · Call tracking · 9 min read
Inbound Call Tracking for Pest Control Companies: A Practical Setup Guide
How to set up inbound call tracking for a pest control business: tracking numbers per source, dynamic number insertion, Google Business Profile setup, call recording rules, and tying calls to booked services.
October 26, 2026 - Contractors · Reviews · 9 min read
How Much Does Automating Review Requests Increase Monthly Review Volume for Contractors?
A transparent way to estimate how many more Google reviews a contractor gets by automating review requests, with a calculator, a worked example, and the setup that keeps it within Google’s rules.
October 26, 2026 - Distribution · Quoting · 9 min read
HVAC Distributor Quoting Automation: How to Turn Quotes Around in Minutes
How HVAC distributors automate quote intake, matched-system lookups, ERP pricing, approval, follow-up and quote-to-order conversion without taking inside sales out of the loop.
October 26, 2026 - Pest control · Quote follow-up · 9 min read
Pest Control Quote Follow-Up Automation: The Sequence That Closes Open Quotes
How to automate follow-up on pest control quotes: a ready-to-use sequence for recurring service plans, separate tracks for one-time and termite quotes, objection handling, and PestPac, FieldRoutes and GorillaDesk integration.
October 26, 2026 - HVAC · Estimate follow-up · 9 min read
HVAC Estimate Follow-Up Automation: How to Close More Open Replacement Estimates
A 30-day automated follow-up for HVAC replacement estimates: the same-day recap, the comfort advisor’s call tasks, financing and rebate content, handling “I’m getting other quotes,” and the ServiceTitan or Housecall Pro triggers that run it.
October 26, 2026 - Garage door · Call handling · 9 min read
Garage Door Answering Service: Options, Pricing Models and What a Good One Captures
How garage door companies should handle calls they can’t answer: live answering services vs AI receptionists vs a virtual CSR, how each is priced, the call script, and booking straight into your FSM.
October 26, 2026 - Distribution · Sales · 10 min read
Electrical Supply Sales Automation: 9 Systems That Free Up Your Counter, Inside and Outside Sales
A practical guide to sales automation for electrical distributors: bid intake, quote follow-up, reorder reminders, lapsed-account reactivation, project tracking, submittals, order status texts and rep call planning from ERP data.
October 26, 2026