Role-based guide

RevenuePatch for HVAC office managers

This toolkit fits HVAC office managers who already know the problem is not “more leads.” The problem is the lead got in, then the team handled it inconsistently.

Best-fit situations

• the phones ring but missed calls are not recovered cleanly
• form submissions land with no clear same-day acknowledgement
• replacement estimates go quiet with no follow-up rhythm
• the office team keeps improvising instead of using a repeatable response path

What the toolkit helps you standardize

• missed-call and after-hours SMS
• estimate follow-up emails and text sequences
• dispatcher callback scripts
• intake and handoff checklists
• a 7-day rollout path and a lightweight KPI tracker