Field service
HVAC lead and booking automation
Business challenge
New website enquiries are qualified and booked inconsistently across a busy service desk.
Proposed Aeroxify solution
A lead-to-booking workflow enriches enquiries, creates CRM records, assigns the right team member, and sends customer updates.
Workflow
Website enquiry → qualification → CRM record → availability check → booking confirmation → technician notification.
Expected operational benefit
Faster response to homeowners, fewer missed follow-ups, and a clearer handoff from the service desk to the field team.
