Field service
HVAC lead and booking automation
Business challenge
New website inquiries are qualified and booked inconsistently across a busy service desk.
Proposed Aeroxify solution
A lead-to-booking workflow enriches inquiries, creates CRM records, assigns the right team member, and sends customer updates.
Workflow
Capture → enrich → route → notify → record → report.
Expected operational benefit
A more visible and repeatable process for the people responsible for the work.
