Field Trades Automation

Dispatch clarity and missed-call recovery for HVAC, plumbing, and service teams.

Caseflow helps trade operators capture more inbound demand, route work faster, and keep job updates clear without adding admin drag.

57%

first calls often go unanswered during active field work

80%

of callers typically do not leave voicemail

60-120s

window to send missed-call text-back before lead loss spikes

Missed-Call Text-Back Script

Operationalized as an automated recovery workflow.

GoHighLevel Logic

  • Trigger: incoming call status = busy, voicemail, or no answer
  • Action: immediate SMS with service-specific prompt
  • Action: create callback task + lead priority tag
  • Action: route to available dispatcher or owner
  • Action: follow-up cadence if no response

Recovery SMS Copy

“Hi! This is [Name] from [Company]. Sorry I missed your call. I'm on a job site right now. How can I help with your HVAC service today?”

This script is customized by trade and service type during implementation.

For owners who are tired of losing jobs to response delays.

We install the lead-recovery and dispatch system first, then layer in reporting and lifecycle follow-up.

Build Trade Dispatch Blueprint