Managed front-desk revenue recovery
ClearAutomations connects call handling, lead response, estimate follow-up, booking, and CRM workflows for HVAC and plumbing companies. We use the systems you already have, manage what is missing, and report against real operating data.
Prefer to talk now? Call (832) 299-5110. Or start with the $1,000 Revenue-Recovery Blueprint: actual-data analysis, a workflow map, and a build plan you own.
Sound familiar?
A lead fills out your form at 7pm Friday. Nobody calls until Monday. They’ve already hired your competitor.
Lead and estimate follow-up depends on someone remembering the next touch, so valid opportunities can quietly stall.
You’re paying for ads but have no system to convert the traffic into booked appointments.
Without a defined response and follow-up path, paid and organic leads can disappear between the first call, estimate, and booking decision.
One clear starting point. Grow as it proves out.
Start here
See the observable gaps before sharing internal data
Setup
Free
Monthly
—
Timeline
1 business day
A useful first look with no meeting required.
A useful first look with no meeting required.
Validate with real data
Know what is leaking, what can be recovered, and what to build
Setup
$1,000
Monthly
credits to build
Timeline
5 business days
Then implement
Recover calls and estimates through a managed, measurable workflow
Setup
$5,000–10,000
Monthly
$1,500–3,000/mo
Timeline
Scoped in Blueprint
Expand after proof
Add a quantified second workflow for qualified clients
Setup
Scoped
Monthly
Typically $5,000/mo
Timeline
After measured results
Clear scope, visible assumptions, client-owned accounts, and a documented handoff path.
We baseline the current process before launch, then report response, contact, booking, estimate-recovery, reliability, and revenue measures. That is how you know the system is working, not merely running.
Capabilities of the build
Scoped in your build
Capture and route high-intent calls that would otherwise wait in voicemail.
Scoped in your build
Move valid opportunities forward without relying on someone's memory.
Scoped in your build
Keep the systems your team already uses accurate and actionable.
These are components of one managed engagement. They are scoped from the Blueprint, not sold as unrelated products.
Not sure what you need?
$1,000 one-time, credits toward your build
A paid, actual-data diagnosis. We map the current front-desk workflow, establish a defensible leakage baseline, and hand you a prioritized implementation plan you own.
Delivered within 5 business days after discovery and receipt of the required data. No commitment to build, and the $1,000 credits 100% toward your build if you move forward within 60 days.
The transformation
Swipe
| Scenario | Today | With managed recovery |
|---|---|---|
| Lead arrives after hours | Waits for the next manual inbox check | Acknowledged and routed through the approved follow-up path |
| Open estimate needs follow-up | Timing depends on individual memory | Scheduled touches with stop and escalation rules |
| Customer needs a human | Ownership is unclear | Assigned to the approved person with context |
| Tracking lead progress | Scattered across calls, texts, and inboxes | Visible stages, owners, outcomes, and exceptions |
| Workflow fails | Discovered after a lead complains | Logged, surfaced, and assigned for correction |
We check what your current call, booking, dispatch, and lead-management systems can already do before adding custom infrastructure. You should not pay us to rebuild a feature you already own.
The Blueprint separates verified leakage from assumptions. After launch, reporting focuses on response, contact, booking, estimate recovery, reliability, and revenue.
Accounts are opened in your name wherever practical, configurations are documented, and the engagement includes an orderly handoff path.
You didn't start your business to manage tech stacks and chase down leads. You started it because you're great at what you do. Somewhere between the missed calls, the forgotten follow-ups, and the tools that promise everything, the growth stalled. We've sat across the table from owners in exactly that spot.
Before ClearAutomations, our founder spent 5 years at RSM deploying AP automation platforms (Basware, Coupa) into mid-market and enterprise stacks. Not replacing what those companies ran. Embedding with their teams and making AI work inside it. That is what happens here, at a size and price a small business can actually use.
Common questions
No. Start with the free Missed-Call Snapshot. If the public observations justify looking at real data, the $1,000 Revenue-Recovery Blueprint gives you a workflow map, ROI range, and implementation plan you own. The full $1,000 credits toward implementation within 60 days.
The Blueprint starts by mapping what your current systems can already do. We use native capabilities first and recommend custom automation only where a measured gap remains.
Technology is selected after discovery based on call volume, locations, integrations, workflows, compliance needs, and the systems you already own. You are not locked into a predetermined software bundle.
The free Snapshot is delivered within one business day. A paid Blueprint is delivered within five business days after discovery and receipt of the required data. Implementation timing depends on call volume, integrations, and workflow scope, and is confirmed in the Blueprint.
Client accounts are used wherever practical, and the implementation includes documentation and an orderly handoff path. Any continuing third-party service costs and platform limits are made clear before launch.
No. The first system may use routing, text-back, staff tasks, booking, or CRM workflows without an AI voice layer. Voice automation is added only when the data, disclosure requirements, and human handoff plan support it.
We'll use public information to create a one-page view of your published hours, call and booking paths, observable gaps, and the real data needed to validate the opportunity. No meeting required.
Typically delivered within one business day.
Ready to go deeper? Continue with the $1,000 Revenue-Recovery Blueprint. It credits toward your build.