About

A managed front-desk revenue-recovery service for HVAC and plumbing.

ClearAutomations recovers missed calls, speeds up lead response, follows up open estimates, and keeps your CRM/FSM accurate, using the systems you already have wherever possible.

What ClearAutomations does

  • -Missed-call recovery and after-hours or overflow call handling, with clear human handoffs.
  • -New-lead response and open-estimate follow-up that does not depend on someone remembering.
  • -CRM/FSM logging, stage updates, and owner assignment in the tools your team already uses.
  • -Weekly reporting against a measured baseline, so you can see what came back.

How an engagement starts

Every engagement starts with a free Missed-Call Snapshot built from public information. If the gaps justify a closer look, the $1,000 Revenue-Recovery Blueprint analyzes your real call, lead, and estimate data and produces a plan you own. The Blueprint fee credits in full toward implementation within 60 days.

Founder-led delivery

ClearAutomations is operated by Zion John, who spent five years at RSM deploying AP automation platforms into mid-market and enterprise finance teams. The same discipline applies here: map the current process, work inside the systems you already run, and measure the result. Delivery stays with the person you talked to on day one.

How the work is different

  • -Native-first: we check what your current phone, booking, and CRM/FSM tools already do before adding anything.
  • -Client-owned accounts and exports wherever practical, with a documented handoff path.
  • -No invented dollar-loss claims. Estimates are separated from verified data.
  • -Plain-English documentation so your team understands what was built.