Built for HVAC contractors
Never let another customer opportunity slip through the cracks
Missed a call during a no-heat rush? Sent a $12,000 system-replacement quote and heard nothing? TradeFlow AI drafts the follow-up for missed calls, open AC and furnace estimates, review requests and seasonal tune-ups — you approve before anything goes out.
Illustration · sample workflow
Missed call → text back drafted
Status: awaiting your approval
Four workflows that cover the gaps
Reusable workflow definitions you can switch between draft, active and paused.
Missed-call text back
When a call goes unanswered, a drafted reply is queued for approval so the lead hears back fast.
Estimate follow-up
Multi-step sequences nudge open estimates at the cadence you choose — and stop when you win or lose.
Review invitations
Ask satisfied customers for a review after a completed job, only when consent is on file.
Reactivation
Reach past customers due for seasonal maintenance with campaigns you review before anything goes out.
Compliance-first by design
Every message checks consent and opt-out status before it can move forward. Nothing is sent until a messaging provider, A2P registration and your consent process are configured and verified.
You stay in control
Manual approval queues, a delivery audit trail and a retry/error queue show exactly what happened to every message and why.
What an estimate follow-up looks like
Illustration with made-up sample data — not a real customer or result.
Sample · estimate follow-up · day 3
Heat pump replacement estimate — “Jordan S.” (sample)
Hi Jordan, it's Sam from Example Heating & Air. Any questions on the heat pump quote? Happy to walk through options. Reply STOP to opt out.
Status: awaiting your approval · consent on file
Sample · review request · after job
AC tune-up completed — “Priya R.” (sample)
Thanks for choosing Example Heating & Air today! If we earned it, would you leave a quick review? Reply STOP to opt out.
Status: draft · sent only after you approve