Website Request In
A homeowner requested an AC replacement estimate through the website at 9:05 a.m.
“Can someone call me about an AC replacement estimate?”
- AC replacement estimate
- Website form received at 9:05 a.m.
- Customer reply pending
Jarvis Business Assistant
Your Business Assistant.
Track customer requests and follow-ups. For HVAC teams, see who owns each website lead and which replies are due.
Request a demoSee what needs a reply
See who owns each website request and which replies are overdue. Start with one website form and your office inbox. Keep your current scheduler. Before setup, we agree on access and who records each reply. Your office reviews and sends customer replies.
Request a demoWhich website requests still need a reply?
Sample data
New Requests
Unassigned Request
The request came in at 9:05 a.m. and nobody has been assigned to call back.
“Can someone call me about an AC replacement estimate?”
- AC replacement estimate
- Received at 9:05 a.m.
- Callback unassigned
Assignment
Assigned to Morgan
Morgan was assigned to call the homeowner by 10:00 a.m.
“Can someone call me about an AC replacement estimate?”
- AC replacement estimate
- Assigned to Morgan
- Callback due at 10:00 a.m.
Office Received It
Morgan confirmed receipt at 9:12 a.m. and the homeowner is still waiting for a callback.
“Can someone call me about an AC replacement estimate?”
- Morgan confirmed at 9:12 a.m.
- Callback due at 10:00 a.m.
- Customer reply pending
Replies Due
Reply Overdue
A homeowner asked for an AC replacement estimate. Morgan’s callback was due at 10:00 a.m. and is still pending.
“Can someone call me about an AC replacement estimate?”
- AC replacement estimate
- Assigned to Morgan
- Callback overdue since 10:00 a.m.
- Morgan confirmed office receipt at 9:12 a.m.
- Customer reply: pending
Reply Draft Ready
Morgan has a draft asking when to call and can review and send it.
“Can someone call me about an AC replacement estimate?”
- Callback overdue
- Draft: What’s a good time to call?
- Morgan reviews and sends
Needs Review
Check Service Area
Alex is checking whether the furnace request is within the service area.
“Can you service my furnace? I’m in Greensboro.”
- Furnace service request
- Assigned to Alex
- Coverage check due at 11:00 a.m.
What Needs Attention
Morgan’s callback is overdue and Alex’s service area check is pending.
“Which website requests still need a reply or an office decision?”
- Morgan: callback overdue
- Alex: coverage check pending
- Next: review the callback draft