Demo client dashboard

See what your team gets when HVAC Agent captures a lead.

This read-only preview uses sample data to show the missed-call text-back, SMS qualification, lead details, and team handoff.

Demo mode

North Peak Heating & Air

Dallas, TX · HVAC service company

+1 (214) 555-0198

Dedicated call and SMS number

7

Missed calls recovered this week

18

SMS conversations handled

11

Qualified service requests

4

Appointment-ready leads

Captured service leads

Every row contains the details your team needs before calling back.

3 new today
CustomerIssuePreferred timeStatus
Marcus Reed

(214) 555-0184

1820 Cedar Springs Rd, Dallas, TX

AC not cooling upstairs

Urgency: High

Today after 4 PMneeds callback
Alyssa Park

(469) 555-0149

9407 Lake Highlands Dr, Dallas, TX

Thermostat blank after power surge

Urgency: Medium

Tomorrow morningbooked
Daniel Ortiz

(972) 555-0162

Address pending

Water around indoor unit

Urgency: Emergency

ASAPnew

SMS conversation

The AI asks for the missing job details before handing the lead to the team.

Qualified

Hi, my AC stopped cooling and the upstairs is getting hot. Do you have anyone today?

8:42 PM

Sorry that is happening. I can collect the details for the team. What is your name and service address?

8:42 PM

Marcus Reed, 1820 Cedar Springs Rd in Dallas.

8:44 PM

Thanks Marcus. Is the system not cooling at all, or only part of the house? And what time works best?

8:44 PM

Only upstairs. Today after 4 if possible.

8:45 PM

What this demo proves

Missed callers get a fast text-back. Customer details are captured in one place. The team sees urgency, issue, address, and preferred time. Qualified requests can be added to Google or Outlook Calendar.