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2026-06-27
Case Studies / Demos (15)

How a Premium Shop Uses SMS Alerts to Win Jobs

The Problem: Winning Jobs Before Competitors

In HVAC, speed wins. The shop that calls back first often gets the job. But when you're on a service call or driving between jobs, you can't answer every lead immediately.

A Premium ($199/month) CoolerDesk customer in Houston solved this with SMS alerts. Here's how.

The SMS Alert System

When a lead comes into the Houston shop's chatbot, the system evaluates the conversation and sends a text message to the owner's phone — but only when it matters.

The bot triggers SMS alerts for:

Non-urgent conversations — like "how much for a tune-up?" — are captured and queued for next-day follow-up without buzzing the owner.

The Workflow

Here's a real example of how it played out for a Houston homeowner in July:

1. 9:14 PM — Homeowner visits the site. "My AC stopped working. I have a 3-year-old and it's 88 degrees inside."

2. 9:14 PM — Chatbot responds: "I'm sorry to hear that. Let me get some details and send help."

3. 9:15 PM — Bot collects name, address, system details, and sends an SMS to the shop owner.

4. 9:16 PM — Owner reads the SMS while finishing dinner. He calls the homeowner back.

5. 9:22 PM — He's confirmed the job and dispatched a tech.

6. 10:45 PM — AC is running again. The homeowner is relieved. The tech is on to the next call.

Total time from site visit to tech dispatched: 8 minutes.

The Numbers

Over a 60-day peak-season period:

| Metric | Value |

|---|---|

| SMS alerts sent | 87 |

| Callback within 5 minutes | 71 (82%) |

| Jobs booked from SMS alerts | 64 |

| Average job value | $420 |

| Revenue from SMS-alert leads | $26,880 |

| Alerts ignored (not actionable) | 2 |

The 87 alerts represent about one-third of all leads. The other two-thirds were handled entirely by the chatbot — questions answered, maintenance plans sold, appointments scheduled.

Why Premium Plan Matters

The Premium plan includes priority SMS routing, customizable alert triggers, and multiple phone numbers for dispatch. For a shop doing 100+ leads per month, it's worth the upgrade from Pro:

The Houston shop chose Premium because they wanted to filter the noise. They only get buzzed for the leads that matter.

The Owner's View

> "SMS alerts turned my phone into a remote control for my business. I get a text, I read the lead summary, I decide if I can take the job. Most of the time I call back and book it before the customer even closes the browser."

The Takeaway

Speed-to-lead is the single biggest factor in winning HVAC jobs. SMS alerts make speed automatic — even when you're on a ladder.

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