Less busywork. More business.
Keep every lead
moving forward.
You handle the job. Flowvera handles the follow-up. We build and manage AI-powered lead, booking, and CRM workflows for HVAC, plumbing, and cleaning businesses.
Start with one problem. Build a system around it.
The Flowvera approach
Capture → Follow up → Book
What you can expect
01 / The system
From new inquiry
to next appointment.
A missed message shouldn’t become a missed opportunity. Flowvera LeadFlow connects the steps between someone reaching out and your team taking over.
The core workflow
Flowvera LeadFlow
Capture web and email inquiries, send approved responses, qualify requests, and keep your CRM up to date—without another spreadsheet.
- 01
Capture the inquiry
Create a lead record with the details your team needs.
- 02
Keep the conversation moving
Follow up using approved messaging and consent records.
- 03
Make the handoff
Schedule the next step or flag a request for human review.
Add what your business needs
Appointment automation
Confirmations, reminders, and rescheduling workflows that keep the calendar organized.
AI receptionist
Answer routine questions, capture caller details, and route requests. Voice infrastructure is scoped separately.
Business reporting
Weekly lead summaries, pipeline visibility, and operational insights you can actually use.
We define opt-in and opt-out handling, support limits, and escalation rules before launch. Sensitive decisions stay with people.
02 / Work together
Start focused. Expand when ready.
Scope comes first. Choose a service, then agree on integrations, usage, and ongoing support.
03 / Your next move
Put your follow-up
on a better path.
Tell us where inquiries get stuck. We’ll discuss your current tools, map the handoff, and identify one practical workflow to start with.