# HVAC missed-call text-back setup worksheet
Guide: https://revsetlabs.com/resources/hvac-missed-call-text-back-setup/
Business: __________   Owner: __________   Date: __________

## Phone and messaging map
Published number(s):
Connected phone provider and final unanswered-call event:
Existing missed-call automations to inspect:
Approved SMS sending number and monitored reply inbox:
Permission source, date, purpose and opt-out state:
Business hours/time zone and approved after-hours wording:
Recent-conversation suppression rule:
Event identifier used to prevent retries sending twice:
Owner, callback coverage and backup:

## Approved messages
Initial text:
After-hours text:
Callback offer (not a confirmed visit):
Confirmed callback message:
Delivery-failure action:

## Test results
For each, record event/message/task IDs, expected behavior, actual behavior and reviewer:
- Answered inbound call: no text-back.
- Replayed unanswered-call event: no duplicate message.
- Repeated missed calls: agreed suppression, all activities retained.
- Same caller to two office numbers: correct office and one coordinated conversation.
- Opt-out: scheduled sends respect suppression.
- Failed SMS delivery: visible exception and eligible callback path.
- Existing-customer reply: correct service owner.
- Closed office: accurate availability and next staffed owner.

## Weekly review
Distinct eligible requests: ___   Messages attempted: ___   Delivered: ___
Replies: ___   Completed callbacks: ___   Confirmed appointments: ___
Completed jobs: ___   Unresolved requests: ___
Define each denominator and reporting window before comparing periods.
Pause-sending procedure and responsible person: