HVAC CALL-LOG AUDIT — BEFORE YOU BUY OR CHANGE A SYSTEM
Efficient Automate | 2026-09-29

Keep this worksheet in your own controlled records. It does not upload or send anything.
1. Delete the synthetic example before calculating any totals.
2. Choose a fixed period and timezone. Record staffing, holidays and advertising changes separately.
3. Use one row per inquiry; use a pseudonymous inquiry ID instead of a phone number. Group repeat attempts using your documented rule and check uncertain matches manually.
4. missed_attempts is a count of attempts for that inquiry, not a count of lost jobs. Include ineligible and unresolved inquiries; label them instead of dropping them silently.
5. Record actual coverage, eligibility review, assigned owner and due time. Leave missing facts blank or explicitly unknown.
6. Enter human_contact_at only from a verified contact record. Enter a booking reference only when a separate source actually confirms the appointment.
7. Count inquiries, attempts, open tasks and confirmed outcomes separately. State the denominator and period for every rate. This worksheet does not estimate revenue.
8. Compare the current process with the proposed one. A reliable existing callback process may need a small adjustment rather than a new system.

Next: https://efficientautomate.com/blog/measuring-missed-call-recovery/#worksheet
Scope: https://efficientautomate.com/hvac-missed-call-text-back/