TallyRafter · follow-up systems for HVAC + plumbing

Your next booked job is often hiding in the last missed call.

TallyRafter helps HVAC and plumbing contractors respond to missed calls, qualify new leads, book appointments, and keep estimates moving — without asking your crew to chase every follow-up by hand.

Recommended starting plan: $499 / month · works alongside your field-service software

Owner view

Today's recovery board
Live

Follow-up in motion

24 leads

this week

Missed call captured

Emergency drain service · 7 min ago

Qualified

Estimate follow-up

Carrier replacement · 2 days ago

Pending

Daily report ready

Clear next steps for the owner

The recovery loop

One quiet system for the revenue that leaks between jobs.

TallyRafter is designed to complement the tools you already use. It keeps the follow-up moving across the moments where a busy shop usually loses the thread.

Built for the daily dispatch reality
01

Catch the call you missed

A quick call or text reaches back while the homeowner is still looking for help.

Missed call → reply
02

Qualify without the phone tag

TallyRafter handles routine questions, captures the job details, and finds a useful next step.

Lead → qualified
03

Put good work on the board

Eligible leads are guided toward an appointment while your team stays in control of the calendar.

Intent → booked
04

Reopen the almost-jobs

Stale estimates and older eligible leads get a thoughtful follow-up instead of disappearing into the CRM.

Estimate → reactivated

Simple monthly plans

Pick the amount of follow-up your shop needs.

Start with the workflow that matches your operation today. Every plan is built for HVAC and plumbing contractors who want a clearer path from lead to next step.

Lead Rescue
$299/ month

A focused safety net for the calls and leads that slip through on busy days.

  • Missed-call recovery
  • Lead capture
  • Basic daily summary
Talk through this plan
Recommended
Revenue Recovery
Best starting point
$499/ month

The best starting point for contractors ready to keep the full follow-up loop moving.

  • Missed-call recovery
  • Lead qualification
  • Appointment booking
  • Estimate follow-up
  • Daily revenue report
Talk through this plan
Growth
$799/ month

More room for established teams, deeper reporting, and a workflow shaped around your operation.

  • Everything in Revenue Recovery
  • Old-lead reactivation
  • Advanced reporting
  • Multi-location or custom workflow capacity
Talk through this plan

No revenue guarantees — just practical recovery workflows, clear reporting, and a direct conversation about fit.

Sample daily report

Monday, October 14
Owner digest
Missed calls answered
14
Appointments booked
06
Estimates followed up
03
Daily report sent
09:00

The owner report

See the follow-up work clearly, day by day.

Each day, get a clear read on what was answered, booked, and followed up — not a noisy call-volume dashboard you have to interpret.

Calls handled
Appointments booked
Estimate outcomes
Next-step visibility

Risk by design

Recovery should be accountable, too.

Outbound campaigns include consent tracking, seller-specific permissions, opt-out handling, do-not-call suppression, calling-window controls, disclosures, and audit records to help your team manage TCPA-related risk.

Consent trail
Opt-out handling
Calling windows
Disclosure records

Make the next follow-up count

Recover more of the work you already paid to generate.

Open the owner workspacePlans from $299 / month · $499 recommended