Do I need new software?

Usually not. We connect what you already run — Housecall Pro, Jobber, ServiceTitan, QuickBooks, your phone. If your software already does something, we tell you instead of selling it to you.

How fast can it go live?

Most setups are up and running in 1–2 weeks.

Will it text my customers for me?

Yes — fast replies, reminders, and review asks, all in your voice.

The listed builds cost $2,500–$3,500 each, or $7,500 for three. Running costs are separate. If an audit is needed, its $1,500 fee is credited toward the build.

Do I have to be techy?

No. We set it all up and show your team how it works.

Automation for HVAC

Keep HVAC inquiries and estimates moving.

I connect missed-call replies, estimate follow-ups, and job reminders to the tools your team uses. We agree on the work and a fixed price first.

Tell me what’s not working See What We Build

Send an automatic reply to new inquiries
Text back missed calls automatically
Send scheduled estimate follow-ups
Ask for Google reviews after each job

What your team is juggling.

Calls and estimates still need attention while your team is on service visits. An automatic reply can collect the details for someone to follow up.

Calls need a reply

Calls can reach voicemail while your team is on a service visit. The office needs the details to call back.

Follow-ups get delayed

When the team is busy, estimate follow-ups can be delayed or forgotten.

Estimates go cold

An estimate needs a clear next step and someone responsible for following up.

Not enough reviews

Review requests are easy to forget at the end of a job. A reminder can make asking part of the routine.

What We Build for HVAC Shops

Each task has a fixed build price. I check your existing tools and recommend which tasks are worth connecting. Running costs are separate.

Job to Invoice Handoff

Completed job notes become a draft invoice for your team to check. Reminders follow the payment schedule you approve.

$3,500one-time

Quote Follow-Up

Send a planned sequence of reminders for unanswered estimates. Stop when the customer replies or the sequence ends.

$3,000one-time

Owner’s Weekly Report

Every Monday morning, one email: calls taken, jobs booked, quotes out, money in, money still owed. No spreadsheets.

$3,000one-time

Missed-Call Text-Back

A call comes in while you are on a roof or in a crawlspace, so it goes to voicemail. Within seconds that customer gets a text back with a link to book.

$2,500one-time

Customer review requests

After the job closes, send a request for an honest review. Every customer gets the same chance to review or contact your team.

$2,500one-time

Three workflows together

Choose three workflows from the list for $7,500. I confirm that your apps support them and agree on the combined scope first.

$7,500the set

Not sure which ones you need? That is exactly what the $1,500 Busywork Audit answers — and it comes off the price if you build with us.

Go further

Want to Own the Whole System?

For scheduling, crew notes and invoicing in one system, see the field service software. It includes a perpetual license and source code; hosting and connected services are billed separately.

See the Field Service Software

How It Works

1
Free call
A quick 20 minutes. Tell us where leads, jobs, and money get stuck.
2
Review the task
I check your apps and confirm the scope. If we need a deeper review, the $1,500 audit is credited toward the build.
3
We build it
Your workflows go live in 1 to 2 weeks. We show your team how it runs.

Your team can follow up with the details already collected.

An automatic reply acknowledges the inquiry. Your team handles the conversation and booking.

Start with the tools you already use

I check what your software already does, then confirm which missing steps can be connected.

Housecall Pro
Jobber
ServiceTitan
Service Fusion
QuickBooks
Google Business
Your phone system
Email & SMS

I check the features included in your current plan before recommending additional work.

Quick Questions

Do I need new software?: Usually not. We connect what you already run — Housecall Pro, Jobber, ServiceTitan, QuickBooks, your phone. If your software already does something, we tell you instead of selling it to you.
How fast can it go live?: Most setups are up and running in 1–2 weeks.
Will it text my customers for me?: Yes — fast replies, reminders, and review asks, all in your voice.
What does it cost?: The listed builds cost $2,500–$3,500 each, or $7,500 for three. Running costs are separate. If an audit is needed, its $1,500 fee is credited toward the build.
Do I have to be techy?: No. We set it all up and show your team how it works.

Which part of the follow-up needs attention?

Tell me how your team handles missed calls, estimates, and invoices. We can talk through what needs attention.

Tell me what’s not working