Built for HVAC Companies

Your techs close
the job. We close
the invoice.

HVAC companies running 10+ jobs a week lose hours every day to manual invoicing, missed follow-ups, and scheduling back-and-forth. We fix that: once, for a flat fee.

The manual work killing your margin

🧾

"Invoices pile up at end of week"

Someone's manually creating invoices in QuickBooks hours after the job closed. Meanwhile the customer's already moved on: and your cash flow suffers.

📞

"Leads go cold while you're on the roof"

A homeowner fills out your form at 2pm. By the time someone calls back, they've already booked the competitor. Speed-to-lead wins the job.

📊

"No idea which jobs are profitable"

You're running 20 jobs a week but pulling reports manually: if at all. You can't see margins until month-end, when it's too late to fix anything.

Four automations that run your back office

🧾 From $4,000

Invoice Automation

Job marked complete in Jobber, ServiceTitan, or Housecall Pro → invoice auto-created in QuickBooks → sent to customer by email. Zero manual steps. Gets paid faster.

🎯 From $4,000

Lead Follow-Up Automation

New lead from your website or Google LSA → instant text + email reply sent within seconds → lead added to HubSpot or Jobber → you're notified with full context. No lead goes cold.

📅 From $2,000

Scheduling Automation

Customer books online → Google Calendar or ServiceTitan updated instantly → tech notified with job details → confirmation + reminder texts sent automatically. Fewer no-shows, less back-and-forth.

📈 From $4,000

Weekly Operations Report

Every Monday morning: jobs from Jobber/ServiceTitan, revenue from QuickBooks, leads from your CRM → one formatted report in your inbox. Know your numbers without touching a spreadsheet.

Three steps. Flat price. You own it forever.

01
🔍

Free Audit Call

30 minutes. We map your current process, find where time is leaking, and tell you exactly what's automatable: on the call, no fluff.

02

We Build It

One fixed price, locked in writing. We connect your existing tools: no software swaps, no new subscriptions, no surprises at the end.

03

You Own It

Full walkthrough, Loom video, written handoff doc. Your automation, your accounts. $0/month to keep it running.

2–3 hrs

Lost every day to invoicing & admin

for a typical 10-tech operation

78%

Of jobs won by first responder

automated follow-up replies in seconds

$0

Monthly fees after delivery

one flat build price, then it's yours

Related Builds

HVAC missed-call text back automation

Jobber QuickBooks automation for service businesses

ServiceTitan reporting automation

HVAC Software Guides

Build notes: what actually breaks

The parts of an HVAC automation build that quietly fail when they get skipped. These are the details that decide whether a build works in August.

Best AI Automation for HVAC Contractors (2026) compares the five provider types on three-year cost and ownership.

Stop paying your team
to do what software should.

Book a free 30-minute call. We'll go through your tools, your current workflow, and tell you exactly what's worth automating and what it would cost. No commitment, no pitch deck.

Book Your Free Audit Call