Dispatching, intake, quotes, follow-up — the non-wrench work that eats your evenings and Saturdays. We automate it so your crew stays on the trucks and you get your weekends back.
Emergency or can-wait? Owner decides every time, on the phone, from the couch.
02
Dispatch chaos
Three techs, seven service calls, changing priorities. Done on a whiteboard that's always wrong.
03
Quote turnaround
Site visit → office → spreadsheet → PDF → email. Forty-five minutes, customer ghosts.
The toolkit
Tools we typically build for hvac.
I
IntakeRelay
Texts triaged by urgency, routine requests auto-replied with a booking link, urgent ones paged to the on-call tech.
◆ 14 hrs/week saved
D
DispatchCompass
Given today's calls and tech locations, generates an optimal route and updates customers automatically as ETAs shift.
◆ 2 extra calls/day per truck
Q
QuoteDraft
Tech dictates site notes; a polished quote with line items and photos lands in the customer's inbox before the truck pulls away.
◆ 45 min → 4 min per quote
F
FollowLoop
Post-service check-ins, review requests, seasonal maintenance reminders — handled without touching the CRM.
◆ 3× review volume
Common questions
Before you book.
No. It makes one dispatcher do the work of three, and takes the after-hours triage off whoever is drawing the short straw. You keep the human who knows the customers.