HVAC Contractors
Keep every call, schedule and technician handoff moving.
Automation and operational software for HVAC businesses handling enquiries, maintenance plans, dispatch, field updates, quotes and follow-up.
The problem
Where the work gets held up.
A customer calls, the office checks availability, dispatch updates the schedule, a technician needs job history and the customer wants an ETA. When those steps live in separate tools, the team spends the day moving information instead of moving jobs forward.
Discuss your workflowHow it runs
From request to follow-up, step by step.
- 01RequestA request arrives from any channel
- 02QualifyChecked for fit, area and urgency
- 03ScheduleBooked into a free slot
- 04DispatchSent to the right technician
- 05Job recordOne record for the whole job
- 06Follow-upFollow-up sent on time
What is included
A useful scope, with clear edges.
Lead and service-request intake with source context
Scheduling, dispatch and technician handoffs
Estimate, approval and maintenance-plan workflows
Customer updates, job records and reporting
Tools we often connect
We work with the tools you already have wherever possible.
Google Calendar
WhatsApp
QuickBooks
Xero
HubSpot
Google Sheets
Built-in controls
Clear automation. Clear handoffs.
Scheduling and customer communication use verified service areas, availability and business rules. Emergency work, unusual equipment and uncertain assignments remain visible to a dispatcher or service manager.
Security and engineering practicesHow it works
From first message to a working system.
- 01Send a briefDay one
- 02Review and recommendationWithin a few days
- 03Fixed scope and proposalBefore any build
- 04Build in weekly releasesTypically 2–8 weeks
- 05Launch and handoverLaunch week
- 06Support and improveOptional, monthly
Start a project
Tell us what needs to work better.
Share the workflow, product or operational bottleneck. We’ll review the context and recommend the most practical next step.
Email usinfo@sequenceautomate.comAsync-first. Available worldwide.
No meeting required to send your brief.