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HVAC

Turn more enquiries into organised service calls.

Help homeowners reach the right next step while giving your office a clearer picture of the work. Connect enquiries, estimates, appointments, and follow-up around the way your team actually operates.

A better working day.

During a busy period, your office is juggling new calls, technician updates, and customers waiting for an estimate. Details end up across messages and job sheets. The next action depends on someone remembering to chase it.

HVAC · Team workspacePreview
INCOMING REQUEST

Service enquiry

Context attached
Assistant preparesA useful brief.
Ready for a person.
  • Request organised
  • Approved context found
  • Next owner identified
Team review Human approval
From request to a useful next stepIllustrative interface · tailored to your workflow

How we can help.

AI & automation

Give every service enquiry a next step.

Help your office respond consistently while technicians stay focused on service calls.

  • Less time retyping enquiry details
  • Fewer enquiries without an owner
  • Consistent follow-up on open estimates
See a practical workflow

A homeowner submits a cooling enquiry. The workflow checks the service-area fields, collects the callback brief, and creates a task for dispatch without promising a visit that has not been confirmed.

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Custom software

A service desk built around your field team.

Give the office and technicians a shared view of jobs, customer updates, and the work that needs attention.

  • Fewer office-to-field clarification calls
  • More complete job handoffs
  • Less time reconstructing a service history
See a practical workflow

Dispatch prepares a job with equipment notes and visit details. The technician sees the brief on mobile and sends a completion update that the office can use for the next action.

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Product design

Make choosing your service feel straightforward.

Help homeowners find the relevant service, understand the next step, and send an enquiry your team can act on.

  • A clearer route from service to enquiry
  • Better request completion
  • Less uncertainty about what happens next
See a practical workflow

A customer lands on a heating page. They can check the service area, understand the enquiry process, and provide the details dispatch needs without navigating a long generic form.

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Know what is improving.

Before we build, we record how the workflow works today. After release, we review the same measures with your team, including any extra review work the new system creates.

  • Enquiries with a complete callback brief
  • Time from enquiry to a confirmed next step
  • Open estimates waiting for follow-up

The goal is a better end-to-end result, from the first request to the person who can finish the task.

Designed around your team.

Your dispatcher controls availability, service eligibility, and urgent requests. Automated messages should not promise an arrival time or diagnose an equipment problem. Pricing and technical advice follow your approved rules.

A FOCUSED ENGAGEMENT

Start with what matters most.

Choose the improvement your team needs. We’ll shape the scope, delivery plan, and investment with you.

AI & automation

Enquiry-to-callback automation.

Help your office respond consistently while technicians stay focused on service calls.

Enquire about this packageDiscovery first. A written proposal
before you commit to delivery.

What you take forward

  • Service-area intake
  • Missed-enquiry follow-up workflow
  • Dispatch queue with human approval
  • Review, testing, and team handover
Scope & investment

Agreed after discovery, with clear milestones and any ongoing costs shown separately.

Who it is for

HVAC owners, dispatchers, and service managers looking to improve one defined workflow before a wider rollout.

How we agree it is ready

Review the agreed scenarios with your team, including missing information and exceptions. Compare “enquiries with a complete callback brief” with the starting point agreed in discovery.

What we need from you

Your service area, job categories, scheduling rules, approved customer messages, and access to your dispatch or CRM tools.

Scope boundaries

One agreed workflow, its knowledge sources, and named integrations. Model usage, third-party subscriptions, and additional workflows are quoted separately.

Custom software

Field service workspace.

Give the office and technicians a shared view of jobs, customer updates, and the work that needs attention.

Enquire about this packageDiscovery first. A written proposal
before you commit to delivery.

What you take forward

  • Office job board
  • Mobile job brief and status updates
  • Customer and equipment history view
  • Review, testing, and team handover
Scope & investment

Agreed after discovery, with clear milestones and any ongoing costs shown separately.

Who it is for

HVAC owners, dispatchers, and service managers looking to improve one defined workflow before a wider rollout.

How we agree it is ready

Review the agreed scenarios with your team, including missing information and exceptions. Compare “time to complete the agreed staff workflow” with the starting point agreed in discovery.

What we need from you

Your service area, job categories, scheduling rules, approved customer messages, and access to your dispatch or CRM tools.

Scope boundaries

One defined release with named user roles and core journeys. Large migrations, new integrations, infrastructure fees, and ongoing feature development are scoped separately.

Product design

HVAC enquiry design sprint.

Help homeowners find the relevant service, understand the next step, and send an enquiry your team can act on.

Enquire about this packageDiscovery first. A written proposal
before you commit to delivery.

What you take forward

  • Service-page journey design
  • Estimate request prototype
  • Mobile form and content system
  • Review, testing, and team handover
Scope & investment

Agreed after discovery, with clear milestones and any ongoing costs shown separately.

Who it is for

HVAC owners, dispatchers, and service managers looking to improve one defined workflow before a wider rollout.

How we agree it is ready

Review the agreed scenarios with your team, including missing information and exceptions. Compare “completion of the agreed enquiry journey in usability sessions” with the starting point agreed in discovery.

What we need from you

Your service area, job categories, scheduling rules, approved customer messages, and access to your dispatch or CRM tools.

Scope boundaries

One priority journey and agreed screen set, with a clickable prototype and engineering handoff. Production development and wider brand work are separate unless included in your proposal.