For HVAC technicians
Installs, services
and the admin
between them.
Install quotes, service visits and follow-up all compete for the same evenings. AI can prepare the repetitive parts. You review them and decide what goes to the customer.
Where the time goes
Quoting. Follow-up.
Admin.
These three jobs repeat in most trade businesses. They also depend on your judgement, so a person stays in charge of each one.
Quoting
Install quotes start with a site visit and a list of details. AI can turn those details into a draft quote. You check it before it is sent.
Follow-up
Quotes, service visits and repeat customers all need a next step. AI can prepare the message for you to check and send.
Admin
Job notes, photos and customer details need to land in the right place. We map where that breaks down and what is worth fixing first.
Illustrative example
From site note
to quote draft.
Illustrative only. This is how a site note can become a draft for you to review. It is not a real job or a real quote.
Your site note
“Install a split system in the main bedroom. Pipe run is on the outside wall. Check the switchboard capacity before pricing.”
Quote draft, for your review
- Scope: Install one split system.
- Access: Pipe run on the outside wall.
- Confirm: Switchboard capacity.
- Pricing: Apply agreed rates and review.
Your approval comes next. Illustrative.
A sensible order
Start free.
Then map it.
Free Bottleneck Finder
Compare the tasks that keep coming back and see where to look first. It runs in your browser.
AI Audit, A$590 + GST
We map how your business works, assess useful AI opportunities and review a report with you.
Scoped separately
Any build or ongoing service is agreed with you after the audit. We only recommend what fits.
Good questions
Before we get started.
Will it contact my customers by itself?
No. People review and approve customer-facing work. Nothing is sent without you.
Does it replace my job software?
No. We look at the tools you already use in the AI Audit and agree how any workflow fits with them.
Where should an HVAC business start?
With the free Bottleneck Finder. It compares your repeat tasks and shows where to look first.
The AI Audit
Map the business.
Find the right first move.
A proper look at the way your business works, with a report and a conversation about what to do next.
Australian dollars. Implementation scoped separately.
Book a free 15-minute AI Audit call
A free introductory conversation. The paid AI Audit is A$590 + GST and is agreed separately.