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HVAC companies make their year in a few hot and cold weeks, then live on maintenance agreements in between. These ideas cover tune-ups that schedule themselves, replacement quotes with three options, a dispatch board that copes with a heat wave, booking at night, hiring techs and heat pump rebate packets. A person sizes every system and approves every estimate.
6 ideastypical cost $124£93€111A$179C$175 a monthtypical saving about $665£500€595A$960C$940 a month
Housecall Pro lets homeowners book a service call from Google or your website into real open slots, day or night. From $149£112€133A$215C$211 a month for 5 users.
ServiceM8 proposals show each homeowner three system options with photos, and they choose online. From $79£59€71A$114C$112 a month for unlimited users.
Housecall Pro creates each member's spring and fall tune-ups, bills the plan and sends reminders, so agreements renew. From $299£225€268A$432C$423 a month.
Service Fusion's drag-and-drop schedule and tech tracking cut the reshuffling and the where's-my-tech calls. From $208£156€186A$300C$294 a month, unlimited users.
ChatGPT, Claude or Gemini drafts your HVAC tech job ad, phone-screen questions and interview notes; you make every call. Free to about $20£15€18A$29C$28 a month.
An assistant turns a utility rebate program's rules into a checklist and drafts the customer letter for each heat pump job. Free to about $20£15€18A$29C$28 a month.