HVAC

Recurring HVAC work needs asset history and rebooking.

Keep maintenance visits, units, filters, warranties, quote follow-up, and rebooking reminders connected to each customer and site.

HVAC workspace

Maintenance plansTracked on the job record

Active

Asset servicingTracked on the job record

Done

Filter replacementTracked on the job record

Active

Rebooking cyclesTracked on the job record

Done

Operating flow

From the first enquiry to the next booking

Capture calls, missed calls, quote requests, repeat work, and site details.

Assign the right tech or team with priority, service area, and schedule load visible.

Keep notes, documents, photos, approvals, and customer messages on one timeline.

Move from completion to invoice, review request, rebooking, and overdue follow-up.

Automation

Keeps quote follow-up tied to the job pipeline and sales owner.

Triggers after completion or payment so reputation work follows real job status.

Tracks missing permits, approvals, forms, certificates, and client files.

Uses job history and service due dates to bring customers back.

Other trades

Start with this trade setup, then add your team, jobs, calendar, and follow-up automations.