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MODULE INDEX · 12 SPECS Every automation that ships in the snapshot REV 2026.05
12 HVAC automation modules

The complete spec sheet.

Every module ships in the snapshot. Click any to read the implementation, see the live form, and understand exactly what fires when.

01

ai-receptionist

Bilingual AI receptionist captures, qualifies, and books HVAC service calls 24/7. Triage emergency vs routine, warm-transfer to on-call techs in under 60 seconds.

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02

dispatch-scheduling

Multi-tech dispatch board with skill-based routing, travel-time blocks, and drag-and-drop reschedule. Book HVAC service calls directly from the embedded calendar.

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03

missed-call-text-back

Auto-SMS within 60 seconds of every missed HVAC service call with a one-click booking link. STOP keyword respected. Cuts lead leakage roughly in half.

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04

instant-quote-form

Branded HVAC estimate intake captures unit type, age, service need, and ZIP. Routes to dispatch and triggers automated email follow-up for every quote request.

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05

review-engine

Post-job review autopilot for HVAC shops. Smart routes 4-5 star reviews to Google and Facebook, escalates 1-3 star feedback internally. Monitors Yelp and BBB.

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06

coupon-promo-funnel

Seasonal coupon capture funnel for HVAC shops. 14-day nurture sequence, spring tune-up, winter prep, and IRA 25C rebate combos that convert browsers into booked jobs.

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07

facebook-ads-funnel

Facebook ads to branded HVAC lead form, AI nurture, and booked job. Per-campaign attribution shows which creative actually fills the dispatch board with service calls.

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08

email-marketing-automations

Seasonal blasts, monthly newsletter, post-service follow-ups, and win-back sequences for HVAC contractors. Built to fill the dispatch board year-round, not just peak season.

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09

maintenance-plan-renewals

Auto-billing membership tiers (silver/gold/platinum), 30/14/3-day HVAC renewal SMS, expired-plan win-back, and a family-referral perk built into the renewal flow.

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10

smart-pipeline

Pre-built HVAC pipeline: lead, quoted, scheduled, in-progress, won, invoiced, reviewed. Per-stage automations remove manual updates and surface what needs attention now.

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11

seasonal-tuneup-campaigns

Spring AC and fall furnace HVAC tune-up campaigns. Three-touch sequence, optional weather triggers, and 30 percent open rates baked into the snapshot's seasonal cadence.

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12

rebate-tax-credit-helper

IRA 25C tax credit and utility rebate intake for HVAC change-outs. Surfaces eligibility, captures equipment and ZIP, and routes high-intent homeowners to an install quote.

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