Dispatch built for HVAC, not generic service businesses
Most CRMs treat scheduling like a yoga studio booking — pick a tech, pick a time slot, done. That falls apart the moment a homeowner says “the AC quit and the upstairs is 88 degrees.” Real HVAC dispatch has to handle skill matching, drive-time, parts on the truck, and the on-call rotation, all while the owner is mid-install on a 5-ton change-out.
The snapshot ships with a dispatch board purpose-built for the way HVAC shops actually run.
What you get
- Multi-tech calendar view — see every tech on one board, color-coded by job type (install, service, maintenance, warranty).
- Skill-based routing — your lead install tech doesn’t get sent on a thermostat swap. Tag techs as install / service / commercial / refrigerant-cert (EPA 608 Universal) and the system routes accordingly.
- Travel-time blocks — auto-buffers 20-30 minutes between calls based on ZIP. No more booking a 2 PM in north county and a 2:30 PM in south county.
- Drag-and-drop reschedule — homeowner cancels, dispatcher drags the slot to the next available tech, system auto-fires the confirmation SMS.
- On-call rotation — built-in weekly rotation logic for after-hours emergencies. Tied to the AI Receptionist warm-transfer flow.
- Tech utilization dashboard — see which techs are running 90%+ utilization and which have gaps. A tight dispatch board is the single biggest lever on profitability.
Book a slot below
The page on the live site embeds the GHL Calendar widget right here. Homeowners pick a service window, the system collects the address + unit details, and the booking lands on the dispatch board with the right skill tag attached. No phone tag, no double-booking.
The embedded calendar respects:
- Tech availability and PTO
- Service-area ZIP codes
- Job-type duration (60 min service call, 4-hour install consult, 8-hour change-out)
- Buffer time for travel and lunch
How it cuts down chaos in the office
Before the snapshot, a typical 6-tech shop has one dispatcher juggling a paper board, a shared Google Cal, and a stack of pink call slips. Reschedules eat 90 minutes a day. Double-bookings cost a service call a week.
After the snapshot:
- Every booking is in one place, visible to the whole office.
- Reschedules take three seconds — drag, drop, automation fires the customer SMS.
- The dispatcher can see end-of-day where every tech is, what they’ve closed, and what’s still on the board.
Wires into the rest of the system
- Bookings from the AI Receptionist drop straight onto the right tech’s calendar with the right skill tag.
- Completed jobs trigger the Review Engine within 90 minutes of close-out.
- Every booking moves the contact through the Smart Pipeline automatically — no manual stage updates.
Your dispatcher stops being a switchboard operator and starts being a revenue manager.