Automation for HVAC and home services companies
Automation for HVAC, plumbing and home services companies
Home services automation connects your field service software, phones, website and ads so every lead gets a fast reply, techs and customers get updates, and estimates and maintenance renewals follow up on their own. Dravik builds it for US HVAC, plumbing and electrical companies with 20 to 500 people, starting with a $199 fixed-price audit.
$199 fixed price, 30 minute call plus a written plan. Full refund if it isn't worth it
Common tools we build on
- ServiceTitan
- Housecall Pro
- Jobber
- FieldEdge
- Service Fusion
- Google Local Services Ads
- Angi
- Thumbtack
- CallRail
- QuickBooks
Common systems in HVAC and home services companies. We build on the stack you already run.
The problem
Where the hours go in HVAC and home services companies
In HVAC, plumbing and electrical work, the phone is the business. A missed call on a hot afternoon is a job that goes to the next company on the list. Leads arrive from Google Local Services Ads, Angi, Thumbtack, the website and phone calls, and each source lands somewhere different.
Behind the call, the office juggles dispatch, technician updates, estimates waiting on a decision and maintenance agreement renewals. Field service software like ServiceTitan or Housecall Pro holds much of this, but leads from outside sources, unsold estimates and seasonal outreach still depend on someone remembering to follow up. That is where automation pays.
What we automate
Workflows worth automating for HVAC and home services companies
- 01
Instant lead response from every source
Leads from Local Services Ads, Angi, Thumbtack, website forms and missed calls are pulled into one place, a booking job or customer record is created in your field service software, and the customer gets a text within moments confirming you received the request.
- 02
Missed call text back
When a call goes unanswered after hours or during a rush, the caller gets an automatic text offering a booking link or a callback time, and the CSR team sees the missed call on a list instead of in a voicemail box nobody checks.
- 03
Technician on the way updates
When a tech is dispatched, the customer gets a message with arrival window and tech name pulled from the job, then another when the tech is close. Fewer customers call the office asking when someone is coming.
- 04
Unsold estimate follow-up
Estimates for replacements and larger repairs that are not approved get a scheduled follow-up sequence with options and financing you already offer, and the comfort advisor or sales manager is alerted when a customer opens or replies.
- 05
Maintenance agreement renewals and tune-ups
Customers with service agreements are reminded before renewal and scheduled for seasonal tune-ups ahead of spring and fall, filling the board before the rush instead of during it.
- 06
Review requests after completed jobs
When a job is marked complete and paid, the customer gets a short message asking about the visit with a link to your Google profile. Unhappy replies are routed to a manager first so problems get fixed before they become public.
The business audit
Find the workflow costing your team the most hours
The audit maps your repeat work, checks which of your systems can connect, and ranks what to automate first in your business.
$199 fixed price, 30 minute call plus a written plan. Full refund if it isn't worth it
Your stack
Built on the tools HVAC and home services companies already use
Field service platforms differ in how open they are. ServiceTitan, Housecall Pro and Jobber offer APIs or integration marketplaces, though access can depend on your plan. Lead platforms like Angi and Thumbtack often deliver leads by email or webhook, which we can capture and route. The audit tells you which connections are direct and which need a workaround.
- ServiceTitan
- Housecall Pro
- Jobber
- FieldEdge
- Service Fusion
- Google Local Services Ads
- Angi
- Thumbtack
- CallRail
- QuickBooks
Where we start
What the audit looks at first
The audit usually starts with lead response: how many sources you get leads from, where each one lands and how long it waits for a reply. A typical first build is one inbox for every lead source with an automatic customer text and a booking job created in your field service software.
- 01The call30 minutes on how your business runs, the tools you use and the growth you are after.
- 02ReconWe study your workflows, your site, your rankings and how AI assistants describe you and your competitors.
- 03The written planA ranked list of what to fix or build first, with a fixed price for anything worth building.
- 04Your callKeep the plan and run it yourself, hand it to your team, or have us build it.
What you own
Everything we build is yours.
- Every workflow and integration, in your own accounts
- Written documentation of what each automation does
- Admin access to every tool, ours removable at any time
- A person in the loop wherever a judgment call is needed
Automation questions from HVAC and home services companies
Does this work with ServiceTitan or Housecall Pro?
Yes, in most cases. Both have APIs or integration options, and many workflows run inside their own automation features. We check your plan and current setup in the audit so we only build what your software does not already do.
Can you capture leads from Angi and Thumbtack automatically?
Usually. These platforms send lead notifications by email, text or webhook, which can be captured, turned into a customer record and answered within moments. The audit confirms the delivery method for each of your accounts.
Will customers know they are getting automated texts?
The messages are short, specific and sent from your business, like a booking confirmation or arrival update. Anything that needs judgment, like pricing a repair, stays with your team. Texting must also follow consent rules, which we build in.
When should a home services company start?
Before your busy season, so the system is tested before call volume peaks. The $199 fixed-price audit is a 30 minute call plus a written plan, ranked by what loses you the most jobs today.
How much does automation cost for HVAC and home services companies?
It starts with a $199 business audit: a 30 minute call plus a written plan of what is worth automating. If something is worth building, you get a fixed price for it before any work starts, and you own everything we build.
Keep reading
More on automation
Related
Start with recon
Find the busywork your team should stop doing by hand.
Book the audit. We will tell you plainly which workflows in your business are worth automating, which are not, and the fixed price for anything worth building.
- A 30 minute call about how you run
- A written plan ranked by impact
- Yours to keep, even if you never hire us
$199 fixed price, 30 minute call plus a written plan. Full refund if it isn't worth it