HVAC service · 7 techs
Clear scope and price band before work startsBefore
Maintenance contracts renewed late or not at all.
Fix
Contract renewal calendar + client reminders 60/30 days out.
Outcome
Renewal revenue up; missed visits down.
HVAC operations
HVAC service calls and maintenance plans untracked?
Service tickets, maintenance schedules, and follow-ups — without overbuying field service software.
Clear scope and price band before work starts
Sound familiar?
Maintenance contracts forgotten
Emergency vs planned work mixed in chat
Parts ordering not linked to jobs
No view of technician workload
What gets built
→Dashboards with clear owners and KPIs
→Automations that replace copy-paste steps
→Lead capture and follow-up workflows
→AI chat assistants for FAQs and enquiries
→Weekly reporting packs that run themselves
Example fixes
Clear scope, working output, clean handover.
Air con install team
Clear scope and price band before work startsBefore
Emergency vs planned jobs mixed in one inbox.
Fix
Job type routing: emergency / install / PPM with SLA.
Outcome
Emergency response faster; installs not displaced.
Refrigeration contractor
Clear scope and price band before work startsBefore
Parts orders not tied to job profitability.
Fix
Job costing with parts list from supplier invoices.
Outcome
Knew margin before closing job file.
Facilities HVAC subcontractor
Clear scope and price band before work startsBefore
Client SLA reports manual per site.
Fix
Per-site SLA dashboard from visit logs.
Outcome
Client renewals defended with data.
Quick intake
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Problem
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Use the intake above or email hello@opspatch.com. Plain-language recommendation: what to build, what it costs, what it solves.