SCOPE EXAMPLE
HVAC service
- 01 / Current Situation
- Maintenance contracts renewed late or not at all.
- 02 / OpsPatch Build
- Contract renewal calendar + client reminders 60/30 days out.
- 03 / Delivered Handover
- Service board + renewal automations.
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
Common situations
Maintenance contracts forgotten
Emergency vs planned work mixed in chat
Parts ordering not linked to jobs
No view of technician workload
What can be included
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
Defined Deliverables
Typical scopes
SCOPE EXAMPLE
Air con install team
- 01 / Current Situation
- Emergency vs planned jobs mixed in one inbox.
- 02 / OpsPatch Build
- Job type routing: emergency / install / PPM with SLA.
- 03 / Delivered Handover
- Triage rules + technician assignment.
SCOPE EXAMPLE
Refrigeration contractor
- 01 / Current Situation
- Parts orders not tied to job profitability.
- 02 / OpsPatch Build
- Job costing with parts list from supplier invoices.
- 03 / Delivered Handover
- Job cost sheet + parts log.
Common tools
- Google Sheets
- Excel
- Power BI
- Looker Studio
- Make
- Zapier
- AI assistants