We look at how work actually moves through your business, then show you which parts can run themselves, which ones shouldn't, and exactly what each one would take.
Figures above are published industry benchmarks, not results we are promising. Your audit reports your actual numbers.
These are the things we look at: how work actually moves through your shop, and which parts a machine could handle. Not every one of these should be automated. Part of the assessment is telling you which ones to leave alone.
Where a call goes at 8pm or on a Saturday, and who ends up handling it. Usually the owner.
What happens to a quote after it's sent. Most shops follow up by memory, or not at all.
How appointments get confirmed and reminded. Often someone retyping the same message several times a day.
Whether asking for reviews is something someone remembers to do, or something that happens on its own after a job.
Whether anyone goes back to the work that never closed, and how.
Here is the exact moment most HVAC companies lose work, and the simple change the audit checks for.
The caller does not leave a voicemail. They call the next HVAC company on the list, and that job is gone before you check your phone.
An instant text catches the caller while they still need you. The audit shows you the setup that fits your phone system, so no call goes dark again.
Tell us your name, your business and your email. We send you a short intake right after: about five minutes, no call required.
Request my assessment →A real person goes through your website, your booking, your Google profile and how you handle contact, and sends you what we noticed plus a map of what typically runs by hand in a shop your size. Usually around five business days. No call, no card.
If you want the full assessment, we start with a short call: how a job moves from first call to invoice, what your team retypes, what gets forgotten. That's what the assessment is built on.
We book a 60-minute call and go through it together: what can run itself, what shouldn't, how each tool actually works day to day, and a 90-day order of what to do first. The written report follows after the call.
You are in the field all day and cannot sit by the phone. The audit shows you the lowest-effort way to stop losing jobs to calls you cannot pick up.
More calls than you can handle means leads slipping through the cracks. We show you where they are leaking and what to tighten first.
Response times and reviews drift between locations. The audit benchmarks each one so you know exactly where to focus.
You have years of past customers and old quotes sitting idle. We show you a simple way to put them back to work.
We understand your seasons, your job values, and how HVAC companies actually win and lose work. No generic small-business advice.
Every finding is tied to booked jobs and dollars, not buzzwords or vanity metrics.
No jargon and no overwhelm. You get a plain-language plan you or your team can act on.
If a fix will not pay for itself, we tell you to skip it. We would rather be right than sell you software you do not need.
Three ways in: a free look, the full assessment, or a custom scope for larger teams. No contracts, no pressure.
A first look at your setup and a map of what usually runs by hand in an HVAC shop. No call, no card.
The full assessment. How work moves through your business today, what can be automated and what shouldn't be, how each tool works in practice, what it costs, and a 90-day order of operations. Includes a 60-minute call and a written report.
This is an assessment and a plan. Setup isn't included, and it's quoted separately if you want help with it.
For larger teams: 20+ people or multiple locations. More people and more locations mean more places where work is still done by hand. We scope these case by case. Typically starts around $1,500 depending on locations and call volume.
Prices in CAD, taxes extra where applicable.
Pick the audit that fits, tell us a bit about your business, and we will email you to get started. A real person reads every request.