Before: every web lead waits in a shared inbox. After: it lands in the dispatch board with the details your team needs.
04 / HVAC, PLUMBING & TRADES
HVAC, plumbing & trades automation
in Medford & the Rogue Valley
Plain-English workflows that help a local team spend less time repeating work.
WHERE TIME GOES
01
Web leads sit in an inbox until someone notices them.
02
Dispatchers retype the same job details.
03
Maintenance-plan renewals depend on memory.
EXAMPLES
Before: a caller repeats the story to several people. After: the first form captures the useful facts.
Before: renewal dates live in a spreadsheet. After: the next reminder is created from the job record.
WORKS WITH TOOLS LIKE…
- tools like Housecall Pro and ServiceTitan
- Google Workspace and Microsoft 365
- dispatch boards and payment tools
ONE USEFUL ANSWER
Can we build this around our current dispatch board?
Yes. A discovery call identifies the current handoffs before I quote a fixed scope.
Find the first useful automation.
A 5-day Automation Audit maps the hours and gives you three fixed quotes.