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For HVAC Businesses · Canada
Workflow & Task Automation

Quote follow-ups, review requests, appointment reminders — all automated in your CRM. We build the integrations so your team saves hours.

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The Problem

Every estimate that isn't followed up, every confirmation typed by hand, every invoice chased manually — that's hours of admin every week, and jobs quietly leaking out of your pipeline.

The Service
What It Is

Workflow Automation isn't about replacing your crew — it's about eliminating the daily manual tasks that eat your time. Quote follow-ups, review requests, booking confirmations, dispatch updates, invoice reminders, onboarding sequences — these should all run automatically. We build the secure connections between your tools (CRM, Calendly, email, text) so they sync and run on autopilot.

The Outcome

Hours of manual administration saved every week. Quick quote follow-ups, review collection, and seamless client messaging.

What you get
07 deliverables
Admin workflow analysis
We map out your manual steps to target where your team is wasting time.
Automation blueprint
Detailed plan of your triggers, filters, and data paths before we write any code.
n8n & Zapier pipeline builds
We build robust integration webhooks to link your CRM, calendar, and email tools.
Quote follow-up flows
Automated email and text sequences that follow up on estimates to close more jobs.
Review request triggers
Direct review links sent to happy customers within minutes of job completion.
Office team live handover
Onboarding training so your team knows how to monitor and adjust the flows.
30-day technical support
Active monitoring for 30 days after launch to ensure zero errors in sync.
Pricing
Clear Scope.
Transparent Costs.

Every project starts with a fixed quote — no hourly surprises. Pick the scope that fits your operation.

Starter
Tier 01
Automation Jumpstart
fixed-price quote
  • Single high-impact workflow (e.g. quote follow-ups)
  • n8n/Zapier pipeline configuration
  • Testing and validation
  • Office team walkthrough
Get Started
Most Popular
Core
Tier 02
Workflow Suite
fixed-price quote
  • Operations workflow analysis
  • 3-5 custom automations (scheduling, reviews, sync)
  • CRM & calendar integration setup
  • Live walkthrough & video guides
  • 30-day active monitoring
Get Started
Premium
Tier 03
Complete Ops Autopilot
fixed-price quote
  • Everything in the Workflow Suite
  • End-to-end multi-step workflow logic
  • Advanced CRM custom field sync
  • Monthly performance review and updates
  • Ongoing automation support retainer
Get Started
FAQs
Questions, Answered
No. We build integrations that connect to the tools you already use — Jobber, ServiceTitan, Housecall Pro, Calendly, and standard CRMs. We add automation on top, saving you software migration costs.
A single jumpstart workflow can be live within 5 days. A complete Workflow Suite typically takes 2 to 3 weeks depending on the number of tools integrated.
We build all automations with built-in error alert handlers. If a tool API fails or syncs incorrectly, we receive an alert and fix it immediately.
No. The automations run in the background. Your team continues using your CRM or dispatch tool exactly as they do now, but without having to repeat tasks.

Start with a free workflow consultation.

A 30-minute workflow breakdown where we analyze your daily admin tasks and outline exactly which processes can be automated. No sales pitch, just practical advice.

30 minutesWorkflow mappingActionable advice
Book My Free Consultation Call
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