AC and Heat Pumps

AC and heat pump work needs service history and rebooking.

Keep installs, repairs, maintenance visits, units, warranties, quote follow-up, and rebooking reminders connected to each customer and site.

AC and Heat Pumps workspace

AC installsTracked on the job record

Active

Heat pump servicingTracked on the job record

Done

Repair calloutsTracked on the job record

Active

Rebooking cyclesTracked on the job record

Done

Operating flow

From the first enquiry to the next booking

Capture calls, missed calls, quote requests, repeat work, and site details.

Assign the right tech or team with priority, service area, and schedule load visible.

Keep notes, documents, photos, approvals, and customer messages on one timeline.

Move from completion to invoice, review request, rebooking, and overdue follow-up.

Automation

Keeps quote follow-up tied to the job pipeline and sales owner.

Triggers after completion or payment so reputation work follows real job status.

Tracks missing permits, approvals, forms, certificates, and client files.

Uses job history and service due dates to bring customers back.

Other trades

Start with this trade setup, then add your team, jobs, calendar, and follow-up automations.