HVAC · Commercial HVAC
Keep PM schedules on time across every building, turn facility work orders into dispatched jobs in minutes, and send property managers the reports they keep asking for.
Where time leaks
Patterns we see in this industry. Your workflow will differ; discovery confirms which ones apply.
Work orders arrive through facility portals, email and phone, and someone re-keys each one into the dispatch board before a tech can be assigned.
Quarterly PM visits on rooftop units slip because the schedule lives in a spreadsheet that one coordinator maintains.
Property managers want a written service report with readings and photos, and techs hand in notes that need an hour of clean-up.
Deficiency findings from PMs turn into repair quotes weeks later, after the building owner has budgeted elsewhere.
Named for compatibility only. No partnership or endorsement implied; we confirm API access for your plan during discovery.
Automation recipes
Trigger → steps → outcome. Each one is a scoped, fixed-price build.
Trigger New work order appears in a portal such as ServiceChannel or in the service inbox
Outcome Portal requests become dispatchable jobs without re-typing
Typical stack: Portal email notifications, ServiceTitan or BuildOps API
Trigger Agreement start date or season change
Outcome PM visits are booked a season ahead, not the week before
Typical stack: FSM agreements, Google or Outlook calendar
Trigger Tech closes a PM visit with readings and photos
Outcome Every visit produces a report the customer can forward to ownership
Typical stack: FSM forms, document generation, email
Trigger PM checklist flags a failed or worn component
Outcome Deficiencies become quotes while the problem is still fresh
Typical stack: BuildOps or ServiceTitan estimates, email
Interactive
Pick what starts it and what should happen next. Your workflow assembles live below. This is a planning tool; we confirm what your tools support during discovery.
Your workflow
Planning previewAdd at least one step on the left.
Tap "Start a missed call" and reply as the customer. Runs in your browser.
Incoming call…
Nobody can answer right now
Move the sliders to match your business.
Est. recovered / month
Est. per year
missed → re-engaged → won per month
Estimate = leads × missed % × re-engaged % × close % × deal value, using only the numbers you entered. Not a guarantee; excludes software and build costs.
Plan my text-back automationStep through "Facility-portal work-order intake" one stage at a time. Click any step.
ROI estimate
Preset for a small team. Change the numbers to match your business.
How we implement
We start by listing every channel work orders come in through, then map each portal's fields to your FSM. Report templates are approved by your service manager before any customer sees one.
Discovery call: We walk through your current process and tools (free, 30 minutes).
Workflow map & fixed quote: Written scope, software costs listed separately, compliance notes included.
Build in a test environment: Your accounts, test data first, then a supervised pilot.
Handover: Documentation, training and an optional support plan.
General information, not legal advice. Confirm requirements with your own counsel or compliance officer.
Want these automations running in your business?
Tell us your tools and the one task you'd remove first. We reply with a plan.
The broader playbook for the whole trade, including recipes that apply across specialties.
AI automation for HVAC →FAQ
Heat pump installation
Answer heat pump inquiries the same hour, gather the home details your comfort advisor needs before the visit, and keep rebate paperwork from stalling jobs.
Duct cleaning
Give callers an honest price range from vent count and system details, book crews by drive time, and send every customer a before-and-after photo report.
Furnace repair
Sort no-heat calls by safety risk in the first minute, know the furnace make and model before the tech rolls, and fill fall tune-up schedules before the first cold snap.
AC repair
Keep up with the first heat wave of summer, gather symptoms that tell the tech what to bring, and follow up on compressor and coil estimates before the homeowner calls someone else.
Free tools: ROI calculator · AI readiness assessment · Experience Lab
Next step
Two short steps. We reply by email, usually to set up a 30-minute discovery call.
What happens after you submit
We read it personally
A person reviews your note. No automated sales sequence.
We reply by email
Usually with 2–3 clarifying questions and times for a 30-minute call.
You get a written plan
Workflow map, fixed quote and listed software costs before any build. No obligation.
Prefer to talk? Call (214) 891-5650 or email info@fullstopsolutions.com.
Not ready to talk? Try the ROI calculator or readiness check. No email needed.
