AI by industry · HVAC companies
A service and customer dashboard for HVAC companies
An HVAC dashboard should show today’s calls by urgency, replacement quotes and their age, maintenance agreements due to renew, and customers with aging systems. It builds from your calls, email and tech notes, so no one retypes. Westward builds these around how your company runs.
Map your HVAC business: see what could run on its own
Enter your website. The Brain reads it and shows every step of your HVAC company that could run on its own, and what we would build first. Free, about 20 seconds, no sign-up.
Not ready? See an example map
The day in order of urgency
No-cool and no-heat first, then repairs, then tune-ups. Dispatch sees the whole board and who is where.
Show the next available slot so the office can tell callers the truth fast.
The replacement pipeline
Every open quote, how long since you spoke, and what the customer asked. Your comfort advisors know who to call.
Systems getting old
A list of homes where you installed or serviced equipment now at the end of its typical life, so you can reach out before it fails.
Sort by age and install year, and the reach-out list builds itself.
Picture this
Examples of what it can look like in a HVAC company. Illustrations, not clients.
On a Monday you see six quotes older than a week and call the three with the biggest systems first.
In March the dashboard lists customers whose plan visits have not been booked, and you send a reminder to them in one step.
A repeat customer calls about a noisy unit. The dashboard shows two earlier visits for the same noise, so you send your lead tech.
Map your HVAC business in Westward’s Brain
Enter your website. The Brain reads it and shows every step of your HVAC company that could run on its own, and what we would build first. Free, about 20 seconds, no sign-up.
Not ready? See an example map
Questions
Can the dashboard show my techs’ schedules?
Yes, and it can update as jobs run long or short.
Who owns the customer data?
You do. With Westward the accounts stay yours.
Can my sales team use it as well?
Yes. Comfort advisors can see their quotes and notes, and service techs see the service history.
More AI for hvac companies
What Westward builds for this
A dashboard that runs itself in similar businesses