HVAC Automation Software
HVACAutomate gives HVAC businesses done-for-you automation templates that book, remind, and follow up automatically — so you close more jobs without more admin work.
Free template pack — no credit card required
Works with your existing tools
Sound familiar?
HVAC owners are the best at the work. The worst at the follow-up. And it's costing you jobs to competitors who just respond faster.
A lead came in at 2pm. You called back at 5pm. They'd already booked someone else. Studies show 78% of customers go with the first company that responds.
You finished a great job, the customer was thrilled, and you forgot to send the review request. Again. Your competitor has 180 reviews. You have 23.
Texting appointment confirmations after dinner. Chasing unpaid invoices. Manually scheduling follow-ups. You didn't start an HVAC business to do this.
The real cost
Missed follow-ups, slow lead response, no-shows, and unearned reviews add up fast.
The solution
HVACAutomate isn't a generic Zapier template pack. Every workflow is built around how HVAC businesses actually operate — seasonal surges, emergency calls, multi-tech dispatch, and the exact moments when a follow-up converts.
You pick the templates you need, connect your existing tools, and go live in hours — not months. No developer. No consultant. No tech headaches.
Start With the Free Template PackSMS + email reminders at 24h and 2h before the job. Cut no-shows by up to 60%.
Triggered 20 minutes after job close. Asks for Google review at the exact right moment.
Auto-reply to any new lead within 60 seconds. Follow-up call reminder 4 hours later.
3-touch sequence over 5 days. Converts cold estimates into booked jobs.
Spring AC tune-up and fall heat check campaigns sent to your customer list automatically.
How it works
No developers. No consultants. No technical knowledge required. If you can click a button, you can run HVACAutomate.
Browse the HVAC template library. Select the workflows your business needs most — start with appointment reminders and review requests, add more as you grow.
HVACAutomate plugs into ServiceTitan, Housecall Pro, Google Business, Twilio, Gmail, and more. One-click connections — no API keys, no code.
Your workflows run in the background 24/7. Review requests go out after every job. Leads get responses in 60 seconds. Reminders send themselves. You focus on the work.
Features
Built for how HVAC businesses actually work — not retrofitted from tools designed for e-commerce or enterprise.
Every template is built with HVAC logic — seasonal timing, emergency call flows, multi-tech scheduling, and service-specific messaging.
No coding. No tech headaches. No consultants. Select, connect, activate. Most businesses are live in under 2 hours.
Connects to ServiceTitan, Housecall Pro, Google Business, Twilio, Gmail, Outlook, and more. Works alongside software you already use.
Campaigns automatically adjust for summer AC rush and winter heating season. Your marketing matches your busiest times without lifting a finger.
Triggers the review request 20 minutes after job close — the peak satisfaction moment. Turn every happy customer into a 5-star review automatically.
Auto-respond to every new lead in under 60 seconds. 78% of customers hire the first company that responds. Stop letting competitors win on speed.
Real results
"We went from 12 Google reviews to 89 in 4 months. HVACAutomate sends the follow-up right after the job — we just do the work. I wish I'd found this 3 years ago."
"I used to spend Sunday nights texting appointment reminders. Now it all runs automatically. Our show rate went from 68% to 91% in the first month."
"Set up in about 90 minutes. Within 48 hours we'd already recovered two leads that would've gone cold. HVACAutomate paid for itself before the first billing cycle."
As seen in HVAC communities
Pricing
The average HVAC job runs $1,200–$4,800. HVACAutomate pays for itself with a single recovered lead.
Billed monthly · Cancel anytime
For solo HVAC operators ready to stop doing admin manually.
Billed monthly · Cancel anytime
For growing HVAC businesses with a team and multiple workflows to run.
+ $10K/year for white-label · No per-seat fees
For HVAC marketing agencies managing automation for multiple clients.
All plans include a 14-day free trial. No credit card required to start.
Free template pack
Download our most-used templates. Copy-paste ready SMS and email sequences for the 5 automations every HVAC business needs.
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No credit card. No spam. Just the templates.
FAQ
Ready to automate?
Get the free HVAC template pack today. Be live in under 2 hours. No credit card, no contract, no code.
14-day free trial on all paid plans · No credit card required
Agency inquiries
Running automation for multiple HVAC clients? Tell us about your agency and we'll set up a custom demo.