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Trades & Field

Automation for HVAC contractors.

The trucks roll whether or not the paperwork keeps up. A Convoy CIS takes the dispatch board, the quote, the invoice and the follow-up off the whiteboard and runs them as one system, so the office stops being the bottleneck on how many calls a day you can actually take.

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01 / The friction

What we map first.

Before anything gets built, we go and look. These are the patterns we expect to find in a hvac contractors operation. The recon confirms which ones are actually costing you, and which are fine as they are.

  • Jobs booked by phone and re-keyed into dispatch, then again into invoicing
  • Quotes written in the truck, lost before they reach the customer
  • Maintenance agreements that nobody chases until the customer calls a competitor
  • Technician notes that never make it into the invoice, so the parts get eaten
  • Invoices going out days late because one person does all of them
02 / The build

What a CIS would run.

Scoped and priced from the recon, deployed in your environment, owned by you. A human stays in command of every judgement call.

01

Dispatch & job intake

Calls, forms and portal jobs land in one board, assigned by skill and location, with the customer history already attached.

02

Quote to invoice

The technician's notes and parts become a quote, then an invoice, without re-entry.

03

Maintenance agreements

Every agreement tracked to its due date, with the outreach drafted before it lapses.

04

Receivables

Ageing tracked and follow-up staged, so collections stop depending on someone remembering.

03 / The dashboard

This is how your board could look.

A command view built for HVAC Contractors. Click an agent to see what it owns, switch a unit on, or add a panel. Nothing here is real data.

Command

HVAC Contractors
As of --:--:-- Illustrative
Panels
Open items 18 awaiting action +12
Cleared today 42 no human touch -4
Needs command 3 escalated to you +3
Automated 94 % of steps, no human +8

Role agents

1 needs command

Activity

streaming
06:41 INTAKE New records captured and routed to the right owner.
06:38 DOCS Documents generated from one source record.
06:35 FOLLOW-UP Overdue items surfaced with outreach drafted.

Illustrative only. Every figure here is invented to show the shape of the board. Convoy has no shipped builds yet and does not present demo numbers as client results.

04 / Wired into

Your tools stay your tools.

A CIS integrates rather than replaces. These are the systems we would expect to wire into here. If yours is not listed, it is almost certainly still workable.

ServiceTitan Housecall Pro Jobber QuickBooks Google Calendar Twilio Gmail

See the full connector list →

05 / Deploy

Start with a recon.

We study your real operation before writing a single line. Tell us how you move, and we will map where a CIS earns its place.

No cost. No obligation. We will tell you if a CIS does not earn its place.

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We use this only to prepare your recon. We do not sell or share it.