HVAC Automation Blueprint

Automate the boring stuff — scheduling, follow-ups, quotes and dispatch — so your team responds faster and closes more jobs.

Automation Playbooks

Templates & Flows

Tools that work

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Lessons

10+

Worksheets & Templates

Workflows that actually run

Create dependable automation from lead capture to job close.

Human-friendly automation

Automate without losing personal touch with customers.

Dispatch & scheduling

Smart routing, tech calendars, and fewer missed appointments.

Estimate & invoice flows

Automated quotes and approval nudges that reduce friction.

What You’ll Build in This Automation System

Automated Lead Capture Engine

Instant routing, call tracking & smart follow‑ups.

Hands‑Free Scheduling & Dispatch

Tech calendars, reminders & routing automations.

Revenue Automation System

Quotes, approvals, invoices & follow‑up nudges.

Customer Experience Automation

Reviews, memberships & retention flows.

Ready to automate your HVAC operations?

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About Instructor

Nathan

I’ve been working in the HVAC industry for over 15 years, and during that time, I’ve handled everything from residential service calls to large-scale commercial installations. I’ve been in the trenches, faced the toughest challenges, and learned what really works out there in the field.

8 Courses

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Course Includes

12 Lessons