HVAC

HVAC automation templates

13 ready-made workflows for HVAC. Each one handles a real job your team does every week, right inside the tools you already use. The apps that come up most here: Slack, ServiceTitan and Gmail.

HVAC
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Automated HVAC Weekly Revenue Report
Every Monday morning, WebRun pulls last week's completed jobs and revenue from ServiceTitan, summarizes performance by job type and technician, and posts the report to your management Slack channel.
ServiceTitanGoogle SheetsSlack
Automated HVAC Truck Stock Reorder Drafts
WebRun reviews your parts and truck stock levels in FieldEdge, drafts purchase orders for items below your reorder threshold, and queues them for your manager to approve before any order is placed.
FieldEdgeGoogle SheetsSlack
Automated HVAC Seasonal Tune-Up Reminders
WebRun pulls your customer list from ServiceTitan, drafts seasonal heating or cooling tune-up reminder emails, and queues them for your review each season.
ServiceTitanMailchimpSlack
Automated HVAC Review Requests After Service
WebRun checks ServiceTitan for jobs completed today, drafts a review request email for each customer, and queues them for your team to approve before anything is sent.
ServiceTitanGmailSlack
Automated HVAC Overdue Invoice Chaser
WebRun finds past-due invoices in ServiceTitan, drafts a polite reminder email for each customer, and posts your office team a Slack chase list ranked by balance and days overdue.
ServiceTitanGmailSlack
Automated HVAC Emergency No-Heat No-Cool Alerts
WebRun monitors new jobs in ServiceTitan for no-heat and no-cool emergency calls, instantly alerts your dispatcher in Slack, and ensures priority jobs are assigned and acknowledged within minutes.
ServiceTitanSlack
Automated HVAC Membership Winback Campaign
WebRun finds customers whose maintenance membership lapsed in the past 90 days, drafts a win-back offer email for each, and queues them in Gmail for your team to review before sending.
ServiceTitanGmailSlack
Automated HVAC Maintenance Plan Renewals
WebRun checks ServiceTitan for maintenance agreements expiring soon, drafts a renewal email for each customer, and queues them for your review before anything goes out.
ServiceTitanGmailSlack
Automated HVAC Lead Speed-to-Lead Response
WebRun watches for new leads in Housecall Pro or your web form, drafts a personalized first-response email for each, and alerts your sales team in Slack so hot leads never wait more than a few minutes.
Housecall ProGmailSlack
Automated HVAC Install Estimate Follow-Up
WebRun finds unsigned replacement estimates in ServiceTitan, drafts a follow-up email for each homeowner, and flags the highest-value jobs in Slack so your sales team knows where to focus.
ServiceTitanGmailSlack
Automated HVAC Financing Approval Follow-Up
WebRun finds customers with a recently approved financing application in Housecall Pro, drafts a follow-up email encouraging them to book their installation, and queues it for your team to review.
Housecall ProGmailSlack
Automated HVAC Filter Change Reminders
WebRun checks ServiceTitan for customers due for a filter replacement, drafts a reminder email for each, and queues them for your team to review before any message is sent.
ServiceTitanGmailSlack
Automated HVAC Daily Dispatch Digest
Every morning, WebRun pulls the day's jobs from ServiceTitan, organizes them by technician and route, and posts a concise dispatch digest to your team Slack channel.
ServiceTitanSlack

Don't see your workflow?

Show WebRun any process once and we'll turn it into an agent that runs it on schedule.