Kept Cold HVAC Automation
End-to-end HVAC operations — lead intake, engineer dispatch, invoicing, and payment tracking.
Overview
A complete HVAC business automation built in n8n — from lead intake all the way to job completion, invoicing and payment tracking. Customers and an AI call assistant create jobs, admins assign engineers, engineers update progress live from the field, and the system auto-prices work, generates invoices, and chases unpaid bills over email and WhatsApp.
What we built
- Job intake from the website or an AI call assistant
- Admin dashboard with live job status
- Auto-creates engineer accounts and assigns by skill and location
- Real-time field updates (On Route / Working / Completed)
- Automatic pricing, invoice PDF generation and emailing
- Unpaid-invoice tracking with email + WhatsApp reminders
- Lead capture from site, Facebook and chatbot into the CRM
Results
- Replaced 5+ disconnected tools with one platform
- ~10+ hours/week of manual ops work saved
- Automated lead generation runs 24/7
- Route planning cut from hours to minutes
Tech
n8nSupabaseGmail/WhatsAppPDF GeneratorStripe/QuickBooks
“An absolute standout hire. The automations he built are genuinely running parts of my business I used to handle manually, and the AI phone agent handles lead qualification exactly the way I described. I will be coming back for future projects without hesitation.”
Verified client review