Halo Automation

Services

Eight things we set up for HVAC shops. That's it.

We don't work with restaurants, law firms, or anyone else. Just HVAC. These are the eight automations we've put in place for contractors and know inside out — which ones make the biggest difference, and which ones aren't worth it for smaller shops.

AI phone answering — after-hours & overflow

When your team is on a job or it's 9pm on a Friday, an AI answering service picks up, asks the right questions, and books the appointment. The customer never hits a dead end. You get a transcript.

  • Set up around your actual services and service area
  • Books directly into Jobber, HouseCall Pro, ServiceTitan, or FieldEdge
  • After-hours, overflow, or full-time — your call
  • Transcript of every call sent to your inbox

Appointment reminders & no-show prevention

A text the day before and another an hour out. Simple as that. Customers who were going to forget get reminded, and those who need to reschedule do it themselves before you waste a truck roll.

  • Reminders sent 24 hours and 1 hour before appointment
  • One-tap reschedule link so they do it without calling you
  • Open slot gets filled automatically from your waitlist
  • Weekly no-show report so you can see the trend

Estimate follow-up

You write a quote and send it. Then what? Most owners hope the customer calls back. We set up a short message sequence that follows up for you — professionally, not pushy — and recovers 15–25% of estimates that would have just gone quiet.

  • Five messages over text and email, written in your voice
  • Sequence pauses automatically when they reply
  • Reminds them of the value, not just the price
  • You get a notification the moment someone engages

Google review requests

The best time to ask a customer for a review is right after you fix their problem. We set up an automatic text that goes out when a job closes. Most happy customers are glad to leave one — they just needed someone to ask.

  • Fires automatically when a job is marked complete
  • Routes to Google or Facebook, whichever you prefer
  • Unhappy customers get a private message to you, not a public post
  • Monthly summary of new reviews and your rating trend

Smarter dispatching

Your dispatcher spends a chunk of every morning rearranging jobs that shouldn't need to be rearranged. We set up logic that ranks and routes jobs by drive time, tech skills, and job margin — so the schedule builds itself.

  • Jobs ranked by what's most worth doing first
  • Tech skills and equipment matched to job requirements
  • Drive time taken into account before assigning
  • Daily schedule summary to your phone or inbox

Maintenance & tune-up campaigns

Your past customers are your easiest next jobs. We set up seasonal campaigns that remind them it's tune-up time, follow up on memberships, and re-engage people who haven't called in over a year.

  • Spring and fall tune-up campaigns
  • Filter replacement and maintenance reminders
  • Membership renewal sequences
  • Win-back messages for customers gone 12+ months

Business dashboard

A single screen that shows you what's actually happening in your business — calls coming in, jobs closed, revenue by tech, and where things are falling through the cracks. Updated automatically, no spreadsheets.

  • Full picture from call to closed job to invoice
  • Revenue and utilization broken down by tech
  • Your best customers and the ones going quiet
  • Quarterly business review call included on the top plan

Tech hiring workflow

When you're hiring, the back-and-forth to screen candidates eats hours you don't have. We build a process that pre-screens applicants, asks the right questions, and only puts qualified candidates on your calendar.

  • Intake form that filters by experience and certifications
  • AI phone screen with a written summary sent to you
  • Qualified candidates book themselves into your calendar
  • Everyone else gets a polite, professional response

Not sure where to start?

That's what the free audit is for. We spend a couple hours looking at your actual call volume, booking rate, and close rate — then tell you honestly which of these will move the needle for your shop, and which ones aren't worth it yet.

Book a free audit