Best AI Automation for HVAC & Field Service

Community-ranked AI deployment blueprints for hvac & field service. Each blueprint includes agents, integrations, schedules, and ROI projections — ready to deploy.

# Blueprint Score Agents Cost/mo Hours Saved Complexity
1 Preventive Maintenance Scheduling
ServiceTitan, Twilio, gpt-4-turbo
78 /100 4 45h/wk Simple
2 HVAC Dispatch & Technician Routing
ServiceTitan, QuickBooks, Phone dispatch system
82 /100 5 28h/wk Moderate
3 HVAC Service Dispatch Agent Fleet
ServiceTitan, Claude, Slack
42 /100 WALK 2 $40 12h/wk Moderate
4 AirComfort Pro — Residential HVAC company, 20 techs
Google Calendar, Twilio, QuickBooks
72 /100 RUN 3 $325 18h/wk Simple
5 PlumbRight Services — Plumbing company, residential + commercial
Google Sheets, Twilio, Slack
72 /100 RUN 3 $150 12h/wk Simple
6 RoofMaster Contractors — Roofing contractor, storm damage specialist
Airtable, Google Maps, Twilio
72 /100 RUN 3 $260 50h/wk Simple

Automated HVAC preventive maintenance system that intelligently schedules 2000+ service contracts, optimizes technician routes, and proactively communicates with customers. The system analyzes equipment performance data to predict maintenance needs and prevents costly emergency repairs. Real-time capacity management ensures optimal resource allocation while automated customer communications improve satisfaction and reduce no-shows.

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ScheduleOptimizer CustomerCommunicator EquipmentAnalyst CapacityManager

An intelligent HVAC dispatch and routing system that automates job assignments, optimizes technician routes, and maintains real-time customer communication. The system integrates with ServiceTitan and QuickBooks to create a seamless workflow from service request to job completion. Advanced routing algorithms minimize travel time while AI-powered agents handle dispatch decisions, inventory tracking, and performance analysis. The result is increased daily service capacity, improved customer satisfaction, and reduced operational overhead.

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DispatchCoordinator RouteOptimizer CustomerCommunicator InventoryTracker PerformanceAnalyzer

Automated job scheduling, technician routing, and parts inventory management for field service companies.

The CoolBreeze HVAC system consists of two complementary agents that automate daily operations and customer communications. The Smart Dispatcher serves as the core optimization engine, running daily at 5am to analyze ServiceTitan job data and generate optimal technician routes using Google Maps API. This ensures maximum efficiency before the workday begins. The Customer Updater operates reactively, monitoring ServiceTitan for job status changes and dispatching real-time SMS notifications to keep customers informed throughout the service process. Both agents share a common integration layer with ServiceTitan as the central data source, while each maintains specialized connections to their respective services (Google Maps for routing, Twilio for SMS). The architecture emphasizes reliability and real-time responsiveness, with the batch optimization happening during off-hours and reactive updates flowing immediately as job statuses change.

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Smart Dispatcher Customer Updater

AI deployment blueprint for Residential HVAC company, 20 techs. Automates hvac dispatch using Google Calendar, Twilio, QuickBooks, Claude.

Three-agent system leveraging existing Google Calendar and QuickBooks data to optimize operations. Smart Dispatch Agent handles real-time technician assignments, Maintenance Renewal Agent manages customer retention, and Capacity Planning Agent provides strategic workforce insights.

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Smart Dispatch Agent Maintenance Renewal Agent Capacity Planning Agent

AI deployment blueprint for Plumbing company, residential + commercial. Automates plumbing ops using Google Sheets, Twilio, Slack, Claude.

Event-driven automation using existing tools with Claude AI for intelligent decision-making. Twilio webhooks trigger emergency routing, scheduled jobs monitor inventory, and form submissions activate warranty processing.

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Emergency Dispatch Router Parts Inventory Monitor Warranty Claim Processor

AI deployment blueprint for Roofing contractor, storm damage specialist. Automates roofing ops using Airtable, Google Maps, Twilio, Claude.

Event-driven architecture leveraging existing tools (Airtable, Twilio, Google Maps) with Claude AI for intelligent processing. Storm leads trigger immediate response workflows, while scheduled optimization runs handle daily operations.

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Storm Lead Response Agent Insurance Documentation Agent Crew Scheduling Optimizer

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