Do I need to replace my current software?

No. We build around ServiceTitan, Housecall Pro, Jobber, FieldEdge, spreadsheets — whatever you already run. Your team keeps working the way they know how; the automation sits between your tools and does the retyping, chasing and reminding.

How long until it's running?

The first system — usually instant lead response and missed-call recovery — is typically live within two to three weeks of the discovery call. Larger builds like dispatch integration and seasonal maintenance campaigns roll out in stages after that, so you see results before the whole thing is finished.

What if my needs are unusual?

That's common in HVAC. Commercial and residential split, union rules, on-call rotations, multi-location dispatch, warranty and rebate paperwork — none of that fits a boxed product. We use proven components where they apply and build custom where they don't.

Do you serve my area?

Yes. Karteric works with HVAC contractors across the United States. Everything is built and supported remotely, so your location has no effect on what we can deploy or how quickly we respond.

HVAC

Automation that keeps HVAC jobs booked and techs moving

You don't lose jobs because you're bad at HVAC. You lose them because the phone rang three times during a rooftop change-out, the estimate never got followed up, and the tune-up list has been sitting in a spreadsheet since March. Karteric™ builds the systems that handle all of that while your crew stays on the work.

Start with a conversation

The reality for HVAC contractors

The first 90-degree week decides the quarter. Calls stack up faster than the office can answer them, and the homeowner sweating in a living room isn't leaving a voicemail — they're calling the next contractor on the list. By the time someone gets back to the missed number that afternoon, the job is already on another company's board.

Then there's the quiet leakage. A replacement estimate goes out on Tuesday and never gets a second touch. A capacitor call gets scheduled for a window the homeowner forgets, and the truck rolls to an empty driveway. Dispatch is one person with three screens open, retyping the same address into the CRM, the field app and a text message. Parts come in and nobody circles back to the job that was waiting on them.

And demand swings. Two months flat out, a shoulder season with idle trucks, then heating season. The maintenance agreements and past customers who'd fill those quiet weeks are sitting right there in your history — but calling them takes time nobody has when it's busy, and momentum when it's slow. Reviews go the same way: your best techs do great work every day and almost none of it ever shows up online, because asking is one more thing at the end of a long shift.

What automation does for HVAC

Five systems that map directly to how an HVAC shop makes and loses money.

Instant response to inbound service calls

When a homeowner with no cooling calls at 11am in July, the first contractor to respond usually wins the job. Every call, form and message is captured and answered in under a minute — a real reply with next steps, not an auto-responder — and missed calls get an immediate text back offering the next open slot.

Contractors typically recover several bookable calls a week that used to go to voicemail.
Appointment reminders that cut no-shows

Confirmations go out at booking, the day before, and the morning of, with a live "tech is on the way" note and a one-tap reschedule link. Cancellations free the slot automatically and offer it to the next waiting customer.

A truck rolling to an empty house is a wasted half-day — this puts most of those hours back on billable work.
Review requests after every completed job

When a work order closes in your field software, the customer gets a review request timed to the visit — with the tech's name on it. Anything below a strong rating routes privately to you first, so a bad day becomes a service call instead of a public one-star.

Steady review volume is what makes you the obvious pick in local search when the next unit fails.
Seasonal maintenance-reminder campaigns

Your install and service history becomes a calendar: spring AC tune-ups, fall heat checks, filter reminders, expiring warranty follow-ups, and win-back outreach for customers you haven't seen in two years. Each one goes out on its own without anyone remembering to build a list.

Maintenance agreements and shoulder-season revenue stop depending on who has time to make calls.
Dispatch and scheduling glue

The connective tissue between your phone system, CRM and field software: new jobs land on the board with the right tags, techs get their day pushed to their phone, parts-on-order jobs resurface when the part arrives, and unassigned work escalates before it goes stale.

Dispatch stops being a person retyping information from one screen into another.

We don't sell a boxed HVAC solution. We start by learning how your shop actually runs — how calls come in, how you dispatch, where jobs stall — then build to fit. Proven systems where they apply, custom where they don't.

The payoff

Fewer missed calls, more booked jobs

A missed call in peak season isn't a lost call — it's a lost service ticket, and sometimes the replacement that would have followed it. Recovering even a handful each week compounds into real revenue across a cooling season, without adding a seat in the office.

Fewer no-shows, recovered revenue

Every empty driveway costs you fuel, payroll and a slot another customer wanted. Layered reminders and easy rescheduling turn most of those dead runs back into billable hours — and keep the board full when a cancellation lands.

Less admin, more capacity

Retyping job details, chasing reviews, building tune-up lists and following up on estimates eat hours every week. Handing that to a system gives your office staff their day back and gives you your evenings back — before you hire anyone.

How we work

Discovery first. We won't quote a system before we understand your shop.

Intelligent by design

We map your actual call flow, dispatch rules and busy-season bottlenecks before we build a single automation.

Outcomes over outputs

Success is booked jobs, recovered no-shows and hours off your evenings — not a count of workflows shipped.

Human at the center

Automation handles the repetition. Your techs and CSRs stay in charge of the judgment calls and the relationship.

Future-proof

Built to survive a software change, a second location or a doubled call volume — and maintained as you grow.

HVAC automation questions

Do I need to replace my current software?: No. We build around ServiceTitan, Housecall Pro, Jobber, FieldEdge, spreadsheets — whatever you already run. Your team keeps working the way they know how; the automation sits between your tools and does the retyping, chasing and reminding.
How long until it's running?: The first system — usually instant lead response and missed-call recovery — is typically live within two to three weeks of the discovery call. Larger builds like dispatch integration and seasonal maintenance campaigns roll out in stages after that, so you see results before the whole thing is finished.
What if my needs are unusual?: That's common in HVAC. Commercial and residential split, union rules, on-call rotations, multi-location dispatch, warranty and rebate paperwork — none of that fits a boxed product. We use proven components where they apply and build custom where they don't.
Do you serve my area?: Yes. Karteric works with HVAC contractors across the United States. Everything is built and supported remotely, so your location has no effect on what we can deploy or how quickly we respond.

Tell us how your shop runs

Bring the parts that frustrate you — the peak-season phones, the dispatch board, the estimates that go quiet. We'll listen first and figure out what actually fits.