HVAC & trades · Ottawa–Gatineau
When heat-pump demand spikes, the office breaks first
Rebates and no-heat calls raise the emotional load on homeowners and your CSRs. ThinkIQ maps intake, dispatch, and billing handoffs, then builds governed automation between tools you already use, so jobs move with less retyping and fewer missed urgencies.
What we fix
Time back for owners and CSRs
Stop losing evenings to inbox catch-up while techs wait on callbacks, photos, or rebate notes that never hit the job record.
Trust when phones run hot
After-hours flags, address changes, and “no heat” urgency need a reliable path from first touch to dispatch, not a sticky note.
Quote → dispatch → invoice
Connect assessment, scheduling, field updates, and billing so nothing lives in one person’s memory or three inboxes.
Hardest days
Sound familiar after a cold snap?
- After-hours form never became a dispatch ticket
- Dispatch and the calendar disagree; techs get rerouted
- Jobs closed in the field but not billed before month-end
Start here
Operational Discovery Audit
Fixed fee. We map where surge volume costs hours and where rushed handoffs create risk, then deliver a prioritized automation backlog with scoped build options. No field-platform rip-and-replace.
Includes
- Interviews with owner, office lead, dispatch, and accounting
- Data-flow map: phones, CRM, field app, QuickBooks (or equivalent)
- Stress tests: cold snap, rebate inquiry spikes, month-end billing
- Prioritized backlog with acceptance criteria and phasing
Not included
- Legal or tax advice on rebate programs
- Replacing your field platform or guaranteed revenue outcomes
30-minute fit call, then a fixed-fee audit proposal before any build.
Start with the free AI Governance Checklist or a fixed-fee Operational Discovery Audit. Scope and price before any build.
Typical stack: ServiceTitan, Housecall Pro, QuickBooks, HubSpot, email
Get started
Map surge readiness in one conversation
30 minutes to see if intake and dispatch are the bottleneck, or if we are not the right fit.