HVAC

When summer hits, your schedule shouldn't fall apart.

Seasonal demand doubles your call volume overnight. Maintenance agreements live on spreadsheets. Dispatch needs refrigerant certs you can't always find. TMI builds the systems that hold your operation together when everything is happening at once.

The Problem

HVAC operations break at the exact moment demand peaks.

Summer AC calls and winter heat emergencies arrive in waves. The shops that lose jobs aren't slower -- they're running on manual systems that can't scale when the phone doesn't stop ringing.

01

Skill-sensitive dispatch is a daily guessing game

You can't send just anyone to a commercial chiller or a brand-specific warranty call. Knowing which tech has the right cert, the right training, and the nearest position -- that's a problem most dispatchers solve by memory. Memory breaks when it's 95 degrees and 40 calls are queued.

02

Maintenance agreements are recurring revenue you can't actually track

You've got 300 maintenance customers on a spreadsheet. Some are annual, some are semi-annual, some are overdue by four months. The revenue is there -- but collecting it requires someone manually cross-referencing dates and making calls. Most shops lose 20-30% of that contract revenue to administrative gaps.

03

Emergency calls blow up planned schedules with no recovery path

A midnight heat-out call in July isn't optional. But inserting it into a full schedule means three other customers get pushed, no one is notified, and the dispatcher spends an hour on the phone explaining delays. There's no system -- just a dispatcher making it work.

Full-Stack Coverage

Six functions. One connected system.

Most software covers one slice. TMI builds the infrastructure that connects every function of an HVAC business into a single operating layer that doesn't require constant manual management.

01

Sales & Quoting

Equipment replacement quotes generated from system age, model, and job history. Maintenance agreement proposals sent automatically after diagnostic visits. No manual pricing lookups, no quotes sitting in draft.

Estimating & Job Costing →
02

Dispatch & Scheduling

Cert-aware dispatch matches the right tech to every job -- refrigerant handling, brand authorizations, warranty eligibility. Emergency calls inserted automatically with rerouting and customer notifications handled in the same action.

AI Dispatch & Scheduling →
03

Payments & Invoicing

Invoice generated at job close with parts, labor, and any add-ons captured in the field. Maintenance agreement renewals billed automatically on schedule. No invoice lag, no chasing receivables.

Invoice & Payment Automation →
04

Marketing & Reputation

Seasonal tune-up campaigns sent to your customer base before demand peaks. Review requests triggered post-job. Past customers re-engaged before they call a competitor. Your reputation and pipeline build without manual effort.

Customer Feedback & CRM →
05

Field Operations

Techs log parts used, time on site, and job notes from their phone. No paperwork, no callbacks to the office for part numbers. Inventory deducted automatically. Job history accessible at the next visit.

Field Data Capture →
06

Reporting & Intelligence

Maintenance agreement renewal rates, seasonal revenue curves, tech productivity, and callback rates in one dashboard. Know which techs are generating callbacks and which agreements are lapsing before they become lost revenue.

Analytics & Reporting →
What We Build

Every system we build for HVAC.

These aren't features in a SaaS tool. These are custom-built systems that fit your operation -- designed around how your HVAC company actually runs, not how software companies think it should.

23%
Average maintenance agreement revenue lost to manual tracking gaps
3x
Seasonal call volume spike -- same staff, same schedule
18%
Callback rate when dispatch ignores cert requirements
8 wks
Average time from kickoff to live operation
How It Works

Three steps. Your operation, automated.

01

Map your operation

One call. We walk every process, bottleneck, and gap in your workflow. Nothing gets assumed. Nothing gets skipped.

02

We build it

Custom AI infrastructure built specifically for how you operate. Done for you. 14 days max. No templates. No generic software.

03

You run it

Your team gets trained. The system runs. We stay on for support. You never deal with a generic software vendor again.

Key Systems

What gets built for your operation.

Smart Dispatch Routing

Routes techs by cert, location, and current job - no calls back to the office to check who knows refrigerants.

Maintenance Agreement Automation

Tracks every MA, sends renewal reminders, and books follow-ups automatically without your office staff chasing.

Seasonal Surge Planning

Monitors call volume trends and pre-schedules labor before demand spikes. You know what is coming before the phone rings.

Technician Time Tracking

Logs field time automatically. Captures drive, job time, and parts usage without paper tickets or memory.

Customer Communication Layer

Sends appointment confirmations, tech-on-the-way alerts, and post-job follow-ups automatically in your voice.

Revenue Leak Detection

Flags jobs closed below estimate, missed add-ons, and agreements not renewed. You see what slipped before the month closes.

Common Questions

What operators ask us.

We build a capacity and scheduling layer that monitors incoming call volume and automatically adjusts job assignments based on availability, cert requirements, and geography. When demand doubles overnight, your dispatch adapts.

Yes. The system maintains a live skill and certification profile for each tech and routes jobs accordingly. If a job needs EPA 608, only the right people get dispatched. No manual checking.

We build an automated renewal and scheduling loop. Every active MA gets a renewal reminder at the right interval, and a follow-up booking goes out automatically. You stop leaving agreement revenue on the table.

We build around what you already have. This is custom infrastructure, not a replacement app your team has to relearn from scratch.

14 days from the mapping call to deployment. That includes building, testing, and training your team.

Get Started

Stop managing seasonal chaos. Build a system that handles it.

Tell us how your HVAC operation runs today. We'll map where the gaps are costing you and build a plan to close them.

How We Work

Four ways to build with TMI.

Every engagement is different. Whether you need the full operating system or one agent solving one problem - we have a format that fits where you are right now.

Full Install

Agentic OS

One engagement. Every system. TMI designs, builds, and installs your complete AI operating system - from lead intake to final output. You own it. It runs without us once it's live.

Book a Strategy Call →
Targeted Build

OS Bundles

Pre-configured intelligent systems built for your industry. The highest-impact functions deployed faster - starting with what moves the needle most for your operation and expanding from there.

See What's Included →
Single System

Agents

One agent. One problem. Purpose-built AI for the specific friction point costing your business the most right now - dispatch, estimating, follow-up, compliance, or anywhere else it's bleeding.

Start With One Agent →
White-Label

Licensing

Agencies and consultants can license TMI's proven systems to deploy for their own clients - under your brand or ours. Done-for-you infrastructure you didn't have to build from scratch.

Inquire About Licensing →

Not sure which format is right for where you are? Every engagement starts with a strategy call. We'll tell you exactly what to build and in what order.

Book a Strategy Call →