Yes. The qualification flow branches based on site type and required details.
HVAC
Fill your diary without playing phone-tag.
Praxum automates HVAC enquiry handling, qualification, and scheduling—especially for servicing, maintenance, and reactive callouts—so your team stays booked and organised.
What this fixes
- Service enquiries come in randomly and you can’t respond fast enough.
- Maintenance reminders are manual (or never happen), so repeat work leaks away.
- Engineers show up without the right info: model, access notes, parking, site rules.
How it works
Step 1
Capture
Leads from calls, web, WhatsApp, and email.
Step 2
Instant response
With a structured intake (site type, system type, urgency).
Step 3
Qualification
Postcode coverage, availability windows, photos, make/model, fault codes.
Step 4
Scheduling
Propose slots based on engineer availability + travel buffers.
Step 5
Confirmation
Send booking summary + prep checklist + site access notes.
Step 6
Reminders
24h/2h reminders, reschedule link, no-show reduction.
Step 7
Maintenance loop
Automated annual/biannual reminders and rebooking.
What you get
- HVAC intake form/WhatsApp flow (service, install, breakdown, maintenance)
- Calendar automation with travel buffers and engineer assignment rules
- Automated maintenance reminder system (retain customers automatically)
- Site-ready job pack: address, contact, access, unit details, photos
- Lead and job pipeline tracking (enquiry → booked → completed → invoiced)
- Missed-call handling and after-hours routing
- Basic reporting: sources, conversions, response speed, repeat booking rate
Integrates with
Twilio (Voice/SMS/WhatsApp)Google/Outlook CalendarGmail/Microsoft 365AirtableHubSpot/PipedriveService inboxStripeXero/QuickBooksZapier/n8nWebhooks
Frequently asked questions
Yes. Rules can be based on location, skill set, or rota.
Yes. You can offer a controlled reschedule link that preserves your rules.
Yes. Clear confirmations + reminders + easy rescheduling typically cut no-shows.
Usually, yes. If your CRM has an API or can accept webhooks/Zapier, we can connect it.
We include opt-in wording and retention rules; you keep control of customer data.
You might also need
Book a 15-min audit
I’ll outline the fastest route to automated scheduling for your HVAC enquiries.