HVAC Service Company — Calendar & Booking

How calendaring works for your business.

Dispatch + service-call booking with per-tech availability.

HVAC Service Company

Dispatch + service-call booking with per-tech availability.

Recommended durations

Typical: 30 / 60 / 90 / 120 / 240 / 480 min (diagnostic, repair, tune-up, install consult, full install).

Capacity mode

Named resources — each technician or truck is bookable in parallel; the customer picks the next available slot.

Customer appointment setting

  • Customer opens /book/your-company, picks a duration matching the call type (diagnostic vs. install consult).
  • If you run named techs/trucks, the customer picks one; otherwise the system confirms up to your concurrent-job limit.
  • Customer enters the service address, equipment type (AC / furnace / heat pump), and the issue in the purpose field so dispatch can plan parts.
  • Instant confirmation + 24-hour and 30-minute reminder emails fire automatically.
  • Maintenance plan members get auto-reminders to book their spring/fall tune-ups.

Agent calendar management

  • App header → 📅 Booking Setup: set custom durations matching your real call types and choose Named Resources, then add each technician/truck (Active toggle for vacation/sick).
  • Every booking lands on your company Google Calendar with the customer, equipment, and issue in the title.
  • Use the in-app Calendar to drop in manual events (parts pickup, supplier visits, on-call rotations) — they push to Google automatically.
  • Click any customer event to open their equipment history, prior service notes, and maintenance plan status.
  • Decline an unwanted booking with one click — the requester gets a templated email with your reason and alternative contact path.

Get started in 60 seconds

  1. Sign in to the App.
  2. Click 📅 Booking Setup in the top header.
  3. Enter your durations and pick a capacity mode.
  4. Share your public link: /book/your-name

The engine (all verticals)

  • Custom durations 5–480 min
  • Single / Named / Anonymous capacity
  • Google Calendar 2-way sync
  • Auto confirmation + 24h + 30-min reminders
  • Birthday & anniversary touches
  • One-click decline with templated reply

Ready to put your client work on autopilot?

Dictate, call, email, schedule, and store — every client touch in one place.