Appointments

How the HVAC Service Menu connects to the automations, with the appointment lifecycle and a live activity feed.

Illustrative demo data for ABC Heating & Cooling. Not actual customer results.

AC Repair

Diagnose and repair cooling issues for residential systems.

1–2 hours

Auto-confirm

Heating Repair

Diagnose and repair furnace or heating system issues.

1–2 hours

Auto-confirm

HVAC Maintenance

Seasonal tune-up and system inspection.

1 hour

Auto-confirm

Installation Estimate

On-site estimate for a new system installation.

1–2 hours

Staff approval

General HVAC Inspection

Whole-system inspection and health report.

45–60 min

Auto-confirm

Appointment Requested

→

Confirmed

→

Reminder Sent

→

Completed

Branches

Rescheduled

Follow-up rebooks a new time and restarts reminders.

Canceled

Follow-up offers to rebook the lost appointment.

No-Show

Follow-up reaches out to pick a new time.

Appointments requiring dispatch approval must be confirmed by staff or a connected scheduling system before reminders are sent.

Recent activity

Sarah MitchellAC Repair
Confirmed
Booked via Missed Call Recovery. Confirmation SMS sent.
Today · 9:42 AM
James CarterHVAC Maintenance
Requested
New website lead. Awaiting staff confirmation for Thursday 2:00 PM.
Today · 8:15 AM
Priya ShahHeating Repair
Rescheduled
Customer replied R. Rescheduling follow-up sent; rebooked Thu 1:00 PM.
Yesterday · 4:30 PM
Daniel ReyesInstallation Estimate
Completed
Estimate accepted via follow-up. Job moved to Won and scheduled.
Yesterday · 2:10 PM
Lena OrtizAC Repair
No-Show
No-show detected. Rescheduling follow-up sent automatically.
2 days ago · 11:00 AM
Marcus LeeGeneral HVAC Inspection
Reminder Sent
2-hour reminder delivered for tomorrow's inspection.
3 days ago · 9:00 AM