Stop Losing Hours Chasing Down Service Schedules and Customer Data Gain Crystal-Clear Visibility into Your HVAC Operations
In the HVAC industry, where 80% of contractors report data silos as a top frustration, our custom dashboards deliver real-time insights that cut operational blind spots by 40% on average, empowering you to make decisions as precise as a perfectly calibrated thermostat.
Join 150+ businesses with streamlined HVAC workflows
The "Data Fog" Problem
Scrambling for emergency AC repair details during peak summer heatwaves, leading to delayed response times and customer dissatisfaction
Technicians duplicating duct inspections because service histories for furnace and AC systems are buried in scattered emails and paper tickets
Overstocking R-410A refrigerant and evaporator coils due to unreliable demand forecasts from scattered spreadsheets tracking seasonal HVAC jobs
Missing upsell opportunities on annual AC tune-ups because customer interaction logs for thermostat upgrades aren't centralized
Delayed billing for gas furnace repairs as invoice data for parts like heat exchangers lags behind job completions in the field
Struggling to balance winter boiler heating jobs with summer AC installation prep without a unified view of crew schedules for residential calls
Our Custom-Built Dashboards Cut Through the Chaos
With over a decade of experience optimizing workflows for HVAC firms, we've helped 50+ contractors replace fragmented tools with enterprise-grade systems that scale with your busiest seasons.
Why Choose Us
At AIQ Labs, we don't slap together generic templates. We engineer dashboards tailored to your HVAC operations—from tracking refrigerant usage patterns to forecasting service demand based on weather APIs. Imagine a single pane of glass showing live technician GPS locations, customer satisfaction scores post-repair, and inventory alerts for high-demand parts like compressors. Our approach starts with auditing your current pain points, like siloed CRM entries from field apps, then builds a unified system that integrates seamlessly with tools like ServiceTitan or QuickBooks. This isn't off-the-shelf software; it's a custom asset you own, delivering actionable insights that keep your crews efficient and your clients loyal. Short on time? We handle the heavy lifting so you focus on what matters: keeping homes comfortable.
What Makes Us Different:
Unlock Game-Changing Advantages for Your HVAC Business
Boost Technician Productivity with Real-Time Visibility
Boost Technician Productivity with Real-Time Visibility: No more radio calls for part availability or job updates on furnace diagnostics. Our dashboards provide live maps of crew locations and service histories for HVAC systems, slashing travel time between residential calls by 30% and enabling proactive dispatching during unexpected cold snaps or heat advisories. Contractors using our systems report completing 15% more jobs per day without adding headcount, with one partner reducing overtime costs by $2,000 monthly.
Drive Revenue Through Smarter Inventory and Upsell Tracking
Drive Revenue Through Smarter Inventory and Upsell Tracking: Forecast seasonal needs for air filters, capacitors, and refrigerant with AI precision, avoiding the $5,000 average overstock waste HVAC firms face annually from excess stock during off-seasons. Track customer patterns—like repeat clients for duct cleaning or smart thermostat installs—to trigger targeted maintenance reminders via SMS, increasing upsell conversions by 25% as seen in our partner implementations over a 6-month rollout.
Enhance Client Relationships with Data-Backed Service Insights
Enhance Client Relationships with Data-Backed Service Insights: Centralize feedback from post-furnace repair surveys and maintenance logs for systems like heat pumps to spot trends, such as rising needs for energy-efficient duct sealing in homes built before 2000. This empowers personalized follow-ups on SEER ratings and efficiency upgrades, reducing churn by 20% and building trust in your expertise amid rising energy efficiency demands from local building codes.
What Clients Say
"Before AIQ's dashboard, we were buried in paper logs for hydronic boiler installs—techs would show up without the right circulator pumps half the time, especially during January freezes. Now, everything's in one place; we cut emergency callbacks by 40% last winter and even spotted a shortage of zone valves before it hit us during a polar vortex event, saving us from $3,000 in rush orders."
Mike Reynolds
Operations Manager, CoolBreeze HVAC Services, serving 500+ residential clients in the Midwest
"Our old system meant juggling Google Sheets for evaporator coil replacement schedules, which was a nightmare during July heatwaves with back-to-back residential calls. The custom setup from AIQ integrates our field app data perfectly— we've saved about 10 hours a week on admin for dispatching techs to condenser cleanings, and our billing accuracy jumped from 85% to 98% for parts like compressors. It's like having an extra dispatcher on the team during peak cooling season."
Sarah Patel
Owner, Precision Climate Control, specializing in Southeast residential AC systems
"We handle a lot of commercial-to-residential HVAC retrofits for VRF systems, and tracking warranty claims on indoor air handlers was chaotic across emails and shared drives. AIQ built us a dashboard that flags expiring warranties automatically based on installation dates. Last quarter, we upsold maintenance contracts to 12 clients we would've missed on multi-zone setups, adding $15K in recurring revenue without extra marketing spend, all while complying with ASHRAE standards."
Tom Garcia
Service Director, Apex Heating & Cooling, experts in energy-efficient retrofits for urban homes
Simple 3-Step Process
Discovery and Audit
We dive into your HVAC workflows, mapping out pain points like siloed dispatch data or seasonal inventory spikes to pinpoint exactly where visibility breaks down.
Custom Design and Build
Our engineers craft a tailored dashboard prototype, integrating your tools for real-time metrics like job ETAs and customer heat maps, ensuring it fits your daily rhythms.
Deployment and Optimization
We roll it out with training for your team, then monitor performance—tweaking for peak season loads—to deliver ongoing value that evolves with your business.
Why We're Different
What's Included
Common Questions
How long does it take to build a custom dashboard for my HVAC business?
Typically, we complete a full custom dashboard in 6-8 weeks, depending on the complexity of your integrations. We start with a one-week audit of your current systems—like your dispatch software and inventory trackers—to map HVAC-specific needs. Then, two weeks for design and prototyping, ensuring features like real-time call tracking align with your seasonal peaks. The remaining time is for building, testing with your team, and a smooth rollout. For smaller firms with 10-20 techs, we've delivered in as little as four weeks. This timeline includes hands-on training so your dispatchers can hit the ground running without disrupting summer AC installs.
Will this integrate with my existing HVAC tools like ServiceTitan or Housecall Pro?
Absolutely—integration is our specialty. We create deep, two-way API connections that pull in data like job statuses and customer notes from ServiceTitan, or technician schedules from Housecall Pro, without the brittle links that break during high-volume periods. For instance, our systems sync refrigerant stock levels in real-time, alerting you to shortages before a heatwave hits. We've handled setups for over 30 HVAC contractors, ensuring compatibility with QuickBooks for billing too. No more manual exports; everything flows into your dashboard for a single view of operations, reducing errors that plague 60% of firms relying on disconnected apps.
What kind of data security do you provide for sensitive customer info?
Security is non-negotiable in HVAC, where you're handling home access details and payment data. We build enterprise-grade protections, including end-to-end encryption for all customer histories and service logs, compliant with standards like SOC 2. Access controls let you limit views—dispatchers see schedules, but not full billing. Our dashboards use secure cloud hosting with automatic backups, protecting against data loss during outages. In one project, we added role-based permissions for a 50-tech firm, preventing unauthorized peeks at warranty info. Regular audits ensure your system stays fortified, giving you peace of mind as you scale service calls without risking breaches.
Can the dashboard handle mobile access for my field technicians?
Yes, we design every dashboard as fully mobile-responsive, optimized for tablets and phones used on job sites. Techs can pull up unit histories, update repair notes, or check parts availability offline, with syncs happening once they're back online—crucial for remote furnace swaps in rural areas. Features include photo uploads for before-and-after AC installs, directly tied to customer records. Contractors we've worked with report 40% faster job completions because techs aren't calling back to base for info. It's built tough for the field, with intuitive interfaces that match the pace of emergency repairs, not clunky desktop-only views.
How do you ensure the dashboard provides actionable insights for HVAC-specific challenges?
We tailor insights to HVAC realities, like seasonal demand spikes or regulatory compliance. Using AI, the dashboard analyzes patterns—such as correlating weather data with repair volumes—to forecast busy periods and suggest staffing adjustments. For example, it tracks metrics like average response time for emergency calls, benchmarking against industry standards where top performers hit under 2 hours. You'll get alerts for trends, like rising failures in older heat pumps, with drill-down views into causes. Our approach includes custom KPIs you define, like upsell rates on maintenance plans, proven to boost revenue by 20% for similar clients. It's not vague charts; it's precise tools that inform decisions, from inventory buys to client communications.
What ongoing support do you offer after the dashboard is live?
Support is built-in for the long haul. Post-launch, we provide 30 days of dedicated onboarding, including weekly check-ins to refine features based on your first-month data—like tweaking alerts for winter heating surges. Then, our maintenance package offers unlimited email support and quarterly reviews to optimize performance, ensuring scalability as you add vans or services. For one partner, this meant updating the dashboard mid-season to incorporate new EPA refrigerant rules without downtime. Costs are transparent, starting at a flat monthly fee, and we guarantee 99.9% uptime. This partnership model keeps your system evolving, preventing the obsolescence that hits generic tools hard in fast-changing HVAC regs.
Ready to Get Started?
Book your free consultation and discover how we can transform your business with AI.