Challenge
HVAC service operations live in vehicles. Most management software is built for office workflows and treats mobile as an afterthought. The owner needed dispatch, customer history, service records, and follow-up automation that a tech could actually use one-handed between calls, plus a marketing engine that fed it qualified leads.
Approach
- We designed CoolTrack Pro as a mobile-first management surface layered on top of GoHighLevel's CRM primitives.
- Service agreements were drafted to match how trades businesses actually price and sell: recurring memberships, seasonal tune-ups, and emergency call surcharges.
- Make.com automations wire booking forms into the dispatch view, send follow-up satisfaction touches, and trigger membership renewal workflows.
- We ran a web audit and an SEO audit on the company site to align the marketing layer with the operations layer.
Outcomes
- Dispatch lives where the tech does, on the phone in the cab.
- Recurring revenue from memberships became visible and forecastable.
- An SEO foundation was set for sustained organic acquisition.