The outcome
- 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.
The challenge
HVAC service operations live in vehicles, but 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 a tech could use one-handed between calls — plus a marketing engine that fed it qualified leads.
How we did it
- Designed CoolTrack Pro as a mobile-first management surface layered on GoHighLevel's CRM primitives.
- Drafted service agreements to match how trades businesses actually price and sell: recurring memberships, seasonal tune-ups, and emergency call surcharges.
- Wired Make.com automations from booking forms into the dispatch view, follow-up satisfaction touches, and membership renewal workflows.
- Ran a web audit and SEO audit to align the marketing layer with the operations layer.