Part of the Contractors industry →
HVAC Dispatch & Tune-Up Agent
Fill the schedule without lifting a finger. An AI agent that runs tune-up campaigns, ranks your dispatch board, and follows up unscheduled quotes. It drafts everything. You approve every send.
Digital download: a ZIP with the playbook, setup guide, requirements card, input template, 4 blueprint files, and the prompt library. Buy direct and the download link arrives by email right after checkout. Also available on Etsy if you prefer to shop there. Buy once, yours to keep, including 12 months of updates.
Where this fits
Level 3 of 3: Put AI to work
AI agent systems that watch, draft, chase, and summarize while you run the business. Import-ready workflow blueprints and tuned prompts with a human in the loop: the agent drafts, you approve every send. The top of the intelligence ladder: tools that do the doing, not just the documenting.
Shown for the Contractors stack. The levels are the same in every industry.
Put AI to work
$99 to $199
Beyond the levels: Own the whole stack — Every level for your industry, one purchase, about 25% off. In development now; we bundle the stack once the levels beneath it are real.
What’s included
Everything in the file set.
- Seasonal Tune-Up CampaignPulls clients whose maintenance plan renews or whose equipment is 6 or 12 months past service, and drafts the reminder texts and emails that fill your shoulder seasons.
- Dispatch AssistRanks open work orders by priority and urgency into a daily dispatch list for your techs. Emergency jobs surface first, always.
- No-Answer Follow-UpTimed check-ins on quoted work that never got scheduled, at day 3, day 10, and day 30, with drafts written for your approval.
- Warranty WatcherFlags equipment approaching warranty end and drafts your owner notification. Deterministic: zero AI cost on this job.
- Workflow blueprintsImport-ready files for n8n (primary path) and Make.com (beta path): the daily monitor and the weekly digest, on both platforms.
- Playbook, prompts & setup guideAn 8-page operator’s playbook, 4 tuned system prompts, an 11-page 30-minute setup guide, a 1-page requirements card, and an input-sheet template for the test run.
Who it’s for
Built for a specific desk.
- HVAC shops with shoulder seasons to fill
- Dispatchers juggling techs, priorities, and callbacks
- Shops comfortable with spreadsheets and clicking through logins. No code required
Requirements
| You need | A Google account (for Sheets), Make.com on the free tier OR n8n, and an OpenAI API key (pay-as-you-go) |
|---|---|
| Typical running cost: about $5 to $20/month. Make’s free tier covers normal shop volume; n8n self-hosted removes the platform cost | |
| Skill: comfortable with spreadsheets and clicking through logins. No code, no command line | |
| Will not do: send messages on its own, schedule techs without review, or replace your judgment |
A note from Procedura. Published by Procedura. The workflow logic was executed against a dummy dataset (27/27 assertions passed, running the shipped code), and the blueprints were scanned to verify zero auto-send modules. The final import runs on your own accounts; the guide’s test step walks you through it with expected outputs documented. If the requirements don’t fit, don’t buy it. We’d rather lose the sale.
Questions
Asked before you asked.
Still unsure? Write to [email protected]. We answer setup questions about every product.
Elsewhere in the stack. Pair it with the HVAC Business OS ($119). The agent can read your dispatch board directly.
No. If you can use a spreadsheet and click through logins, you can set this up. There is no code and no command line anywhere in the process.
No. The agent drafts messages only. Every send needs your review and approval. The blueprints contain zero send modules. Verified, not just claimed.
Buy once, get 12 months of updates: improved prompts, blueprint fixes, and template revisions. The setup guide also covers the quick visual rebuild if a platform flags a module version on import.
Yes. The kit includes its own input-sheet template. If you also own our HVAC Business OS, the agent reads those sheets, but it is not required.
About $5 to $20/month typical. Make’s free tier covers normal shop volume, and OpenAI is pay-as-you-go usage. Self-hosting n8n removes the platform cost entirely.
Email [email protected] (or message us through Etsy if you bought there). Setup troubleshooting is covered: if the kit does not run after you follow the setup guide, we will help you get unstuck. Custom builds are not included.
The launch notes
Occasional, plain-spoken email.
New products, new playbooks, and practical notes on running a professional practice. No spam, no funnels, no daily drip. Unsubscribe anytime.
