HVAC/Heating | SEO + Automation

The Switchback Starter Pack for HVAC & Heating Professionals

AI-Powered Automation Bundle

• Optimized Service Operations:
  Automate scheduling for service calls, parts inventory management, maintenance reporting, and customer follow-ups.

• Custom HVAC CRM:
  Seamlessly manage up to 100,000 client records with a tailor-made CRM designed specifically for HVAC businesses.

• Significant Time Savings:
  Reduce administrative tasks by over 20 hours per week, letting you focus on installations, repairs, and customer care.

• No-Code Simplicity:
  Enjoy an intuitive, spreadsheet-inspired layout that makes training your team and managing leads effortless.

• Personalized AI Prompts:
  Let AI handle email writing, appointment scheduling, invoicing, and more—turning 10 minutes at your desk into the equivalent of 2 hours of productivity.

Enhanced DIY SEO Starter Pack w/ Website

• Boost Your Local Presence:
  Receive professional SEO guidance tailored for HVAC companies, driving more local service leads without the premium price tag.

• Optimized Website Setup:
  Get a 4-page, professionally designed website template (optional, built on Squarespace) complete with full post-launch audits to ensure peak performance.

• Actionable Insights:
  Access 3 hours of expert optimization videos, a comprehensive content management sheet, and detailed market analysis to refine your strategy.

• Ongoing SEO Support:
  Enjoy lifetime access to the SEO Trailhead, ensuring 24/7 assistance as you fine-tune your local SEO efforts.

Seamless Integration & Powerful Benefits

• Effortless Connectivity:
  Integrates smoothly with your existing systems—from your scheduling tools and POS to social media accounts, ecommerce platforms, and accounting software.

• Fully Configurable & Scalable:
  Customize every detail to match your HVAC business needs and scale operations as you grow.

• AI-Enhanced Efficiency:
  Overcome operational bottlenecks and make data-driven decisions with intelligent automation and personalized prompts.

• Dual Advantage:
  Streamline internal processes while enhancing your online presence to attract and engage more local HVAC customers.

What You’ll Get

• 10 Time-Saving Automations:
  Complete setup, configuration, and testing of 10 automations specifically designed to streamline your HVAC operations.

• Integration Toolkit:
  A fully configurable and scalable system offering over 6,000+ integration possibilities.

• Comprehensive Training:
  2 hours of live training (plus recorded sessions) to ensure seamless adoption and efficient use across your team.

• Data Transfer Support:
  Full assistance in transferring your existing data into our custom HVAC CRM, ensuring a smooth transition.

What You’ll Need

• An Email Account:
  We currently programmed the bundle to work with Gmail but it also works with Outlook, Yahoo Mail, iCloud, and more.

• Calendar:
  We set this up with Google Calendar but this works with any other calendar tool.

• (Optional) Social Media Accounts:
  If you use social media accounts, you can connect them to the lead collection. Works with Facebook, Twitter, LinkedIn, and more.

• (Optional) Website:
  We have Squarespace plugged in to the demo but we can set it up with any website builder including WordPress, WiX, Webflow, and more.

• (Optional) Accounting Tool:
  Whether you use QuickBooks, FreshBooks, or a specialized accounting tool.

• (Optional) Google Business Profile:
  To fully automate your local SEO, make sure you have your GMB page set up. Learn how with our DIY SEO subscription.

Need more hands on help? Try the Trek.

Need less hands on help? Try the SEO Trailhead.