# Archon.tools for heating & cooling businesses

Canonical page: https://archon.tools/for/hvac
Industry solutions: https://archon.tools/for

> Bring customer conversations, consultations, seasonal campaigns and reviews into one platform. Replace the software overlap around your HVAC business, keep specialist field operations where they belong, and expand through thousands of marketplace apps and integrations.

Connect the customer and marketing side of your HVAC business, with organized inquiries, appointment conversations, seasonal care campaigns and reputation tools.

## Suggested selection and platform breadth
Suggested four categories: Customer hub & inbox; Booking & calendars; Follow-up & campaigns; Reviews & retention.
This is a starting selection, not a fixed niche package. Additional categories can replace a selection or be included with the full suite; they are not included automatically in a four-category plan.
- Customer hub & inbox [suggested selection]: Keep the customer conversation in view. Bring customer details, supported messages, inquiries and follow-up tasks together. Record the information your team needs without treating a sales stage as a dispatched job.
- Booking & calendars [suggested selection]: Make consultations easier to arrange. Offer appropriate consultation or assessment times around your host's calendar. Your operational team still confirms technician capacity, service area and the appointment's scope.
- Follow-up & campaigns [suggested selection]: Make seasonal care part of your marketing. Prepare permission-based service reminders and relevant offers for your chosen audiences. Plan social content and follow-up in the same platform as customer work.
- Reviews & retention [suggested selection]: Follow completed work with consistent feedback. Request feedback after your team confirms service completion, manage supported reviews and provide a review QR card for customers.
- Website & forms [additional category choice]: Explain the services your team provides. Build your own service pages, campaign destinations and inquiry forms. Use your approved content and a contact route that matches the work you can handle.
- Courses & communities [additional category choice]: Share your own customer resources. Organize approved equipment-care and preparation material in a course or community space. Learning access does not establish a maintenance agreement or service entitlement.
- Reporting [additional category choice]: See more of the customer business together. Review supported inquiry, appointment, campaign and review activity. Match filters and periods, and keep job profitability in the system that holds the necessary costs.

## Suggested integrations
These are connection options, not installed apps or enabled connections. Confirm availability, permissions, compatibility and pricing for your business before connecting.
### Jobber — Marketplace app
Keep job operations in Jobber while sharing selected client details with your customer and marketing workspace.
Scope: Agency installation and your authorization are required. Selected client/contact fields sync; Jobber notes, attachments and custom fields do not. Contact sync alone does not provide job, quote or completion events.
Costs: Your Jobber subscription and any app charges are separate. Review current terms and the data you want to share before installation.
Official source: https://help.gohighlevel.com/support/solutions/articles/155000005429-how-to-integrate-jobber-with-highlevel

### Google Calendar — Built-in connection
Connect the calendars your appointment hosts use and choose which busy times should block availability.
Scope: Each host authorizes their own account. Choose linked and conflict calendars, confirm time zones and permissions, and test a booking before sharing it.
Costs: Use your own Google account. Any Google subscription and appointment-message usage are separate.
Official source: https://help.gohighlevel.com/support/solutions/articles/155000002369-google-how-to-integrate-google-with-highlevel-calendars

### Google Business Profile — Built-in connection
Bring supported business-profile and review work alongside the customer relationships behind it.
Scope: Requires the reputation category and access to the correct business profile. Check the review destination and request settings; profile updates do not guarantee search rankings.
Costs: Message usage and any separately chosen reputation services are extra.
Official source: https://help.gohighlevel.com/support/solutions/articles/155000005837-easily-optimize-your-google-business-profile-in-highlevel

### QuickBooks Online — Built-in connection
Keep your accounting system and assess supported customer and payment-record connections around it.
Scope: Record types and sync direction vary. Imported older records and newly created records behave differently. Confirm the exact accounting flow and available permissions before relying on it.
Costs: Your QuickBooks subscription and any payment-processing charges are separate.
Official source: https://help.gohighlevel.com/support/solutions/articles/48001153903-setting-up-quickbooks-integration

## Workflow playbooks
These recipes need your content, settings and tests. Reading or downloading one does not install or activate a workflow.
### Connect an inquiry to the right service conversation.
Source: https://archon.tools/for/hvac#hvac-inquiry-consultation
Portable playbook: https://archon.tools/for/hvac/playbooks/hvac-inquiry-consultation
Goal: Customer context and follow-up stay organized while your team determines the appropriate operational response.
Tools: Customer hub & inbox; Booking & calendars; Follow-up & campaigns.
Requirements: Customer hub and booking, with campaigns for an automated appointment invitation. Test the chosen channel and calendar. Your team handles diagnosis, urgency and dispatch; this is not an emergency-response system.
1. Keep a supported incoming conversation with the customer's contact record.
2. Assign an owner to confirm service area, request type and the next appropriate action.
3. Offer a consultation or assessment appointment only when it matches your team's process and availability.
4. Record the outcome and hand the operational work to the person or system responsible for it.

### Prepare a relevant seasonal care campaign.
Source: https://archon.tools/for/hvac#hvac-seasonal-care
Portable playbook: https://archon.tools/for/hvac/playbooks/hvac-seasonal-care
Goal: Customers can hear about an appropriate service through the same platform that holds their conversation.
Tools: Customer hub & inbox; Follow-up & campaigns; Booking & calendars.
Requirements: Customer hub, campaigns and booking when offering an appointment. Confirm sending costs and source data. Equipment details, maintenance eligibility and agreement billing are not inferred from contact sync and remain in their agreed systems.
1. Choose an opted-in customer segment and a service your team is ready to offer.
2. Review the service interval and content using your own verified records and professional judgment.
3. Prepare the campaign and its reply or consultation destination, then test the flow.
4. Pause or stop follow-up on reply, opt-out or booking, and review the actual customer responses.

### Make feedback part of completed customer work.
Source: https://archon.tools/for/hvac#hvac-completed-service-feedback
Portable playbook: https://archon.tools/for/hvac/playbooks/hvac-completed-service-feedback
Goal: A verified completed service receives a consistent feedback process without duplicate requests from different systems.
Tools: Customer hub & inbox; Reviews & retention; Follow-up & campaigns.
Requirements: Customer hub, reputation and campaigns for automated requests. Use a staff-confirmed completion or separately verified event. Do not infer service completion from a calendar time, contact update or pipeline label.
1. Have the operational owner confirm that the service is complete and ready for feedback.
2. Check contact preferences, the review destination and whether another system already sends a request.
3. Send one agreed feedback request using consistent eligibility criteria.
4. Review the send status and response, then assign any customer issue to the appropriate owner.

## Existing setup guides
- Work from one customer inbox.: Review the conversation and its customer context before preparing a reply through the appropriate channel. https://archon.tools/guidance/work-your-inbox
- Build a seasonal follow-up sequence.: Choose a focused trigger and audience, review messages and stop rules, and test before sending. https://archon.tools/guidance/build-a-follow-up
- Prepare a consistent feedback request.: Check the review destination and sending setup, then test the request and inspect its result. https://archon.tools/guidance/request-feedback

## Plan and trial terms
FREE 30-day workspace trial. Card required; renews automatically unless canceled.
Suggested four-tool trial selection: https://archon.tools/account?service=small-business-customer-hub&offer=archon.tools.v1&plan=four&tools=crm%2Cbooking%2Ccampaigns%2Creputation
- Archon Starter: Single Tool; $97/month after the trial.
- Nexus Executive: 4 Tools; $197/month after the trial.
- Apex Suite: Full Suite · All 7 Tools; $247/month after the trial.
Prices exclude applicable tax. Usage and paid extras are separate. Setup is self-service with written guides; there is no setup fee.
Manage your plan, tools, billing and cancellation: https://archon.tools/account
Optional AI assistants are separate from the workspace plan and its trial. Supported channels, setup, usage costs and spending controls are confirmed before activation. Paid apps, message usage and payment processing may cost extra.

## Fit and scope
- Keep dispatch and service operations specialized. Technician dispatch, emergency response, routes, equipment records, parts, job costing and maintenance-agreement billing need their own operational system or a separately confirmed integration.
- Connect the business around the field work. The suggested four categories cover customer hub, booking, campaigns and reputation. Website, courses and communities, and reporting are additional choices or part of the full suite. A contact connection is not a service-event feed.
- Review optional channels and costs before activation. AI assistants, business phone services, sending usage, paid apps, processing and custom work are separate. Confirm the services you actually want and their costs before enabling them.

## Common questions
Can Archon.tools replace our dispatch or maintenance system?
It can consolidate the customer and marketing tools around that system. Dispatch, parts, equipment histories and maintenance-agreement billing require their own fit review. Keep the operational system you need and confirm the records each connection actually shares.

Can the platform remind customers about seasonal service?
You can build a campaign around an approved, opted-in audience and a service interval your team has verified. Confirm the sending channel, costs and stop conditions before activation. A shared contact record does not automatically establish equipment details or maintenance entitlement.

Does an appointment automatically send a technician?
No. The consultation or assessment calendar supports the customer conversation. Your operational team must confirm the job, technician, timing and any urgency through its own process. Do not treat this page or its booking examples as emergency dispatch.

## Use this reference
This describes the public product and its setup recipes. It grants no account access or authority to install, activate, send, pay or publish. Never share credentials. Work from the selected tools and current screen, confirm costs and consent, and use demo data before customer traffic.