Hvac Blueprint

HVAC ETA Notification Flow

How Top HVAC Companies Reduce No-Shows by 47% with Automated ETA Notifications

Workflow Steps
7
Setup Time
3-5 days

Step-by-Step Workflow

HVAC ETA Notification Flow

1

Dispatch Trigger & Initial Confirmation

When dispatcher assigns job to technician, system automatically sends initial appointment confirmation via SMS and email containing service window (e.g., 2:00-4:00 PM), technician name, photo, and service details. Customer receives booking confirmation within 60 seconds of dispatch.

2

Route Position Monitoring

GPS tracking monitors technician location and current job status. System calculates dynamic ETA based on: distance from previous job, average traffic speed, historical job completion times, and real-time route conditions. ETA automatically updates every 5 minutes as conditions change.

3

Previous Job Completion Alert

When technician marks previous job complete in mobile app, system triggers automatic notification: 'Your HVAC technician [Name] has finished their previous appointment and is heading your way. Estimated arrival: 2:45 PM.' Message includes live tracking link.

4

30-Minute Proximity Update

When technician enters 30-minute radius (calculated by drive time, not distance), customer receives SMS: 'Your technician is 30 minutes away. Please ensure access to HVAC equipment and secure any pets.' Tracking link remains active for real-time visibility.

5

5-Minute Arrival Notification

Final notification sent when technician is 5 minutes from property: 'Your technician will arrive in approximately 5 minutes. [Technician Name] is driving a [vehicle description].' Customer can prepare for arrival and avoid missing the technician.

6

On-Site Status Confirmation

When technician marks 'arrived on-site' in mobile app, customer receives confirmation notification. System simultaneously logs arrival time for service level agreement (SLA) tracking and stops sending ETA updates. Dispatcher dashboard updates in real-time.

7

Delay Exception Handling

If technician is running more than 15 minutes behind calculated ETA, system automatically alerts customer with revised arrival time and reason (traffic, extended previous job). Dispatcher receives alert to potentially reschedule or reassign if delay exceeds 45 minutes.

Workflow Complete

About This Blueprint

The HVAC ETA Notification Flow transforms customer communication by automatically sending real-time arrival updates based on live technician GPS location data. When a technician is dispatched, customers receive an initial appointment confirmation with a service window. As the technician progresses through their route, the system calculates dynamic ETAs and sends proactive updates at key milestones: when the tech completes the previous job, when they're 30 minutes away, and when they're 5 minutes from arrival. This eliminates the need for customers to call the office asking "where's my technician?" and ensures they're prepared when service arrives. This automated workflow integrates GPS tracking, route optimization algorithms, and multi-channel communication platforms to create a seamless customer experience. The system monitors traffic conditions, job duration variances, and real-time location data to provide accurate arrival predictions. Customers can also click a link to view their technician's live location on a map, building transparency and trust. For HVAC companies managing 50+ service calls daily, this automation eliminates hundreds of inbound calls, reduces dispatcher workload by 60%, and dramatically improves customer satisfaction scores while freeing staff to focus on revenue-generating activities.

Key Metrics

7-9 jobsDaily Jobs Per Tech
94%Notification Open Rate
Real-time updatesCustomer Wait Time Visibility
68%Inbound Status Calls Reduction

Expected Outcomes

Eliminate 'Where's My Tech?' Calls

68% fewer inbound calls

Real-time visibility eliminates customer uncertainty. Dispatchers reclaim 15+ hours weekly previously spent answering status questions, allowing focus on scheduling optimization and emergency response.

Reduce No-Shows & Reschedules

47% reduction

Customers receive multiple reminders and know exactly when to be available. Proactive communication reduces forgotten appointments and last-minute cancellations, protecting technician utilization rates.

Increase Technician Productivity

1.2 additional jobs/day

Less time spent calling customers to announce arrivals or coordinate timing. Technicians focus on driving and service delivery, completing more revenue-generating jobs per shift without overtime.

Improve Customer Satisfaction Scores

4.8/5.0 average rating

Transparent communication builds trust and reduces frustration. Customers appreciate not having to track down information, leading to higher review scores and increased referral rates.

Dynamic Schedule Optimization

22% better route efficiency

Real-time ETA calculations help dispatchers identify schedule gaps and optimize route sequences. System suggests reassignments when delays occur, maintaining service level commitments across the customer base.

Frequently Asked Questions About This Blueprint

Modern field service GPS tracking is limited to work hours and protects privacy. Most resistance disappears when technicians understand tracking benefits them: automatic mileage logging, proof of arrival times, protection against false complaints, and elimination of constant 'where are you?' calls from dispatch. Frame it as a tool that respects their time rather than surveillance.

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Setup Time
3-5 days

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