Keep agreements, follow-up, and reporting from depending on whoever remembers.
ServiceTitan, FieldEdge, or Housecall Pro runs the job. We work on what sits around it: the integrations, the follow-up nobody runs, and the weekly numbers your managers need.
Where HVAC companies break as they grow.
- Maintenance agreements expire silently. Renewal is a quarterly fire drill.
- Dispatch is fine in summer. Spring and fall reveal the routing gaps.
- Tech notes never become marketing. Every five-star service call is a missed review.
- Membership upsells happen if the CSR remembers.
- Inbound after-hours leads bounce or wait for morning.
- KPI dashboards exist in three tools and disagree.
Tools we usually find in the door.
- · ServiceTitan or FieldEdge or Housecall Pro
- · HubSpot or active CRM
- · QuickBooks
- · Podium or NiceJob (reviews)
- · Zapier or Make
Where the seams leak hours.
- ServiceTitan → CRM: closing the loop from a completed job to the next customer touch
- Maintenance agreement renewals: tracked and triggered, not remembered
- After-hours voicemails: triaged and routed, with a person confirming anything that commits a technician or a price
Two ways to work together.
The same method as everywhere else, applied to how your HVAC company actually runs. We confirm the right path on the call.
- 01 Find the constraint that is actually costing you.
- 02 Install the process and reporting that fix it.
- 03 Work with your leaders until the team owns it.
“We need an operator involved in running this.”
Fractional operations leadership
Ongoing and part of the week. We join your leadership cadence, take ownership of agreed operating priorities, and build the process and reporting with your managers until they run it.
- A seat in your weekly leadership meeting
- Operating priorities with named owners
- Hands-on build work between meetings
- Month-to-month once it starts
How fractional leadership works
“We need a defined problem diagnosed or fixed.”
Assessment and systems work
A focused diagnostic, a defined project, or both. We find the constraint, fix the workflow, report, or automation behind it, and hand it to the person on your team who will own it.
- Operations assessment with a ranked plan
- Workflow documentation your team uses
- Reporting you can trust on Monday
- Automation with a human owner
What assessment and systems work includes
Questions specific to HVAC.
Will you fight my ServiceTitan implementation team?
No. We extend ServiceTitan where it does not natively reach. We do not replace it.
Bring the operational problem you cannot get off your desk.
In 30 minutes we will work out its likely cause, whether Framework Ops can help, and the right next step. Scope and fees follow that conversation, in writing.
A 30-minute video call with Chance Peare.