Workflow consulting for commercial HVAC
Fix the gaps between sales, field work and billing
Cosmiq helps commercial HVAC companies cut manual work between their CRM, scheduling, field service and accounting tools.
We start with one workflow. We find where it breaks. Then we suggest the smallest fix that makes a real difference.
You do not need to share system access or customer data for this call.
JOB #2481 · ROOFTOP UNIT REPLACEMENT
EVERY HAND-OFF CAN LOSE DETAILS
01 / The problem
Your software works. The hand-offs between systems do not.
A sold job goes from sales to scheduling, install, service and billing. Each team may work in a different tool.
When those tools do not share data, your office fills the gaps by hand.
You may not need a new platform. You need to find the real point of failure first.
02 / Failure points
Where HVAC workflows often break
Sales to install
The sold job reaches the install crew with missing or old info.
Dispatch to field work
Dispatch and techs look at different job details, files and updates.
Field work to billing
Photos, sign-offs and extra charges take too long to reach the office.
Service and maintenance
Unit history, equipment data and PM dates live in different places.
Customer updates
Customers call the office because they cannot see their job status.
System monitoring
An integration stops working and nobody gets a warning.
Recognised more than one of these?
The checklist scores all six hand-offs in about ten minutes and tells you which one is costing you the most. No technical access required.
03 / The offer
Start with an HVAC Workflow Diagnostic
We review one key workflow in your shop. The goal is not to sell you a big software project. The goal is to find what is broken and pick the next step.
What we review
What you receive
You get a decision you can use, even if the answer is not new software.
04 / How it works
A simple process
01
Intro call
30 minutes on the problem. No customer data, no passwords.
02
Paid diagnostic
We map one workflow and find where it breaks.
03
Recommendation
A clear plan: what to fix, in what order, and why.
04
Optional build
If you want, Cosmiq builds the fix. You are free to say no.
05 / Case studies
Problems we have already solved
These projects were outside HVAC. The problem was the same one: systems that do not talk to each other.
CASE 01 · LOGISTICS
Every shipment, one screen
Several systems each sent their own shipments, so nobody had the full picture. We centralised all of them in one place. Now one screen shows every shipment, its status and where it came from.
READ THE CASE →
CASE 02 · ENERGY
Billing for non-standard contracts
A client billed customers on custom contracts that standard tools could not handle. We built a settlement system around the real terms of each contract. Billing now runs without manual workarounds.
READ THE CASE →
06 / Possible outcomes
Build only what the operation needs
The result of the diagnostic may be:
07 / About
Work directly with the founder
Sylwester, founder of Cosmiq
I am Sylwester, the founder of Cosmiq. I have worked as a software engineer for eight years, three of them in the energy sector and its complex processes.
I have built customer-facing apps, workflows that connect several business systems and settlement software.
You work with me from the first call to the finished build. There is no sales team in between.
Industries
08 / Working with Cosmiq
What you can expect
Direct communication
You talk to the person who reviews and builds the fix.
Small starting scope
We start with one workflow, not the whole company.
Tool-neutral advice
The answer may be to improve what you already use.
Confidentiality
Detailed work starts under an agreed scope and an NDA.
Clear ownership
Your company owns the paid work defined in the agreement.
09 / FAQ
FAQ
Do we need to replace our current software?+
Usually not. We first check if the problem can be fixed with setup changes, an integration or a small custom module.
Do you need access to our systems?+
Not for the first call. For a paid diagnostic we agree on the minimum access needed. Test data and process maps are often enough.
Will we need to share customer data?+
Not on the first call. If personal data is needed later, we agree on access and data-protection rules first.
Which HVAC platforms do you support?+
The diagnostic is not tied to one platform. We look at how your CRM, scheduling, field service and accounting tools work together.
What happens after the diagnostic?+
You can do the fixes yourself, hand them to your current vendor or ask Cosmiq for an implementation proposal.
10 / Free checklist
Not ready to book a call?
Download the free HVAC Workflow Leak Checklist.
Use 15 practical questions to find manual work, missing information and delays between sales, scheduling, field service and billing.
Takes 10 minutes. No technical access required.
HVAC WORKFLOW LEAK CHECKLIST
15 QUESTIONS · PDF
SALES → SCHEDULING → FIELD → BILLING
One broken workflow is enough to start
Pick the process that creates the most manual work, delays or customer calls. On the first call we decide if it is worth a closer look.
The calendar shows open slots in your own time zone.