Automated scheduling of site assessment or installation visits

Purpose

 1.1. Streamlines scheduling of site assessments or installation visits for air conditioning projects within the HVAC industry.
 1.2. Eliminates manual back-and-forth between customers, dispatch, and technicians.
 1.3. Reduces scheduling conflicts, improves field service response time, and enhances customer satisfaction.
 1.4. Integrates calendar updates, technician allocation, customer notifications, and work order initiation.

Trigger Conditions

 2.1. Customer submits assessment/install request via web form, email, or call.
 2.2. Sales or CRM system flags a qualified lead.
 2.3. Existing work order reaches the “site visit needed” stage.
 2.4. Technician availability or resource threshold met.

Platform Variants

 3.1. Google Calendar
 • API: Events.insert — Automatically creates calendar events with embedded location/customer notes.
 3.2. Microsoft Outlook
 • Graph API: /me/events — Schedules technician calendar events with alerts and ICS attachments.
 3.3. Salesforce
 • Object: Event — Auto-creates tasks and pairs technicians via resource assignment logic.
 3.4. ServiceTitan
 • Endpoint: POST /api/jobs — Initiates jobs with linked technician and customer slots.
 3.5. Jobber
 • API: POST /jobs — Sets visits, assigns crews, and updates clients.
 3.6. Zoho CRM
 • Module: Meetings — Books site visits, triggers SMS/email reminders.
 3.7. HubSpot
 • Endpoint: CRM Objects API — Logs site appointment with automated email invitation.
 3.8. Twilio SMS
 • Feature: Messaging API — Sends site visit confirmation and reminders to customers/techs.
 3.9. Calendly
 • API: Event Types — Provides dynamic booking widgets for customer self-scheduling.
 3.10. Acuity Scheduling
 • Feature: Webhooks — Receives confirmed appointments and forwards to internal system.
 3.11. ClickSend
 • API: SMS — Notifies customer of confirmed date and technician assignment.
 3.12. FieldAware
 • Endpoint: CreateJob — Automates dispatch scheduling with constraints engine.
 3.13. Freshdesk
 • Feature: Ticket Automation — Converts scheduling requests to actionable service tickets.
 3.14. Slack
 • Feature: Incoming Webhooks — Broadcasts job schedule updates to field teams.
 3.15. Xero Projects
 • API: Create Project Task — Books assessment slot on job timeline.
 3.16. Asana
 • API: create_task — Records each site visit as a project task with due date.
 3.17. Monday.com
 • API: Create_Item — Tracks site assessment appointments within operational boards.
 3.18. SAP Field Service Management
 • Endpoint: POST /ServiceCall — Triggers service event for technician dispatch.
 3.19. ServiceM8
 • Endpoint: Job.Create — Automates booking and confirmation for new jobs.
 3.20. Smartsheet
 • API: Add Row — Logs appointment with links to all relevant contacts.

Benefits

 4.1. Accelerates order-to-visit timeline for HVAC jobs.
 4.2. Enhances customer communication and reduces missed appointments.
 4.3. Optimizes technician workload and geographic routing.
 4.4. Centralizes appointment history for analytics and compliance.
 4.5. Minimizes errors and overbooking via automated logic and real-time availability.