The HVAC Shop
a one-truck shop · the first build
No-code automation
The problem
A one-truck shop runs out of one overloaded head. Which filter fits this unit, how much refrigerant that system holds, the gate code, what's due this week — it all lives in a spreadsheet nobody opens on the way out the door.
The big fix
A pre-job brief, written from the shop's own equipment sheet: the filter first, the refrigerant amount, with the EPA tracking flag only when it crosses the 15-lb line, the access notes, the due date. Before every job, plus a morning rundown of the week.
Here's the workflow
- Zapier posts the job's row
- he replies with the brief in plain English
- a scheduled Zap writes the morning rundown, soonest job first
What you get · A brief before every job plus the morning rundown of the week
Built overnight against a fictional demo shop — the origin prototype every later trade copies, not a live client.
“Mr. Wilson started as a spreadsheet, a Zapier flow, and one rule: tell the tech what they need before the job, and never make up what you don't know.”