Jobs booked by phone. Dispatch done manually. Follow-up reminders forgotten. Invoices sent days after the job. In San Antonio's competitive service market, the company that responds fastest and follows up consistently wins. We automate your dispatch, reminders, and billing so you can.
// Your Workflow
Toggle to see which stages Suretek automates and what your dispatcher gets back.
4 of 6 stages are manual office work pulling your dispatcher away from what matters.
// What Changes
Based on a typical 3–8 tech HVAC or plumbing company in San Antonio.
Don't see your platform? We build custom integrations for any system with an API.
// Why Automate Your HVAC Business
San Antonio's HVAC and plumbing market is competitive. When a homeowner's AC goes out in July, they call the first company that picks up and responds fast. If your dispatcher is juggling a spreadsheet, a whiteboard, and three ringing phone lines, you're losing that job to a competitor who has automated their intake.
Suretek AutoPilot integrates directly with your existing field service software — ServiceTitan, Housecall Pro, Jobber — and automates the back-office work that slows your team down. No ripping out your current system. No retraining your techs. We add automation on top of what you already use.
Most HVAC and plumbing companies in the 3–15 tech range are losing 2–4 hours per day to manual scheduling, reminder calls, and invoice follow-up. That's time your dispatcher spends on the phone instead of booking new work. Automation reclaims that time without adding headcount.
We typically set up HVAC automation in 5–10 business days. The workflow runs on your server or ours, fires on your schedule, and sends you a daily report so you always know what ran and what didn't.
// Common Automations For HVAC & Plumbing
Auto-assign jobs based on tech location and availability. Send booking confirmations by SMS and email the moment a job is created. Eliminate the back-and-forth dispatcher calls.
Send automated SMS reminders 24 hours and 2 hours before each appointment. Reduce no-shows by 20–30% without your office staff making a single call.
Trigger invoice generation automatically when a tech marks a job complete. Sync to QuickBooks. Send payment links by text. Get paid the same day instead of waiting a week.
Send a Google review request 2 hours after job completion. Companies using automated follow-up consistently see 3–5x more reviews than those who ask manually.
Automatically remind past customers when their annual AC tune-up or water heater service is due. Turn one-time jobs into recurring revenue without lifting a finger.
Get a daily summary emailed every morning: jobs completed yesterday, invoices outstanding, techs scheduled today, and any automation errors — all in one report.
// Frequently Asked Questions
No. Suretek AutoPilot connects to ServiceTitan, Housecall Pro, Jobber, and other field service platforms via API. We add automation on top of what you already use — your techs keep the same app, your dispatcher keeps the same workflow, and the repetitive tasks just start happening automatically.
Most HVAC and plumbing automation setups are live within 5–10 business days. We map your workflow, configure the automations, test everything in your environment, and hand you a runbook. There's no ongoing contract — you own the automation once it's built.
Every automation we build includes error logging and daily status reports. If something fails, you get an alert before it becomes a problem. We also offer ongoing support plans if you want us to monitor and maintain everything for you.
Yes. We're based in San Antonio but work with HVAC and plumbing companies across Texas and remotely nationwide. Everything is configured and deployed remotely — no on-site visit required.
A 5-tech HVAC company saving 3 dispatcher hours per day is recovering roughly 60+ hours per month. At a $20/hr dispatcher rate that's $1,200/month in labor savings alone — before counting recovered revenue from fewer no-shows, faster invoicing, and more 5-star reviews driving new leads.
Use the Suretek Workflow Wizard to map your service operation, find your biggest time drains, and get a custom automation plan — no sales call required to get started.