When the peak fills the board, which jobs give way?
You decide. The capacity view shows what each tech has open, and the short list of jobs that can move shows what can slide.
HVAC
Heating and cooling seasons set the pace. Run them from one schedule.
For HVAC companies doing $500,000 or more a year with 2 to 49 users.
Where it sticks
A capacity view of every tech's open days, a plan for the slow weeks and maintenance records that link to each invoice.
-
Operations: In a peak week the schedule fills up, and nobody can see which tech has room on which day.
-
Software: Which systems have a maintenance visit due, and what was serviced last time, lives in a spreadsheet.
-
Automation: Each maintenance visit and its invoice are written up by hand, one pair at a time.
-
Sales: Install quotes with equipment choices get written late in a peak, when no evening is left.
-
Marketing: Nothing is planned for the slow weeks until they arrive.
What we build
-
Operations:
We build a schedule that shows each tech's days and what is still open, with a short list of jobs that can move. You stop doing the arithmetic in your head. It opens on a phone, and the capacity view is a line on your checklist.
-
Software:
We build a maintenance record for each system you service: the customer, the equipment, the next visit due and the notes from the last one. You stop keeping it in a spreadsheet. The records are on your checklist.
-
Automation:
We tie each maintenance visit to its invoice in your accounting tool, so nobody builds the pair by hand. The link is on your checklist.
-
Sales:
We build an install quote template with your equipment options, your wording and your extras. You stop starting each install quote from a blank page. Your team reads and approves the template before the first quote uses it.
-
Marketing:
We plan the posts and website pages for the slow weeks that sit between the busy seasons, and the progress report lists each one.
First 30 days
The first weeks cover six items, and your checklist gives each one a plain test for done.
-
Week one is for access: your books, your calendar, your phone numbers and the service software your techs already use.
-
Your CRM goes live by day 10, with stages for a service call, a site visit, a quote, a booked job and a finished one.
-
A schedule with a capacity view for each tech.
-
Maintenance records for the systems you service now.
-
Each maintenance visit linked to its invoice in your accounting tool.
-
A plan for the next slow weeks, written for you to approve.
Tools and rules
Tools we connect: QuickBooks or Xero for the books, Stripe or Square for taking payment, and Google Calendar or Calendly for your calendar.
Your service management software can stay. The build plan says where we link to it and what we build beside it.
Tool names belong to their owners. Susanoo is not affiliated with them.
State rules apply.
FAQs
Where do maintenance visits go when installs take over the board?
They stay on the same board, marked as maintenance, so you can see which can wait and which cannot.
Can I see which techs are free before I promise a date?
Yes. The capacity view shows each tech's open days, and you check it before you give a customer a date.
Can a maintenance visit link to its invoice?
Yes. Each finished visit is tied to its invoice in your accounting tool, so paid status shows beside each visit.
Do the slow weeks get any attention?
Yes. Your marketing specialist plans posts and pages for the weeks between busy seasons, and the progress report lists them.
Your first discovery call is free. After that, $500.
Book the discovery callThe price
Prices start at $5,000 a month
Prices in USD, plus applicable taxes
Our guarantees
If we fall behind, you stop paying.
-
Day 1
Work starts.
-
Day 10
Your CRM is running and your build is mapped.
-
Day 30
Every department running.
Running means marketing, sales, operations, automation, AI and software are all working through your signed checklist.
-
Day 90
Full effect.
-
The Done-For-You Guarantee
Everything on your signed checklist gets done. Your checklist is built from your scope. If less than 70% of it is done by day 30, or by the end of any month, you stop paying until it is, and we keep working. Above 70%, we finish the rest at no extra charge.
-
The One Less Hat Guarantee
By day 90, every hat your roadmap hands to us is off your head, including your software running your business on the 12-month term. If one isn't, you stop paying until it is.
-
The Right-Person Guarantee
Don't click with a specialist? Tell us and we swap them within 5 business days. No charge, no limit, no reason needed.
Your part: the weekly call for the first 90 days, access to your tools in week one, approvals within 3 business days, your content and photos. Days we spend waiting on you don't count against us.
A billing pause covers your monthly fee. It doesn't cover ad spend, phone and text usage, tools in your name, or work quoted separately.
Start free
Hand off your first hat this month.
Tell us your industry and which hats you wear, and you'll know what to hand off first.
Your first discovery call is free. After that, $500.