automatico

Working demonstration · HVAC / trades

Service intake: current setup → known issues → what you need next

Structured job capture for HVAC and home-service teams—so “AC broken” becomes address, equipment, urgency, and a clear next step. Staff get an instant alert.

This is a demonstration, not an HVAC company. It is here to show what the workflow can do. Use made-up customer details. What actually runs: your entry is stored and the dispatcher alert and customer confirmation emails actually send. Everything after that in the graph below, including every integration marked simulated, is illustrative. Demo records are cleared regularly.

The same flow can run on your own hardware. This copy sits on AWS because it is a public demo. The identical capture, routing, and notification logic deploys inside your network, on servers you own, under your security controls and your retention rules — cloud, hybrid, or fully on-premise. See deployment options.

What this one request sets in motion

Submit the form, or run a sample below, and this graph plays the workflow it triggers. Blue steps run without anyone touching them; amber steps deliberately wait for a person. Scenario details are hypothetical.

Runs automaticallyWaits for a personFired in this run

Capture

AutoCall or formWeb, phone, or after-hours voicemail

Triage

AutoValidateSpam, phone, and service area
AutoPull historyPast jobs, equipment, warranty
AutoClassify jobSafety, no-cool, quote, or upkeep

Dispatch

AutoMatch techSkills, truck stock, and zone
AutoOffer windowReal openings, not "sometime Tuesday"
HumanTech acceptsOr it rolls to the next tech

Emergency

AutoSafety scriptShutoff steps texted immediately
AutoPage on-callEscalates until someone answers
AutoSame-day slotBumps the flexible jobs

Service visit

AutoCheck partsTruck stock and supplier stock
AutoOn-the-way textPhoto, name, live ETA
HumanDiagnoseThe tech makes the call
HumanCustomer approvesPriced options, signed on site

Replace / quote

AutoSize the systemSquare footage and existing tonnage
AutoGood / better / bestThree priced options
AutoRebates + financingUtility, manufacturer, and terms

Close the job

AutoInvoice + paymentSent before the truck leaves
AutoRegister warrantyParts and labor on file

Keep the customer

AutoOffer membershipPriced against this repair
AutoSeasonal remindersSpring and fall tune-ups
AutoFilter remindersSized to the equipment on file
AutoReview requestTimed to the completed visit

Systems this touches

Marked live are actually running in this demo. The rest are the systems a real deployment connects to.

DynamoDBJob record of truth
SNS alertsDispatcher notification
SES emailCustomer confirmation
ServiceTitan / HousecallDispatch board and history
TwilioTech paging and ETA texts
Dispatch calendarCapacity and windows
Supplier catalogParts availability
Card + financingInvoice and terms
QuickBooksInvoices and revenue
Manufacturer portalWarranty registration
Utility rebate portalRebate paperwork
Google BusinessPost-visit review ask

Contact & urgency

Who is calling and how fast someone needs to roll.

Current setup

What is on site today—so the tech is not guessing from “AC broken.”

Known issues (most service calls)

Pick all that apply—the same short list dispatchers hear all season.

What do you need next?

Future / expectation—repair, replace, maintenance, or a quote.