For HVAC, Plumbing & Electrical Companies

You have the tools.
We make them actually work.

Floyd Automations comes in, learns your business, and gets your systems running the way they should. We are the operations expert you never had time to become. When we are done, your team knows exactly what to do and so does your software.

The Real Problem

It is not that you have the wrong tools. It is that nobody ever sets them up right.

Most trade business owners have a CRM, a scheduling app, maybe a few other things. The problem is that nobody in the building has the time, the expertise, or the desire to dig in and get it all working together. So it stays half configured and half used.

That is exactly the gap we fill. We come in as the subject matter expert your team never had, audit everything with fresh eyes, and fix what is actually broken — not what a software vendor told you was broken.

What We Do

The stuff that has been sitting on your
to-do list for months.

CRM and Lead Tracking

We audit what you have, fix what is broken, and make sure every inquiry gets captured and followed up on.

Scheduling and Dispatch

We configure your scheduling tools so your crew gets what they need and customers stop calling you for updates.

Software and Integrations

We connect the tools you already pay for so they work together instead of creating more manual work.

Process Documentation

We write the how-to docs and data flow maps your team needs to run things consistently without calling you.

How It Works

We come in, get it right, and leave you better off than we found you.

1

Start with an honest call

We talk through your business honestly. What you have, what is not working, and what it would actually take to fix it.

2

We audit your entire stack

We look at every tool and process with fresh eyes, map out what needs to change, and put together a clear plan with no guesswork.

3

We build, fix, and train your team

We implement the changes, train your team, and hand off clean documentation so everything keeps running after we are done.

4

We stay on or hand off — your call

Some clients want an ongoing resource. Others want a clean handoff and independence. We are happy either way.

What You Walk Away With

Whether we stay on or hand off, the outcome is the same.

Software that actually works

Your tools are configured correctly, connected to each other, and being used the way they were meant to be.

Complete visibility into your business

You know what is happening in your business. Leads, jobs, follow-ups — all of it tracked and accounted for.

A team that knows what to do

Your staff has clear processes, training, and documentation so nothing depends on one person figuring it out.

You stop thinking about your tech

It works, your team uses it, and you get back to running your business instead of firefighting your software.

I had all the tools but nobody really knew how to use them right. Floyd came in, figured out what was wrong, and fixed it. Now it all just works.

JM
J. Martinez Owner, Martinez HVAC

Let us take a look at
what you have.

Book a free 30-minute call. We will give you an honest read on your systems and tell you exactly what we would do to fix them.

Book a free call →