HVAC Maintenance Plan Tracker: Visits and Renewals
HVAC Maintenance Plan Tracker is an HVAC maintenance plan tracker for heating and cooling companies. It replaces the spreadsheet of yearly plans and the calendar of tune-ups. It keeps customers, equipment, yearly plans and the visits each plan includes. Techs see only their own visits on a phone and log what they found. Made for the owner of a company with a few techs. Clone it free and start with sample data.
HVAC Maintenance Plan Tracker: Visits and Renewals is a Taskade app kit built from one prompt: 4 projects that remember, 1 AI agent that thinks, and 2 automations that run on their own.
Category: Trackers
This Taskade Genesis app includes 4 projects, 1 AI agent, 2 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Maintenance Desk Assistant. Its automations include Monday maintenance review and Completed visit customer summary.
by @john
What you can do with HVAC Maintenance Plan Tracker: Visits and Renewals
- Preview the live Taskade Genesis app in your browser without signing up.
- Clone the entire workspace (projects, agents, automations, and app UI) to your own Taskade account in one click.
- Edit any agent prompt, project field, or automation step after cloning.
- Share the cloned version with your team or publish to a custom domain.
How HVAC Maintenance Plan Tracker: Visits and Renewals works
- Monday maintenance review: when Every Monday at 7 AM, then Find unscheduled visits due this month and List unscheduled visits.
- Completed visit customer summary: when a visit is marked done, then Write a customer-ready visit summary and Save the customer summary.
Built with Taskade Genesis
- Category: Trackers
- AI agents: Maintenance Desk Assistant
- Automations: Monday maintenance review, Completed visit customer summary
- Workspace: 4 projects, 1 AI agent, 2 automations