By industry · HVAC & home services

Workflow automation for
home-service teams.

For HVAC, plumbing, electrical, and other home-service operators, TouchFlow starts with a free workflow audit, then scopes a bounded build around a process your team wants to improve. Delivery is n8n-first, with optional Care & Iteration for ongoing maintenance after launch.

Check audit readinessExplore example workflows
Possible workflow scopes

Start with a handoff your team wants to make clearer.

These examples are starting points for a conversation. The audit helps confirm whether a workflow fits your process and connected systems before anything is scoped.

Illustrative scope
Missed-call lead handoff
Map what happens when a call comes in while the team is on a job, and make the next step clear.
A possible handoff

A possible flow from missed call to follow-up queue, with a person involved wherever judgment is needed.

Illustrative scope
Dispatch or appointment follow-up
Look at the updates around a scheduled service visit and identify where a reminder or status handoff may help.
A possible handoff

A possible sequence for appointment reminders or job-status updates, based on the team’s existing process.

Illustrative scope
Customer or review follow-up
Explore a repeatable way to organize post-service follow-up and review-response work.
A possible handoff

A possible path from completed work to a drafted follow-up, with review and approval points defined in the scope.

From audit to ongoing care

Agree the scope before the build begins.

TouchFlow starts with the workflow itself, then uses n8n as the first choice for a bounded build. Ongoing maintenance is available by choice, after launch.

  1. 01
    Start with the free audit

    A 30-minute screen-share and two-page memo map workflow gaps and a possible automation scope. The audit is useful whether or not you continue with a build.

  2. 02
    Agree a bounded n8n build

    If the workflow is a fit, agree its written scope and fixed quote before work begins. The build plan accounts for handoffs, error handling, retries, and a runbook.

  3. 03
    Choose maintenance if useful

    Care & Iteration is an optional, separately scoped retainer for workflow tweaks and upkeep after the build’s post-launch cover ends.

A free workflow audit

Find out whether your workflow is ready for an audit.

Take the five-question readiness check. Your answers help point you to a next step: booking, ROI planning, or TouchFlow’s newsletter.

Check audit readiness