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For HVAC contractors · Microsoft 365 too

HVAC contractors: stay on the job. Your AI helper picks up the phone.

For HVAC shops and other small businesses: we build assistants that answer calls, quote from your price list, book visits and follow up on quotes inside the tools you already use. Run on Microsoft 365? We bring years of enterprise Microsoft 365 work to that too. Start with a short call and leave with one clear first step.

  • Start with one workflow
  • You approve before anything goes live
  • Built on your tools
Illustrative photo of an HVAC technician kneeling at an open furnace in a home basement, checking a gauge. Beside him, an incoming call card reads: Helper on the line. No heat, furnace clicking. Homeowner, existing customer. Address and access confirmed. Filter swap tried, no change. Holding a morning slot for you.

What we do

Two ways we help

We start with small and medium businesses, like HVAC contractors, machine shops and Main Street businesses, where the owner is busy doing the actual work: an assistant that takes a real job off someone's plate. And for teams that need it, a Microsoft 365 setup that finally works the way the team does.

Agentic Workflows

Assistants that do the follow-through

Built for small and medium businesses. We set up one assistant seat around your loudest pain, then add more only when the first one earns it.

  • Calls answered and routed
  • Inbox sorted so real requests surface
  • Quotes and leads followed up
  • Scheduling handled, with you approving
More on Agentic Workflows services

Microsoft 365 consulting

Microsoft 365, done right

For teams that run on Microsoft 365: rollouts, Power Platform builds and training sized to your goals, not a generic checklist.

  • Implementation and migration
  • Power Automate and Power Apps
  • Training and support that sticks
  • Security and compliance
More on Microsoft 365 consulting services

Start here

A one-page plan after one call

After an intro call we send a short, plain plan: where an assistant fits first, the three jobs it takes off your plate, and what we need from you to start.

  • No cold survey or long form
  • One recommended starting point
  • Before and after, in plain words

60-second check

Find your first workflow in 60 seconds

Five quick taps. Our helper sketches one starting workflow with you, then you can book a call with Mike.

No sign up. Nothing is sent until you choose to book.

DevFinite helper

What slips most right now?

Your plan builds as you tap

How it works

From first call to first win

  1. Step 1: Book a call

    15 minutes to see if we're a fit. Pick any open time.

  2. Step 2: We listen

    You tell us what is loudest: missed calls, a buried inbox, quotes going cold.

  3. Step 3: One-page plan

    We recommend one place to start and spell out what changes in your week.

  4. Step 4: Go live, then grow

    We switch on one workflow, you approve how it behaves, and we add the next only if it helps.

How an agentic workflow works, in 5 steps. Step 1: a call or message comes in, after hours or mid-job. Step 2: the helper answers, friendly, in your words. Step 3: it quotes or books, from your price list and calendar. Step 4: it texts a confirmation, so the customer knows what is next. Step 5: you get a tidy summary, one clean note per job. Illustrative flow.

Pricing

Agentic Workflows packages

Start with a paid pilot, then a simple monthly plan. Microsoft 365 and custom work adds a scoped setup fee.

Start here

Paid pilot

Try one workflow before you commit.

From

$1,500one-time

CAD

  • One workflow live in about 2 weeks
  • Credited toward setup if you continue
Book an intro call

Starter

One assistant for one clear pain.

From

$350/mo

CAD

  • One assistant on one channel
  • Owner summaries
  • Business number
  • Monthly minute allowance included
Book an intro call

Growth

More of the office, still one plan.

From

$900/mo

CAD

  • Up to 3 workflows
  • Booking and quoting
  • SMS follow-ups
  • Larger minute allowance
  • Monthly tune-up
Book an intro call

Microsoft 365 / custom

Microsoft 365 projects and custom workflows.

From

$2,500/mo

CAD, plus a scoped setup fee

  • Scoped with you after an intro call
  • Plus a scoped setup fee
Book an intro call
What it costs, Agentic Workflows pricing. Pilot from $1,500 CAD. Starter from $350 a month. Growth from $900 a month. Microsoft 365 and custom from $2,500 a month.
  • Prices in CAD.
  • 3-month minimum, then month to month.
  • Annual prepay saves 10 to 15%.
  • Minutes beyond the allowance are billed at usage.

Field notes

What we learned building a personal assistant for an HVAC shop

Our first Agentic Workflows pilot is with an owner-led heating and cooling contractor. Here is what changed how we work with every client since.

LESSON 01

Sell the outcome, not the tech

What mattered was scheduling and calls getting handled, and much of that is not even AI.

What we do nowEvery plan names the job that gets done, in plain words.

LESSON 02

Talk first, skip the survey

We opened with an interactive pain survey on the first call. It did not land. A conversation did.

What we do nowAn intro call, then a one-page plan we write for you.

LESSON 03

Start with one pain

The heaviest pain wins. One helper that clearly works beats a fleet that half works.

What we do nowOne starting seat, three helpers at most.

LESSON 04

Simple call flows win trust

The first phone flow was plain, with three branches and nothing conversational yet. It was the part the owner loved.

What we do nowShip the simple version first, then make it smarter.

Enterprise Microsoft 365 work for teams like these

Clients

In their words

Quotes appear here only once each client has approved the wording.

Quote pending approval

[Quote from Darah Gill, Precision HVAC, pending]

Darah Gill

Owner, Precision HVAC

FAQ

Common questions

Draft: Maren and Mike to review

Who is DevFinite for?

DevFinite is built first for small and medium businesses, such as HVAC contractors, machine shops and Main Street businesses, where the owner is often on the tools while calls, the inbox and quotes pile up. We also deliver Microsoft 365 consulting for teams that run on Microsoft 365.

What is an agentic workflow?

An agentic workflow is an assistant that does the follow-through on a real job: it answers, sorts and follows up inside the tools you already use. We start with one workflow around your loudest pain, and you approve how it behaves before anything goes live.

What can an assistant take off my plate?

Calls answered and routed, an inbox sorted so real requests surface, quotes and leads followed up, and scheduling handled with you approving. The Growth plan adds booking, quoting and SMS follow-ups across up to 3 workflows.

How much does it cost?

A paid pilot starts from $1,500 CAD one-time, Starter from $350 CAD a month, Growth from $900 CAD a month, and Microsoft 365 or custom work from $2,500 CAD a month plus a scoped setup fee. Plans have a 3-month minimum, then run month to month, and annual prepay saves 10 to 15%.

All questions

Book a call

Pick a time. Bring your loudest problem.

No pitch deck. We listen, ask a few questions and tell you honestly whether we can help.

Call length

Prefer email? [email protected]

Book 15 min with Mike

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