# Workflow Platform for HVAC Service Teams - Lattney > Lattney gives HVAC and home service teams a structured workflow from service request to final invoice, with approval checkpoints, clear ownership, and nothing tracked in a spreadsheet. Source: https://lattney.com/workflows/hvac-home-service ## Every HVAC job captured, tracked, and completed When a customer reaches out, that job needs to move forward, not get lost. Lattney gives HVAC businesses a structured workflow from service request to final invoice, with clear steps, approvals, and full history visibility. [Get Started](https://app.lattney.com/registration/new) - Service request - Invoice approved ## HVAC projects have too many steps to run on memory A service request comes in, but it’s not consistently logged. An estimate gets prepared, but sits waiting for review. Someone assumes parts are ready, but they’re not. The job moves forward, but details are scattered across messages, notes, and memory. That’s when revenue slips, and missed jobs go straight to your competitor. Most teams focus on getting the call. But many jobs are lost in what comes next: delayed estimates, unclear responsibilities, and no visibility into what’s been done. ## When HVAC jobs run on Lattney Every request becomes a tracked job. Every job follows a clear path. ### Every job's context is in one place Estimates, requests, notes, and documents all live with the job record. Nothing gets buried in texts or emails. ### Always know who owns the next step Each stage is clearly defined, so your team never has to guess where a job stands or what the next step is. ### Keep estimates and approvals moving Internal reviews and client approvals happen at defined checkpoints, not in a back-and-forth text chain. ## Start with a ready-to-use HVAC workflow template Lattney includes an HVAC Installation & Service job tracking template you can use as-is, or adjust to match exactly how your team works. Each step has defined owners, custom fields to collect job details, and approval logic built in. Use it as-is, add your own steps, or start from scratch. [Start with a Template](https://app.lattney.com/registration/new) ## Build the exact job structure your team needs The HVAC workflow is ready to use on day one. Add steps, change fields, or build something completely different. Lattney adapts to how your team works. ### Use a template or start fresh Start with a template, customize it to match your process, or build your own from the ground up. ### Add fields and owners Collect the information you need at each step. Define who's responsible for reviews and decisions. ### Run processes with full visibility Each job moves through with full visibility. See status, history, and next actions at a glance. [Start your first Workflow](https://app.lattney.com/registration/new) ## One platform. Any workflow. HVAC home service installation is just one example. Lattney's workflow engine handles any multi-step process with approvals for client onboarding, project intake, applications, and more. ### Build exactly what you need: - Unlimited steps and transitions - Custom fields per step (text, files, dropdowns, dates) - Approve, reject, or route to different paths - Internal steps and client-facing steps (visible in portal) - Public links for external submissions - Full audit trail of every action [Explore Workflow Features](https://lattney.com/workflows) ## For service teams that turn requests into completed jobs Lattney gives your team a structured way to run HVAC jobs, so requests, estimates, approvals, and installations move forward. ### Office Managers Know exactly where every job stands. Assign, review, and track from intake to invoice. ### Technicians & Field Teams See what's assigned, what's approved, and what needs to happen next. ### Owners & Partners Every job has a paper trail. Estimates, work completed, invoices sent, all documented. ## Private & Secure Lattney is engineered with industry best practices. Security and privacy are a core feature. - Your data is always encrypted - Your data is always available just to you ## What you get with Lattney's workflow ### Client self-serve intake forms Collect equipment details, job description, and photos before the first call, so every request starts with the context your team needs. ### Keep approvals moving forward Add review checkpoints before work begins, so estimates, pricing, and decisions are confirmed before the job moves forward. ### Centralized client workspace Photos, equipment notes, permits, parts lists, and final invoice documents sit alongside workflow steps and decisions. ### Progress tracking and client visibility View the job's status and what's the next step, while clients check the progress through a client portal. ## Frequently asked questions Common questions about running HVAC jobs on Lattney. ### What is Lattney? Lattney is a workflow platform. It's built for service teams that have outgrown spreadsheets and group chats but don't need complex enterprise field service software. You get structured steps, approvals, and visibility without the overhead. ### Can I customize stages for different job types? Yes. Create separate workflows for installations, repairs, maintenance contracts, or anything else. Each workflow has its own stages, required information, and approval steps. ### Can clients submit information or sign off on estimates? Yes. You can share a public link so clients submit their service request or review an estimate directly. Their submission moves the job to the next step automatically. ### How do approvals work? Each step can include approval logic. Reviewers approve, reject, or request changes. Decisions move the job forward, back, or down a different path, with a full record of what happened and why. ### Does Lattney replace my HVAC dispatch or scheduling software? No. Lattney doesn’t replace your dispatch or scheduling tools. It adds structure to the process around your jobs, including service requests, estimates, approvals, and documentation. Nothing gets missed as work moves forward. Instead of tracking jobs across calls, messages, and spreadsheets, each job follows a clear set of steps. Information is captured as the work progresses, decisions are reviewed before moving forward, and everything stays connected to the job from start to finish. This gives your team a consistent way to manage work beyond scheduling, so every request turns into a completed, documented job. ### Is Lattney only for HVAC companies? HVAC is just one example. Companies use Lattney to manage any process that involves moving people or information through steps, collecting documents, and getting approvals. ## One platform. All your workflows. - No credit card required - Fast and easy onboarding [Start Free Today](https://app.lattney.com/registration/new)