Digitize office work in the HVAC business and save time
More than 1,200 craft businesses manage calls, leads, quotes and customer relations using a single piece of software. autarc replaces up to four separate tools and, according to the company’s own estimates, saves up to 12 hours per job.
What is the autarc Office Module?
The autarc Office Module is a software platform for comprehensive office management for trade businesses specializing in planning and installing heat pumps and photovoltaics. It combines lead management, quote generation, customer management, and communication into a single application. This enables you to digitize your office management from the initial inquiry to the final invoice.
The most important features in the Pro app
With the autarc Pro app, you have all office and project functions right in your pocket.
Why do HVAC businesses spend so much time on office work?
In most craft businesses, calls come in on the owner's private mobile phone. Leads are recorded in notebooks or Excel spreadsheets. Quotes are calculated in one software, formatted in another, and sent via email. Master data resides in a third system – if it's digital at all. Every media break costs time, and every manual transfer introduces errors.
The result: An order, starting from the first customer contact, passes through five to six different tools before it's completed. Office work eats up hours that are then missing for planning and installation.
Why do craft businesses lose so many inquiries?
A craft business with 5 to 20 employees receives dozens of calls daily – many outside office hours or while the owner is on a job site. Without systematic recording, inquiries disappear into unmonitored voicemails. Callbacks are forgotten. Potential orders go to competitors who respond faster.
The problem isn't a lack of demand, but rather poor accessibility and the gap between initial contact and processing.
How does the autarc Office Module work?
Receive inquiry
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The Voice Agent automatically answers calls, captures inquiries and contact information, and transfers them to Lead Management.
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Create and send quote
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Quotation creation accesses stored calculations and master data. A professional quote is ready in minutes and sent directly to the customer digitally.
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Release and plan order
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The Administration centrally stores customer data, project history, and team assignments. From here, the order is transferred to planning or directly to the construction site.
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Inform customers transparently
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Through the customer portal, clients can view their project status, documents, and open tasks – without needing to contact the office.
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Clarify grants and financing
Financing options are directly integrated into the quoting process. autarc automatically identifies eligible items.
Which businesses is the autarc Office Module suitable for?
Small and medium-sized heating installation companies
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...who want to manage heat pump and renovation projects and accelerate their quote generation.
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Solar installers and electrical contractors
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...who need to plan PV systems and reduce administrative effort between the office and the construction site.
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Companies with multiple installers or locations
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...who need a central platform for customer data, orders, and communication.
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Start-ups and aspiring master craftspeople
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...who want to work digitally from the start and avoid fragmented legacy solutions.
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Digitize your business with autarc.
What benefits do HVAC companies gain from the autarc office module?
- Up to 12 hours saved per job: From the first customer contact to the final quote, there is no need for manual data entry or changes in data formats.
- Fewer queries between the office and the site: As all project data is available centrally and in real time, fitters need to call the office less often.
- Replaces up to 4 separate software tools: Instead of individual solutions for CRM, costing, document management and communication, a single platform is all that’s needed.
More Modules: All-in-one software
Heating Planning
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Thanks to LiDAR scanning and AI-powered data collection, autarc helps you save up to 12 hours in planning and installing a heat pump. Buildings, rooms, and heating surfaces are digitally captured and directly utilized for heat load calculation, hydraulic balancing, and heat pump planning.
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PV Planning
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autarc also significantly speeds up your PV planning. From digital roof capture and module layout to shading analysis and yield simulation, autarc helps you implement projects faster, more precisely, and more efficiently, significantly reducing planning effort.
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Under Construction
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With the Field App, your technicians have all project information on their smartphone or tablet. Document construction progress and create acceptance protocols easily and conveniently. Offline work is possible. Data synchronizes automatically as soon as an internet connection is available again.
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Services
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autarc supports you with applying for funding, creating energy performance certificates, grid registration, and oil tank disposal. This way, you handle all important administrative steps directly from the software, significantly reducing the workload for your office.
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