Context

HVAC businesses operate across jobsites, vehicles, and customer homes, managing schedules, communication, and project details in fragmented ways. Work is often coordinated manually, with limited visibility across teams and inconsistent communication between technicians and customers. HVAC360° brings these workflows into a single mobile experience, improving visibility, coordination, and day-to-day operations across all roles.

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Understanding the User

Research across business owners, technicians, and homeowners revealed gaps in communication, scheduling, and project visibility. Business owners manage operations while working in the field, technicians need clear priorities and job details, and customers expect transparency and timely updates. These patterns informed how information is structured and how users move through the product.

primary users

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Insights

Research highlighted consistent breakdowns in communication, scheduling, and project visibility across all roles. Technicians lacked clear job details, business owners had limited visibility into daily operations, and customers often felt disconnected from the process. These insights defined the focus of the product: improve clarity, streamline communication, and make information accessible in real time.

Key insights | user research

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Shaping the Product

Defined the product around scheduling, communication, and project visibility across all roles. Shaped flows based on how work actually happens, prioritizing quick access to jobs, clear task progression, and real-time updates. Focused on reducing friction and making key actions accessible in a few steps.

PROJECT MANAGER | ONbOARD NEW USER FLOW

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Wireframes & Interaction Design

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Designing the Experience

Defined layout, hierarchy, and interaction patterns that guide users through the product. Prioritized clarity, speed, and ease of use, ensuring key actions like scheduling, updating jobs, and communication are accessible with minimal friction. Refined interactions to support real-world use, balancing efficiency with clear feedback across core flows.

Interface evolution | concept to WIREFRAME

Lo-fi Prototype User Task 1 | 2 | 3 | 4
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Visual Design / UI

Translated structure and interaction into a cohesive visual interface focused on clarity, consistency, and usability. Designed a clean, approachable UI system that supports quick decision-making and reduces friction across core tasks like scheduling, job management, and communication. Established consistent patterns, typography, and visual hierarchy to ensure the product is easy to learn, scalable, and reliable in everyday use.

Interface evolution | Wireframe to final UI DESIGN

H-fi Prototype User Task 1 | 2 | 3 | 4
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Visual System

Established a cohesive visual system to support consistency across the product. Built around a bold, approachable palette and clear typography, the system reinforces clarity, trust, and ease of use, supporting work that happens across jobsites and customer homes. Designed to feel modern, reliable, and accessible in everyday use.

Visual system and component library

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User Testing‍

Created low and high-fidelity interactive prototypes to test core flows and identify friction points. Feedback highlighted the need for clearer steps and stronger feedback in scheduling and job updates. These insights informed refinements in high-fidelity designs, improving clarity, reducing confusion, and streamlining key interactions.

User feedback from prototype tests

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Outcome‍

HVAC360° delivers a unified mobile experience for managing scheduling, communication, and project workflows. The product simplifies day to day operations, improving visibility across teams and creating a more consistent experience for both technicians and customers. Designed to balance operational complexity with clarity, resulting in a system that is easy to use, scalable, and visually cohesive. Designed to support how HVAC teams actually work, fast moving, distributed, and in need of clear, reliable tools.