A home services platform designed to simplify scheduling, project management, and communication for small to mid-sized HVAC businesses. The V1 translates complex, real-world workflows into a clear, usable experience connecting business owners, technicians, and customers.
Details
HVAC360 | Research driven experience & product design for a modern home services platform
Scope
Product UI & UX Design, User Research & User Stories, User Flows & Prototyping, Component Design System, Brand Identity & Voice, User Testing
HVAC businesses operate across jobsites, vehicles, and customer homes, often managing schedules, communication, and project details through disconnected tools and manual processes. This creates limited visibility across teams, inconsistent customer communication, and friction in day-to-day operations. HVAC360° brings these workflows into a single mobile experience, creating a clearer, more connected way for owners, technicians, and customers to manage work from scheduling through completion.
Conducted in-person interviews with business owners, technicians, and homeowners to understand their day-to-day needs, frustrations, and expectations. Conversations surfaced recurring challenges around scheduling, communication, job details, and visibility across the service experience. Translated these perspectives into user needs and stories that helped define product priorities, workflows, and the structure of the V1 experience.
Synthesized research findings into key user needs, pain points, and behavioral patterns across each role. The research revealed gaps in information architecture, workflow visibility, and communication between owners, technicians, and customers. These insights informed feature prioritization, user flows, and the core interaction model.
Turned research insights into role based user story that defined how a project manager would move through the V1 product. Mapped onboarding, scheduling, job creation, assignments, and communication across key roles, identifying decision points and opportunities to reduce friction. These flows established the product structure and gave the team a clear blueprint for a prototype and system design implementation.
Translated user needs and core workflows into a V1 prototype, establishing the hierarchy, navigation, and interaction patterns for the product. Focused key flows like scheduling, job updates, and communication around fewer steps, clear feedback, and fast access to critical actions. The prototype created a tangible product direction for the team to evaluate, refine, and carry forward into development.
Established a cohesive design system and component library built to scale across the product and support efficient developer handoff. Reusable UI patterns connect brand, visual language, and product experience, using an approachable palette and typography to reinforce clarity, trust, and usability. Designed for consistency across jobsites and customer experiences while remaining modern, accessible, and easy to build upon.
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. Built reusable component libraries and UI bundles around consistent patterns, typography, and visual hierarchy, making the product easier to learn, scale, and adapt as new features and workflows are introduced.
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.
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.
Additional work samples and project details available upon request. erik@erikzdesign.com
* Some work covered under NDA; samples available upon request
