Jobs & Calls
Every inbound call, text, and web form — qualified and logged automatically the moment it comes in. Search, filter, and click into any job just like your CRM's record view. (Example rows.)
| Time | Customer | Issue | Priority | Status | Technician | Value |
|---|
Sample automations
The messages and alerts customers and technicians actually see. All example content, but this is the exact shape of what goes out live.
One follow-up call and forgetting rarely happens twice — every quote gets a scheduled nudge until it's signed or clearly dead.
$8,400 furnace + AC replacement quote sent with financing options attached.
"Any questions on the quote I sent yesterday? Happy to walk through the financing options."
Rep gets a task in their queue with the quote and prior replies pulled up automatically.
Signed
Moved straight to install scheduling, deposit link sent automatically.
No response
Marked cold, added to a 90-day "still interested?" nurture list instead of disappearing.
Maintenance Plans
Recurring maintenance revenue is the easiest money in HVAC to lose track of. This keeps every plan customer on a renewal cadence instead of a spreadsheet nobody opens. (Example rows.)
| Customer | Plan | Last Service | Next Due | Status | Plan Value / yr |
|---|---|---|---|---|---|
| Diane R. | 2-Visit Comfort Plan | Apr 12, 2026 | Oct 12, 2026 | Active | $219 |
| Frank & Lou Ortega | 4-Visit Total Care | Jun 3, 2026 | Sep 3, 2026 | Due Soon | $389 |
| Riverbend Apartments (mgmt) | Commercial — 6 units | May 20, 2026 | Aug 20, 2026 | Overdue | $1,140 |
| Priya S. | 2-Visit Comfort Plan | Mar 2, 2026 | Sep 2, 2026 | Due Soon | $219 |
| Tom Halvorsen | 2-Visit Comfort Plan | Nov 8, 2025 | May 8, 2026 | Lapsed — win back | $219 |
| Grace Lin | 4-Visit Total Care | Jul 15, 2026 | Oct 15, 2026 | Active | $389 |
Lapsed plans (like Tom's above) get a separate "win-back" sequence instead of just falling off — a discounted re-enrollment offer, spaced over 3 touches before being marked dormant.
Feedback
Reviews requested automatically after every completed job, while the relief of a fixed system is still fresh. (Example reviews.)
Called at 9pm with no AC in 98° heat and had a tech confirmed before I even hung up. Fixed by 10:30am next day.
GoogleThey text me exactly when the tech is on his way now. No more guessing or calling in to ask.
GoogleGot a reminder about my tune-up before I even remembered it was due. Booked it in two texts.
FacebookQuote follow-up texts were helpful, not pushy. Appreciated the financing info being resent without me asking twice.
YelpManaging 6 units used to mean losing track of service dates. Now it's all tracked and reminded automatically.
GoogleWhat missed calls are actually costing you
Most HVAC shops lose more revenue to missed calls and un-followed-up quotes than to competitors. Punch in your own rough numbers below.
Illustrative estimate based on the numbers above. Actual recovered revenue depends on call volume, ticket size, and how the system is configured for your shop.
See this running on your own numbers.
Tell us how your calls and quotes get handled today. We'll show you exactly what this would look like for your shop before you decide anything.
Most builds go live in days · no technical skill requiredOne core. Six agents. Every job in sync.
Live view of how a single call moves through the system — from the ring, to dispatch, to the invoice and the review request afterward. (Example data.)