HVAC Service CRM
A working preview of the dispatch CRM we ship with every HVAC growth system — AI intake, job pipeline, technician board and automation flows. Sample data shown.
Job pipeline
| Job | Service | Technician | Priority | Stage | Value |
|---|---|---|---|---|---|
Daniel Brooks Northside · HV-1042 | No-Heat Emergency Repair AI Chat · 2 min ago | Unassigned | Emergency | New Lead | $480 |
Priya Nair Lakeview · HV-1041 | AC Tune-Up WhatsApp · 18 min ago | Unassigned | Maintenance | New Lead | $149 |
Marcus Lee Downtown · HV-1039 | Furnace Replacement Quote Website Form · Today · 2:00 PM | Alex R. | Standard | Scheduled | $5,400 |
Sofia Martins Riverside · HV-1038 | Duct Cleaning Phone · Today · 4:30 PM | Jordan P. | Standard | Scheduled | $320 |
Wong Family Hillcrest · HV-1036 | Heat Pump Diagnostic AI Chat · Started 40 min ago | Alex R. | Emergency | In Progress | $260 |
Green Leaf Cafe Midtown · HV-1035 | Rooftop Unit Service Phone · Started 1 hr ago | Casey M. | Standard | In Progress | $890 |
Amara Diallo Northside · HV-1031 | Thermostat Install WhatsApp · Yesterday | Jordan P. | Standard | Completed | $210 |
Hilltop Dental Lakeview · HV-1029 | Maintenance Plan Visit Website Form · Yesterday | Casey M. | Maintenance | Completed | $199 |
AI intake feed
“No heat since last night — need someone tonight.”
Emergency detected. Slot held 8:30 PM, on-call tech alerted.
“How much for an AC tune-up?”
Quoted $149 tune-up, booking link sent on WhatsApp.
“Furnace is 18 years old, thinking of replacing.”
Qualified as high-value. In-home estimate booked for 2:00 PM.
Technicians today
- On SiteAlex R.Hillcrest · 4 jobs
- En RouteJordan P.Riverside · 3 jobs
- On SiteCasey M.Midtown · 5 jobs
- AvailableTaylor S.Northside · 2 jobs
Working while you're on a roof
24/7 AI Call & Chat Intake
Captures no-heat and no-cool emergencies after hours, qualifies the job and alerts the on-call tech.
WhatsApp Confirmations
Booking confirmations, arrival windows and technician-on-the-way alerts sent automatically.
Maintenance Reminders
Seasonal tune-up reminders convert one-off repairs into recurring service agreements.
Review Requests
Post-service Google review requests fire the moment a job is marked complete.
Want this running for your HVAC company?
We'll configure the same system around your service areas, technicians and pricing — usually live in 2–4 weeks.