HVAC service calls, answered and routed before the house heats up.
No-cool and no-heat calls come in from your website, the chat, email and the phone. Your office sees what is past its response time, routes technicians, and every job closes with readings, parts and photos.
HVAC service companies
Every call in one board, in priority order
A warm house in July can’t wait behind a tune-up. Give each job type its own response time in business hours, mark urgent calls, and the job board shows what is new, what is in progress and what is past due.
Calls go in on the phone entry screen while the customer is still on the line, with their past jobs one click away. Website requests can start from a photo of the outdoor unit or the model plate with photo requests.
The right questions before a truck rolls
Each job type asks its own questions: is the outdoor fan running, what does the thermostat say, how old is the system. Help answers sit beside the form, so the office can suggest checking the filter or the breaker and sometimes save a trip.
The AI assistant summarizes a long job, finds similar past jobs at the same address and drafts a reply for a person to send.
Parts, readings and proof on the close-out
Technicians close a job in the crew app with the answers your job type requires, such as pressures, temperatures or the part replaced, plus photos. Labor, parts and equipment come from your price list, so job costs and reports add up by job type and technician.
Customers get an email when work starts and when it’s done, in English or Spanish.
How it works
- Customer
A call comes in
Phone, website, chat or email. Urgent job types get a short response time and a high priority.
- Office
Office triages
Questions and help answers first; then assign a technician or plan routes for the day.
- Technician
Technician on site
Status changes to en route and on site; readings, parts and photos at close-out.
- Automatic
Done, with proof
The customer gets an email; job costs and response times feed your reports.
Why it fits
Response times that count business hours
Each job type has its own clock, with your hours and holidays.
Urgent calls stand out
Priority and past-due jobs at the top of the board and on the map.
Phone calls in one screen
Caller, job type, map pin and questions without scrolling.
Close-out that captures the work
Required answers, photos, parts and labor before a job can close.
Spanish for your customers
The request form, chat and emails in English and Spanish.
Numbers you can act on
Dashboards, technician performance and scheduled reports by email.
Explore the features
Job board
Every job in one list, with filters and plain-words search
Learn morePhone entry
Enter a phone call as a job on one screen, no scrolling
Learn moreSnap a photo
Customers send a photo; AI suggests the right service
Learn moreDispatch & routes
Plan jobs for several technicians, routed by real drive time
Learn moreJob costs
Hours, materials and equipment logged at close-out, with cost reports
Learn moreDashboards
How each team is doing, at a glance
Learn moreCommon questions
Can we put no-heat calls ahead of tune-ups?
Yes. Set a shorter response time and a higher priority on urgent job types; the board and the map put them first.
Can technicians record readings on the job?
Yes. Add close-out questions to a job type, such as suction pressure or supply temperature, and make them required to close.
Can we track parts used?
Yes. Technicians add parts, materials and equipment from your price list, and the job’s cost is totaled for reports.
Does it work for installs too?
Yes. Make an install job type with its own questions, team and response time. Each visit is its own job.