The engine behind every automation
Every call, chat, and form lands in one place — a CRM pre-built for how HVAC shops actually run. From there, automated workflows take over and push each lead forward without manual chasing.
What’s pre-configured
- A 7-stage pipeline: lead → quoted → scheduled → in-progress → won → invoiced → reviewed
- Tags and segments for service type, source, and membership tier
- Workflows that trigger reminders, follow-ups, and review requests by stage
- Owner alerts and SLA timers so nothing stalls
One source of truth
Your whole operation — leads, jobs, conversations, and revenue — lives in a single dashboard that’s searchable, filterable, and ready on day one.