Built For Growing HVAC Companies
This dashboard is built for HVAC companies that have outgrown a single spreadsheet but have not outgrown their field-service software. If this sounds like your operation, it is a fit:
Leads & Marketing
Dispatch & Technicians
Financial
Pricing
Four packages, from a light starting point to a full system. Packages start at $3,500 — exact pricing depends on your call volume and current tools, so we confirm it on a fit call.
Foundation
Search visibility, website upkeep, missed-call capture
Pipeline
Adds outbound calling & email follow-up
Command
Adds daily monitoring & dispatch reporting
Pro
Full system with multi-location support
FAQ
Does this integrate with ServiceTitan, Housecall Pro, or Jobber?
Yes. We connect directly to the field-service platform you already run — ServiceTitan, Housecall Pro, Jobber, FieldEdge, or QuickBooks — and pull the data into one dashboard alongside your ad accounts and call tracking.
Does this replace our existing field-service software?
No. Your dashboard is an intelligence layer that sits on top of the tools your team already uses. Your dispatchers, technicians, and office staff keep working in ServiceTitan, Housecall Pro, or Jobber exactly as they do today — we connect it to a single reporting view.
What is the typical timeline to get this running?
Most HVAC dashboards go from kickoff to a working first view within a few weeks, depending on how many systems we are connecting and how clean your existing data is. We scope an exact timeline during discovery.
How many calls is my HVAC company actually missing?
Most HVAC companies underestimate this until they see it measured — missed and abandoned calls typically run higher during peak season and after hours than owners expect. The Foundation package starts by measuring this before anything else changes.
Do you work with HVAC companies outside Houston?
Yes. We are based in Richmond, TX and work in person with Greater Houston HVAC companies, and remotely with HVAC companies anywhere. Same process, same documentation, either way.
What does "membership renewal tracking" actually show us?
It surfaces which service agreements and maintenance memberships are coming up for renewal, which have lapsed, and which customers are due for a follow-up — so your office team can work a proactive renewal list instead of losing agreements silently.
How do you handle data security?
We connect to your existing tools using their standard, permissioned integrations and never ask for credentials outside those channels. Your data stays tied to your accounts — we build the reporting layer, we do not become a second system of record.
Related: AI Phone Agents for Small Business: A Complete Implementation Guide
Ready to see every lead, tech, and job in one place?
Book a free contractor dashboard review and we will map your current tools, show you what a unified view looks like, and scope the fastest path to get there.
Get a Free Contractor Dashboard Review