Five solutions for HVAC contractors.
We configure each one around your business, connect it to your CRM and calendar, then run it and support it. Take the one you need first; the others can follow on the same layer.
Free, forty-five minutes. Typically live in 7 to 10 working days.
Illustrative. Scope confirmed in your consultation.
Somebody is booking your customers. It isn’t you.
A virtual receptionist that answers inbound calls, captures the details, books the job, and logs the conversation to your CRM.
Move every lead through the pipeline.
Every new lead gets an instant response, a follow-up sequence, and a clear owner. No lead sits in an inbox.
Communicate consistently. Collect the feedback.
Automated updates before and after the visit, plus review requests that turn happy customers into Google reviews.
Take repetitive admin work off your team.
Quotes, invoices, documents, reminders and data entry handled by automation around your rules.
Keep your systems. Connect and automate them.
Automation for one supported legacy system plus an agreed set of workflows. Discovery included.
One system, a pair, or the whole office.
You do not have to take all five. Each system runs on its own, and because they share one integration layer, adding the next one later is a smaller job than the first.
Pick the leak
Start with the one costing you most this month. Calls ring out: CallShield. Leads go quiet: LeadForge. Customers ask the same questions all day: ClientConnect. Admin is drowning the office: OpsFlow.
Smallest scope · fastest live dateCalls + follow-up
Answer the call, then chase the quote. Most contractors start with these two because each covers the gap the other leaves.
Most common starting pointThe whole office
All five configured as one connected system: calls, leads, customer communication, admin and legacy integration. One dashboard, one retainer.
For contractors replacing the front desk| Handoff | What gets written to the job record |
|---|---|
| CallShield→LeadForge | Caller, address, equipment, and whether they booked. |
| LeadForge→OpsFlow | The qualified lead and its quote value, so the invoice starts from the right number. |
| ClientConnect→OpsFlow | Job completed, so the invoice and the review request both fire. |
| OpsFlow→LegacyBridge | Invoice and job note, written back into the old system. |
There is one job record, not five copies of it. Each system adds to it and the next one reads it, which is why adding the second system is a smaller job than the first.
From first call to a running system.
Consultation
A free call to review your calls, leads, admin and current software.
Recommendation
We recommend which packages fit and quote the scope for your business.
Implementation
We configure and connect the systems. Typically 7 to 10 working days.
Ongoing support
A monthly retainer covers hosting, monitoring, support and optimization.
Not sure which package fits?
Book a front-office audit and we will tell you what is worth automating in your business and what is not.
Book a front-office audit