HVAC PortalToday
Jobs on the board, money in, and leads waiting.
⚠️ Needs attention
| Emergency call — 11:42 PM AI chat captured, nobody has called back | Unclaimed |
| Estimate #E-2041 — Sanders Sent 6 days ago, not viewed | Follow up |
| Invoice #1183 — Delgado $680 · 21 days overdue | Overdue |
Today's jobs
| Time | Customer | Job | Tech | Status |
|---|---|---|---|---|
| 8:00 AM | Sarah M. | Condenser replace | Mike | Complete |
| 10:30 AM | Rodriguez | Drain line flush | Mike | Complete |
| 1:00 PM | Chen | Refrigerant leak | Dave | On site |
| 3:30 PM | Whitfield | System replacement estimate | Dave | Scheduled |
This month
Where jobs came from
40 of 112 jobs came from the website — those didn't exist before.
Dispatch
Drag a job to a tech or a time. Both trucks on one board.
Techs see their own board on their phone — no calls to the office asking what's next.
Jobs
Every job, with photos, notes, and what was billed.
| Job # | Customer | Type | Tech | Date | Amount | Status | |
|---|---|---|---|---|---|---|---|
| J-4412 | Sarah M. | Condenser | Mike | Today | $1,850 | Invoiced | ⋮ |
| J-4411 | Rodriguez | Drain line flush | Mike | Today | $285 | Paid | ⋮ |
| J-4410 | Chen | Slab leak | Dave | Today | — | In progress | ⋮ |
| J-4398 | Delgado | System replacement | Dave | Jul 25 | $680 | Overdue | ⋮ |
Leads
Every inquiry from the website, chat, and phone — nothing lost on a notepad.
| Name | Source | Need | Received | Status |
|---|---|---|---|---|
| T. Nguyen | AI chat | No cooling — emergency | 11:42 PM | Unclaimed |
| P. Alvarez | Online booking | System replacement quote | 2 hrs ago | New |
| K. Boyd | Website form | Bathroom remodel | Yesterday | Contacted |
| M. Sanders | AI chat | System replacement estimate | 3 days ago | Booked |
The 11:42 PM emergency is the one that pays for the whole system — before, that call went to whoever answered.
Estimates
Send from the truck, customer approves on their phone, it becomes a job.
| Estimate | Customer | Work | Amount | Sent | Status |
|---|---|---|---|---|---|
| E-2044 | Whitfield | Full system replacement | $8,400 | Today | Viewed |
| E-2043 | Alvarez | Condenser — 3 ton | $2,100 | 2 hrs ago | Sent |
| E-2041 | Sanders | Ductwork — partial | $4,900 | 6 days ago | Not viewed |
| E-2038 | Boyd | Bathroom remodel | $12,700 | Aug 8 | Approved |
You can see who opened it — so the follow-up call isn't a guess.
Invoices
Card payment link on every invoice. Most get paid the same day.
| Invoice | Customer | Amount | Sent | Status |
|---|---|---|---|---|
| #1191 | Sarah M. | $1,850 | Today | Sent |
| #1190 | Rodriguez | $285 | Today | Paid |
| #1183 | Delgado | $680 | Jul 25 | 21 days overdue |
Customers
Full service history per address — and it's yours, not a lead broker's.
| Customer | Address | Jobs | Lifetime value | Last service |
|---|---|---|---|---|
| Sarah M. | 4212 Palm Ave | 4 | $3,420 | Today |
| Rodriguez | 88 Ocean Dr | 7 | $5,110 | Today |
| Chen | 1120 Lake Worth Rd | 2 | $960 | Today |
| Boyd | 15 Riverside | 1 | $12,700 | Aug 8 |
Condenser installed 9 years ago? That's a replacement reminder the system sends for you.
Reputation
Requests go out automatically after every completed job.
Recent
Going from 13 reviews to 187 is what moves you up the map results — it's the highest-leverage thing in local search.
Equipment
Trucks, tools, and what’s assigned where — so nothing walks off a job.
| Asset | Assigned to | Last service | Status |
|---|---|---|---|
| Truck 1 — F-250 | Mike | Jul 12 | In service |
| Truck 2 — Transit | Dave | Jun 28 | In service |
| Duct inspection | Truck 1 | — | Checked out |
| Jetter trailer | Shop | Aug 2 | Service due |
Maintenance Agreements
Every open permit and inspection, tied to the job it belongs to.
| Permit # | Job | Jurisdiction | Inspection | Status |
|---|---|---|---|---|
| P-2026-4412 | Whitfield system | City of WPB | Aug 22 | Scheduled |
| P-2026-4388 | Boyd bathroom | Palm Beach County | Aug 18 | Passed |
| P-2026-4301 | Chen slab leak | City of Lake Worth | — | Applied |
Inspection dates sync to the dispatch board, so a tech is never double-booked against one.
Marketing
Campaigns, promotions, and where your leads actually came from.
Active campaigns
Lead sources this month
Content
Service pages and posts that earn search traffic — written for you, published here.
| Title | Type | Published | Traffic (30d) |
|---|---|---|---|
| What a slab leak actually costs in Palm Beach County | Blog | Aug 8 | 412 |
| AC replacement — West Palm Beach | Service page | Jul 22 | 780 |
| Emergency HVAC — what to shut off first | Blog | Jul 3 | 1,140 |
Powered by Bloggy — compliance-scanned before anything publishes.
QR Codes
Truck magnets, invoices, and door hangers that bring people back — and get tracked.
| Code | Where it lives | Points to | Scans (30d) |
|---|---|---|---|
| Truck — rear | Both trucks | Book a service call | 63 |
| Invoice footer | Every invoice | Leave a review | 41 |
| Door hanger | Neighborhood drops | $50 off first visit | 28 |
Powered by QRcodee — repoint a code without reprinting anything.
Settings
Staff seats, service area, and integrations.
Staff access
Integrations
Portal seats: $50/mo first user, $35/mo each additional, up to 5.
Apps
The tools you’d otherwise buy from a dozen vendors, inside the same portal. One login, one bill.
AI chatbot & live chat that answers after hours
Reviews, citations & local listings
Local SEO plus AI answer tracking
Long-form content that earns search traffic
Social posts scheduled & published
Ad & social creative, generated
Legal e-signatures on estimates & contracts
Approval workflows with visual feedback
Website accessibility & security monitoring
Customer loyalty & staff recognition
Tracked, branded QR codes
Screens & digital signage
Remote desktop support for your team
The client portal & reporting hub
WiFi marketing & premises security