The call comes at 6 AM. The system already caught it.
Lead capture, booking, dispatch, the tech’s phone, invoicing and reviews — one system that runs the whole day, from the emergency call to the paid invoice. Built once. Yours to keep.
Every missed call is someone else’s job now. We build the system that answers, books, dispatches and collects — while your crew is on the roof.
From emergency call to a tech on the way — in ninety seconds.
Not a website with a phone number. A system that captures the call, books the slot, and puts the job on the right technician’s board — before your competitor picks up.
Website forms, call buttons, quote and emergency request forms, service-area pages — every channel lands in one tracked list with its source attached.
Profile, phone, address, full service history, notes and follow-up reminders — so the 6 AM caller isn’t a stranger if you replaced their AC in 2024.
Appointments with date, service type and status in one calendar — not in someone’s memory and three text threads.
Assign technicians by priority, availability and location; watch job status update live from the field.
New leads, booked jobs, completed jobs, revenue, unpaid invoices, close rate and tech activity — visibility without phone calls.
Today’s jobs, customer info, checklist, photo upload, completion notes and customer signature — the job closes on site, not at the office at 9 PM.
Line items, labour, parts and fees sent by email or SMS with an approval button — professional in minutes, tracked to won or lost.
Quote converts to invoice, payment link on the spot, receipt emailed, overdue reminders automatic — with the HST handled.
Thank-you message, Google review request, lost-quote follow-up, maintenance reminders and referral requests — all on their own.
Sixteen modules — basics first, in three phases.
You don’t launch all of this at once. Phase 1 runs the day. Phase 2 grows revenue. Phase 3 scales the fleet. We build in that order — so it earns before it expands.
A residential HVAC company doesn’t think like a commercial mechanical contractor. Forms, job types and checklists come configured for how your trade actually works.
Its own job types and service pack.
Each trade gets its own intake forms, job checklists and maintenance-plan templates on top of the modules above.
Done for you — you never touch the tech.
We build it, connect it to the tools you have, and train your crew.
We map how calls, bookings and invoices flow today — and where jobs and hours are leaking.
Lead capture, CRM, calendar, dispatch, tech view, quotes and payments — the day runs on it.
Office staff get the board; techs get the phone view. Each role learns only its screens.
Reviews, maintenance plans, GPS dispatch and AI — added as the numbers justify them.
The questions contractors ask first.
Don’t see your answer? Message us — we reply within one business day.
How is this different from ServiceTitan?
Same playbook — lead to job to tech to invoice to report — without the per-tech monthly fee that stings at five trucks. We build it once, to your trade, and you own it.
My techs aren’t tech people. Will they use it?
The tech view is one screen: today’s jobs, a checklist, a camera button and a signature line. If they can use Instagram, they can close a job.
What happens to calls we miss?
Missed calls get an instant text with a booking link, and land on the follow-up list with their source — so the 6 AM emergency books itself even if no one picks up.
Does it work with QuickBooks?
Yes — invoices, payments and customer records sync in Phase 3, so your bookkeeper stops re-typing.
How long does it take?
Five weeks to a trained crew on Phase 1 — then Phase 2 and 3 land as the numbers justify them.