A desk built for heating and cooling.

When you set up, you get a website, this trade CRM, and AI drafts in one bill — not a separate tool for each. Names and jobs below are sample data.

Northpoint Heating and Air · sample business

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Pipeline stagesNew call → Diagnostic → Quoted → Scheduled → In progress → Follow-up

Job-type tagsNo-cool, no-heat, tune-up, thermostat, filter

Seasonal vs breakdownSpring tune-up cards sit next to same-day no-cool

System notesFilter size, system age on the card

Sample estimatesTune-up and repair quotes marked sample

AI draftsYou review and press send — never auto-sent

New call

Pat S.

Priority

AC not cooling

No-coolBreakdown

Lakeview · Same-day request

16×25×1 filter · system ~9 yrs

Diagnostic

Casey W.

Furnace short cycling

No-heat

Hillcrest · Diagnostic booked Wed

Intermittent since Sunday night

Quoted

Taylor N.

Spring tune-up + filter

Tune-upSeasonal

Riverton · Quote out Mon

$189 · sample

16×25×1 · return air cleaned last fall

AI draft — sample

Hi Taylor — spring tune-up is $189 and takes about 90 minutes. I have Tuesday 1:00 or Wednesday 9:00 open.

Scheduled

Jamie Q.

New thermostat install

Thermostat

Oakdale · Thu 2:00–4:00

$275 · sample

Compatible with existing heat pump

In progress

Avery D.

Capacitor replace

No-coolBreakdown

Westbrook · Tech on site

Condenser humming · parts on truck

Follow-up

Quinn H.

Fall furnace check

Tune-upSeasonal

Mill Creek · Remind in October

Last service March · sample

Static preview. Nothing here saves, dials, or emails. Stages match how HVAC calls usually move.

Choose a plan See templates for this trade View a finished sample