02 · For HVAC companies

CRM & pipeline setup

One pipeline from first call to booked job, and to the maintenance plan after it.

How it works

I set up a CRM built around how an HVAC company actually sells: new lead, contacted, estimate sent, booked, completed, maintenance plan. Your team sees who needs a call today, and you see where every job came from. It sits alongside your field-service software rather than replacing it.

What you get

Pipeline stages built for HVAC sales
Lead source tracking (calls, web, ads, referrals)
Contact import and clean-up from spreadsheets
Handoff to ServiceTitan, Housecall Pro or Jobber where the software allows it
A simple dashboard: leads, estimates, booked jobs

Everyone knows the next step on every lead, and you know what is working.

5.0
Fiverr rating
Across 16 reviews on my Fiverr profile
~1 hr
Average response time
Measured on Fiverr Pro

Case studies

Systems I have built

Lead routing, CRM, voice AI and automation projects for real clients. The same building blocks I set up for HVAC companies. Client names are withheld where contracts require it.

See the case studies

Custom Apps & Websites