HVAC BUSINESS OPERATIONS
Run your HVAC business from one place.
HVAC Core connects a polished customer website with CRM, estimates, billing, maintenance, reporting, customer communications, work orders, dispatch, and a mobile technician workspace in one practical HVAC workflow.
Lead → Customer → Equipment → Estimate → Appointment → Work Order → Dispatch → Field Completion → Invoice → Payment
ONE CONNECTED PATH
From first request to completed field work and payment.
Lead
Capture a website request, track status, keep follow-up notes, and preserve the original inquiry.
Customer
Convert qualified leads into reusable customer records with contact details, maintenance context, communications, and service history.
Equipment
Register the customer's HVAC systems so estimates, work orders, maintenance coverage, and completed service can retain unit-level context.
Estimate
Build itemized estimates with sequential numbers, clear statuses, totals, pricebook snapshots, and a print-ready document.
Appointment
Confirm the service date and arrival window while keeping customer and accepted-estimate context attached.
Work Order
Turn confirmed appointments or accepted estimates into numbered field work with a stable scope, equipment links, and service address.
Dispatch
Assign an active technician, keep unassigned work visible, dispatch the job, and track En Route, On Site, and Completed states.
Field Completion
Capture diagnosis, work performed, materials, follow-up notes, optional signature, labor timing, and equipment service history.
Invoice
Convert accepted estimates into frozen invoices with due dates, balances, payment history, and optional QuickBooks sync.
Payment
Record manual payments or optionally create Stripe Checkout links; verified webhooks record Stripe payment.
PRODUCT OVERVIEW
See how the core operating areas fit together.
HVAC Core connects CRM, sales, scheduling, field service, billing, maintenance, reporting, and optional provider integrations while keeping real owner and technician workspaces private and D1-backed.
Review the capability set →LESS WORKFLOW FRICTION
Keep customer, field work, billing, and schedule context together.
Lead, estimate, appointment, work-order, invoice, and payment history stay connected instead of living as isolated documents.
Owners assign and dispatch work; technicians move only their own jobs through En Route, On Site, and Completed states.
Printable documents, work-order history, and stored status events make the codebase practical for a buyer to operate and extend.
LEADS & CRM
Turn inquiries into customer records you can keep working from.
Store website inquiries, update status, keep internal notes, and convert qualified leads into reusable customer records while preserving the original request.
Explore leads & CRM →ESTIMATES
Build a clear scope, price it, and preserve the decision.
Create itemized scopes with sequential estimate numbers, dates, discounts, tax, customer-facing notes, equipment details, and clear draft/sent/accepted/declined states.
Explore estimates →INVOICES & PAYMENTS
Know what was billed, what was paid, and what is still due.
Accepted estimates become frozen invoices. Track unpaid, partial, paid, overdue, and overpaid balances; record manual payments; optionally create Stripe Checkout links.
A Stripe link does not mark an invoice paid. Verified webhook processing records payment.
APPOINTMENTS
Keep upcoming and completed visits connected to the customer.
Keep requested, scheduled, completed, and canceled appointments connected to the customer and, when applicable, the accepted estimate. A confirmed appointment can become a work order without re-entering the visit details.
JOBS & FIELD SERVICE
Dispatch real work and give each technician a focused mobile workspace.
Create numbered work orders from customers, confirmed appointments, or accepted estimates. Keep the service window, address, scope, office notes, and field notes attached to the job.
See work by service date, keep unassigned jobs visible, assign active technicians, and dispatch stable work orders into the field.
Each technician signs into a mobile-first workspace and sees only assigned jobs, customer contact/location, work scope, notes, and permitted status actions.
HVAC Core does not claim live GPS vehicle tracking. Dispatch is assignment and job-state management.
Explore field-service capabilities →REPORTING & INTEGRATIONS
See the numbers, sync accounting, and keep customer follow-up moving.
Review executive KPIs, accounts receivable aging, invoiced and collected totals, technician workload, and maintenance status from stored HVAC Core records.
Optionally connect a buyer-owned Intuit company and explicitly sync supported customers, sent invoices, and successful payments without exporting internal field/job-cost data.
Use provider-configured reminders and status updates, plus consent-aware two-way Twilio service texting with signed inbound reply handling.
Keep recurring service scheduling independent, or optionally enable Stripe subscription billing with signed lifecycle/payment synchronization and renewal controls.
WEBSITE & LEAD CAPTURE
The same codebase can power the contractor-facing website.
The included contractor website is responsive, rebrandable, and connected to the same lead workflow. A buyer replaces the starter company identity and verified operating details, then can publish the customer site under their own domain.
Services, service areas, request intake, mobile navigation, customer-friendly copy, and the path into HVAC Core are included.
CLOUDFLARE FOUNDATION
Owner and technician data stay behind explicit security boundaries.
HVAC Core is built for separate Cloudflare Access boundaries around the real owner and technician workspaces. The owner route verifies the configured owner identity; a buyer configures a separate technician Access audience before live field use, and HVAC Core then maps the verified email to an active technician before assignment-scoped job queries run.
Review the security model →WHY HVAC CORE
A practical HVAC operating workflow without pretending to be a feature set it is not.
The marketing surface describes features that exist in the repository today, not a future roadmap.
The codebase is designed to run in the buyer’s Cloudflare account with their own identity, database, Access setup, and any optional Stripe, Twilio, Resend, or QuickBooks accounts they choose to connect.
CRM, estimates, invoices, manual payments, appointments, jobs, dispatch, technician workflows, and printable records continue to work when Stripe is disabled.
FAQ
Know exactly what is included.
Is HVAC Core an operating SaaS subscription?+
No. The current product is a sellable codebase that a buyer can deploy and operate in their own Cloudflare account.
Does it include a customer-facing HVAC website?+
Yes. Contractor mode preserves configurable services, service areas, responsive homeowner pages, Turnstile-protected service requests, and D1 lead persistence.
Does it include technician logins and dispatch?+
Yes. The owner can manage technicians, create and assign work orders, use a date-based dispatch board, and dispatch jobs. Each active technician signs into a separate Cloudflare Access-protected /tech workspace and only sees work assigned to that technician.
Is Stripe required?+
No. Core CRM, billing records, maintenance scheduling, jobs, dispatch, and technician workflows work with Stripe disabled. Buyer-configured Stripe can optionally provide invoice Checkout and recurring maintenance membership subscription billing.
Does HVAC Core send reminders and text customers?+
Yes, when the buyer configures the relevant providers. The communications layer can queue appointment confirmations/reminders and job-status updates, deliver email through Resend, deliver consent-aware SMS through Twilio, and store signed inbound Twilio customer replies. Provider credentials are not bundled with the sale.
Does it connect to QuickBooks?+
Optionally. A buyer can connect their QuickBooks Online company and explicitly sync supported customers, sent invoices, and successful payments. Internal field notes, signatures, labor costs, and job-cost details stay out of the accounting payload.
What protects the private workspaces?+
Cloudflare Access protects /admin and /tech with separate application audiences. The Worker validates the Access assertion, /admin also verifies the configured owner identity, and /tech maps the verified email to an active technician before returning assigned work.
HVAC CORE
Review the product. Keep production workspaces private.
Review the feature set and connected workflow, then deploy the private owner and technician workspaces under the buyer’s own Access policies.