HVAC CoreBusiness OperationsOwner Login

HVAC CORE FEATURES

Operations that stay connected.

HVAC Core connects leads, customers, estimates, invoices, payments, appointments, and customer-facing lead capture in one practical Cloudflare-native workflow for HVAC businesses.

Leads & CRM

Capture website inquiries, update lead status, keep internal notes, convert qualified leads, and retain linked customer history.

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AC not coolingNew · Website request
Heat pump noiseQualified · Follow-up ready

Estimates

Build itemized estimates with sequential numbers, dates, notes, discounts, tax, equipment detail, decision states, and printable documents.

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EST-1042Heat pump replacement$8,420.00Accepted estimate → invoice

Invoices & payments

Convert accepted estimates into frozen invoices, track balances and payment history, record manual payments, and optionally create Stripe Checkout links.

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INV-1044System replacement$2,480.00 balancePartial · Payment history retained

Appointments

Track requested, scheduled, completed, and canceled visits connected to customer and estimate context.

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9:00 · Diagnostic visitScheduled
1:30 · Installation follow-upRequested

Contractor website & lead capture

Buyer-configurable contractor mode provides homeowner pages, service areas, Turnstile-protected service requests, and D1 lead persistence.