HVAC CoreBusiness Operations
Customer WebsiteOwner Login

CONNECTED WORKFLOW

From first request to completed field work and payment.

HVAC Core keeps customer/equipment context, sales, scheduling, field execution, reporting, communications, and billing connected while preserving explicit owner and technician decisions at each handoff.

  1. 01

    Lead

    Capture a website request, track status, keep follow-up notes, and preserve the original inquiry.

  2. 02

    Customer

    Convert qualified leads into reusable customer records with contact details, maintenance context, communications, and service history.

  3. 03

    Equipment

    Register the customer's HVAC systems so estimates, work orders, maintenance coverage, and completed service can retain unit-level context.

  4. 04

    Estimate

    Build itemized estimates with sequential numbers, clear statuses, totals, pricebook snapshots, and a print-ready document.

  5. 05

    Appointment

    Confirm the service date and arrival window while keeping customer and accepted-estimate context attached.

  6. 06

    Work Order

    Turn confirmed appointments or accepted estimates into numbered field work with a stable scope, equipment links, and service address.

  7. 07

    Dispatch

    Assign an active technician, keep unassigned work visible, dispatch the job, and track En Route, On Site, and Completed states.

  8. 08

    Field Completion

    Capture diagnosis, work performed, materials, follow-up notes, optional signature, labor timing, and equipment service history.

  9. 09

    Invoice

    Convert accepted estimates into frozen invoices with due dates, balances, payment history, and optional QuickBooks sync.

  10. 10

    Payment

    Record manual payments or optionally create Stripe Checkout links; verified webhooks record Stripe payment.