HVAC CoreBusiness OperationsOwner Login

CONNECTED WORKFLOW

From first request to final payment.

HVAC Core keeps the handoff between sales, billing, and scheduling explicit so the owner can see what changed and what needs attention next.

  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 and service history.

  3. 03

    Estimate

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

  4. 04

    Invoice

    Convert accepted estimates into frozen invoices with due dates, balances, and printable records.

  5. 05

    Payment

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

  6. 06

    Appointment

    Track requested, scheduled, completed, or canceled customer visits while keeping schedule context attached to the customer.