01
Capture every lead
Missed calls, after-hours voicemail, and website estimate forms drop into one inbox. No sticky notes. No “I’ll call them back after this attic.”
CRM for HVAC companies
Missed calls, web leads, and no-shows land in one inbox. Follow-up runs when the tech is on a roof or in an attic.
$297/mo. No long contract. Built for single-location HVAC companies.
Pipeline
Today’s board
Follow-up runs while the tech is in an attic. The lead doesn’t sit until someone gets back to the van.
How it works
01
Missed calls, after-hours voicemail, and website estimate forms drop into one inbox. No sticky notes. No “I’ll call them back after this attic.”
02
The lead gets a text while the tech is still on a roof. They pick a slot. It lands on the job calendar.
03
Review request goes out. Follow-up runs so a one-time no-heat doesn’t vanish. Tune-ups and the next season stay on the board.
The math
Dispatch stays where it is. This table is the follow-up stack: inbox, text-back, calendar, pipeline, reviews, forms, contacts, mobile. Not a replacement for the board.
Keep ServiceTitan, Housecall Pro, or Jobber for dispatch. JobLine sits next to the board.
Works with
Follow-up next to the software that already runs the truck.
What’s in it
Missed calls, web leads, and no-shows land in one place. The office isn’t hunting through voicemail, email, and a group text.
After-hours no-heat calls get a text, not a voicemail graveyard. The next company doesn’t get the job by default.
Book the estimate. Remind them. Cut the no-show before a tech rolls out.
Lead / Booked / Ran / Customer. See the work on one board instead of a spreadsheet that dies on Friday.
After the job, ask while they’re still glad the heat is on. The request goes out. You don’t remember to.
Forms included. We set them up.
The whole shop: owner, office, whoever answers the phone. No per-seat tax.
Run follow-up from the truck. The attic doesn’t have a desktop.
We do the same setup for plumbing, electrical, and roofing.
Straight answers
ServiceTitan, Housecall Pro, Jobber, Service Fusion stay. This sits next to them. Follow-up, not field software. Do not rip out the board on day one.
Missed-call text-back. Booking. Review request. After-job follow-up. That’s the setup. You don’t get a second software company in the office.
We set the forms, the calendar, and the sequences. You book jobs. Optional 14-day trial if you want to see it in the shop first.
Pricing
JobLine · single location
$297/mo
No long contract. Optional 14-day trial. No setup fee on this page.
Book a 20-minute demo Start 14-day trialStandard messaging rates.
Ads management, techs, licensing.
Talk to us. Book a 20-minute demo.
Demo
Pick a time. Or send the form. Either way it’s a product walkthrough. Not a pitch deck. Not an application.
Leave this and we’ll get you on the calendar.