Calls to jobs
Incoming calls from RingCentral or Twilio open the customer record and become a job in one click.
CRM for HVAC & plumbing
CRM and dispatch software for HVAC and plumbing companies
Calls, dispatch, technicians in the field, estimates on site and maintenance agreements that renew every season. We build a system around your dispatch board and your service process — without a per-technician monthly fee.
Scope
What an HVAC or plumbing system can include
Built around calls, dispatch and recurring service — the core of a service business.
Dispatch board
Drag-and-drop schedule by technician, zone and skill, with live updates for the office.
Technician app
Job details, photos, checklists, on-site estimates and customer signatures from the phone.
Maintenance agreements
Recurring service plans with automatic reminders and scheduled visits.
Estimates & invoices
Good-better-best options on site, invoices synced with QuickBooks.
Reports
Revenue per technician, call conversion and membership renewals on one dashboard.
Related work
Systems like this we have built
Client names are withheld under confidentiality agreements. See all engagements →
Field service CRM with call, accounting and marketplace integration
Lead intake, jobs, calls, estimates and invoices in one system, integrated with RingCentral, QuickBooks, Gmail, Google Calendar and Thumbtack, plus a companion mobile app for crews.
Internal dashboards for a distributed operations team
Shared dashboards over live operational data, saved views per role and exports in the formats finance already used.
Operations bot and admin panel for app portfolio tracking
Automated collection of App Store and Google Play listing data, a Telegram bot as the daily interface, and an admin panel with roles and exports.
Delivery
How the project runs
The same four phases on every project. Only their length changes with scope.
1. Discovery · 1–2 weeks
Interviews with the people who will use the system, a map of the current process, a written specification and an estimate. The documents are yours even if you build elsewhere.
2. Architecture · 1–2 weeks
Data model, integrations, infrastructure and a milestone schedule. This is where the scope, price and launch date are fixed in writing.
3. Build · two-week iterations
A working demo every Friday and a staging environment you can open at any time. Changes in scope are priced and agreed before they are built.
4. Launch & support · ongoing
Deployment, handover, documentation and training, then a support arrangement sized to the business.
Pricing
How much does custom HVAC or plumbing software cost?
Typical ranges for US clients at 2025–26 senior remote rates. The fixed price is agreed in writing after discovery.
A custom system has no monthly license per user — you pay for hosting at cost. Use the configurator to see a range for your scope.
Open the configurator- Core CRM (customers, jobs, pipeline)
- $20,000 – $40,000
- Integrations (accounting, telephony, email, calendar)
- + $2,500 – $10,000
- Scheduling and dispatch
- + $5,000 – $10,000
- Companion mobile app for crews
- + $18,000 – $42,000
FAQ
Questions we are asked most
How is this different from ServiceTitan or Housecall Pro?
Those platforms charge per technician every month and you work their way. A custom system is built around your dispatch and service process, has no per-seat fee and belongs to you.
Can it work with our phone system?
Yes. We have built call integrations with RingCentral; Twilio and other providers with an API can be connected the same way.
Can you move our data from our current software or spreadsheets?
Yes. Customers, jobs, estimates and history are migrated in stages during the build, so the office keeps working during the switch.
Do we own the system and the data?
Yes. Repositories, cloud accounts and data are created in your name from the first commit. There is no per-seat license and no lock-in.
Contact
Talk to the people who will build it
Describe what you need and get an indicative budget and timeline in two minutes. We reply within one business day.
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