Lead2ProjectEvery service call starts here.
Customers send their address and what the system is doing before you roll the truck, so you know what you’re walking into.
Sound familiar?
A customer calls while you’re on a job, and the lead goes to someone else
You roll the truck and the unit is older than they said
Quotes live on invoices, texts and sticky notes
You can’t tell which jobs are paid and which still owe you
They fill it out. It lands on your board.
Share your link or QR code. Customers send the details you need, and every request shows up as a new lead, ready to quote.
- Booking link and QR code on Free
- Your own questions and branding on Pro
- Every request saved, nothing lost in a text thread
Three steps.
- Step#01
Share your booking link
Add it to your Google Business profile, truck or website.
- Step#02
The customer sends the issue
Address, what the system is doing and how old it is.
- Step#03
It lands on your board
Assign a tech, schedule it and quote it, all from your phone.
Built for how you work.
Know before you roll
Address and a description of the problem come with every request. On Pro, customers can attach photos of the unit and the data plate.
Every lead on one board
Requests from your link land as new leads. Move them from New to Completed so nothing sits forgotten.
Quote, deposit, invoice
Build the quote from your saved services, take a deposit, then invoice the balance. Card payments through Stripe on Pro.
Schedule your techs
Give each call a date, a time and a tech, then see the week on your calendar. Scheduling is on Pro.
See who still owes you
Deposits, balances and what’s outstanding on every job, so nothing goes unpaid.
Ask for the review
When the job is done, send the customer your Google review link in one click. On Pro.
They know you got it.
When a customer sends a request, they get an email from your business name letting them know you received it. No more “did my message go through?” calls.
One job pays for the whole year.
Two plans. Cancel anytime. No setup fees.
Free
Take requests and keep track of every job.
- Booking link and QR code
- Lead dashboard and job board
- Table and calendar views
- Add jobs from calls and walk-ins
Pro
Unlimited users included. No per-seat fees.
Everything you need to quote, schedule and get paid.
- Everything in Free
- Unlimited users: your whole crew, one price
- Services with prices and default deposits
- Email quotes customers accept online
- Deposits and balance invoices
- Card payments through Stripe
- Expenses and profit per job
- Scheduling and one-click schedule emails
- Invoice and payment reminder emails
- Google review requests
- Custom booking form and branding
- Email history, custom templates and a morning digest
- CSV export, including QuickBooks format
Stop losing jobs to missed calls.
Get your hvac booking link today. Free to start.
Free plan available · Cancel anytime