CRM & Pipeline · HVAC
Clarity on what's in your pipeline and what's moving, without a 40-page report.
The reality
Most trade businesses run on a clipboard, a calendar, and a notepad of unclosed quotes. The CRM doesn't replace any of that. It makes sure nothing falls between them. Quote sent on Tuesday gets followed up on Friday. Job booked Monday gets a review request Wednesday. The system keeps the pipeline moving while you're on a roof.
What we fix
The average HVAC service call is worth $300-$500, and a new install runs $5,000-$15,000. Most HVAC searches happen during emergencies — broken heat in January, dead AC in July. These are people ready to pay right now. If your site can't capture them, they call whoever shows up first on Google.
No way to request service after hours
Your office closes at 5pm. Emergencies don't. If your website's only option is 'call us during business hours,' every after-hours search goes to the competitor with an online request form.
Invisible for 'HVAC near me' searches
When someone's furnace dies, they Google 'heating repair near me.' If you're not in the top 3 results, you don't exist. Most HVAC websites have zero local SEO strategy.
A site that looks like a side project
Homeowners are inviting you into their homes. A cheap-looking website with a GoDaddy template and blurry photos says 'fly by night' — even if you've been in business 20 years.
No reviews, no trust signals, no proof
Your competitors have 200+ Google reviews front and center. Your site doesn't mention reviews at all. In home services, social proof isn't a nice-to-have — it's the deciding factor.
What you get
Every inquiry lands in a stage. You see what's new, what's quoted, what's booked, and what's closed. No leads forgotten.
Quotes are tracked from sent to accepted. Jobs are tracked from booked to invoiced. Nothing slips between the cracks.
Monthly summary: inquiries this month, where they came from, what closed, what's open, what we're moving next. No jargon, no fluff.
Real-time access to your numbers any time you want. Not a report you wait a month for. A window you can open right now.
FAQ
Yes. We integrate with ServiceTitan, Housecall Pro, FieldEdge, Jobber, and other major platforms. Online bookings and emergency requests feed directly into your dispatch queue.
Those platforms charge you per lead and share those leads with your competitors. We build a website you own that generates leads you don't share. Stop renting leads — own your pipeline.
Most HVAC websites launch around Week 4 inside the 28-day Forge Method engagement. That includes discovery, custom design, development, service area content, and testing. We handle everything.
You own your content and your domain. If you decide to move on, we provide all assets, assist with migration for up to 14 days. The commitment runs twelve months, with a performance exit if we stop delivering.
More for hvac
CRM & Pipeline elsewhere
This page covers crm & pipeline as we build it for hvac contractors. For how the capability works on its own, across every industry we serve, see crm & pipeline.
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