Run every HVAC lead, call, and service call from one operations platform.
HVAC is seasonal, call-heavy, and margin-sensitive. ProjectPal connects your phones, leads, dispatch, and contracts so nothing — and no opportunity — slips between the cracks.
Where the money leaks
The day-to-day friction in hvac rarely shows up on one report — it bleeds out across calls, follow-ups, and handoffs. Here’s where it usually goes.
- Peak-season call volume buries the office and missed calls become missed revenue.
- Maintenance agreements and follow-ups fall through manual cracks.
- No clear view of which marketing source or branch actually produces booked jobs.
- Replacement vs. repair conversations never get captured as structured scope.
Turn that friction into controlled operations
Each piece connects to the next, so a lead becomes a tracked job — and nothing has to be re-keyed, chased, or remembered.
Capture every call
Inbound calls, SMS, and campaigns flow into one workspace with caller ID, source, and history attached to the customer.
Book and dispatch faster
Turn a call into a booked, dispatched appointment in one flow — with the source and referral preserved.
Win the replacement
AI-assisted scope turns a system-replacement conversation into a clear, priced contract the customer understands.
Modules built for HVAC
ProjectPal isn’t a single feature — it’s a connected operations platform. These are the parts of it that do the heavy lifting for your trade.
AI that proposes — your team confirms
ProjectPal turns every call and conversation into intelligence, then suggests the next move. Nothing acts on its own: AI proposes, a person confirms, and every action is permissioned and audited.
- Summarize every service call and flag follow-up and replacement opportunities.
- Suggest the next best action on unconverted estimates and aging maintenance leads.
Every suggestion is reviewed before anything is sent or changed — see how the governed AI model works
What leadership finally gets to see
The whole point of connecting the operation is to make it visible. Here’s what owners and managers can finally watch in one place.
- Compare call-to-booked conversion by branch, team, and lead source.
- See seasonal demand, capacity, and which crews are converting calls into work.
ProjectPal for the people who run HVAC companies:
See ProjectPal for HVAC.
Book a Revenue Leak Review and we’ll walk your real operation — leads, calls, follow-up, contracts, production, and branches — and show you exactly where value is slipping out, and how ProjectPal recovers it.