Dispatch Board
Emergency calls, agreement visits and installs on one board, by technician and skill.
Industry CRM · Built in Calgary
CRM and Dispatch System for Plumbing and HVAC Companies
Emergency calls, tune-ups and installs on one board, with every furnace and water heater on file and your maintenance agreements renewing on time.
Open calls22
Techs out7
Emergencies2
Dispatch board
No heat · furnaceNW · urgentTech 4en route
Burst pipeSE · urgentTech 2on site
Water heater quoteSW · 2 PM—new
Units on file3,420
Serviced this month186
Over 15 years old412
Equipment records
Gas furnaceAlex M. · 2012Filter dueservice
Central A/CJordan K. · 2019Serviced Maycurrent
Water heaterSam R. · 2009Replace soonquote
Active agreements628
Visits due74
Renewals31
Maintenance agreements
Furnace tune-upAlex M.Due in Septbooked
Furnace + A/C planCasey L.Renews soonrenewal
Drain planMaple PlazaQuarterlyactive
Tasks340
Parts1,260
Updated this month48
Common tasks
Replace thermostatHVAC$285flat rate
Clear main drainPlumbing$340flat rate
Replace toilet valvePlumbing$165flat rate
Paid this week, $38,450
Paid on site96
Unpaid8
Recent invoices
Furnace repairAlex M.$460paid
Drain cleaningJordan K.$340paid
New water heaterSam R.$2,180due
Jobs this month742
Agreement renewals, %83
Avg. job, $520
Jobs by month
JanFebMarAprMayJun
Overview
Made for the way plumbing & hvac businesses work
Plumbing and HVAC companies juggle emergencies with planned work, and the seasons can turn a quiet week into a packed one overnight. Dispatchers need to see who is free, who has the right skills and which calls cannot wait. Meanwhile, maintenance agreements only pay off if every visit actually gets booked.
We build a CRM that ties each job to the property and its equipment. A technician can open the furnace, air conditioner or water heater record, see its service history and quote from your price book on a phone. Agreements create their own seasonal visits and invoices, so spring and fall tune-ups do not depend on someone remembering them.
Who it is for: Residential and light commercial plumbing, heating, cooling and gas-fitting companies with one or more trucks.
Features
What the plumbing and HVAC CRM can include
Equipment History
Furnaces, air conditioners, boilers and water heaters on file, with each service visit.
Maintenance Agreements
Seasonal visits, renewals and recurring invoices created automatically.
Flat-Rate Price Book
Consistent prices for common tasks and parts, ready to quote from a phone.
Options and Approvals
Show repair and replacement options, get a signature and turn the choice into a job.
Revenue Reports
Revenue by technician, job type and agreement, plus jobs that still need an invoice.
FAQ
Plumbing & HVAC CRM: questions
What owners ask before switching to a custom CRM. Tap a question to see our answer.
Have a different question?Write to us and the answer comes from the people who would build your site.
Can agreements book their own visits?
TTTwo Trees Studio
Yes. Each agreement can create its visits by season and remind the office or the customer, so you can schedule ahead rather than chasing them when the rush hits.
Can we use our own flat-rate prices?
TTTwo Trees Studio
Yes. We load your own tasks, parts and prices into the system, and you can update them as material costs change.
Will technicians see the equipment history on site?
TTTwo Trees Studio
Yes. Equipment is tied to the property, so a technician can see the model, age and past service on a phone before starting the job.
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Book a short walkthrough by video or at our Calgary office, and get a written price for setting it up for your company.