This is what operating blind looks like
ServiceTitan is overpriced for teams under 20 - and still charges extra for a dialer
Jobber has no CRM pipeline - your sales process lives in spreadsheets
Using 3-4 separate tools means data gets lost between them
No way to track which marketing channels drive actual revenue
Your HVAC techs will love this.
Click to try the mobile field app your technicians will use on every job - checklists, timers, GPS, and on-site invoicing.
What changes when your tools think for themselves
CRM pipeline for install vs. repair vs. maintenance leads
Separate pipelines for installs, repairs, and maintenance contracts - each with their own stages, automation rules, and reporting.
Built-in dialer for outbound sales campaigns
Power dial through lead lists, reach prospects before competitors, and automatically log every call to the CRM with AI transcription.
Dispatch with technician GPS tracking
See every tech on a live map. Drag-and-drop job assignment with skill-matching and route optimization.
On-site invoicing and QuickBooks sync (coming soon)
Generate invoices from completed jobs and collect credit card payments in the field. QuickBooks Online sync is in development.
Automated review requests after job completion
Customers receive a branded text 1 hour after the tech leaves. Happy customers go to Google, unhappy ones go to private feedback.
AI call transcription with action item extraction
Every sales call is transcribed by Gemini AI. Action items like 'customer wants a quote for a new AC unit' are created as tasks automatically.
Up and running in one afternoon
Import Your Customer Base
Upload your contacts via CSV or sync from HouseCall Pro. Chillead deduplicates and enriches your data automatically.
Build HVAC-Specific Pipelines
Create separate pipelines for installs, repairs, maintenance contracts, and emergency calls. Each with their own stages and automation rules.
Start Calling and Dispatching
Your sales team uses the built-in dialer. Your dispatch team assigns jobs from the board. Everything is connected.
Invoice, Review, Repeat
Techs invoice on-site, reviews are requested automatically, and maintenance reminders fire when equipment is due for service.
Why the HVAC Sales Cycle Demands a Connected Platform
An HVAC sales cycle doesn't look like SaaS. You get a call about a broken AC. The office creates a lead, dispatches a tech for diagnostics. The tech recommends a replacement, the office sends a quote, follows up, books the install, dispatches an install crew, invoices, and then starts a maintenance contract.
That's 8-10 handoffs across sales, dispatch, field, and accounting. If these live in separate tools - a CRM here, dispatch there, invoicing somewhere else - every handoff is a potential data loss point. Chillead connects every step in one system. The lead that came in from a Google Ad gets tracked all the way to the final invoice payment and the 5-star review. No data re-entry, no context switching.
Managing Seasonal Demand Without Overstaffing
HVAC businesses face extreme seasonality. Summer AC emergencies flood the phone. Winter heating calls spike overnight. Spring and fall are maintenance contract season.
Chillead helps you handle spikes without hiring temp staff. The auto-dialer increases outbound capacity per rep by 40-60%. Automated follow-up sequences work 24/7. Smart dispatch routes techs efficiently so you complete more jobs with the same crew.
During slow seasons, the CRM pipeline and automation engine shift to maintenance contract outreach. Equipment age tracking triggers replacement recommendations. Review campaigns generate referrals. The platform adapts to your season automatically.
What the competition is missing
ServiceTitan costs $245+/mo with a $2,000-5,000 setup fee and charges per technician. Jobber has no CRM pipeline or dialer. HouseCall Pro has no CRM pipeline. With Chillead, HVAC businesses get CRM + dialer + dispatch + invoicing + field app + AI for 49/mo - with zero setup fees and flat pricing.
Questions from hvac companies
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Chillead works for every service business
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