Preview · HVAC company · Owner view · customer view

HVAC company

Your dashboard

Sample data — this is what running HVAC company on BookItLink looks like.

Up next

1 new estimate request to review

Fresh estimate requests are in — reply with a quote to win the service call.

Review requests
Today
4Next today · 9:00 AM
Payments collected · Mon – Sun
$7055 payments
Upcoming
74 today · 3 reminders queued
Follow-up due
4Ready for a nudge

Recent activity

  1. Deposit paid

    Walker — furnace check

    $129

    Today, 9:45 PM

  2. Job scheduled

    Reyes — AC tune-up · Heat pump install quote

    Today, 8:45 PM

  3. Quote sent

    Diaz — boiler service · Walker

    Today, 5:45 PM

  4. Deposit paid

    Anderson — no heat

    $149

    Today, 4:45 PM

  5. Job scheduled

    Walker — furnace check · Furnace / boiler tune-up

    Today, 4:45 PM

  6. New estimate request

    Reyes — AC tune-up

    Today, 3:45 PM

Today

Today’s schedule

  1. 9:00 AMReyes — AC tune-up · Heat pump install quoteBooked
  2. 10:30 AMWalker — furnace check · Furnace / boiler tune-upBooked
  3. 11:30 AMPatel — heat pump quote · Heat pump install quoteBooked
  4. 12:00 PMAnderson — no heat · Furnace / boiler tune-upPending

Money

Payments collected

$705Mon – Sun

  1. Walker — furnace check$129Today
  2. Anderson — no heat$149Today
  3. Patel — heat pump quote$129Yesterday
  4. Diaz — boiler service$149Mon
  5. Nguyen — mini-split install$149Sun

Customers

Who to bring back

  1. Reyes · Twice a year$1421 visits
  2. Anderson · Twice a year$1421 visits
  3. Walker · Twice a year$1421 visits
  4. Patel · Twice a year$1421 visits

Share

Your estimate link

Public page

Customers request and approve work on your own page — share it anywhere, QR included.

See your customer page

Calendar

Included

Every confirmed job comes with add-to-calendar and reminders for your customer — and lands on your calendar too.

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Your page, your estimate link, your customers — live in minutes.

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How the day stays in order

HVAC company, in order

  • Fewer interruptions

    The assistant fields inbound texts and emails. You only see what needs a human.

  • Fewer flakes

    Reservation deposits hold the slot. Reschedules carry the deposit forward — calmly.

  • Clearer daily state

    One Today card answers “am I caught up?” before you see any work queue.

  • Calmer operations

    No notification storm. Reminders go out automatically, on a steady cadence.