Fictional demoHeating and cooling contractorHome Services
NorthStar HVACFrom 'my AC is broken' to a scheduled technician
NorthStar HVAC is a fictional contractor. It shows a lead-driven business: service requests come in with the details a dispatcher needs, then move through estimate, scheduling, the job itself and the invoice.
Heating and cooling contractor
Heating and cooling done right, the first time.
- CoolingAC RepairFrom $89
- MaintenanceMaintenance Tune-Up$139
- HeatingHeating RepairFrom $89
Try the demo
Five connected views of one business. What you do in one shows up in the others.
- View WebsiteThe public website NorthStar HVAC customers see, in its own brand.
- Request ServiceDescribe the problem, add photos, pick a time window and we'll confirm.
- Customer portalService requests, estimates to approve, upcoming visits, invoices and equipment on file.
- Admin DashboardJob pipeline from new request to invoiced, technician assignments, estimates and revenue.
- AI lead qualificationTurns a plain description like 'AC stopped cooling yesterday' into a structured, prioritized service request.
Try this
- Request Service
Use the sample customer when the form offers it: the customer portal is signed in as that customer.
- See it in Jobs
The admin dashboard already has it, next to the sample data.
- Open the Customer portal
The same record from the customer's side.
Everything you enter stays in this browser, and nothing is sent to a real business. Reset demo in the top bar restores the sample data.
The business problem
What changes for NorthStar HVAC
Before
Without a system
- A homeowner calls three companies and hires whoever answers first.
- The dispatcher writes the problem on a notepad with no photos.
- Estimates are typed later and sent by email days after the visit.
- Nobody can say which jobs are waiting on parts or payment.
After
With the NorthStar HVAC system
- Requests arrive online around the clock with photos and urgency.
- Emergencies are flagged and routed to the on-call technician.
- Every job moves through one pipeline from new to invoiced.
- Customers approve estimates and pay invoices from their portal.
Workflows
What the system handles
The flows this business depends on, built on the shared platform and set up for how it works.
- 01
Guided service request
Service type, emergency check, description, property, ZIP, address, photos, preferred time and contact details.
- 02
Job pipeline
New, qualified, estimate, scheduled, technician assigned, in progress, completed, invoiced.
- 03
AI lead qualification
Extracts service type, problem, urgency, property type and location from a plain description.
- 04
Technician dispatch
Assign technicians, set the appointment and track each job's status and notes.
17 modules
Modules included
Each module is part of the same platform. This business turns on the ones below; another business turns on a different set.
What customers use
The website and the flows customers go through themselves.
- WebsiteFast, SEO-ready marketing site with the brand's own look.
- Quotes and estimatesRule-based pricing that stays consistent for every customer.
- Customer portalCustomers manage bookings, payments and details themselves.
Running the day
Calendars, people, services and the work itself.
- StaffProfiles, services offered, schedules and performance.
- JobsWork orders with technicians, checklists, photos and status.
- Dispatch and routingMap view of jobs and an optimized route for the day.
- PropertiesService addresses with size, access notes and equipment.
Customers and sales
Every customer and inquiry in one place, with follow-up.
- Customer CRMProfiles, history, notes, preferences and lifetime value.
- Lead managementCapture, qualify and follow up with every inquiry.
- Sales pipelineStage-by-stage board from first contact to paid.
- Review workflowRequest reviews after visits and respond with AI drafts.
- Marketing assistantPosts, captions, emails and promotions drafted from real services.
Payments
Deposits, invoices and prepaid plans.
- Payments and depositsDeposits, balances, refunds and payment history.
- InvoicesItemized invoices with status tracking and online payment.
Automation and insight
Messages that send themselves, numbers the owner checks, and AI.
- SMS and email automationConfirmations, reminders, follow-ups and review requests.
- AnalyticsRevenue, bookings, conversion and staff utilization.
- AI assistantAnswers questions, qualifies leads and starts bookings using live business data.
Setup
How it's set up
NorthStar HVAC isn't a one-off build. It's the shared platform set up for this business: its name, how customers start, its brand and the modules it runs on.
Runs on the same system
Other businesses that work the same way.
- Plumbing
- Electrical
- Roofing
- Garage doors
- Appliance repair
- Handyman services
Different business, same idea? Tell us how yours works.
- Customers start with
- Request Service
- Portal
- Customer portal
- Assistant
- AI lead qualification
- Brand colors
- Its own palette
Built by Root and Run
Want something like this for your business?
A website and system like this one, set up for your HVAC business with your own services, prices, staff and rules.