Qualify high-value energy leads
AI intake captures home square footage, lot size, and existing heating systems to qualify geothermal feasibility.
For geothermal heating & cooling installers
Quote ground-source heat pumps and loop fields with tax credit calculations, stage drilling and install milestone payments, and track long-term energy savings.
Flex starts at $0/month + 1.25% · No credit card
Made for the way you work
AI intake captures home square footage, lot size, and existing heating systems to qualify geothermal feasibility.
Proposals automatically calculate federal clean energy tax credits and utility rebates to make systems attractive.
Collect deposits for loop drilling, progress payments at indoor unit install, and final payment at commissioning.
Traditional software charges \$300+/month before you even book a job. With \$0 monthly overhead on Flex and built-in route matching, your bottom line looks radically different.
Save over \$3,700/year in fixed monthly software subscriptions and extra seat fees.
Fill idle windshield time along existing job routes with automated emergency & quick-fix dispatch.
The whole toolkit
One login for your site, leads, quotes, scheduling, and getting paid — a slice of the 87 features that come standard.
Publish a polished marketing site on your own domain, publish or unpublish anytime.
Six layouts — hero loop, video + text, project story, reel gallery, testimonial, process — up to four bands on a page.
A conversational estimator that asks a few questions and returns a real price range, 24/7.
Calculates roof squares, pitch, siding area, gutter footage, and HVAC tonnage from aerial footprint data for accurate brackets.
Detects active jobs on the same street and unlocks $100–$500 neighbor discounts with viral sharing and same-day route batching.
Homeowner signs by typing their name; timestamped and locked to the record.
Card and bank payments route to your account; we never see card numbers.
Split a quote into a deposit plus 0%-interest installments that auto-charge.
Customers request an available arrival window right from your public site.
In-app AI assistant with live screen awareness and customizable trade avatars. Text your AI copilot site photos, notes, and voice memos—it sorts them to the right job and reminds you later.
Update quotes, append voice notes, and add punch lists simply by texting or sending voice memos to your platform number.
Weekly, biweekly, or monthly visits that spawn a scheduled job each cycle.
Every customer is offered the same two things: post a public review, or tell you privately. No screening by star rating — that breaks Google’s rules and risks your profile.
1-click Google Search, Meta and Retargeting campaigns with zero agency markups and 5% transparent management.
Auto-launches geofenced 1-mile ads around completed job sites using site photos and sanitized street copy to win neighbor leads.
Personalized sub-60-second text messages sent to ad leads to double booking rates.
Your storefront
Pick a look, drop in your photos, and publish to your own domain in minutes — no developer.
Trust-led and polished for established local contractors.
Bold, industrial, and built for high-impact project photography.
Explore connected playbooks, pricing calculators, platform features, and software comparisons tailored to geothermal heating & cooling businesses.
Identify and fix the hidden leaks where good homeowner inquiries slip away unquoted.
Generate branded, itemized PDF estimates with custom line items, markup calculations, and instant download.
Ask technical scoping questions, analyze photo attachments, and qualify emergency dispatches automatically.
Eliminate $5,000 implementation fees, technician seat penalties, and locked multi-year enterprise contracts.
Related trades
Ready when you are
Plans start with Flex at $0/month plus 1.25%. No setup fee. Everything a geothermal heating & cooling business needs, from your first quote.