Stay Organized & Convert More Leads With Lead Tracking
Running an HVAC business means juggling multiple jobs, following up with potential customers, and ensuring your team stays on schedule. The HVAC Calendar & Lead Tracking Tool keeps everything in one place—so you never miss an appointment, lose a lead, or forget a follow-up.
Lead Tracking Made Simple
You work hard to generate leads—don’t let them slip through the cracks. Our Lead Tracking Tool helps you capture, organize, and follow up with potential customers automatically.
- Lead Capture Automation – Every online quote request, phone inquiry, or email form submission is saved in your lead database.
- Custom Status Labels – Track each lead’s journey from “New Inquiry” to “Estimate Sent” to “Job Scheduled.”
- Know What Ads Are Working - Using this will tell you what platforms are working best to get more leads.
- Lead Notes & Attachments – Keep detailed records, add job site photos, and store key customer information in one place.