Built into the code
- •Vertical pack and pipeline
- •Contacts, forms, bookings
- •Website and link pages
- •Products, quotes, invoices
- •Agency and white-label controls
Goodwork Heating & Air · Sample business
HVAC Service
Which call needs a truck today?
Move repair calls from intake to estimate, schedule, invoice, payment, and a maintenance relationship.
The operating promise
Turn repair calls into scheduled work and maintenance customers.
The system calls them
Customers
The work is called
Jobs
Main operating view
Job board
Suggested client offer
$199/mo
A business you can recognize
Goodwork Heating & Air
Goodwork Heating & AirSample data
Customers
Job board
Service requests
Bookings
Products
Website
Link pages
Job board
Service Pipeline
Lead1
Miller residence
No heat · emergency triage
Estimate sent1
Oak Street Dental
Rooftop unit · $8,600
Scheduled1
Lena Ortiz
Gold maintenance visit · Tuesday
In progress0
Invoiced0
Paid0
Lost0
The customer journey
One business record from first contact to the next sale.
- 01website
Find
The service site separates emergencies, estimates, and maintenance calls.
- 02phone agent
Call
The emergency preset collects the address, symptoms, and callback number.
- 03booking
Schedule
The team confirms the service window and keeps the intake attached to the customer.
- 04crm
Work
The job board follows the repair from lead through paid or lost.
- 05storefront
Bill
Catalog services and equipment become reusable quote and invoice line items.
- 06link page
Retain
A customer link hub keeps service requests, reviews, and maintenance links together.
01Customer records
The Service Pipeline.
The pipeline, customer fields, forms, and activity language come from the Trades (HVAC · Plumbing · Electrical) pack. The sample records show the operating rhythm without pretending they are customer data.
Goodwork Heating & AirSample data
Lead1
Miller residence
No heat · emergency triage
Estimate sent1
Oak Street Dental
Rooftop unit · $8,600
Scheduled1
Lena Ortiz
Gold maintenance visit · Tuesday
In progress0
+ 3 more stages
Customer fields
Primary service addressAdditional propertiesEquipment on siteMaintenance plan tierPreferred technicianAccess notes (gate codes, dogs, etc.)
Activity language
Site visitEstimate sentParts orderedMaintenance visitPhoto (before/after)Invoice sent
02Booking
The request enters the business once.
The seeded Emergency service request collects the details this operator needs. The submission feeds the same contacts, pipeline, and activities used by the rest of the system.
Emergency service request
Built inGoodwork Heating & Air
Emergency service request
Tell us what's wrong. We'll call back within the hour.
Name
Phone (we'll call this)
Email
Service address
What's happening?
Send request
03Website
The public face belongs to the operator.
The site record, public page, brand, domain, and contact paths live beside the customer system. The mock below shows how the room can present the business, not a generic software dashboard.
White-label website
Built inGoodwork Heating & AirAboutGet started
5-15 person HVAC, plumbing, and electrical shops.
Turn repair calls into scheduled work and maintenance customers.
Move repair calls from intake to estimate, schedule, invoice, payment, and a maintenance relationship.
Request serviceConnected paths
Request service
Get an estimate
Maintenance plans
04Link page
One small page keeps the next action obvious.
The link page can carry booking, service, payment, review, and social destinations while recording activity back in the workspace.
Client link page
Built inGoodwork Heating & Air
Turn repair calls into scheduled work and maintenance customers.
Request service
Get an estimate
Maintenance plans
Clicks tracked in CRM Stack
05Selling flow
Products and services become reusable business items.
The built-in catalog feeds quotes and invoices. Payment collection needs the operator's Stripe account or payment link, so the room labels that connection instead of drawing a finished cart that the repo does not ship.
Products, quotes, and payment path
Payment connectionGoodwork Heating & AirServices
Emergency service
Reusable product or service
Request quote
System replacement
Reusable product or service
Add to quote
Maintenance plan
Reusable product or service
Add to quote
CRM Stack ships the catalog and quote or invoice record. Connect the operator's Stripe account or Payment Link for collection.
06Phone agent
The first conversation enters the same system.
The Relay intake can match a lead, store the transcript, log the activity, score the opportunity, and create follow-up work. A provider number and runtime still need to be connected by the operator.
HVAC emergency triage preset
Vertical preset☎Relay intake
Incoming call
Goodwork Heating & Air
“Thanks for calling. Is this an emergency, or are you calling about something we can schedule?”
It takes down
AddressCallback numberEmergency statusProblem descriptionSystem shutoff
Signed Relay events can create or match the contact, store the transcript, log the activity, score the lead, and create follow-up work. The operator still connects the provider number and runtime.
Setup truth
What ships. What gets connected. What stays customizable.
The owner controls the software beneath the room. The operator supplies the business identity and third-party accounts.
Connect during setup
- •Hosting and domain
- •Email delivery
- •Stripe or payment link
- •Phone provider and Relay runtime
- •Brand assets and business details
Shape for the operator
- •Services and prices
- •Forms and custom fields
- •Pipeline stages
- •Phone script
- •Pack feature opportunities
Two different prices: the software license is what the owner or agency pays to own the system. The $199/month figure is the pack's suggested client offer for an agency selling this hvac service system as a managed service.
Keep looking
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