All Coil features · Founding 50 Arizona shops

Every part of Coil, working from one shop record.

From the dispatch board to the AI Office to Front Desk, every feature ties back to the same customer, job, and equipment record. That's why Coil's AI actually knows what your day looks like, and why nothing gets re-typed.

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Shop record

One record, every feature

REC. 0001

Maria Hernandez

Member · 2 systems on file · AC tune-up last June · refrigerant log up to date

Linked

Jobs 14 over 3 yrs

Estimates 2 sent, 1 paid

AI + Front Desk Same context

Fig. 01 · One record feeds every feature

Three lanes, one shop record.

Most field-service tools split AI, the front office, and dispatch into different products. Coil keeps them tied to the same customer, job, and equipment so each one knows what the others are doing.

AI Office

An HVAC AI chat that reads the job before it answers.

Ask Coil about past visits on this customer, warranty terms on a Carrier 24ABC6, what changed on tonight's dispatch, or what to quote for an Infinity board swap. Every reply is grounded in your live shop record.

Watch AI Office Front Desk

Missed calls become action cards.

Voicemails, texts, emails, and the website widget land as Activity action cards with urgency, customer match, and a suggested next step.

See Front Desk Dispatch · AI routing included

AI route optimization that other CRMs sell as an add-on.

Most HVAC platforms charge extra per tech for routing and live rebalancing. Coil builds it into AI Office. The optimizer reads your real board, tech locations, and arrival windows, then rebalances when the day breaks.

Explore dispatch

The platform underneath AI Office, Front Desk, and Dispatch.

Individual, AI Office, and AI Office Scale all share this core. AI Office adds the team workflows above; Scale adds more seats plus the SMS Agent and included Coil Front Desk for normal shop volume.

Grp. A

CRM, jobs, and equipment

The operational record that makes dispatch, service history, and AI context useful in the first place.

A1
Customer CRMJob history, notes, and preferences
A2
Job managementFrom lead to scheduled work to completion
A3
Equipment historyPhotos, model data, and nameplate OCR
A4
Customer tracking pageClear job status for the customer

Grp. B

Estimates, invoices, and payments

Send professional paperwork and collect payment without leaving the job flow.

B1
Good / Better / Best estimatesWith branded PDFs
B2
Estimate acceptance linkCustomers approve online
B3
Invoices and payment linksWith Stripe payments
B4
Tap to Pay and Wisetack financingSupported in the payment flow

Grp. C

Memberships and operations

Recurring revenue, compliance details, and back-office controls in one place.

C1
Memberships and customer portalFor recurring work
C2
Membership remindersTune-ups and follow-up
C3
Refrigerant loggingWith EPA 608 export
C4
Purchase orders, KPI dashboard, time clockPlus time cards

Explore the full platform Watch Coil AI in action

Try the full Coil workflow with founder pricing.

Start with no credit card, pick the team size that matches your shop, and add Front Desk if you want missed calls and messages turned into owner-reviewable work.

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