Platform

Everything an HVAC shop needs, with AI on top.

Coil is a full field service CRM — schedule, dispatch, customers, payments, memberships. The AI moments you saw on /demo run on top of it.

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01 / Dispatch board

See the day. Fix the day.

Owner's daily home view. Drag-to-reassign with conflict detection, color-coded by status, owner overview vs tech personal view.

  • Drag-to-reassign with conflict detection
  • Owner overview / tech personal view
  • Color-coded by status (open, in-progress, blocked, paid)
  • Filter by tech, day, job type
  • Inline call-off + reroute (powered by AI Dispatcher)
coilapp.com/dispatch
Dispatch board
Tuesday, May 14
8a
10a
12p
Mike
Sarah · Maint
Linda · Repair
Jake
Aaron · Tune-up
Patel · Install
Marcus
Reyes · Maint
Cohen · Diag
Jensen
Garcia · Half-day install
02 / Customer profile

Every job, every system, every visit.

Per-customer page with full history — jobs, equipment, photos, invoices, notes, communications. ServiceTitan parity, simpler interface.

  • Full job history sorted by date
  • Equipment list with photos and warranty dates
  • Linked estimates, invoices, payment history
  • Notes thread visible to office and field
  • One-tap "ask Coil about this customer"
coilapp.com/customers/sarah-thompson
ST
Sarah Thompson
2418 W Maple · Member · Since 2022
Gold member
Equipment
Lennox XC20 · 5-ton
Installed Aug 2014 · S/N 5814A2241
Last visit
Aug 12, 2025 · Maintenance
Mike R · weak capacitor noted
Recent activity
Maintenance visitAug 12 · $189 paid
Filter replacementMay 03 · $42 paid
Capacitor replacementMar 19 · $324 paid
03 / Estimates → invoices

Estimate, sign, invoice, send.

Build estimates from your price book, get e-signature, convert to invoice, send branded PDF. The money-flow proof.

  • Price book with flat-rate and time-and-materials
  • E-signature capture in the field
  • Convert estimate → invoice in one click
  • Branded PDFs with logo, colors, line items
  • Auto-email to customer with pay link
coilapp.com/invoices/INV-2026-0142
Invoice INV-2026-0142
Linda Cohen · 4815 E Cactus
Paid
$487.50
Item
Qty
Rate
Total
Capacitor replacement (45MFD)
1
$165
$165
Diagnostic call
1
$89
$89
Refrigerant top-off (R-410A · 2 lb)
2
$95
$190
Subtotal · Tax · Total $487.50
04 / Memberships

Recurring revenue that runs itself.

Plan templates, auto-billing via Stripe, due-visit tracking, customer portal access, member-only pricing.

  • Plan templates (silver / gold / platinum etc.)
  • Stripe auto-billing on the cycle you set
  • Due-visit tracking — Coil flags who's overdue
  • Member-only pricing applied at invoice time
  • Customer portal: view plan, pay, request service
coilapp.com/memberships
Memberships
142 active · $4,820 MRR
Silver
68
$15/mo
Gold
59
$28/mo
Platinum
15
$45/mo
Due visits this month
Sarah Thompson · GoldOverdue · 12d
Mike Patel · SilverDue May 22
Linda Cohen · GoldDue May 28

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05 / Tap to Pay + payments

Get paid before you leave the driveway.

Tap to Pay on iPhone, card on file, ACH, cash, check. Payment status tied to job and invoice. Stripe Connect under the hood — money lands in your account, not ours.

  • Tap to Pay on iPhone (no terminal hardware)
  • Card on file with one-tap charge
  • ACH, cash, check entry with photo capture
  • Payment immediately posted to job + invoice
  • Stripe Connect — money lands in your account, not ours
9:415G
Coil
Coil
J&T Cooling
Tech
Ready for payment
$487.50
Linda Cohen · INV-2026-0142
Hold card or device
near top of iPhone
VISA·MC·AMEX·DISC
06 / Tech mobile app

Your tech's day, in their pocket.

Schedule, navigation, photos, signatures, time tracking, notes — built for the truck, not adapted from desktop.

  • Today's schedule with one-tap navigation
  • Job notes, photos, signatures captured on-site
  • Time clock with auto job-association
  • Customer + equipment context pulled from CRM
  • Push notifications for new assignments and changes
7:425G
Coil
Coil
Mike R · J&T
Tech
Today
4 stops · 6.5 hr
9:00 AM · MaintenanceNow
Sarah Thompson
2418 W Maple · 12 min away
11:00 AM · Repair
Linda Cohen
4815 E Cactus · capacitor follow-up
1:30 PM · Tune-up
Aaron Patel
9120 N Pine
07 / Equipment library

Snap the data tag. Coil reads the rest.

Per-customer system records with brand, model, serial, install date. OCR data-tag scanning auto-fills from a photo.

  • Per-customer system records: brand, model, serial, install date
  • OCR data-tag scanning — photo to filled record
  • Service history per piece of equipment
  • Warranty tracking with expiration alerts
  • Photo gallery indexed by equipment
10:245G
Coil
Coil
J&T Cooling
Tech
Equipment scanned
Carrier 24ANB660A300
BrandCarrier
Model24ANB660A300
Serial2118E48241
RefrigerantR-410A · 5 ton
InstalledJune 2018
Saved to Linda Cohen
08 / Reports + revenue

What happened, what's coming, what's at risk.

Owner dashboard: jobs by tech, revenue by source, AR aging, member churn, this-week-vs-last.

  • Jobs by tech, by status, by date range
  • Revenue by source (job type, member vs non-member)
  • AR aging — outstanding invoices by 30 / 60 / 90 days
  • Member churn — joins, cancellations, MRR
  • This-week-vs-last comparison cards
coilapp.com/reports
This week
May 11 – May 17
Revenue
$18,420
+12% vs last
Jobs done
42
+5 vs last
AR > 30d
$2,140
3 invoices
Revenue by source
Memberships
$8,840
Repairs
$5,920
Installs
$3,660
Long tail

And the rest of what you'd expect.

Schedule & Dispatch

  • Drag-and-drop calendar
  • Recurring jobs and standing visits
  • Tech availability rules and time-off
  • Multi-day jobs
  • Route optimization (one-tap, AI-assisted)
  • Customer self-scheduling portal

Customers & Equipment

  • Search across name, address, phone, email
  • Multi-property support per customer
  • Tags and segments
  • Photo and document attachments
  • Equipment history per system
  • Communication log (text, email, calls)

Money & Pricing

  • Price book with categories
  • Flat-rate and time-and-materials
  • Quotes and estimates
  • Branded invoice PDFs
  • Late-fee automation
  • Tax handling (configurable per locale)

Memberships & Recurring

  • Plan builder
  • Auto-billing via Stripe
  • Member-only pricing
  • Due-visit tracking
  • Customer portal access
  • Renewal reminders

Techs & Field

  • Mobile app (iOS, with Android coming)
  • Tap to Pay on iPhone
  • Photo + signature capture
  • Time tracking with auto job-association
  • Push notifications
  • On-site equipment data-tag OCR

Ready to see this in your shop?

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