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PLATFORM Overview

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 the demo run on top of it.

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Everything your office touches, in one place.

Dispatch, customer records, estimates, memberships: the day-to-day core. Every tier includes all of it. The only add-on is Front Desk.

NO. 01 Dispatch board

See the day. Fix the day.

The 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 the AI DispatcherAI
app.askcoil.com/dispatch
Dispatch board
Tuesday, May 14
8A
10A
12P
2P
Mike
Sarah · Maint
Linda · Repair
Jake
Aaron · Tune-up
Patel · Install
Marcus
Reyes · Maint
Cohen · Diag
Jensen
Garcia · Half-day install
In progress Scheduled Blocked
NO. 02 Customer profile

Every job, every system, every visit.

A per-customer page with the full history: jobs, equipment, photos, invoices, notes, communications. The whole record in one place.

  • 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"AI
app.askcoil.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
NO. 03 Estimates to invoices

Estimate, sign, invoice, send.

Build estimates from your price book, get the e-signature, convert to invoice, send the branded PDF. From yes to paid without retyping anything.

  • Price book with flat-rate and time-and-materials
  • E-signature capture in the field
  • Convert estimate to invoice in one click
  • Branded PDFs with logo, colors, line items
  • Auto-email to customer with pay link
app.askcoil.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
NO. 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
app.askcoil.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

One record. The AI works from all of it.

Jobs, customers, equipment, and invoices live in the same record, so the AI Dispatcher, Front Desk, and on-job help read real shop context instead of guessing. Coil prepares the move, you approve it.

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Run the full CRM for 14 days · No card · No commitment

JOBS CUSTOMERS EQUIPMENT INVOICES COIL AI READS THE RECORD OWNER APPROVES DISPATCH REPAIR · FRONT DESK · ON-JOB HELP
Fig. 02-A · Context flow

Built for the truck and the back office.

Payments in the driveway, the tech's day in their pocket, equipment records from a photo, and reports that show what's at risk.

NO. 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
Ready for payment
$487.50
Linda Cohen · INV-2026-0142
Hold card or device
near top of iPhone
VISA·MC·AMEX·DISC
NO. 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
Mike R · Summit Climate Co.
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
NO. 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 the record from a photo.

  • Per-customer system records: brand, model, serial, install date
  • OCR data-tag scanning: photo to filled recordAI
  • Service history per piece of equipment
  • Warranty tracking with expiration alerts
  • Photo gallery indexed by equipment
10:245G
Coil
Summit Climate Co.
Tech
Equipment scanned
Carrier 24ANB660A300
BrandCarrier
Model24ANB660A300
Serial2118E48241
RefrigerantR-410A · 5 ton
InstalledJune 2018
Saved to Linda Cohen
NO. 08 Reports + revenue

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

The 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
app.askcoil.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

And the rest of what you'd expect.

The table-stakes a working CRM has to cover. All of it ships with every tier, no per-feature pricing.

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
See what every tier includes

Ready to see this in your shop?

Run the full CRM free for 14 days. No credit card, cancel anytime, and a 30-day money-back guarantee from your first paid charge.

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