Every customer, every system —dispatched and documented.
Customer + equipment records, maintenance agreements, voice-captured work orders, and automated tune-up reminders — captured between calls.
Service Snapshot
Voice → AI extraction
Core Capabilities for HVAC Service Companies
All the features you need for efficient hvac service companies client management.
Voice intake & AI extraction
Dictate a new client; AI fills name, contact, birthday, and key details.
AI call summaries
Record a meeting; ClientPulse turns it into clean bullet-point notes.
“Skip to Notes” voice interrupt
Say “skip to notes” anytime during voice intake or onboarding to jump straight into free-form notes — perfect when a client dials in unexpectedly and you just need to capture what they said, fast.
Personalized video email New · Platinum
Record a quick personal video right from the client’s profile and embed a tappable thumbnail inside the outbound email — no attachments, no upload links.
One-click calling
The bridge rings you, then the client. Notes captured on the record.
Branded email & SMS
Send from your verified domain with your signature, photo, and credentials.
Google Calendar sync
Two-way sync, automated meeting reminders, and birthday touches.
Per-client documents
A secure cloud vault for every form, invoice, photo, or signed contract.
Full client timeline
Every email, text, call note, and document — one searchable history per client.
Automated reminders
Meeting reminder emails and birthday touches go out on their own.
Secure by design
Magic-link & Google sign-in, row-level isolation, and CAN-SPAM-compliant email.
Specialized fields and panels
Beyond the basics, these dedicated data points are captured on every client profile.
Customer & Property
- Mobile / home / work phones
- Service address, gate codes, pet/hazard notes
- Property type (Residential / Commercial / Multi-Family)
- Preferred technician + service zone
- Account balance & billing status
Equipment Records
- Multiple systems per property
- Brand, model #, serial #, install date
- Tonnage / BTU, fuel & refrigerant type
- Manufacturer + labor warranty expiry
- Filter size, MERV, next change due
Service & Reminders
- Voice-captured work orders & diagnoses
- Maintenance agreements with auto-renew
- Spring AC + Fall furnace tune-up reminders
- Quote → approval → install pipeline
- SMS / email audit per customer
Record a personal video.Embed it right in your email.
Stop sounding like everyone else. Hit record from any client's profile, capture a 30‑second message in your own face and voice, and ClientPulse drops a tappable video thumbnail right inside the outbound email — no attachments, no upload links, no friction.
- Record on phone, tablet, or laptop
- Auto‑generated poster thumbnail
- Plays full‑screen on any device
- Higher open & reply rates, instantly
Ready to put your client work on autopilot?
Dictate, call, email, schedule, and store — every client touch in one place.