CoolFlowOS replaces the chaos of spreadsheets, whiteboards, and missed calls with AI that schedules, dispatches, invoices, and follows up — automatically.
Drop a job in, CoolFlowOS assigns it to the right tech based on territory, skill, and availability. No back-and-forth. No double-books.
Job done, invoice sent, payment tracked — without you touching anything. AI builds line items from your job notes and sends it while the tech is still on the drive back.
Customer didn't book that quote? CoolFlowOS sends a reminder. Didn't pay the invoice? Nudges them. Left a bad review? AI reaches out to fix it.
AI batches jobs by location, predicts drive time, and builds tomorrow's route before you close the van door tonight.
Know exactly where you stand — jobs this week, revenue this month, cost-per-job trends, tech performance. Real numbers, not gut feelings. Updated in real time.
Your customers get a self-serve portal to book, track, pay, and review — cutting inbound calls by 60% while raising your NPS.
Inbound calls, web forms, inbound texts — they all land in CoolFlowOS. AI qualifies the lead and drafts a quote using your pricing templates. You approve or adjust. Takes 15 seconds.
CoolFlowOS assigns the job to the right technician — considering location, certification, availability, and historical performance. The tech gets a notification. The customer gets a confirmation. You get a dashboard update.
Job completes, invoice goes out automatically. Follow-up sequence triggers. Review request sent. Upsell opportunity flagged. You're now the owner who shows up to check the numbers — not run the numbers.
Built for residential and light-commercial HVAC businesses doing $200K–$2M annually. If you're bigger, we'll grow with you. If you're smaller, we'll get you there.
Pricing that makes sense for a real HVAC business — not a Fortune 500 enterprise. No surprise overage charges. No per-seat chaos. Just a predictable monthly cost that pays for itself in one or two jobs.
AI scheduling, auto-invoicing, customer portal, revenue dashboard, up to 5 techs