Built for an HVAC shop your size
When jobs pile up, CallFundr keeps them from slipping away.
CallFundr is the AI operating layer for HVAC shops your size. It answers every call, captures the job, moves it into dispatch, keeps the customer updated, and works your existing base for maintenance, tune-ups, off-season work, and replacement opportunities — without the ServiceTitan-type setup and headaches.
First 25 shops get there first: the plan you start on locked for life, white-glove customization with Jim, Advisory Board access, private member board access, and the 500-Shop Promise.
Hear it live ☎ (813) 725-9605Call our demo line — see how it works.
The real problem
For years, shops your size had two options: corporate software built for the giants, or no system at all.
Cram your shop into the big system and you're paying thousands a month to work someone else's way. Run without one, and jobs slip through the cracks — calls get missed, dispatch gets messy, customers don't get updates, and follow-up never happens.
The corporate companies don't just have more money — they run better software. And now private equity is flooding the market with operating capital to take over the industry.
The systems were the advantage all along — and AI opens that advantage up to shops of all sizes.
And "doing without" has its own cost. A voicemail or an answering service can take the call — but it hands your office the same work afterward:
- →Read the message
- →Call the customer back
- →Clarify the details
- →Type the notes
- →Find the schedule
- →Confirm the appointment
- →Notify the tech
AI shouldn't just answer the phone. It should move the job.
CallFundr captures the call once and moves the whole job forward — structured, dispatch-ready work your team can review and use, instead of another pile to clean up later. That's the system advantage, brought to HVAC shops your size.
The whole flow
Answer, capture, dispatch, update, follow up.
From the ring to the follow-up, CallFundr moves the whole job forward — not just picking up the phone, but pushing the work all the way to dispatch and back around to your customer base. Every job carried, before it turns into missed calls, sticky notes, callbacks, and retyping.
CallFundr always answers — including after-hours and peak-volume calls. Nothing slips to voicemail.
It collects the customer, issue, address, urgency, availability, and notes — the whole job, not a message.
Jobs move into auto-dispatch or your drag-and-drop dispatch board, out to the tech by text.
Customers get confirmations, on-the-way messages, late notices, and arrival updates — automatically.
CallFundr helps pursue maintenance customers from paid and unpaid ticket history, schedule off-season maintenance, and surface replacement opportunities tagged by techs.
After hours
Stop losing after-hours calls to voicemail.
A no-cool call at 6:00 am isn't just a message. It's a customer who needs help now — and if they don't get an answer, they call the next HVAC company.
CallFundr answers after hours, captures the job details, follows your rules, and either books the next available window or routes the call to your on-call process.
Your team doesn't wake up to a pile of voicemails or answering-service messages to chase. Your customer doesn't feel ignored. And your shop gets a better chance to keep the job.
Your team, in control
Built around the people already running your office.
In a shop your size, the office might be the owner answering from the van, a spouse keeping the schedule together, or one CSR holding it all up. CallFundr takes the pileup off them — never replaces them. It follows your rules, and you decide what gets booked, what gets routed, what gets escalated, and when a human takes over.
Your team stays in control. CallFundr handles the pileup.
Your customer base
Your existing customers are your next jobs.
Your paid and unpaid tickets are a book of business most shops never work. CallFundr works it for you, by text, straight from your CRM:
- ✓Pursues maintenance customers from paid and unpaid ticket history
- ✓Schedules off-season maintenance to smooth out the slow months
- ✓Surfaces replacement opportunities your techs tag in the field
Recurring revenue that grows your base while you're on the truck.
Built by an operator
Built by an HVAC operator, not a software tourist.
I spent 25 years running HVAC in Tampa. The shops CallFundr is built for don't need bloated enterprise software. They need the power to answer, capture, dispatch, update, and follow up — without burying the people running the office.
Read the full story →The real product
This isn't a mockup. It's the dashboard you'll run.
Every call answered, every job dispatched, every payment tracked — in one place built for how a shop your size actually runs.
See how it works
Call our demo line — see how it works.
The AI answers. If you want Jim, it gets you Jim.
☎ (813) 725-9605Free to call · answers 24/7 · no signup.
The Founding 25
Join the Founding 25 — and help decide what gets built next.
We're accepting the first 25 founding HVAC shops. Founders use CallFundr today — then shape where it goes next. It's more than software:
Founding 25 is more than founder pricing. It gives you a seat on the CallFundr Advisory Board, where your input helps shape the workflows and AI upgrades that make HVAC shops your size more competitive — not software people telling you how to run your company.
Lock the plan you start on — at the founder rate — for life.
The 500-Shop Promise: when CallFundr reaches 500 customers, the plan you started on flips to $0/mo — free for life. Founders helped get it there. They keep their seat.
Use CallFundr today. Improve it together with other HVAC operators.
Complete the initial onboarding in about 15 minutes. Add your shop details, hours, technicians, service area, and basic booking rules so CallFundr can begin working.
You don't have to learn the whole system before you start. The built-in assistant helps your team find features, answer questions, and make adjustments while you use it.
For Founding 25 shops, Jim's white-glove consulting begins after onboarding. Together, you'll refine booking rules, dispatch flow, customer communication, invoicing, maintenance, and follow-up around the way your shop actually operates.
Start the free 14-day trial, run your own shop through it, and at the end we'll see if a seat is a fit — for both of us.
Founder pricing. 14-day free trial, no card.
Start free, run real calls, add a card only if you keep it — month to month, cancel anytime.
Never miss a call. Every call becomes dispatch-ready work.
- ✓Answers every call — day, night, after-hours
- ✓Books the window by your rules
- ✓Missed-call text-back
- ✓Dispatch board → tech by text
- ✓Tech app — photos, status, ETAs
- ✓Owner alerts + end-of-day recap
Everything in Basic, plus the back office.
- ✓Everything in Basic
- ✓Itemized invoices, built in the driveway
- ✓Take card, cash, or check in the field
- ✓Your own Stripe — money lands in your account
- ✓Customer center — history + invoices
- ✓Every ticket auto-marketed for membership + replacement
- ✓Aging systems → automated replacement pipeline
Built for 5+ trucks.
- ✓Everything in Revenue Builder
- ✓Built for more trucks, more jobs
- ✓After-hours auto-dispatch
- ✓Late-tech follow-ups
- ✓Reports
Not one-size-fits-all
Built in the field, tailored to how you actually run.
The best software I ever bought was built with me — every edge case came from a real job site, not a conference room. CallFundr is the same deal: I'll work with you to fit it to your shop. That's not a sales line — it's how good products get built.
Claim your seat before the Founding 25 fill.
Drop in your details and CallFundr is live — catching every call, booking jobs, and feeding your dispatch board before you finish your coffee. Run it free for 14 days — no card — then let's talk.
Use CallFundr today. Improve it together with other HVAC operators.