How it works
From call to dispatch-ready job to customer follow-up.
CallFundr runs the whole job flow for an HVAC shop your size — big-shop workflow at your size. It always answers, captures the job, moves it into dispatch, updates the customer, and follows up for maintenance and replacement opportunities. Nothing to migrate, on your own number.
- 01Answer
CallFundr always answers, including after-hours and busy-season surges.
- 02Capture
It collects the customer, address, issue, urgency, availability, notes, and shop-specific details.
- 03Dispatch
Jobs move into auto-dispatch or your drag-and-drop dispatch board.
- 04Update
Customers get confirmations, on-the-way notices, late ETAs, and arrival updates.
- 05Follow Up
CallFundr helps work your existing base for maintenance visits, off-season scheduling, and replacement opportunities tagged by techs.
Same framework. Your rules.
That's the CallFundr framework — not a demand that your shop operate one particular way. Which calls get booked, which get escalated, how dispatch works, when customers hear from you, how maintenance gets worked, and where a human takes over are all fitted around your operation.
FAQ
Common questions.
How do I book maintenance calls?
You don't wait on a call. From your CRM, CallFundr works the member and books the visit by text — it reaches whoever's due and books the tune-up or membership visit over text. It also works your existing customer base to sign up new maintenance members, so your recurring revenue grows without you chasing it.
What happens to after-hours calls?
You pre-configure one of two options: book the first window on the next business day, or forward the call details to your designated on-call person. You control who gets after-hours forwarding in your settings.
What if a tech doesn't check in?
If the tech doesn't update within a reasonable window after the scheduled time, the bot texts him for a status. If he still doesn't respond, it follows up with the customer so nobody is left hanging.
Do I keep my existing number?
Yes — calls to your shop's number are answered by CallFundr on your own number. Customers call the same number they always have.
How does the customer know the tech is coming?
They get a confirmation text with the date, window, and company name, then "on the way," any late ETA updates, and "arrived" — all automatic.
How long does setup take?
Minutes. Pick a plan, enter your details, and CallFundr is catching your calls with your number assigned and dispatch board live — every call becomes a job on the board. You finish the operational setup in your dashboard.
First 25 HVAC shops get $247/mo locked for life, white-glove customization, direct founder access, a seat on the CallFundr Advisory Board, private member board access, early AI upgrades, and the 500-Shop Promise.
When CallFundr reaches 500 active shops, Founding 25 members keep their original plan level at $0/mo for life.
Use CallFundr today. Improve it together with HVAC operators your size.
Use CallFundr today. Improve it together with other HVAC operators.