Heat Up Your HVAC Business
Keep track of your HVAC customers, generate estimates, schedule jobs, on-the-way SMS notifications, invoices and get Paid!
Free 14-day trial
Manage and Grow Your HVAC Business
Wallist software is designed to run your entire plumbing business with estimating, job scheduling, drag-and-drop rescheduling, customer appointment reminders, SMS on-the-way messages, invoicing, and payment collection. You also get a free online profile with a Client Hub where customers can view their estimates and pay invoices.
Create Your Online Profile
Make your HVAC business stand out online by creating a professional profile on the Wallist marketplace. Utilize our AI profile builder to set up your profile quickly—just input your company name, address, and the HVAC services you provide. The Wallist AI will then generate a customized logo, hero image, business overview, and an ‘About Us’ section, all of which you can adjust later to align with your branding and tone.
Manage Your HVAC Clients
With Wallist, you can track every customer easily and see what estimates are pending their approval, jobs they have scheduled, invoices they need to pay, or even subscriptions if they have a monthly or annual service plan like furnace filter changes or yearly HVAC service plans.
For your larger HVAC clients that have multiple homes or offices, you can add additional properties and select them on estimates, jobs, and invoices as the service address.
Estimate
Send estimates to clients for review and approval. Estimates can include your plumbing installation and repair services, an optional discount to apply, tax rates, and even attachments to illustrate what a product may look like or your terms and conditions.
Schedule
In today’s age, customers expect communication about when they are scheduled, a reminder the day before, ETAs on when the technician is in route, and updates if there are changes to their appointment. In Wallist, we handle all of this with ease with SMS and email notifications.
Invoice
Once the service work is completed, Wallist can invoice the customers sending them to your branded Client Hub for payment. Customers can pay via Credit Card and ACH Bank Transfers, if enabled. Or they can pay you via check, Venmo, cash, or other means.
Wallist on the go!
Wallist can be accessed anywhere and everything you can do on your laptop is just as easy from your Android or iPhone on the road. For your plumbers in the field, they can be setup with a limited Job Pro role allowing them to only view and manage jobs assigned to them. If you have multiple plumbers, you can also assign a unique color to each of them so it’s easy to manage your whole fleet from the schedule.
Don’t let the challenges of managing a plumbing business hold you back any longer. Embrace the opportunity to streamline your operations and watch your business thrive.
Are you ready to transform your plumbing business and achieve greater success? Sign up for our platform today and take the first step towards a smoother, more efficient operation.