❄️
HVAC Genie
Owner Back Office
🌐 Client Booking
👷 Tech View
📍 Job Tracker
⚙️ Settings
Operations
📊 Dashboard
📥 Requests
📅 Schedule
🛠 Jobs
🧾 Invoices
Sales
📋 Proposals
🗂 Service Catalog ↗
Business
👥 Customer CRM ↗
📦 Inventory ↗
📊 Reports ↗
💡 Requests → Schedule → Jobs → Invoice → Paid. Keep the flow moving.
Add Slot
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✕
Service / Customer
Technician
Address
Notes (optional)
📤 Send Proposal
Send to client via email, SMS, or copy link
✕
📧 Email
Opens mail app with proposal link pre-filled
💬 SMS
Opens messages app with proposal link
🔗 Copy Link
Get a shareable link to the proposal
Proposal Link
📋 Copy
Personal message (optional)