HVAC Contractors

Stop losing HVAC customers after the first call

Give every homeowner a branded portal with their system details, service history, filter schedule, and a direct line to your team. Zero logins. Zero app downloads.

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What your customers see

9:41
Welcome back
Hi, Sarah
Johnson HVAC Services
Next visit
AC Tune-Up
Today · 2:00 PM · Marcus T.
En Route · 2 stops away
Invoice
$285
Pay now →
Last visit
Leave review
Google · Yelp →
Recommended
Annual filter replacement — due next month
Home
Schedule
Messages
Account

How it works

From job close to rebook in 4 steps

Step 01
Job completes in your CRM

Doorstep picks up the signal the moment a job is closed in Jobber, GoHighLevel, or Housecall Pro.

Step 02
Customer gets a text

An automated SMS sends a magic link — your name, your logo, your portal. No password, no app download.

Step 03
They see their system

Equipment age, filter size, last service, next tune-up — all waiting for them the first time they tap in.

Step 04
Reminders bring them back

Seasonal reminders go out automatically. Customers book the return visit directly through the portal.

What’s included

Everything your customer needs in one place

Equipment records

Store unit model, serial number, install date, and warranty expiration. Customers see it in one tap and stop calling to ask.

Filter replacement reminders

Set a filter-change interval once per customer. Doorstep sends the reminder and routes them back to you for the service call.

Seasonal tune-up scheduling

Customers book their spring A/C check or fall heat prep without calling. Appointments land straight in your CRM.

Invoice and estimate history

Every invoice and accepted estimate lives in the portal. Customers see what they paid, not what their neighbor paid.

Automated review prompts

After each completed job, Doorstep sends a review request. More 5-star reviews, less manual follow-up.

Direct messaging

Customers message your team through the portal. Replies reach you in Slack or email — they never leave the branded experience.

Ready to stop losing repeat customers?

Most contractors are live within a week. $299 one-time setup. Month-to-month, cancel any time.

Get started

FAQ

Common questions

Does my customer need to download anything?
No. The portal is a web app accessed by a magic link in a text message. One tap, no accounts, no passwords, no App Store.
Does Doorstep work with my existing HVAC CRM?
Yes. Doorstep integrates with Jobber, GoHighLevel, and Housecall Pro out of the box. Customer records, appointments, and invoices sync automatically when jobs close.
Can I customize the portal with my HVAC company branding?
Yes — your logo, company name, and brand colors appear on every screen. Customers see your brand, not "Doorstep."
How do the filter and maintenance reminders work?
You set the interval once per system. Doorstep schedules the reminder and sends an SMS or push notification automatically. The customer taps to book — the appointment syncs back to your CRM.
What happens to customers I already have in my CRM?
Doorstep back-fills your existing contacts. Every active customer gets a portal invitation within 24 hours of setup, not just new jobs.