Service & replacement
Service and replacement software that turns the right repair calls into system sales.
Spot aging equipment, present options the homeowner can say yes to, and follow up on every open estimate until it closes.
Who it's for
Built for how you operate.
For companies where a service call is often the first step toward a bigger sale.
Repair-to-replace HVAC and plumbing shops
Techs diagnose aging equipment every day and need a clean way to present replacement without a hard sell.
Teams with comfort advisors or sales techs
Leads pass from the service tech to a salesperson, and nobody can afford to let one go quiet.
Companies building recurring revenue
Every replacement is a chance to sell a maintenance plan and keep the customer for the next decade.
Key features
What service & replacement teams run on Homeforce.
- Estimates & proposalsGood / better / best options with photos and e-signature let homeowners choose instead of haggle.Learn more →
- Consumer financingMonthly payment options — included on every plan — keep big-ticket replacements from stalling on price.Learn more →
- Sales pipelineEvery open replacement estimate has an owner, a next step, and a dollar value until it closes.Learn more →
- AI estimatesOption-based estimates are drafted from equipment history, photos, and your pricebook in seconds.Learn more →
- Memberships & service agreementsSell a plan with every new system so the customer calls you, not a competitor, next time.Learn more →
- Customer managementEquipment age, model, and service history flag replacement candidates before the next breakdown.Learn more →
FAQ
Service & replacement questions, answered.
Have a question we didn't cover? Book a demo and ask a product specialist.
Does Homeforce follow up on estimates automatically?
Yes. AI follow-ups, included on Pro and up, send timely texts and emails on open estimates using your templates and quiet hours, and stop as soon as the customer replies or signs.
Is consumer financing included?
Yes. Consumer financing is included on every plan. Monthly payment options appear inside the estimate so homeowners see an affordable number next to each option.
Can a service tech hand a lead to a salesperson?
Yes. Techs flag replacement opportunities from the mobile app with photos and notes, and the lead lands in the sales pipeline assigned to the right comfort advisor.
How do I know which techs generate replacement leads?
Reports show leads, sold replacements, and revenue by technician and salesperson, so you can coach and reward the people who spot opportunities.
See Homeforce set up for service & replacement work.
Start a 14-day free trial, or see it with your own jobs, techs, and pricebook in a 30-minute demo.
14-day free trial · No credit card · Month-to-month · Free data migration