Core
Dashboard /appYour home base — quick stats and links into every other section.
New Quote /new-quoteBuild a quote manually: customer info, service type, line items, tax, and totals.
Quotes /quotesList and manage every quote you've created, whether built manually or with AI. Track status — pending, approved, declined — and jump into any quote to edit, resend, or convert it to an invoice.
Invoices /invoicesManage invoices, track payment status, and see what’s outstanding. Paid invoices flow automatically into your review-request and reporting automations.
Operations
CRM Pipeline /crmTrack leads and deals through your sales process.
Sales Pipeline /pipelineA visual, stage-based pipeline for tracking prospects from first contact through won or lost.
Dispatch Board /dispatchYour live day-of-operations board. Assign technicians, move jobs through statuses (scheduled → en route → in progress → completed), and copy a live customer tracking link for any job. En-route jobs show real-time ETA once the technician is sharing GPS.
Schedule /scheduleCalendar view of upcoming appointments across your team.
Technician Mode /technicianThe mobile-friendly view a technician uses in the field. Update job status, stamp job stages (Arrived → Start Diagnosis → Start Repair → Mark Complete) with notes and parts used, and jump into Field Docs.
Field Docs /field-docsAttach private job photos and capture drawn digital signatures against a specific appointment.
Customer Intake /customer-intakeStructured intake form for capturing a new customer/job request.
AI + Growth
Every AI feature below calls Anthropic's Claude API directly. If the API is ever unreachable, each falls back to a built-in HVAC-domain rules engine rather than failing outright — you'll still get a usable draft.
AI Assistant /assistantPaste in technician job notes and get back a polished, ready-to-send estimate write-up — suggested line items, a customer-facing explanation, upsell ideas, and warranty language.
AI Diagnostics /ai-diagnosticsDescribe symptoms and equipment; get likely causes, recommended tests, recommended repairs, upsell ideas, and a ready-to-create quote draft — one click creates the real quote.
AI Quote Builder /ai-quote-builderEnter customer info and job notes; get a full structured quote (line items, pricing, customer explanation, upsells) that you can create as a real quote with one click.
AI Field Assistant /ai-field-assistantBuilt for the field — dictate notes by voice (browser speech-to-text) or type them, add photo observations, and generate a quote draft tied to a specific appointment.
Memberships /membershipsManage recurring maintenance membership plans and track renewals — renewal reminders fire automatically as plans come due.
Communications /communicationsCentral log of emails and texts sent to customers.
Communication Automations /communication-automationsConfigure which events trigger automatic customer communication.
Automation
Automation Setup /automation-setupConfigure the rules that drive AirQuote's automation engine — what triggers an action (e.g. invoice paid, quote approved, membership due) and what happens in response (email, SMS, internal task).
Workflow Builder /automation-engineBuild and edit multi-step automation workflows.
Command Center /automation-command-centerCentral view of automation activity and logs.
Management
Analytics /analyticsBusiness performance metrics — revenue, jobs, conversion.
Reporting /reportingDeeper operational reports.
Technician Performance /technician-performancePer-technician performance metrics.
Inventory /inventoryTrack parts and materials on hand.
Financing /financingCustomer financing options for larger jobs.
Mobile + Dispatch
Mobile Hub /mobileMobile-optimized landing page for field staff.
Mobile Home /mobile-homeMobile home screen with quick links to field tools.
Live Dispatch /live-dispatchReal-time dispatch view optimized for a dispatcher watching multiple jobs at once.
Tech GPS /tech-gpsWhere a technician turns on live location sharing for a specific job — this is what powers the ETA a customer sees on their tracking link.
Notifications /notificationsIn-app notification center.
Business
Customers /customersYour full customer list — contact info, job history, and activity timeline for each.
Customer Portal /customer-portalThe contractor-side tool for managing customer portal links and activity. Customers access their own portal through a private tokenized link — no login required on their end.
Templates /templatesManage reusable quote/message templates.
Settings /business-settingsYour company profile, branding, tax rate, labor rate, and other account-wide settings.
Billing /billingManage your AirQuote subscription and payment method.
Looking for quick in-app help instead? Try the in-app Help Center.