Small HVAC dealer's sales and field operations are disorganized because quotes, job plans, and maintenance schedules exist only in people's heads and scattered tools like WhatsApp and spreadsheets.

Existing tools are free but require manual tracking; teams lack a single shared board for visibility, causing missed follow-ups and wasted mornings.

Severity

3Medium

Willingness to Pay

implied

Added

Jun 8, 2026

Workarounds Described

Sales quotes stored in WhatsApp and spreadsheets
Field crews never knew the day's plan
Recurring service jobs slipped because they weren't tracked
Everything lived in people's heads

Implied Software Gaps

Centralized sales pipeline management that replaces scattered messaging and spreadsheet tracking
Job scheduling and dispatch board that shows each crew their daily plan on mobile
Recurring maintenance tracking with automated reminders to ensure no service job is missed

App Concept

BoardFlow HVAC

A Kanban-based operations hub for HVAC dealers that unifies sales pipeline, job scheduling, and recurring maintenance on shared boards. Replaces WhatsApp, spreadsheets, and mental tracking with automated card movement, mobile crew view, and service reminders.

Key Features

Unified board for sales pipeline, jobs, and recurring maintenance with drag-and-drop status updates
Mobile crew app showing daily job cards with address, docs, and customer contact
Automated follow-up reminders for quotes and overdue service tasks
Real-time analytics on pipeline velocity and crew productivity

Target Users: Small HVAC dealers (10-30 employees) who currently rely on WhatsApp, spreadsheets, and memory to manage sales and field operations.

Revenue Model: Freemium with $49/mo per user pro tier, or $299/mo flat for up to 25 users

Existing Solutions Mentioned

WhatsAppspreadsheets

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