● FOR HVAC CONTRACTORS
It’s 98° and the system just died. Don’t let the price kill the sale.
Offer financing right on the estimate so a $12,000 replacement gets a yes today — then run the install, bill the maintenance plan, and get paid at 0.75% ACH.
✓ No monthly software fees ✓ Integrates with QuickBooks
FLEX PAY ESTIMATE
AC + Furnace Replacement
Total job
$12,000
Approved in minutes
Soft check · No score impact · 85% approved
✓ Paid in full, next business day · No MPA Fee
5,500+
LOCATIONS
$4B+
PROCESSED
85%
FINANCING APPROVAL
$0
MONTHLY CRM FEE
0.75%
ACH PAYMENTS
THE JOB THAT STALLS ON PRICE
Your customer wants the new system. Then they see $12,000 and freeze.
Big replacements are where the season is won or lost. Offer Flex Pay right on the estimate and the homeowner says yes before you leave the driveway — while you collect the full amount next business day.
✓ Finance $1,200 repairs to $25,000 replacements
✓ Soft credit check with no score impact
✓ 85% of customers move forward with a monthly option
✓ Flex Pay handles lending — you stay focused on the job
A REPLACEMENT BECOMES A MONTHLY PAYMENT
$4,800
$434/mo
Customer pays monthly. You get 100%, next business day — not in installments, and with no MPA fee.
● BUILT FOR THE SWING
Two seasons. One system to run them both.
No other trade lives and dies by the thermostat the way you do. ClientLoop is built for the peaks — and for keeping revenue coming in between them.
98° · COOLING SEASON
The heat-wave rush
Emergency calls book straight into dispatch, estimates go out with financing attached, and you collect on the invoice before the truck leaves.
8° · HEATING SEASON
The furnace-failure cold snap
Dispatch the crew, quote the replacement with a monthly option, and turn a no-heat emergency into a financed install you’re paid for upfront.
ONE CONNECTED LOOP
From the replacement quote to the renewal
Every stage of an HVAC job in one place — no per-tech fees, no stack of apps that don’t talk.
01
Quote it
Send the estimate with Flex Pay attached.
02
Install it
Schedule crews and keep the job moving.
03
Get paid
Invoice on-site and fund the next day.
04
Keep them
Automate reviews and seasonal reminders.
05
Grow it
Run email, SMS, and social in one place.
RECURRING REVENUE
Maintenance plans on autopilot
Bill the spring AC check and fall furnace check automatically, send tune-up reminders for you, and watch recurring revenue build through slower months.
COMFORT CLUB — SEASONAL 214 ACTIVE
Spring AC tune-up April · auto-scheduled
Fall furnace check October · auto-scheduled
Member rate $18/mo
Recurring this plan $3,852/mo
$0
MONTHLY CRM FEE
0.75%
ACH BANK PAYMENTS
$25K
FINANCED PER JOB
85%
FINANCING APPROVAL
HVAC PROS ASK US
Straight answers
How does the CRM cost $0 a month?
ClientLoop earns on the payments you already take, so scheduling, dispatch, estimates, invoicing, customer history, and follow-up are included without a monthly software fee.
Can I finance a full system replacement?
Yes. Flex Pay finances jobs up to $25,000, with a soft credit check and a decision in minutes. You’re paid in full the next business day.
Do I have to give up QuickBooks?
No. ClientLoop integrates with QuickBooks, so payments and invoices stay in sync without double entry.
Run the whole shop in one connected loop.
Finance the replacement, get paid the next business day, and keep customers all year — starting with a CRM that costs you nothing.
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