All your tools talking to each other.
ServiceTitan or Housecall Pro sync, call tracking and one simple dashboard.
What is tech and crm setup for HVAC and plumbing companies?
Tech and CRM setup for HVAC and plumbing companies connects your phone system, ads, website, AI receptionist and field-service software such as ServiceTitan, Housecall Pro or Jobber, so every lead, call and job is tracked in one place and you can see which marketing produces revenue.
Most HVAC and plumbing companies run on several disconnected tools. Calls in one system, leads in another, jobs in a third, and ad reports nobody trusts. Your office types the same information twice and you still can't answer a simple question: which marketing made us money last month?
Techeo connects the pieces. Calls are tracked and recorded, leads flow into your CRM automatically, and booked jobs and revenue link back to where the customer came from.
It's also the foundation for our guarantee: we measure results on recorded calls and real jobs, so the data has to be right.
Connect marketing to reliable job outcomes
Techeo works around your existing field-service system. These guides define the data, handoffs and scorecards each trade needs before a dashboard can be trusted.
What's holding you back
Leads live in one place, calls in another and jobs in a third. Nobody knows which marketing actually made money.
What we do
- ✓Connect ads, calls and bookings to your CRM
- ✓Set up call tracking and recording
- ✓Build one dashboard showing leads, jobs and revenue
- ✓Remove double entry for your office
What you get
- ✓ServiceTitan, Housecall Pro or Jobber integration
- ✓Call recording and tracking
- ✓A live results dashboard
Results to expect
- ✓Know your true cost per job
- ✓Less office busywork
- ✓Better decisions on where to spend
How our tech and crm setup works
- Step 1
Tool audit
We list every tool you use and how information moves between them.
- Step 2
Call tracking
We set up tracking numbers and recordings for each marketing source.
- Step 3
CRM integration
We connect your CRM to ads, website forms and the AI receptionist.
- Step 4
Dashboard
You get one live view of leads, booked jobs, revenue and cost per job.
- Step 5
Ongoing support
We keep integrations working as tools update.
Who this is for
- →Shops using ServiceTitan, Housecall Pro or Jobber without connected marketing
- →Owners who can't tell which marketing works
- →Offices wasting hours on double entry
About tech and crm setup
Which CRMs do you support?
ServiceTitan, Housecall Pro, Jobber and FieldEdge, plus others through standard connections.
Do I need to switch software?
No. We work with the tools you already use.
Will call tracking hurt my Google listing?
Not when set up correctly. We keep your main number consistent for Google and AI assistants.
Who owns the data?
You do, always.
Which CRMs do you support?
ServiceTitan, Housecall Pro, Jobber, FieldEdge and more.
Do I need to switch software?
No. We work with what you already have.
Other services
Is your city still open?
We only work with one company per trade in each market. Check yours in 30 seconds.