Schedule the work, collect payment, update clients, and answer every call.
Maxx gives HVAC contractors a calmer operating system for scheduling, payments, client communication, and AI phone answering, with a path to GC and homebuilder workflows.
Browser app now. Technician and client mobile/tablet workflows next.
Today at North Star Heating & Air
Live operating view
12
jobs scheduled
$18.7k
payments tracked
9
client updates
23
AI calls answered
Morgan Field
emergencyNo heat in freezing weather. AI captured the address, urgency, and preferred time.
Miller Residence
pending releasePayment is being held until the job is confirmed complete.
Dispatch board
scheduledTechnicians see the day's jobs, customer, address, time, and payment state.
Completion-based payment holds
Customers pay before the job. You get paid after it's done right.
Maxx helps contractors collect deposits or full payment with a clear release confirmation workflow. Customers know their payment is being held until the work is confirmed complete, and contractors get a cleaner path to payment after the job is done.
See payment holds in actionRelease workflow
Built for trust from invoice to completion.
Invoice sent
Payment held
Job complete
Customer confirms
Payment released
Client-facing language stays simple:
Your payment is being held until the job is confirmed complete.
Daily operations
The everyday workflow, connected end to end.
The core product is not one feature. It is the flow from call to booked job, from scheduled work to invoice, from payment to completion confirmation, and from client questions to a shared portal.
Schedule jobs without bouncing between tools.
Turn calls and office requests into customers, properties, jobs, dispatch slots, and technician-ready work orders.
Accept payment with completion rules built in.
Send invoices, collect deposits or full payment, and use completion-based payment holds when trust matters.
Keep clients in the loop from one shared portal.
Customers can review job updates, invoices, payment status, equipment records, and completion confirmations.
Let AI answer when your team cannot.
Missed-call and after-hours answering captures leads, urgency, address, preferred time, and transcript.
Modular operating system
Scheduling, payment, client communication, and AI answering in one product.
Start with HVAC jobs, customers, properties, equipment, dispatch, invoices, payments, client portal, and AI summaries. The architecture is ready for plumbing, electrical, commercial service, remodelers, GCs, and homebuilders.
Scheduling and dispatch
Monthly calendar, dispatch board, technician columns, job cards, and job detail workflows.
CRM, jobs, and equipment
Customers, properties, work orders, timelines, invoices, HVAC equipment, and vertical expansion.
Invoices and payments
Normal payments, deposits, full payments, pending release states, and dispute review controls.
Client communication
Property-tied client portal, job summaries, receipts, release confirmation, and shared equipment records.
AI phone answering
After-hours and missed-call coverage with emergency escalation and call lead capture.
Built for trades and builders
HVAC first, with the architecture to add plumbing, electrical, commercial service, and GC workflows.
Mobile and tablet path
Built for browser today. Field and builder workflows come next.
Technician job completion, client confirmation, photos, call lead review, and tablet dispatch views can evolve from the same workflow foundation.
Launch access
Looking for the first operators.
Maxx is best for contractors who want one connected workflow for scheduling, payments, client communication, and AI answering.
Early access