DuctRx
The operating system for HVAC & duct companies: website, CRM, sales, dispatch, field service & invoicing in one connected platform.
The business
DuctRx gives home-service companies one connected platform — public website, customer intelligence, sales CRM, office dispatch, technician field workspace, documentation, invoices and owner visibility — instead of disconnected tools that force repeated entry and lose the handoff between sale and service visit.
The challenge
Disconnected tools create repeated entry, scattered notes, unclear ownership and gaps between the sale and the service visit. Homeowners get a confusing journey; offices chase updates across separate systems; technicians walk in under-informed.
The idea
Carry the same customer, property and job context from the first public interaction all the way to completed work. One customer record, visible next steps, shared history — and a clean handoff from inquiry to invoice.
What we built
Responsive public website with service content and the free DuctRx Score assessment; Customer 360 records; sales pipeline with mobile visit workflow, versioned estimates and a follow-up engine; office command center with dispatch and exception tracking; touch-friendly technician workspace with staged service workflows; photo/documented completion records; invoices tied to the job and customer history; owner dashboards for pipeline, follow-up, operations and financials.
The technology
Next.js, React, TypeScript and a separate scoring domain.
How the pieces connect
Visit > Score/request > Customer + property > Opportunity > Sales visit > Estimate > Follow-up > Approval > Job + visit > Field work > Documentation > Completion > Invoice > History — one connected lifecycle.
The public experience
Service information, the free DuctRx Score assessment that helps homeowners organize their concerns, and a clear path to request service — with appointment requests held unconfirmed until the business confirms them.
Behind the scenes
Versioned assessment logic and server-side scoring turn answers into a structured report. Estimates are immutable — changing tomorrow's price never rewrites yesterday's quote. Field evidence keeps reported, observed and measured findings distinct, so customer observations guide the conversation without substituting for professional evidence.
Project status
Full platform workflows are built; external delivery, accounting and payment providers connect when the business chooses — payments, QuickBooks Online, cloud file storage and address verification are integration-ready.