Skip to content

For HVAC, plumbing and electrical shops

Sell more of the jobs you already quoted.

One app for your estimators and for you: an inbox for every deal's email, texts and calls, a pipeline from quoted to sold, and an AI assistant that turns a 20-second voice note into notes and a follow-up in their voice.

Book a 15-min call (opens in a new tab)See how it works
  • No contract
  • Read-only, never edits your estimates
  • Your guys keep their own numbers
Works withHousecall ProJobberServiceTitan
Example screen with made-up data.

Mike, Tuesday

3 to call today

Garcia, 4-ton changeout

Quoted 6 days ago, 2 options

Open
Reply drafted, waiting for your OK

Patel, panel upgrade

Opened the estimate again last night

Open
Call first. She is looking at it now.

Brooks, ductless mini split

Quoted 12 days ago, no second touch

Open

Nguyen, water heater

Approved in Housecall Pro

Sold
Hold to talk about your last job
Example screen with made-up numbers.
Owner view: $184,600 in 29 open deals. Quoted, 12 open, $58,600. Follow-up, 12 open, $81,400. Decision, 5 open, $44,600. Mike, 14 open. Luis, 9 open. Dave, 6 open. 7 with no second touch.

Why estimate follow-up pays

From ServiceTitan case studies and research. Industry results, not Dealvan customers.

See what's sitting in your open estimates: try the Open Estimate Calculator.

How it works

How Dealvan follows up on every open estimate

Dealvan is a field sales app for home-service estimators and their managers: one inbox per deal for email, texts and calls, a deal pipeline, an AI assistant, and automatic follow-ups.

Not another follow-up robot. From the kitchen table to sold, the whole job stays together in three steps.

  1. Step 1: Connect, read-only

    We set up Housecall Pro, Jobber or ServiceTitan with you on a call. Every open estimate lands in one list, by estimator and by age. Dealvan never edits your estimates.

    Texts, emails and calls sit with the job they belong to.

  2. Step 2: Talk, don't type

    After the visit, your guy holds a button and talks for 20 seconds in the truck. Dealvan turns it into the notes, the objection, the next step, and a reply drafted the way he writes.

    Nothing goes out without his OK.

  3. Step 3: Work the list every morning

    Each guy opens a short list of who to call today. Customer opened the estimate again? He knows first. Follow-ups stop the moment the customer replies or the job is sold or lost.

    You see every open estimate on one screen.

Deal tracking

Every deal, from quoted to sold.

A pipeline built from your open estimates, not another spreadsheet your guys forget to update. Voice notes, texts and calls keep each card current on their own.

  • Every card shows the job, amount, rep, last touch and next step
  • Filter by rep to see where each guy stands
  • Cards move to Sold when the job is approved in Housecall Pro or Jobber
Example screen with made-up data.

Pipeline

$65,400 open

Quoted2

$12,150

  • Kim

    Tankless water heater

    $4,300

    TodayLA

    Next: Send options recap

  • Brooks

    Ductless mini split

    $7,850

    YesterdayDK

    Next: First follow-up Thu

Follow-up3

$32,500

  • Garcia

    4-ton changeout

    $14,200

    Sun 6:40 pmMR

    Next: Call Thursday

  • Patel

    Panel upgrade

    $6,900

    Opened 9 pmLA

    Next: Call this morning

  • Ortiz

    Whole-house repipe

    $11,400

    5 days agoDK

    Next: Check on financing

Decision2

$20,750

  • Carter

    Heat pump + air handler

    $16,800

    YesterdayMR

    Next: They decide Friday

  • Shah

    EV charger + surge

    $3,950

    TodayLA

    Next: Confirm install date

Sold2

$6,050

  • Nguyen

    Water heater

    $3,600

    Approved MonMR

    Next: Install Wed

  • Reed

    Evaporator coil

    $2,450

    Approved FriDK

    Next: Parts ordered

Lost1

$9,100

  • Hall

    Furnace replacement

    $9,100

    Chose another bidLA

    Next: Check back in spring

Swipe to see every stage

Email, text and calls

One thread per deal. Nothing lost in his phone.

Emails, texts and call logs for each job come together in one thread. When it is time to reply, the AI assistant has already drafted it in his voice. He reads it, tweaks it if he wants, and sends.

  • Email

    Works with the Gmail or Outlook account he already uses. Replies land on the right deal.

  • Text

    From his own phone number, so customers keep texting the guy they met.

  • Calls

    Every call is logged on the deal with a short summary of what was said.

Example screen with made-up data.

Garcia, 4-ton changeout

Maria and Dan Garcia

Follow-up$14,200Rep: Mike

  1. Call, 9 minFri 4:12 pm

    Call summary

    Went over both options. Maria likes the 16 SEER. Dan wants to see the monthly payment next to the 14 SEER. Asked about install timing.

  2. Email from MikeFri 5:30 pm

    Your two options, Garcia residence

    Hi Maria and Dan, here are both options we went over, with the monthly payment for each.

  3. Text from Maria GarciaSun 6:40 pm

    Thanks Mike. Need to check with my husband on the 16 SEER one.

Drafted in Mike's voice Text

Hi Maria, Mike here. Did you and Dan get a chance to look at the two options? Happy to swing by Thursday if that is easier.

EditSend as Mike

Phone, laptop and tablet

In the truck on the phone. At the desk on the laptop. Same deal, same thread.

Dealvan works in the browser on phones, tablets and laptops. Everything stays in sync, so the note your guy records in the driveway is on the office screen when he gets back.

Pipeline

$65,400 open

Quoted2

  • Kim

    Tankless water heater

    $4.3k

    TodayLA

  • Brooks

    Ductless mini split

    $7.8k

    YesterdayDK

Follow-up3

  • Garcia

    4-ton changeout

    $14.2k

    Sun 6:40 pmMR

  • Patel

    Panel upgrade

    $6.9k

    Opened 9 pmLA

  • Ortiz

    Whole-house repipe

    $11.4k

    5 days agoDK

Decision2

  • Carter

    Heat pump + air handler

    $16.8k

    YesterdayMR

  • Shah

    EV charger + surge

    $4.0k

    TodayLA

Sold2

  • Nguyen

    Water heater

    $3.6k

    Approved MonMR

  • Reed

    Evaporator coil

    $2.5k

    Approved FriDK

Lost1

  • Hall

    Furnace replacement

    $9.1k

    Chose another bidLA
Synced just now

Follow-up, $14,200

Garcia, 4-ton changeout

  1. Call, 9 minFri 4:12 pm

    Call summary

    Went over both options. Maria likes the 16 SEER. Dan wants to see the monthly payment next to the 14 SEER. Asked about install timing.

  2. Email from MikeFri 5:30 pm

    Your two options, Garcia residence

    Hi Maria and Dan, here are both options we went over, with the monthly payment for each.

  3. Text from Maria GarciaSun 6:40 pm

    Thanks Mike. Need to check with my husband on the 16 SEER one.

Drafted in Mike's voice Text

Hi Maria, Mike here. Did you and Dan get a chance to look at the two options? Happy to swing by Thursday if that is easier.

EditSend as Mike

  • Phone

    Works in the phone's browser

  • Laptop

    Any modern browser

  • Tablet

    Works in the tablet's browser

One app, two jobs

Built for the guy in the truck and the person who signs the checks.

For your guys

Your customers. Your commission.

Built for the estimator or comfort advisor in the truck, not the office.

  • Follow-ups go out in his name, from his number, so the job stays his
  • No typing notes at 9 pm. A 20-second voice note does it
  • A short list every morning instead of digging through his phone
  • Works on the phone he already carries

For you, the owner or GM

Every open estimate, every guy, one screen.

Know what is out there without asking.

  • Every open estimate by estimator and by age
  • What got touched, what didn't, and what sold
  • Job status and next step only. Never his personal texts
  • No chasing anyone for updates

Start here, free

See what is sitting in your open estimates.

Before you pay anything, we run an Open Estimate X-Ray: every open estimate by estimator and by age, and which ones never got a second touch.

  1. Book a 15-minute call with me
  2. We set up a read-only connection to Housecall Pro or Jobber together, or you send an estimate export
  3. We walk through your open estimates together
  4. If it's worth it, we turn Dealvan on for your guys. If not, you keep the report.
Book a 15-min call (opens in a new tab)

FAQ

Straight answers.

Anything else, ask on the call. It's 15 minutes.

Is there a contract?

No. There is no contract and no setup fee. Stop whenever you want, and you can export your data anytime.

What does it connect to?

Dealvan works with Housecall Pro, Jobber and ServiceTitan, and we set it up with you on a call.

Doesn't Housecall Pro already follow up on estimates?

Housecall Pro's Pipeline can resend an estimate on a schedule and move it through follow-up statuses, using the same email or text the estimate went out on. Dealvan works alongside it: it keeps the texts, emails and calls around each estimate with the job, turns a 20-second voice note into notes and a reply in your estimator's voice, and gives each guy a list of who to call today. Our Housecall Pro estimate follow-up guide covers what Pipeline does and where it stops.

Jobber already sends quote reminders. Why add Dealvan?

Jobber sends up to two quote follow-up reminders on Connect and higher plans, the same way the quote was sent. Dealvan picks up the conversation from there, in your estimator's name, and stops the moment the customer replies or the job is marked sold or lost. A quote approved in Jobber counts as sold.

Can it change anything in my field software?

No. The connection is read-only. Dealvan reads your estimates and their status. It never edits, sends or deletes anything in Housecall Pro, Jobber or ServiceTitan.

Will I see my guys' personal texts?

No. You see each job, its status and the next step. Personal texts and conversations that aren't about the job stay private to him.

Does anything get sent without my guy knowing?

No. Every follow-up is a draft until he approves it, and it goes out in his name. Automatic follow-ups only run if he turns them on, and they stop the moment the customer replies or the job is marked sold or lost.

Which devices does it run on?

Any modern browser on a phone, tablet, laptop or desktop.

Which email and phone number does it use?

Your guys keep what they already use. Dealvan works with Gmail and Outlook email and with each rep's own phone number, so customers keep hearing from the person they met.

How long does setup take?

Setup is done with you on a call. I connect your Housecall Pro or Jobber account with you, or start from an estimate export, and then walk your guys through it myself, so nobody has to figure it out alone.

You did the estimate. Get it sold.

15 minutes on a call. We look at your open estimates together. No contract.

Book a 15-min call (opens in a new tab)