Northstar: Heating & Cooling

The service-request and free-estimate forms drop homeowners straight into the dispatch CRM, tagged by job type (no cool, no heat, new install, maintenance plan) so dispatchers can prioritize emergencies and route the right tech.

Homeowners log into a branded Customer Portal to track their service appointments, view system diagnostics and quotes, e-sign estimates, pay invoices, manage their maintenance plan, and message the office.

A searchable Help & FAQ panel slides in from the edge of every page. You configure the articles right in the builder — answer the repeat questions about filter sizes, thermostat resets, service-area coverage, and financing before they tie up the dispatch line.

A configured chat widget ships on the theme from day one. Logged-in portal homeowners are matched to their CRM record automatically, and after-hours messages convert to email follow-ups so no service request slips through overnight.