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Description
Ascend consolidates five essential workflows that agencies engage in weekly—forms, databases, pages, time tracking, and invoicing—into a single workspace. Rather than relying on multiple platforms like Notion, Tally, Calendly, Toggl, and FreshBooks, you can manage the entire client lifecycle within one unified system that maintains consistent data throughout.
When a client fills out an intake form, the information is directly entered into your database. Each entry is accessible as a comprehensive page containing notes, files, sub-tasks, and a built-in timer for tracking purposes. Hours logged seamlessly contribute to an invoice created from that same entry, eliminating the need for CSV exports or the hassle of copy-pasting between different applications.
This platform caters specifically to independent consultants and small agency studios that charge on an hourly basis or a retainer model. You can begin with a free tier, and then choose between the Solo plan at $19 per month or the Studio plan at $49 per month, both of which come with no additional fees for extra users. Additionally, there’s a 30-day free trial available for paid plans, requiring no credit card for sign-up, allowing you to explore its features risk-free.
Description
Run a Call is the all-inclusive HVAC management system designed specifically for residential companies generating between $1 million and $5 million in revenue. This solution streamlines operations by replacing platforms like ServiceTitan, Jobber, Housecall Pro, and FieldEdge with a single, flat monthly fee for each shop that covers all features—eliminating per-seat charges, lengthy contracts, and termination fees.
Notable features include:
• An AI Receptionist that operates 24/7, ensuring every call is answered and jobs are booked before the homeowner ends the call.
• A dispatch system with a drag-and-drop reassign functionality that factors in drive times.
• Instant estimates displayed on-site as Good/Better/Best choices, allowing for quick signatures.
• A seamless transition from jobs to invoices, with records maintained from sale to payment and automatic posting to QuickBooks.
• A visually engaging price book featuring Good/Better/Best options, complete with photos accessible on the service truck.
• Membership management through the Comfort Club, conveniently displayed on one screen with auto-renewal and text-to-pay options.
• An offline-capable mobile app that provides full functionality directly on the service truck.
• Enhanced client communication capabilities that integrate calls, texts, and emails, all linked to the customer's address.
The pricing structure is straightforward: $499 per month, with the first 25 founding shops benefiting from a special rate of $199 monthly for life, along with an optional AI Receptionist add-on for $99 per month and a premium setup service included. This makes it an attractive option for HVAC businesses looking to optimize their operations and improve customer engagement.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
Gmail
Microsoft SMTP Service
Notion
Pricing Details
$19/month
Free Trial
Free Version
Pricing Details
$499 per shop flat fee
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Optivation
Country
New Zealand
Website
www.optivation.io
Vendor Details
Company Name
Runacall, Inc
Founded
2026
Country
United States
Website
runacall.com
Product Features
Project Management
Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies
Product Features
Field Service Management
Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management
