Close A Job In Your First Week — Or Free Leads Until You Do.
Exclusive HVAC leads in your service area. No bidding wars, no shared leads, no setup fees.
Trusted by real HVAC operators.
Run by the people who close jobs.
How It Works
Tell Us Your Goals
Answer a few quick questions about your business and how many jobs you want per month.
We Check Availability
We verify lead availability in your service area and build your custom first-week bundle.
You Get Exclusive Leads
Pick a time on Cody's calendar — he walks you through your exclusive leads on the call. No sharing, ever.
Who LeadPortal is built for
A serious tool for serious HVAC operators. If this sounds like your business, keep reading.
- You run an HVAC company doing real volume — multiple trucks, real installs, a team behind you
- You want marketing handled professionally, not DIY Google Ads at midnight
- You can respond to a new homeowner within 2 hours during business hours
- You care about your brand — clean quotes, branded invoices, 5-star follow-through
- You're ready to run your marketing like a real operation
- You're running a solo side-hustle and chasing the cheapest pay-per-lead
- You don't have a team to respond within business hours
- You'd rather race to the bottom on price than close quality work
- You're looking for a vendor, not a partner
Built to deliver from day one.
The operating model behind every lead we send.
Every job, every dollar, every follow-up — on one screen.
A full operations portal behind every lead we send. Built to replace your pile of apps — CRM, invoicing, payment processor, scheduling, customer follow-up — with one tool your whole team runs on.
Leads hit your phone live.
The moment a verified homeowner in your territory submits a request, it lands on your phone as a push notification. No waiting, no email lag. Your dashboard shows monthly close rate, revenue, average ticket size, and every lead's status at a glance.
- Real-time push to your phone the moment a lead comes in
- Monthly summary — leads, closes, revenue, average ticket
- Every lead tagged with urgency (This week / This month / Exploring)
- One-tap Call or Mark Called straight from the card
Close jobs, log every dollar.
When you close a job, log it in the portal in under 30 seconds — ticket size, what was done, notes, photos. Every close lives in your customer's record forever, so your team can pick up where you left off on any repeat visit.
- Ticket size + service type logged on every close
- Notes, part numbers, photos attached to the job record
- Customer history auto-maintained for every repeat visit
- Full pipeline visibility for you and your team
Text a branded invoice.
Build an invoice in the portal, text the link to the customer. They open it on their phone — clean, branded with your company name, line-itemized, with a big green Pay button. No paper, no chasing, no QuickBooks learning curve.
- Branded with your business name and contact info
- Line-itemized with quantities and unit prices
- Notes field for scope, parts used, and follow-up items
- Homeowner sees it on their phone — no sign-up required
One tap. Paid. Stripe-secure.
Your customer taps Pay and lands on a Stripe-secured checkout. Card, Apple Pay, Cash App Pay, Klarna — all supported out of the box. Funds land in your bank next business day. 3% platform fee. That's the whole cost.
- Stripe-secured checkout — full PCI compliance, zero dev work
- Accepts Card, Apple Pay, Cash App Pay, Klarna, and Link
- Funds in your bank next business day
- Full Stripe dashboard inside the portal — payouts, 1099s, dispute tools
I'm Cody. I run LeadPortal myself — I take the onboarding calls, I watch the ads, I answer the texts when something breaks. One HVAC company per territory, leads that are never shared or resold, never sent to a competitor in your area. I only win if you win, so that's how I built it.
There's no sales team here. When you apply, you book a 15-minute call straight onto my calendar — I'm the one on the other end. We'll talk through your service area, how much volume you can handle, and what a plan looks like for you. If it's not a fit, I'll tell you. If it is, your territory gets reserved, we turn on ads into your ZIPs, and leads typically start flowing the same week. Partnership, not a marketplace.
A modern platform, built specifically for HVAC operators.
No legacy software. No outdated dashboards. No offshore ticket queues. Built by people who understand the difference between a $189 tune-up and a $12,000 install — founder-led, US-based, direct line to the team.
Why LeadPortal
LeadPortal (Exclusive)
- ✓ Every lead sent to YOU only
- ✓ No bidding wars or price races
- ✓ Higher close rates (you're the only call)
- ✓ Personal onboarding with Cody
- ✓ Leads matched to your service area
Angi / HomeAdvisor / Thumbtack
- ✕ Same lead sold to 4–5 contractors
- ✕ Race to the bottom on price
- ✕ Low close rates — homeowner overwhelmed
- ✕ No personal support, just a dashboard
- ✕ Generic leads, questionable intent
Your ZIP. Your leads. No one else.
We run exclusive demand generation for one HVAC company per service territory. That's how we protect your pipeline — and how we justify investing in your marketing like it's our own business.
You claim a territory
Apply, we confirm demand volume in your ZIPs, and we reserve them for you. No one else gets our leads in your area.
We run the marketing
Paid traffic, organic funnels, SMS verification — all done by our team. You run the trucks. We run the growth.
You keep it as long as you deliver
Stay active on the platform, close the leads we send, and the territory is yours indefinitely. Go inactive, it goes back in the pool.
Questions
What do you mean by "exclusive" leads?
Every lead we send you is yours alone. We never sell the same homeowner to another contractor. When they submit a request in your ZIP, only you get the call.
Who is Cody and why does he call me?
Cody is the founder. He personally onboards every contractor — explains how the platform works, sets up your service area, and makes sure you close that first job in your trial week.
What if there aren't enough leads in my area?
We only accept contractors in ZIPs with verified demand. If your area doesn't have enough homeowner volume, we'll tell you on the onboarding call — no obligation, no charge.
Is there a long-term contract?
No contract. Cancel anytime. The first-week guarantee protects you during trial — close a job or get free leads until you do.
What size HVAC business is this built for?
We work best with established HVAC companies — 2+ trucks, doing real installs and repair volume, with the team to respond to new leads within business hours. If you're solo and starting out, we're probably not the right fit yet.
How does the built-in payment processing work?
We handle it through Stripe. Create an invoice in the portal, text the link to your customer, they pay with Card / Apple Pay / Cash App Pay / Klarna / Link — funds land in your bank next business day. 3% platform fee, no monthly software charge, no hidden costs.
Can my office staff and techs both use the portal?
Yes. Your whole team can access the portal from any phone — track leads, send invoices, close jobs, request reviews. Office staff handle booking, techs close jobs in the field. Everything syncs.
What happens after I close a lead?
The portal auto-schedules a maintenance reminder 6–12 months out, prompts the customer for a Google review, and keeps the full job record in your customer history. One lead turns into a repeat customer relationship.
How do I request my territory?
Apply through the form above. We confirm lead volume in your ZIPs during the onboarding call. If we can deliver, we reserve your territory and start sending leads the same week.
What if I want to onboard multiple locations?
Talk to Cody directly on the onboarding call. We work with multi-location operators — one territory per service area, one portal login per location, consolidated reporting across all sites.
Run your marketing like a real operator.
Apply for your territory today. Pick a time straight onto Cody's calendar and he'll walk through your plan on the call.
Apply for Your Territory →Limited spots per area · Founder-led onboarding · First-week guarantee