Hearthforge platform integration
How Copperline Heating & Air runs on the platform
This page is the sales-facing view of the engines behind the website. Form and chat submissions are captured live; pipeline history, maintenance records, and analytics are clearly labelled sample data for this demonstration business.
Revenue Engine
Every website form and AI chat conversation lands in the pipeline with a source, an estimated value, and a stage.
Conversion rate
22.4%
Sample
Average ticket
$1,180
Sample
Monthly revenue
$142,300
Sample
Live captured leads
…
Live data
Pipeline stages
Sample pipeline
- New lead76 · $89,680
- Qualified54 · $63,720
- Estimate sent33 · $71,400
- Scheduled22 · $48,900
- Closed won17 · $39,420
Lead sources
Sample
- Google local41%
- Missed-call recovery18%
- AI chat assistant16%
- Referral15%
- Paid search10%
Live captured leads
$0 estimated valueNo submissions yet. Complete the request form or chat with Cole and the lead appears here.
Maintenance Engine
Every installed system becomes a tracked asset. Filter changes, coil cleanings, and warranty windows generate work orders without a dispatcher touching them.
Tracked assets
- Fleet Van #3 — ServiceVehicleIn 8 days
- Fleet Van #7 — InstallVehicleOverdue 2 days
- Recovery Machine R-410AShop toolIn 30 days
- Warehouse LiftFacilityIn 2 days
- Nitrogen Regulator SetShop toolIn 60 days
Work orders
- WO-2213 · Van #7 brake inspectionAssigned · critical priority · due Overdue
- WO-2208 · Rooftop RTU-4 belt & filterIn progress · high priority · due Today
- WO-2199 · Spring tune-up — 118 LarkspurScheduled · medium priority · due In 4 days
Preventive plans
- Residential tune-upSemi-annual · Cooling in spring, heating in fall
- Commercial RTU serviceQuarterly · Filters, belts, coils, refrigerant
- Fleet vehicle PMEvery 5,000 mi · Oil, brakes, tires, DOT items
Analytics
Traffic, lead volume, and conversion tracked per demo site. Figures below are sample data for demonstration.
Monthly visitors
15,240
Sample
Leads captured
341
Sample
Appointments
214
Sample
Conversion rate
2.2%
Sample
Traffic & leads
Traffic sources
- Google local41%
- Paid search21%
- Direct16%
- Referral14%
- Social8%