Built for Plumbing, Solar & HVAC

Consolify One replaces your fragmented software stack with a single custom system. CRM, FSM, automation, analytics, and more - all built around how your business actually operates.

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Solutions

Every Tool You Need.
In One Platform.

01CRM Integration02FSM Integration03Workflow Automation04Reporting & Dashboard05Custom App Development06Subscription Cost Reduction

What We Build

Six Integrated Solutions. One Unified System.

Each module is purpose-built for field service businesses and designed to work seamlessly together - no duct tape, no workarounds.

01CRM Integration02FSM Integration03Workflow Automation04Reporting & Dashboard05Custom App Development06Subscription Cost Reduction
CRM Integration

Unified Customer Management

Stop juggling customer data across HubSpot, spreadsheets, and sticky notes. Consolify One gives you a single source of truth for every customer interaction - from first contact to recurring service. Know your customer's full history, equipment, preferences, and lifetime value at a glance.

100%Customer data visibility

+22%

Repeat-customer revenue

-65%

Time spent on data entry

3.4x

Faster lead response

Key Features & Benefits

  • Centralized customer profiles with full job and service history

  • Automated follow-ups, reminders, and re-engagement sequences

  • One-way or two-way migration from HubSpot, Salesforce, or any CRM

  • Real-time sync between field data and customer records - no double entry

  • Custom fields and tags built around your specific customer segments

  • Integrated estimates and proposal generation tied to CRM contacts

See It in Action
Sales and customer relationship team collaborating on data
01

Measured Impact

+22%

Repeat-customer revenue

-65%

Time spent on data entry

3.4x

Faster lead response

FSM Integration

Field Service Management - Dispatch, Scheduling & Job Tracking

Replace ServiceTitan, Jobber, or FieldEdge with a field service management module that fits your operation exactly. Manage every technician, every job, and every work order from one dashboard. From the moment a lead comes in to the invoice going out, the entire workflow lives in one place.

3xFaster dispatching

+38%

Jobs completed per tech

-50%

Drive time per route

12 min

Avg dispatch time

Key Features & Benefits

  • Drag-and-drop dispatch board with real-time technician locations

  • Smart scheduling that factors in skills, availability, and geography

  • Mobile-ready job cards so technicians get everything they need in the field

  • Work order management with parts, labor, and photo documentation

  • Automated customer notifications - arrival windows, on-my-way alerts

  • Custom job statuses and approval workflows built for your process

See It in Action
Field technician using a tablet on a job site
02

Measured Impact

+38%

Jobs completed per tech

-50%

Drive time per route

12 min

Avg dispatch time

Workflow Automation

Custom Automated Processes

Generic software forces your business into its workflow. We build automation around your actual process - not the other way around. From lead routing to maintenance reminders to invoice escalation, every repetitive task that costs you time gets automated and tailored to your specific business logic.

80%Reduction in manual admin

15h+

Admin hours saved weekly

+92%

On-time follow-ups

0

Manual handoffs needed

Key Features & Benefits

  • Trigger-based automations for any event in the system - no code required

  • Automated maintenance reminders and seasonal service campaigns

  • Internal alerts and escalations when jobs stall or SLAs are at risk

  • Lead routing rules that assign the right rep or tech automatically

  • Auto-generate proposals, work orders, and invoices from job completions

  • Multi-step approval flows for large jobs, equipment purchases, or discounts

See It in Action
Operations team reviewing automated workflows on a screen
03

Measured Impact

15h+

Admin hours saved weekly

+92%

On-time follow-ups

0

Manual handoffs needed

Reporting & Dashboard

Unified Analytics Across Every Part of Your Business

When your tools don't talk to each other, you can't see the full picture. Consolify One brings every metric - revenue, jobs, technician performance, customer churn, and cost per lead - into one real-time dashboard. Make faster, smarter decisions without pulling data from five different platforms.

1Dashboard for everything

1

Source of truth for KPIs

-90%

Time spent on reports

+27%

Faster strategic decisions

Key Features & Benefits

  • Configurable executive dashboard with the KPIs that matter to your business

  • Revenue tracking by job type, technician, region, or customer segment

  • Technician performance reports - completion rate, revenue per job, utilization

  • Cost analysis to identify overspending on tools, labor, or materials

  • Sales pipeline visibility from lead to closed job with conversion metrics

  • Scheduled report delivery to stakeholders - automatically, on your cadence

See It in Action
Real-time business analytics dashboard with charts
04

Measured Impact

1

Source of truth for KPIs

-90%

Time spent on reports

+27%

Faster strategic decisions

Custom App Development

Tailored Tools Built for Your Exact Workflow

Sometimes off-the-shelf isn't enough. If your business has a process that no generic SaaS can handle, we build it. Customer portals, subcontractor management systems, equipment tracking apps, permit tracking modules - if you need it, we build it, and it integrates natively with the rest of your Consolify platform.

100%Custom-built for you

100%

Workflow fit, no compromises

4-8 wk

From kickoff to launch

0

Per-feature upgrade fees

Key Features & Benefits

  • Customer-facing portals for job status, invoicing, and service history

  • Equipment and asset tracking with service interval and warranty management

  • Permit and compliance tracking for solar installs and HVAC replacements

  • Subcontractor or multi-crew management modules for larger operations

  • API integrations with third-party tools - QuickBooks, Stripe, supplier catalogs

  • White-label mobile apps for technicians and field crews

See It in Action
Software developer building a custom platform
05

Measured Impact

100%

Workflow fit, no compromises

4-8 wk

From kickoff to launch

0

Per-feature upgrade fees

Subscription Cost Reduction

Stop Paying for Tools That Overlap, Underdeliver, and Scale Against You

The average field service business pays $8,000-$20,000 per month across 5-10 SaaS subscriptions. Most of that is redundant. We audit your entire software stack, identify every overlapping feature and unused seat, and consolidate it into one system - typically saving businesses 40-70% on software costs within the first year.

40-70%Average savings on software

$96K+

Annual savings (avg.)

5-7

Subscriptions cut

60-90 d

Payback window

Key Features & Benefits

  • Full software stack audit - we map every tool, seat, and monthly cost

  • 40-70% average reduction in monthly software spend after consolidation

  • Flat-rate pricing model - no per-seat charges as your team grows

  • Side-by-side cost comparison showing exactly what you save

  • Eliminate redundant subscriptions within 60-90 days of going live

  • Ongoing cost tracking so savings are visible and accountable over time

See It in Action
Stack of cash representing software cost savings
06

Measured Impact

$96K+

Annual savings (avg.)

5-7

Subscriptions cut

60-90 d

Payback window

The Consolify Difference

Everything Works Together - By Design

Each solution is built as part of the same platform. Data flows seamlessly between your CRM, FSM, automations, and reports. No integrations to babysit. No data gaps.

No Sync Failures

Because everything is native to one system, data is always consistent. No webhooks breaking at 2am.

One Bill. Flat Rate.

No per-seat surprises. Add technicians, office staff, or managers without watching your software bill climb.

Built for Your Business

Every solution is customized to your specific workflows, not adapted from a one-size-fits-all template.

Ready to See All of This in Action?

Book a live demo and we'll walk through each solution with your specific workflows in mind - no generic pitches, just real answers.

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