Beta Hub is an Australian-built command centre for HVAC and field-service businesses. Capture leads, follow up quotes, book jobs, manage technicians, log calls, send reminders and keep every customer conversation in one place.
Beta Hub is built around the real operational mess between the office, field team, customer, quote and invoice.
Customers ring three companies. The first one that captures the detail and responds properly usually wins.
Paid ad spend is wasted when nobody owns the second, third and fourth follow-up.
Technicians arrive without photos, access notes, system details, price context or customer expectations.
The office sees one version of the job, the tech sees another, and the owner finds out after there is a complaint.
Cash flow suffers because payment follow-up becomes a manual job someone remembers too late.
Maintenance, annual servicing, warranty check-ins and review requests are left sitting in people’s heads.
No more disconnected forms, spreadsheets, notes, emails, call logs and calendar entries.
Web, phone, email and manual enquiries land in one lead queue with source tracking.
Send service-specific quotes and automatically queue smart follow-ups.
Turn accepted work into properly prepared jobs with access, photos and customer notes.
Track job completion, invoice status, payment follow-up and review requests.
See what matters: leads waiting, quotes overdue, tomorrow’s jobs missing details, technician output, unpaid invoices and follow-up value.
Ask plain-English questions, find forgotten opportunities and trigger safe, logged workflows.
Stale quotes, unsent reminders, missed calls and overdue invoices.
Live prompts, call notes and next actions tied to each customer.
Flags jobs missing photos, access, notes, forms or technician allocation.
Approvals, audit trail and reversible workflows before automation goes too far.
Beta Hub connects browser calling, call notes, lead status, customer history and follow-up actions so the office has one source of truth.
The core workflow suits any business that sells jobs, dispatches people, needs follow-up and relies on customer communication.
System details, job photos, booking windows, recurring service reminders and technician reporting.
Emergency call capture, priority triage, postcode routing and payment follow-up.
Compliance notes, job records, quote follow-up and multi-tech scheduling.
Recurring treatment reminders, service reports and review requests.
Tenant, owner and property manager notes kept separate and traceable.
Owner dashboards, area views, role permissions and consistent process control.
Most CRMs are built from a software company’s view. Beta Hub is shaped around daily service-business reality: phones ringing, quotes waiting, property managers asking for updates, technicians needing clean notes, customers changing bookings and invoices needing follow-up.
AI, SMS and calling have real usage costs, so Beta Hub prices the core CRM separately from high-volume usage.
Basic franchise plan
Popular growing plan
Unlimited business plan
SMS, phone calls, AI tokens and AI voice-agent calls are billed transparently based on actual usage or prepaid packs. Smaller teams should not subsidise high-volume operators.
This keeps trust high and avoids selling unfinished features as if they are live.
Apply for early access if your business is serious about improving lead follow-up, office control, technician reporting and customer communication.
HVAC, plumbing, electrical, pest control, property maintenance and field-service teams.
Businesses wanting a fully self-serve mature enterprise platform with no onboarding.