The Problem
Every HVAC and plumbing business faces the same challenges on high-ticket jobs.
Customers hesitate on high-ticket jobs
Financing is slow or inconsistent
Techs don't know who can actually pay
You end up chasing payments after the job
The Solution
Pointora gives your team the tools to qualify, finance, and close — with confidence.
Pre-Qualify in Seconds
Know who can pay before you roll the truck.
Offer Financing on the Spot
Give customers payment options that close deals.
Identify High-Risk Customers
Flag payment risk before the work begins.
Smart Payment Terms
Recommend deposits or payment terms automatically.
How It Works
Three simple steps from customer intake to closed job.
Enter Customer Info
Your tech or office staff enters basic customer details — in the field or from the office.
Instant Qualification
Pointora instantly assesses payment risk and financing eligibility. No waiting, no paperwork.
Close with Confidence
Present the right financing option or payment terms. Close the job knowing you'll get paid.
Real Outcomes
HVAC and plumbing companies using Pointora see measurable improvements across their operations.
Increase Close Rates
Convert more estimates into booked jobs by offering financing options customers can say yes to.
Reduce Bad Debt
Stop taking on customers who won't pay. Know the risk before you start the work.
Improve Cash Flow
Get paid faster with smarter payment terms and on-the-spot financing.
Simple Pricing
Pay for results — not software. Our pricing is designed to align with your success.
Per approved job
Only pay when a customer is qualified and approved.
% of financed deals
A small percentage on deals closed through financing.
Monthly plans tied to ROI
Predictable monthly pricing based on the value we deliver.