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How it works

From enquiry to booked appointment, without the sticky notes

Most teams are set up the same day. No hardware, no integrations required to get started.

  1. Create your workspace

    Sign up, add your business details and time zone. Default automations and 11 HVAC message templates are ready from the start.

  2. Invite your team

    Add people as Owner, Manager or Agent so everyone sees the right leads.

  3. Add your leads

    Enter new enquiries as they come in, or import your existing list from a CSV file with a preview and duplicate check first.

  4. Let automations create the tasks

    New leads get a contact task, estimates get a follow-up, appointments get a confirmation task. You can pause, edit or require approval.

  5. Work from the Action Center

    Each morning, open one list: who to call, what is overdue, which estimates need a nudge. Copy a template, make the call, log the outcome.

  6. Review the numbers

    Reports show response time, follow-up completion and conversion — each with a written definition so you know exactly what it means.

Today's Action Center

Illustration
  • Contact this new AC repair enquiry

    Website form · waiting 22 min

    Urgent
  • Follow up: furnace replacement estimate

    Follow-up overdue since yesterday

    Overdue
  • Heat pump estimate awaiting response

    Sent 3 days ago · no reply yet

    Estimate
  • Confirm tomorrow's tune-up visit

    9:00 AM · assigned to Sam (example)

    Due today
Example data for illustration — not a real account.

What ORYNZA does not do (yet)

  • It does not send texts or emails for you. Templates are drafts you copy into your phone or email. Direct sending integrations are on the roadmap.
  • It is not a dispatch or field-service tool: there is no GPS, routing, calendar sync or payment processing.
  • It focuses on one job: making sure every lead gets a fast reply and a follow-up.

See what needs attention today

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