[ THE PLATFORM STACK ]

The infrastructure is already built.

ThermaForge clients deploy a Carson Systems platform stack as part of every engagement. Carson Systems builds and licenses the platforms. ThermaForge operates them inside your business. Same operating partners, two distinct companies, clear lines on the IP and the books.

Apply for an engagement
Operate + Scale

Routebook

Carson Systems product · Field service ERP

The HVAC ERP every ThermaForge client deploys. Dispatch, jobs, invoicing, AR, inventory, real job-cost P&L. Replaces ServiceTitan, FieldEdge, or whatever stitched-together stack you're running today. Migration handled by the engagement.

Routebook is the operational visibility layer that lets the operating partner actually do the work. Without it, ops uplift is guesswork.

app.routebook.io / dashboard
ROUTEBOOK · DASHBOARD
This week
Today
Week
Month
Revenue WTD
$84.2k ▲ 12.4%
vs. trailing 4-wk avg $74.9k
Job Margin
38.6% ▲ 2.1 pts
target 36% · 14 jobs closed
AR > 60 days
$19.8k ▼ 8.0%
7 invoices · 2 in dispute
Dispatch board · Tuesday
5 techs · 13 jobs · 2 unassigned
Tech
8a
10a
12p
2p
4p
DA
Dan
Hilltop Apt
8:00 · maint
Hilltop Apt
10:30 · maint
5th Ave Plaza
12:30 · member
5th Ave Plaza
2:00 · member
RI
Rio
Maple Ridge
10:15 · urgent
Maple Ridge
12:45 · install
Tunnel Rd
2:30 · diag
MI
Mia
Oakwood
8:30 · diag
Brookline HOA
12:00 · member
Brookline HOA
2:00 · member
Oakwood
4:15 · qa
Standard
Member
Urgent
Visit Routebook
Operate + Scale

Search-intent lead pipeline

ThermaForge proprietary · Demand generation

The pipeline that surfaces homeowners actively searching for system replacement, not random clicks from a billboard buy. Routed through automation and qualified before it hits your project managers' phones.

Volume scales with your install capacity, not a budget cap. Every lead has signal. Most agencies sell volume; this sells intent.

Field tech presenting an estimate at a homeowner's door — the moment a search-intent lead converts When the lead is qualified before the truck rolls, the consultation closes itself
Scale only

Frontline AI

Carson Systems product · 24/7 AI call coverage

Every call answered, after-hours and Sunday afternoon. Books appointments, captures lead data, transfers urgents. No more missed dispatch on a Friday at 6:42pm — when the call comes in, Frontline picks up and books the truck.

Logs all call data into Routebook automatically. The system that pays for itself the first time it books a $12K install on a Saturday night.

frontline · live call · jennifer · first-time homeowner
Real Frontline AI call · PII redacted (caller name + business name muted from audio, on-screen text covered). Jennifer fielded a first-time homeowner's question outside HVAC scope, gave a real safety answer, offered a vetted plumber referral.
Visit Frontline
Scale only

Multi-platform content engine

Carson Systems product · Content production + scheduling

Owner-voice content production scheduled to X, Instagram, TikTok, Reddit, and YouTube Shorts. Tech recruiting and customer trust both come from this. Stock-photo SaaS posts get scrolled past; owner-voice content gets DMs.

Approved content cadence, owner-tone preserved, distribution handled. You don't need to be a content creator. You need to look like one to recruits.

content engine · this week's schedule
CONTENT ENGINE · 5 PLATFORMS
Owner voice, every weekday
X
3 / week
Instagram
5 / week
TikTok
4 / week
Reddit
2 / week
YT Shorts
3 / week
17 posts queued this week · all owner-approved
Live cadence
Scale only

Echo Clip video production

Carson Systems product · Short-form video

Short-form video for the social channels. Tech-on-the-truck content, install walkthroughs, owner-voice clips. Production handled end-to-end. Scales without you needing a videographer on payroll.

The videos that pull techs to your shop and customers to your truck.

Scale only

Community engagement

Carson Systems product · Reddit + X presence

Reddit and X presence in the threads where homeowners ask HVAC questions. Approval-gated, owner-voice, drives organic trust over months — not days. The content channel the agencies don't touch because it doesn't scale on autopilot.

Slow-burn brand building that compounds. By month 12, you're the shop people recommend in the threads.

Ready to deploy the stack?

Apply for an engagement and we'll talk through which tier fits your shop's stage.

Apply for an engagement See Operate detail See Scale detail