Broadly was founded in 2013 in Oakland and has built its business serving small to mid-sized HVAC, plumbing, roofing, and other home-service contractors. The product is an all-in-one customer experience app: automated unlimited review requests to Google, Facebook, and Yelp via SMS and email; a unified inbox for webchat, team chat, and two-way customer messaging; mobile invoicing with flexible financing for HVAC install jobs; photo sharing with customers; and a lead capture inbox pulling from Google, Facebook, Instagram, and contact forms.
For HVAC specifically, Broadly has HVAC-focused landing pages, playbooks, and integrations. The automated post-job review flow is the core value driver - reviews drive HVAC lead volume in competitive local markets, and Broadly's SMS-first approach produces higher response rates than email-only tools. The webchat and team chat pieces let small shops respond instantly to website leads without a dedicated CSR, and the invoicing plus financing module addresses the big-ticket nature of HVAC equipment sales.
Broadly was acquired by Vendasta in 2023, folding it into a larger SMB marketing platform. Pricing is quote-only with monthly, semi-annual, and annual options; market rates sit below Podium and above NiceJob. Customer reviews are mostly positive on ease of use and review generation results, with the main criticisms centered on billing practices and support responsiveness post-acquisition. For an HVAC shop that wants reviews plus webchat plus invoicing without a ServiceTitan-grade stack, Broadly is one of the most commonly recommended mid-tier options.