CRM for HVAC
An HVAC CRM earns its keep twice a year, during the first heat wave and the first cold snap, and quietly the rest of the year by bringing maintenance customers back.
Sorting the rush
During a peak, every missed caller is asked about the equipment and the symptom. No-cooling and no-heat calls rise to the top; quote requests wait their turn.
Maintenance customers who return
Before the season, a weather-triggered campaign writes to past customers about tune-ups. It fills the shoulder months, when the phone does not ring by itself.
Replacement deals tracked to the end
System replacements take weeks to decide. The CRM shows every open quote, its value and its age, and follows up the quiet ones.
Essential $499/month, or Growth $1,999/month with managed ads and Google profile. Prices in USD, plus applicable sales tax. See both plans
Your questions
Does it handle maintenance agreements?
Maintenance customers are set up as recurring, with visits on the calendar and invoices each time.
Can I import my customer list?
Yes, at setup.
Does it work for commercial HVAC?
Yes. Commercial accounts sit in the same CRM with their own prices.