Purpose-Built HVAC CRM

HVAC CRM Software That Books More Service Calls & Boosts Revenue

Capture every HVAC lead, schedule service calls, dispatch technicians, send estimates, collect payments, and generate 5★ reviews — all in one powerful HVAC CRM built for heating and cooling contractors.

✓ No credit card✓ Cancel anytime✓ HVAC-specific templates
Service Call Booking Rate
+37% in 45 days
Estimate Approvals
+31% with automations
Response Time
<60s avg reply
5★ Reviews
+44% after installs

Stop Phone Tag. Start Booking HVAC Service Calls.

Calls, website forms, and emergency AC/heat requests flow into one inbox. Smart automations reply instantly and get inspections or repairs scheduled fast.

Lead Capture Everywhere

Track calls, forms, Google LSA, Facebook Ads, IAQ requests, maintenance inquiries — all routed instantly into your HVAC CRM pipeline.

Scheduling & Dispatch

Assign techs, route efficiently, send ETA notifications, reduce cancellations, and keep your trucks moving all day long.

Estimates → Invoices

Create on-site estimates, capture photos, collect signatures, convert to invoices, and take payment — all from a mobile device.

Reviews & Referrals

Automated review requests and referral campaigns generate high ratings and repeat business after every installation or repair.

Everything an HVAC CRM Should Have

Lead capture, scheduling, dispatching, invoicing, maintenance agreements, payments, and reviews — finally in one place.

Service Pipelines

New Lead → Diagnosis → Estimate Sent → Approved → Completed → Paid. Automated tasks keep your team accountable.

2-Way SMS, Calls & Inbox

Centralize customer communication: calls, texts, email, and DMs. Respond quickly with templates and quick replies.

Tech Calendars & Routing

Manage multiple techs, zones, routes, travel buffers, and emergency heating/cooling service windows.

Photos, Notes & Diagnostics

Capture equipment photos, model numbers, diagnostics, notes, and signatures — all saved to the HVAC customer timeline.

Payments & Maintenance Plans

Take payments on-site or via link. Sell maintenance agreements and automate recurring billing for predictable monthly revenue.

Dashboards & KPIs

Track booked jobs, estimate win rate, revenue, avg ticket, service vs install performance, and marketing ROI.

Automations that Keep Your HVAC Schedule Full

  • • Instant SMS to new HVAC leads with booking link
  • • Estimate follow-up sequences until approved
  • • Day-before & same-day service reminders
  • • Post-job payment & review automation
  • • Expiring warranty reminders for upsells
  • • Maintenance agreement renewal sequences
Optional AI Caller: calls new HVAC leads instantly, qualifies them, and books inspections or service calls automatically.

Example Flow: AC Repair Lead → Completed Job

  1. Lead enters as “AC Repair Lead” from Google LSA
  2. Auto SMS + AI call engages immediately
  3. Tech dispatched with route optimization
  4. On-site diagnostics + estimate delivered
  5. Payment collected after repair
  6. Automatic 5★ review request + maintenance plan offer

Perfect for Solo Techs to Multi-Truck HVAC Companies

Residential HVAC, commercial service, installs, IAQ, heat pumps — scale without chaos.

Residential HVAC Service

Fast quotes, automated reminders, on-site payments, and review growth.

Commercial HVAC

Multi-tech calendars, PM agreements, zones, and recurring billing.

Installs & Replacements

High-ticket estimate follow-ups, financing links, and upsell automations.

Simple Pricing

Powered by GoHighLevel — start your free trial today.

Starter

Everything an HVAC business needs to begin.

$97/mo
  • Lead capture & service pipelines
  • 2-way SMS & email
  • Tech calendars & reminders
  • Reviews & automations
Start Free Trial

Growth Most Popular

Grow your HVAC business with unlimited sub-accounts.

$297/mo
  • Unlimited sub-accounts
  • Team management & permissions
  • Advanced automations
  • Priority support
Start Free Trial

SaaS Mode

White-label & sell your own HVAC CRM.

$497/mo
  • Stripe billing inside your app
  • Automated onboarding
  • Upsells & add-ons
  • All Growth features
Start Free Trial

Pricing follows GoHighLevel ($97 / $297 / $497). Actual promos may vary.

What HVAC Companies Say

“Our booking rate shot up by 35% in the first month.”
— Jason, HVAC Company Owner
“Dispatching and reminders cut no-shows dramatically.”
— Melissa, Service Coordinator
“Photos, diagnostics, & invoices in one place — super clean.”
— Daniel, Lead Technician

FAQ: Best HVAC CRM Software

Can this HVAC CRM replace my current tools?

Yes — most HVAC businesses replace multiple apps for scheduling, texting, invoicing, and reviews with this all-in-one system.

Can technicians use it in the field?

Absolutely — mobile apps let techs manage jobs, capture diagnostics, collect payments, and take photos on-site.

Does it support maintenance agreements?

Yes — automate recurring billing, renewal reminders, and seasonal tune-up campaigns.

Can I import my customer list?

Yes — upload customer CSVs with notes, service history, tags, and equipment details.

Ready to Grow Your HVAC Business?

Launch your HVAC CRM in minutes and watch bookings, approvals, and revenue increase — all while saving hours every week.