Installs, repairs and maintenance plans in one system
CRM for HVAC companies
Every call, estimate, install, service visit and maintenance renewal on one customer record, with a dispatch board your office runs the day from and a phone view your techs actually use.
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JobBoard: the HVAC companies edition, in your browser
One of twelve industry systems we build from, each with its own screens, workflow and vocabulary. JobBoard carries dispatch map, routes per technician and a phone view built for the van, plus the pipeline, inbox with SMS and email, quotes the customer accepts online, schedule, editable automation flows, reports and a phone view. Sample data in your browser only. Your build carries your own stages, fields and rules.
Use Expand in the demo toolbar for a full screen view, press Escape to close it, or open the HVAC companies demo on its own page.
Who this is for
Built for HVAC companies
Residential and light commercial HVAC contractors with 2 to 40 technicians who are juggling a dispatch spreadsheet, a quoting tool, QuickBooks and a pile of maintenance agreements that renew whenever someone remembers.
Estimates that turn into jobs without retyping
Good, better, best options built from your price book. When the homeowner approves on their phone, the job, the parts list and the deposit invoice are created for you.
Maintenance agreements that renew themselves
Spring and fall visits scheduled from the agreement, reminders to the customer by SMS, renewal invoices raised 30 days ahead, and a report of agreements at risk of lapsing.
A dispatch board with drag and drop
See every tech's day, move a job, and the customer gets an updated arrival window by text. Techs see their route, the equipment history and the last visit's notes before they knock.
Equipment history that sells the replacement
Age, repairs and refrigerant type on every unit, so when a 14 year old system fails again the tech can show the customer the repair history and quote a replacement on the spot.
Pipeline
The stages work moves through
A starting point we adjust to your process in the first design week. Each stage can require fields, trigger messages and create tasks.
- New call or web lead
- Site visit booked
- Estimate sent
- Approved, install scheduled
- Job complete
- Invoiced and paid
- Maintenance plan active
Records
What the system keeps track of
Real record types with the fields your team uses, related to each other so one screen shows the whole picture.
Integrations
Connected to the tools you already run
Two way where both sides edit the data, one way where they do not, monitored for twelve months as part of the build.
- QuickBooks Online
- Google Calendar
- Twilio SMS
- Stripe deposits
- Gmail or Outlook
- Manufacturer warranty lookups
Questions we get asked
How much does an HVAC CRM cost to build?
A custom HVAC CRM with estimates, jobs, scheduling, maintenance agreements and QuickBooks sync is typically 9,900 to 14,900 US dollars as a fixed price, delivered in six to eight weeks. A simpler lead and estimate tracker starts at 4,900. There are no per-technician fees afterwards, which is where most HVAC software gets expensive.
Can technicians use it from the truck?
Yes. The technician view is built for a phone: today's route, the customer's equipment history, a checklist for the visit, photo capture, parts used and a signature. It is built for a phone rather than shrunk onto one, works on a weak signal, and saves offline edits until the handset reconnects.
Does it handle maintenance plans?
Maintenance agreements are a first class record. Each plan carries its price, visits per year and renewal date, visits are generated onto the schedule automatically, customers get reminders and renewal invoices go out 30 days ahead. A report shows plans lapsing this month so the office can call before they cancel.
Will it sync with QuickBooks?
Yes. Customers and invoices sync both ways with QuickBooks Online or Desktop. A completed job creates the invoice with the parts and labour lines, payment status flows back to the CRM and the customer record shows any outstanding balance before you book their next job.
Tell us how your HVAC companies business works. We will quote the CRM that fits it.
A 30 minute written brief from you, a fixed price and a two page scope from us within two business days. No call required, no obligation.