An HVAC CRM that ends the sticky-note system
Right now your HVAC CRM is a mix of a notepad on the dash, texts you'll answer later, and your memory. Every quote you forgot to chase was a job someone else closed. This pipeline catches all of it — and the automation chases it for you.
A pipeline shaped like HVAC work
Not generic sales stages — the actual life of a service lead:
Every contact, complete
Phone, email, address, equipment type and age, last service date, membership status. Next July when their 12-year-old unit dies, you're the shop that already knows it.
Quotes that don't vanish
Every estimate gets a stage and a follow-up sequence. "Let me think about it" stops being the last thing you ever hear.
Mobile app for the truck
See the day's leads, tap to call, add a note in the driveway. The CRM works where the work happens.
One inbox
Calls, SMS, email, webchat, Google messages — one conversation stream per customer instead of five apps.
Maintenance members tracked
The Maintenance Member stage feeds renewal automation — recurring revenue stops depending on anyone remembering.
Numbers you can read
Leads by source, close rate, revenue by stage. Know whether the website or the AI booked more jobs this month.
The CRM is where the other parts converge: the website's forms and the AI employee's bookings land here automatically, and completed jobs trigger review requests. See how it all connects in the platform overview.
See your pipeline before you buy it
On the demo we'll build a sample pipeline with your actual services and ticket sizes.
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