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CRM & Business Management

Run Your Entire HVAC Business from One Platform

Our HVAC CRM and business management software puts customer management, job scheduling, dispatch, invoicing, and automated follow-ups at your fingertips. Built specifically for heating and cooling contractors across Canada.

Get a Free CRM Demo (604) 632-4959
All-in-One HVAC CRM

Everything You Need to Manage Your HVAC Business

Stop juggling spreadsheets, paper schedules, and disconnected tools. Our CRM brings customer management, scheduling, invoicing, and automated marketing together in one platform designed for HVAC contractors.

Customer Management
Store customer profiles, service history, equipment details, warranties, and communication logs in one searchable CRM.
Job Scheduling & Dispatch
Drag-and-drop scheduling board with technician assignments, route optimization, and real-time status updates for every job.
Automated Follow-Ups
Set up trigger-based email and SMS sequences that automatically follow up after service calls, quotes, and maintenance visits.
Service Reminders
Automated seasonal tune-up reminders for furnaces, boilers, heat pumps, and ACs — keeping your schedule full year-round.
Invoicing & Payments
Create and send invoices with integrated payment processing. Accept credit cards, e-transfer, and financing options directly through the CRM.
Team Collaboration
Internal chat, shared notes, document storage, and role-based permissions so your entire team stays aligned on every job.
Revenue Dashboard
Real-time dashboards showing revenue by service, technician performance, customer acquisition cost, and LTV metrics.
Pipeline Tracking
Track every lead from first contact through quoting, booking, and completion — never lose a lead to poor follow-up again.
Canadian Data Hosting
Your customer data is stored on Canadian servers with bank-grade encryption, PIPEDA compliance, and automatic daily backups.
Our Process

How Our CRM Implementation Works

A proven 8-step framework to get your HVAC CRM deployed and your team productive.

01
Discovery & Setup
We configure your CRM with your HVAC services, service areas, pricing, technicians, and workflows so everything is ready from day one.
02
Data Migration
We import your existing customer lists, service history, and equipment records into the CRM — no data left behind.
03
Automation Setup
We build automated follow-up sequences, service reminders, review requests, and email drip campaigns that run on autopilot.
04
Scheduling & Dispatch
Set up your job scheduling board, technician assignments, route optimization, and real-time dispatch dashboard.
05
Team Training
We train your entire team — technicians, dispatchers, CSRs, and management — so everyone uses the CRM effectively.
06
Integrations
Connect your CRM with QuickBooks, Google Calendar, Mailchimp, Zapier, and 1000+ other tools through our integration hub.
07
Reporting & Analytics
Set up dashboards tracking revenue, job completion rates, customer lifetime value, and technician performance.
08
Ongoing Optimization
Monthly check-ins to refine automations, add new features, and optimize performance based on your data.
Success Stories

HVAC Contractors Growing with Our CRM

Roma Heating & Cooling
Vancouver, BC
45% increase in booked jobs
Automated 500+ service reminders/month
2 hours saved per day on admin tasks
HeatLand Heating & A/C
Vancouver, BC
60% faster quoting process
3,200+ customers managed in CRM
95% customer retention rate
BoilerPart.ca
National E-Commerce
Automated order tracking for 2,000+ parts
40% reduction in customer inquiry tickets
Integrated with QuickBooks & shipping
FAQ

HVAC CRM Frequently Asked Questions

Do you offer a white-label CRM or integrate with existing tools?

Both. We can build a fully custom CRM branded to your company, or integrate with leading platforms like Jobber, ServiceTitan, Housecall Pro, and others. We also offer Zapier-powered custom integrations to connect any tools in your stack.

How long does it take to set up an HVAC CRM?

A typical CRM implementation takes 2-4 weeks depending on the complexity. Basic setups with customer management and scheduling can go live in 1-2 weeks. Full implementations with automations, integrations, and custom dashboards take 4-6 weeks.

Can you migrate data from my existing software?

Yes. We handle data migration from spreadsheets, legacy CRMs, QuickBooks, ServiceTitan, Jobber, Housecall Pro, and other platforms. We clean, deduplicate, and structure your data for the new system.

Is the HVAC CRM mobile-friendly for technicians in the field?

Absolutely. Our CRM solutions are fully mobile-responsive with companion apps for iOS and Android. Technicians can view job details, update statuses, collect signatures, process payments, and capture photos from their phones.

How much does an HVAC CRM cost?

Our CRM solutions start at $499/month for the Essentials plan (customer management, scheduling, invoicing) and range to $1,499/month for Premium (full automation, integrations, advanced reporting, AI features). Implementation fees start at $2,500.

Do you provide ongoing support and training?

Yes. Every CRM comes with onboarding training, documentation, and ongoing support. Our Premium plan includes a dedicated account manager, monthly optimization calls, and priority support with a 4-hour response time.

Ready to Streamline Your HVAC Operations?

Get a personalized demo of our HVAC CRM. See how customer management, scheduling, and automated follow-ups can transform your business.

Book Your Free CRM Demo (604) 632-4959