CRM

An HVAC-focused CRM keeps customer equipment history, service agreements, and sales pipelines in one place so CSRs and techs never start a call cold.

What to look for

  • Equipment and service history per location
  • Lead and estimate pipeline tracking
  • Membership / maintenance agreement management
  • Automated follow-ups and review requests
  • Integration with phone, SMS, and email

Tools in this category

AccuLynx

Roofing CRM and business management — adjacent home-improvement software, not HVAC field service

Fergus

Job management software built for trades, including HVAC and refrigeration

GorillaDesk

Route-based field service software with an HVAC industry page — built first for pest, lawn, and residential routes

Housecall Pro

All-in-one software for home service professionals

Jobber

Job management software for home service businesses

Kickserv

Affordable field service management for small home-service teams

Service Fusion

Field service management for contractors

ServiceTitan

Enterprise-grade field service platform for home services

ServiceTrade

Field service management for commercial service contractors

Simpro

Field service and project management for mid-market HVAC and mechanical contractors

Smart Service

QuickBooks-centric field service software for HVAC and other trades — Cloud or Desktop, with US-based support out of Dublin, Ohio

SuccessWare

Business management software for home service contractors

Workiz

Field service software with phone system and job management