Custom software for HVAC companies
A CRM and software built for HVAC companies, owned by you
HVAC businesses run on recurring maintenance, seasonal rushes, and equipment that lasts for years. Software built around that rhythm keeps every system's history at the address, fills the schedule with tune-ups, and makes replacement quotes easy, without a fee per technician.
Example build
Your CRM
A CRM built around the property and the equipment installed there. It can track:
- Customers and properties with every unit: make, model, serial, install date
- Maintenance agreement members, visits due, and renewals
- Service history and recurring problems per system
- Replacement opportunities based on equipment age
- Leads by source and season
Subscriptions this can replace
- ServiceTitan
- Housecall Pro
- Jobber
- FieldEdge
- Maintenance-plan spreadsheets
Example builds
Apps and tools I can build for you
Maintenance agreement manager
Sell plans, schedule spring and fall tune-ups automatically, and track renewals and billing.
Dispatch board
Assign calls by skill and location, with emergency calls flagged at the top.
Good-better-best quotes
Replacement options with photos and financing notes that customers approve on a tablet.
Refrigerant log
Record refrigerant added or recovered per job and unit, so your EPA Section 608 records are complete.
Tech field app
Checklists, readings, photos, parts used, and signatures from the job site.
Automations that save your team hours
- Tune-up reminders before each season
- Renewal notices for maintenance agreements
- Replacement outreach for systems past their typical life
- Review requests after completed calls
A person approves anything that goes to a customer or moves money. How automation works.
What you own at the end
- The source code, in a repository under your company account
- Your database and every customer record, exportable any time
- Hosting in your name, with no per-user or per-tech fees
- Training for your office and field teams
- Know-how to change and improve it yourselves with AI
Common questions
Can it handle maintenance agreement billing?
Yes. Plans can bill monthly or yearly through your payment processor, with renewals and visits tracked automatically.
Can we track equipment for warranty claims?
Yes. Each unit stores model, serial, install date, and warranty terms, so claims and replacement quotes start with the facts.
Other industries
Insurance agencies · Electrical contractors · Plumbing companies · Retail stores · Contractors & construction · Landscaping & lawn care · Property management · Auto repair shops · Professional services
Let's sketch the software your business needs
Book a free 30-minute consultation. Tell me how your business runs and what you pay for today, and I'll outline the CRM and tools I would build, what they would replace, and roughly what they would cost.