Build a CRM for HVAC companies without code
Track service calls, manage techs, and log equipment in an AI-powered CRM built with AI you customize to fit your HVAC team's workflow.
Tailor your CRM for HVAC companies to your needs
Customize your CRM for HVAC companies with the exact steps and views your team needs. Add features as processes evolve—no code needed.
Lead and inquiry capture
Service call scheduling
Field technician job assignment
Equipment and inventory tracking
Automated status notifications
Digital work order signatures
Unify your field service data in real time
Connect service histories, customer records, and inventory data from multiple tools—or manage everything in Softr Databases. Create one integrated system for updates.
Custom access for every role. Built-in security.
Let techs, managers, and clients log in to a fully branded portal. Set up permissions and personalized access in minutes—no code needed.
Works on any device
Automate your field operations with Softr Workflows for dispatching, status updates, and customer notifications that trigger instantly when a job is finished.
Automations
Automate your field operations with Softr Workflows for dispatching, status updates, and customer notifications that trigger instantly when a job is finished.
User groups
Assign roles for field techs, office managers, or clients—each gets access to only the specific job details or invoices they need.
Advanced permissions
Control who can view, complete, or assign service orders—down to the field level to ensure sensitive customer data stays private.
Security
Keep customer and HVAC job data safe. Softr is fully compliant with SOC2 and GDPR regulations to protect your business and your clients.
Conditional forms
Capture job details, equipment inspections, or digital signatures using flexible form blocks tailored to each specific maintenance task.
Why Softr vs other software
No more one-size-fits-all tools or costly custom builds. Softr is easy to use and fully customizable, so you can launch faster, adapt as you grow, and skip the complexity of traditional software.
Easy, fast setup
Build your CRM for HVAC companies in minutes with AI—no manual setup or complex configuration needed.
Consolidate your stack
Add features like equipment tracking, job scheduling, or digital signatures as your workflows evolve.
Flexible as you grow
Start with a CRM, then add tech portals, dashboards, or inventory forms—all in one place, with no extra tools.
Generate a custom CRM for HVAC companies with AI
Co-build with AI
Simply describe what you need. Let Softr handle everything - Interface, database, workflows.
Iterate with AI or visually
Control most critical parts of your app yourself - roles, permissions, security.
Ship the same day
Invite team members or external clients and partners right away. No developer handover.
The go-to platform for business operations
Use drag-and-drop blocks to build a portal that looks sleek and modern out of the box. Add only the features you need, and iterate as your workflows evolve.
Minerva Network increased athlete registrations by 50% with a custom CRM and portal
Celonis built a GTM knowledge base for 1,500+ team members
Urban's Group increased productivity by 25% with a custom ERP system
Frequently asked questions
Build your CRM for HVAC companies in minutes
Describe what you need. Softr's AI builds your custom CRM for HVAC companies in minutes with no code required.