Build CRM software for hvac companies with AI
Track customer records, manage job schedules, and send invoices in an AI-powered CRM built with AI to fit your HVAC business workflow.
Tailor your CRM software to your needs
Customize your CRM software for hvac companies with the exact job tracking and site views your team needs. Add features as processes evolve.
Customer and site records
Technician job scheduling
Work order creation
AI-powered maintenance alerts
Estimate and invoice tracking
Service performance dashboards
Bring all your job and client data together
Connect customer records, job logs, and equipment data from multiple systems—or manage everything directly in Softr Databases. Create one source of truth for your team.
Custom access for every role. Built-in security.
Let technicians, dispatchers, and clients log in to a fully branded system. Set up permissions and personalized access in minutes—no code needed.
Works on any device
Automate your field operations with Softr Workflows for job dispatching, status updates, and automated maintenance alerts that trigger instantly.
Automations
Automate your field operations with Softr Workflows for job dispatching, status updates, and automated maintenance alerts that trigger instantly.
User groups
Assign roles for technicians, office managers, or clients—each gets access to only the specific work orders and data they need.
Advanced permissions
Control who can edit maintenance logs, complete work orders, or view customer financial info—down to the field level.
Security
Keep customer records and HVAC site data safe. Softr is fully compliant with SOC2 and GDPR regulations.
Conditional forms
Capture diagnostic details, part audits, or customer signatures using flexible form blocks tailored to each service 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 HVAC CRM in minutes with AI—no manual configuration or complex setup needed.
Consolidate your stack
Add features like technician dispatch, maintenance alerts, or quote approvals as your business grows.
Flexible as you grow
Start with a CRM, then add dispatch tools, client portals, or internal dashboards—all in one place.
Generate a custom CRM software for hvac companies now
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 software for hvac companies
Describe your workflow. Softr's AI builds your custom HVAC system in minutes.