Build an HVAC CRM in minutes
Manage service calls, track job statuses, and process payments in an AI-powered CRM built with AI to fit your field service workflow.
Tailor your HVAC CRM to your needs
Customize your HVAC CRM setup with the exact service steps and views your team needs. Add features as processes evolve—no code needed.
Customer and contact management
Service call scheduling
Work order creation
Job status tracking
Equipment inventory tracking
Billing and payment processing
Unify your field service data in real time
Connect work orders, equipment logs, and billing systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your business.
Custom access for every role. No dev time.
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, job status updates, and auto-billing notifications that trigger instantly.
Automations
Automate your field operations with Softr Workflows for dispatching, job status updates, and auto-billing notifications that trigger instantly.
User groups
Assign roles for field techs, office managers, or clients—each gets secure access to only the specific data and views they need.
Advanced permissions
Control who can view, complete, or assign service calls—down to the field level. Protect sensitive customer billing and contract information.
Security
Keep customer and HVAC job data safe from threats. Softr is fully compliant with SOC2 and GDPR regulations for enterprise-grade security.
Conditional forms
Capture job details, equipment inspections, or customer signatures using flexible form blocks tailored to each specific HVAC 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 setup, dev time, or complex configuration required.
Consolidate your stack
Add features like equipment tracking, inventory, or billing as your service workflows evolve—no rebuild needed.
Flexible as you grow
Start with a CRM, then add scheduling portals, dashboards, or forms—all in one place, with no extra tools.
Generate a fully custom HVAC CRM with AI in minutes
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 HVAC CRM. No code needed.
Launch faster with a tool built for your field service workflow. Get started free. No setup time, no dev needed.