Best Simple CRM for HVAC Contractors
Manage service calls, seasonal tune-ups, and maintenance contracts. Keep customers comfortable year-round with automated follow-ups and scheduling.
What HVAC Contractors Get That Other CRMs Don't Offer
FREE Business Website
Professional landing page at /business/yourname. Capture leads 24/7 without phone calls. Competitors charge $16-35/mo extra.
HVAC-Specific Templates
Pre-built job templates for AC tune-ups, furnace repairs, and emergency service. Not generic "service call" templates.
Mobile-First for Techs
44px+ buttons, works in direct sunlight, offline job updates. Designed for gloves, not mice.
✓ Start Free • ✓ No credit card • ✓ Upgrade only when you hire
Why HVAC Contractors Choose Crewdex
Automate seasonal maintenance reminders for 200+ customers, track equipment warranties, dispatch emergency service calls with SMS alerts, and accept online payments. Mobile-first CRM with job templates, customer portal, and follow-up automation. No enterprise complexity—start at $0/month.
Built for Your HVAC Business
Seasonal Tune-Ups
Automatically remind customers about spring AC tune-ups and fall furnace maintenance. Never miss seasonal revenue.
Emergency Service
Track emergency calls separately with priority scheduling. Mobile app keeps technicians connected for after-hours service.
Maintenance Contracts
Manage annual contracts with automatic renewal reminders. Track contract terms and service visits for each customer.
HVAC-Specific Workflows
Seasonal maintenance contract tracking
How Crewdex solves it: Follow-Up Automation (seasonal reminders)
Learn more →Emergency service dispatch
How Crewdex solves it: Job Templates (AC tune-up, furnace cleaning)
Learn more →Equipment warranty management
How Crewdex solves it: Customer Portal (schedule maintenance)
Learn more →Pre-Built Job Templates for HVAC
- AC Installation & Replacement
- Spring AC Tune-Up & Inspection
- Fall Furnace Tune-Up & Inspection
- Emergency Repair Visit
- Air Quality Assessment
- Duct Cleaning & Sealing
- Thermostat Installation & Programming
- Filter Replacement Service
Why HVAC Contractors Choose Crewdex
Get Paid 3x Faster
Online payments mean you get paid the same day—not 30-60 days later. Average payment time drops from 45 days to 2 days.
Save 10 Hours/Week
Automated follow-ups, invoice generation, and scheduling eliminate repetitive admin work. Spend time on service calls, not spreadsheets.
30% More Repeat Business
Seasonal maintenance reminders bring customers back year after year. Never miss a furnace tune-up or AC service appointment again.
Professional Image
Branded invoices, customer portal, and automated communications make you look like a $5M operation—even if you're a solo contractor.
Ready to Streamline Your HVAC Business?
Join hundreds of HVAC contractors using Crewdex. Start your 30-day free trial today.
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