Run your whole HVAC field operation from one workspace: service calls, dispatch, maintenance contracts, follow-ups, and reviews in a single connected app you clone and own. Stop juggling a scheduler, a notepad, and a separate review tool — every call, every tech in the field, and every maintenance agreement lives in one place where an AI team keeps the schedule full.
TL;DR: The HVAC Service Business CRM is a connected app that books service calls, dispatches techs, tracks maintenance contracts, and texts customers for reviews. Maintenance agreements are the recurring revenue that keeps a field business steady year-round. Build yours free →
What Is an HVAC CRM?
An HVAC CRM is one system that holds your service calls, tech dispatch, maintenance contracts, and customer reviews instead of spreading them across a calendar, a clipboard, and your memory. This app captures every call, routes the right tech, tracks which customers are on a maintenance plan, and texts for a review after the job — so your whole field operation runs from one workspace.
A Clipboard and a Calendar vs a Connected System You Own
Most HVAC shops run on a scheduling app plus paper and a separate review tool. A connected Taskade system ties service calls, dispatch, contracts, and reviews into one app you own.
| What you need | Clipboard + scheduler | Connected Taskade system |
|---|---|---|
| Capture service calls | Notepad, easily lost | Projects log every call with address, issue, and priority |
| Dispatch techs | Text the crew one by one | A Board shows jobs by status; Calendar groups by area |
| Track maintenance contracts | Spreadsheet nobody updates | An AI Agent flags contracts due for the seasonal tune-up |
| Follow up and get reviews | Forgotten after the job | Automations text the invoice, follow-up, and review link |
| Own the system | Locked in the vendor | Clone-and-own — the app and its agents are yours |
How It Works
- Clone this app and log incoming service calls into the Table view with address, issue, priority, and contract status.
- The AI Agent prioritizes urgent calls, flags maintenance contracts due for a tune-up, and drafts customer updates in your voice.
- An automation dispatches the job, texts the customer an appointment window, and posts the daily board to your crew across 100+ integrations.
- Techs update job status from the field in Board view, and the schedule groups jobs by area in Calendar view.
- The Dashboard shows calls booked, contracts due, jobs completed, and reviews collected.
A Connected System, Not a One-Off Tool
This HVAC Service Business CRM works best beside the rest of your front office:
- Roll it up into the Local Business RevOps CRM so every call and job lands in one dashboard
- Pair it with the Trades CRM if you also run solar, plumbing, or electrical crews
- Add the Review & Referral Pipeline so a finished job becomes a five-star review
- Build agents on the AI Agents hub and wire workflows on the Automation hub
- Generate a custom version from a prompt or browse field-services apps in the Community Gallery
Frequently Asked Questions
What does an HVAC CRM actually do?
An HVAC CRM holds your service calls, tech dispatch, maintenance contracts, and reviews in one workspace instead of a scheduler plus paper. It captures every call, routes the right tech, tracks which customers are on a maintenance plan, and texts for a review after the job — so the office, the field, and your reputation stay in sync without manual copying.
How does it handle dispatch and scheduling?
Service calls land in a Table with address, issue, and priority. The Board shows every job by status so the office sees what is open, in progress, and done, and the Calendar groups jobs by area to cut drive time. An automation texts each customer their appointment window and posts the daily job board to your crew.
Can it track maintenance contracts?
Yes. The app holds each maintenance agreement with the customer, plan terms, and next service date. The AI agent flags contracts due for a seasonal tune-up, and an automation texts those customers to book before peak season. Maintenance plans are recurring revenue, so keeping them on schedule keeps your slow months busy.
Do I need to replace my current scheduling tool?
No. You can run this CRM alongside your existing tools. With 100+ bidirectional integrations, triggers pull job and calendar events in, and actions push dispatch texts and invoices out. Many shops use this app for the calls, contracts, follow-ups, and reviews their scheduler handles poorly, while keeping the calendar they already know.
How does the AI agent help in the field?
The AI agent prioritizes urgent no-heat or no-cool calls, flags maintenance contracts due, and drafts customer updates and appointment confirmations in your voice. Techs update status from their phones, and the agent keeps the office informed without phone tag. You approve the message templates once, and the system personalizes from there.
Which views work best for an HVAC business?
Multiple project views are available: List, Board, Calendar, Table, Mind Map, Gantt, and Org Chart. Most shops run dispatch on the Board, the schedule on the Calendar, and the customer database in a Table — the same data shown the way each role needs it, with no extra setup.
What does it cost to run?
You can start building free, and paid plans begin with the popular Pro plan at $10/month billed annually. One connected app that handles calls, dispatch, contracts, and reviews usually costs less than stitching together a scheduler, a review tool, and a spreadsheet — and you own the system instead of renting each piece.