Best HVAC CRM Software (2023): Field Tested & Approved

Scheduling and keeping track of your appointments is crucial (especially as your business scales). 

With Housecall Pro, you’ve got an intuitive calendar view that makes tracking upcoming jobs and appointments a breeze.

You can see all your booked appointments at a glance and effortlessly manage your team’s schedule. 

Here are a few highlights of the calendar view:

• Color-coded appointment status (e.g., scheduled, completed, canceled)
• Drag-and-drop rescheduling capabilities
• Appointment duration and location displayed 
• Quick view of technician availability

Over the years, I’ve helped several clients scale their HVAC companies using Housecall Pro as the cornerstone of their operations. 

For example, here’s an HVAC company that could schedule all their jobs easily (and clearly see which technician was scheduled for each). 

They especially loved how customizable the calendar view was, which allowed them to filter by a number of factors.

Here are a few benefits they experienced using the HVAC CRM software:

• More efficient scheduling
• Better communication between team members
• Improved customer service and satisfaction 
• Increased overall productivity

The nuts and bolts: If you want to take charge of your day-to-day jobs and appointments, Housecall Pro brings home the bacon. 

Check them out to make HVAC scheduling nightmares a thing of the past. 

Keeping track of payments in the HVAC business can be challenging, especially if you’re still relying on traditional methods like paper receipts. 

But with Housecall Pro, you’re offered an efficient solution via their Payment Integration feature. 

This feature integrates seamlessly with Plaid, a platform designed to make financial transactions smoother (and more secure). 

Here’s the lowdown on Housecall Pro’s Payment Processing feature:

• Seamless integration with Plaid
• Secure and speedy transactions
• Digital receipts for easy tracking
• Streamlined payment process
• Can handle all types of cards, including Visa, Mastercard, and American Express

Here’s a sneak peek into the integration process with Plaid. 

From there, simply select your bank, and you’re in business. 

One of my clients at my agency (an HVAC provider) was struggling significantly to keep track of physical receipts. 

The paper-based process was overwhelming, time-consuming, and prone to errors. 

But it was a complete paradigm shift once they integrated Housecall Pro into their operations. 

This client was able to streamline their payment process, eliminate paperwork, and improve financial tracking dramatically. They couldn’t be happier with the results. 

Here’s what they had to say:

• “Housecall Pro has revolutionized the way we handle payments. No more lost receipts, delayed payments, or accounting mishaps. It’s a relief to have everything in one place, managed digitally. It’s been awesome for our business.”

So, with Housecall Pro as your HVAC CRM software, you can expect the following:

• Better organization of payments
• Less time spent on paperwork
• Improved financial tracking
• Increased customer satisfaction due to swift transactions
• More focus on core business operations

The breakdown: Housecall Pro’s Payment Processing feature can make the daunting task of managing payments a walk in the park. 

Don’t let paperwork bog you down; let Housecall Pro handle it while you focus on growing your business.

Managing your customer contacts effectively is the bedrock of successful customer relationships for any HVAC business. 

It allows you to accomplish the following:

• Keep track of communication
• Foster long-term relationships
• Elevate the customer experience

That’s where Housecall Pro’s contact management capabilities swoop in to save the day.

Housecall Pro provides a one-stop solution for managing all your customer data securely. 

It centralizes your customer information, making it easy to access and update. Everything is in order, from basic contact details to the comprehensive service history. 

You no longer need to waste time searching through piles of paperwork or across multiple platforms for customer data. 

Here’s an example of some customer data from an HVAC company I worked with at my agency.

As you can see, the layout is incredibly easy to read (without any clutter). 

With Housecall Pro’s contact management feature, this company found it much easier to track job history, service details, and customer preferences.

Here are some of the benefits you can expect:

• More efficient communication with customers
• A holistic view of customer data for better service delivery
• Improved customer retention and loyalty
• Reduced errors due to the centralization of data

The nitty gritty: Give Housecall Pro a try, and you’ll never have to stress about managing customer contacts again. 

Its user-friendly features make organizing and accessing all your HVAC business data a breeze.