The CRM for HVAC companies
HVAC has two speeds. In the first heat wave or cold snap, every phone in town rings at once. In the shoulder months, your maintenance plans are what keep the techs busy.
Review Monster's CRM handles both: fast replies when the rush hits, and recurring tune-ups that schedule and bill themselves the rest of the year. It's free with every Review Monster plan and live in about 30 minutes.
The hard parts
The rush hits all at once
The first 100-degree day brings more calls than you can answer. Every missed call is a no-cool customer who books someone else within the hour.
Maintenance plans need tracking
Spring and fall tune-ups for every plan member. If they live on a list, some get forgotten, and a forgotten member doesn't renew.
Big-ticket estimates take time
A replacement quote is a real decision. Customers want options, photos of what's wrong, and a follow-up that doesn't feel pushy.
How the CRM helps
During a rush, every new call or form gets a text back in seconds, so customers know you have them even before you can call.
Set each plan member's tune-ups to repeat every six months or every year, with billing by card on file or invoice.
Send the replacement estimate with photos from the visit, and add extras like a smart thermostat as optional lines. Customers approve and sign online.
After a call, the Scheduler reads the transcript and fills in the job details so the office can book it in a couple of taps.
Techs take the card on site with their phone when the repair is done.
After every job, the customer gets a review request by text and email.
A day with it
It's the first hot Monday of summer. Calls pile up by 8 a.m. Every caller you can't reach gets a text back right away, and the office works through the list in order.
A tech finds a failed capacitor and an old condenser. He fixes the capacitor, takes photos, and sends a replacement estimate with an optional thermostat upgrade before he leaves.
Meanwhile this month's tune-ups for plan members are already on the calendar, created ahead of time by their recurring schedules.
The repair is paid with Tap to Pay, marked Done, and a review request goes out. Two days later the customer approves the replacement online.
Questions people ask
Can I run maintenance plans in the CRM?
Yes. Recurring jobs repeat tune-ups on the schedule you set, and can bill by card on file or invoice each time.
Can customers approve big estimates online?
Yes. Estimates go out by text or email with photos and any optional add-ons, and customers approve and sign from their phone.
What happens to calls I miss during a rush?
Each caller can get a text back in seconds from your business number, and the call shows in the inbox so nobody slips through.
We also build websites for hvac businesses, wired straight into the CRM.
See the websitesReady to try it for hvac?
You'll be up and running in about 30 minutes, with your own local business number.