From Service Calls to Seasonal Tune-Ups: Free CRM for HVAC Contractors

Running an HVAC business in the US means dealing with emergency breakdowns in peak summer and winter, planned maintenance contracts, equipment installs and warranty call-backs – often all on the same day. When customer details and job notes are scattered across text messages, notepads and spreadsheets, it’s easy for service calls, quotes or filter-change schedules to slip through the cracks. A simple, free, mobile-first CRM gives you one place to track every customer, contact and job so you stay organised all year round, not just when the phones are ringing off the hook.

A Free CRM Built for Growing HVAC Businesses

Organise Every Customer, Site and Decision-Maker

Use the Companies module to store commercial clients, property managers, HOAs and general contractors, and link individual homeowners, tenants and facilities managers as Contacts. Every service call, install visit and maintenance check can be logged as an activity, so you can see exactly who you spoke to, which unit you worked on and what was agreed. No more digging through old text messages before you head back to a site.

Custom Fields That Match Real HVAC Work

Generic software doesn’t understand tonnage, SEER ratings or refrigerant changes. With flexible custom fields, you can tailor the CRM to match the way your HVAC team works in the field. Capture details like system type (split, package, heat pump), SEER/SEER2 rating, BTU or tonnage, refrigerant type (R-410A, R-32, etc.), filter size, static pressure notes, thermostat model, serial numbers and warranty expiry dates. For service contracts, you can track maintenance frequency (quarterly / bi-annual / annual) and the next scheduled visit so nothing gets missed.

Advanced Search, Filters and a Clean, Fast Dashboard

When the schedule is packed, speed matters. Use advanced search and powerful filtering tools to instantly find customers with contracts due for renewal, rooftop units in a specific ZIP code, systems using a certain refrigerant, or installs older than a particular year. The built-in dashboard gives you a clean, simple snapshot of how many companies and contacts you’re dealing with and what’s been happening recently, without cluttered sales charts or complex pipelines.

Keep Your HVAC Team Aligned in the Field

Mobile-First and Fast for Technicians on the Road

Your techs live on the road, not behind a desk. This CRM is built with mobile-first technology, so it works brilliantly on phones and tablets. Techs can look up gate codes, unit history and previous diagnostics from the truck, then add notes right after finishing a call. Because the system is built to be fast, screens load quickly even on patchy connections, helping your crew stay productive between service calls and installs.

Free for Up to 30 Users – Perfect for Field Crews and Office Staff

Whether you’re a solo HVAC contractor, a small team of techs or a growing business with dispatchers and office staff, the CRM is completely free for up to 30 users. Everyone works in the same system: office staff can log incoming calls and create new records, while techs update job notes from the field. You get the benefits of a shared, organised database without subscription fees eating into your margins.

API Access to Connect Forms, Job Requests and Other Systems

As your HVAC business grows, you can connect the CRM to the tools you already use. With full API access, you can link website enquiry forms so new service requests automatically create Companies and Contacts, or integrate with other systems where you track estimates or invoices. Every new enquiry drops straight into your CRM, ready to be scheduled, followed up and converted into a paying job.

Support, Stability and a Focus on US HVAC Contractors

Built-In Support Tickets for CRM Users

If you ever need help using the system, there’s a built-in ticketing feature that lets you contact the CRM support team directly. You can raise questions, report issues or suggest improvements, and track everything in one place. The ticketing is designed for you as a CRM user – it’s not meant to replace your own customer support tools – so the focus stays on keeping your data clean and your HVAC team productive.

A Free CRM Platform Exclusively for US Companies

This free CRM platform is available to companies in the US only, making it a great fit for American HVAC contractors who want a central, future-proof system without monthly subscription costs. You get a single place to manage customers, contacts, jobs and contracts, backed by a fast, modern, mobile-first CRM that grows with your business.