Built for HVAC
The modern CRM for HVAC contractors
Run installs and service calls from bid to paid — schedule techs, send estimates, and get paid, right from your phone. Built this decade, not bolted onto desktop software.
Same-week service call or a multi-stage install, every job rides one timeline from the first call to the final payment — on a tool that opens as fast as the apps you already use.
- 01
Quote it
Build a flat-rate repair or an equipment install proposal with materials and live margin, then turn the sold estimate straight into the contract.
- 02
Schedule the techs
Drag service calls and multi-day installs across a techs-by-days board that flags conflicts before you commit the week.
- 03
Run the job
The tech sees the day's calls and the install scope on their phone — notes, files, and equipment details attached to the job.
- 04
Bill & collect
Bill the deposit and progress draws on bigger installs, record the payment, and watch AR update on its own.
What HVAC contractors get
Flat-rate and install pricing
Repair flat-rates and equipment proposals with material cost and live margin — priced right before it goes out.
Service and install on one board
Same-day service calls and multi-day installs on the same conflict-aware schedule, not two separate systems.
Draws on the big installs
Deposit, progress draws, and retainage on changeouts and new construction — derived, not hand-keyed.
Frequently asked
- Is there a CRM built for HVAC contractors?
- Yes — Simple Contractor CRM runs HVAC service and install work end to end: flat-rate and equipment estimates, dispatch, progress billing, and payment tracking, all mobile-first. It's in early access now.
- Can it handle both service calls and installs?
- Yes. Same-day service and multi-day installs live on the same schedule and the same job record, so nothing falls between a 'service' tool and a 'project' tool.
- Does it work on a phone in the field?
- It's a mobile-first, installable app. The technician field view that shows each tech their day is available now in early access.
Built for HVAC contractors.
Join early access and lock in founding pricing.