Win more jobs
Leads keep their source, quote and next action — so follow-ups happen before the customer hires someone else.
Free CRM for hvac businesses
Run the whole HVAC business from one login
Service calls, maintenance agreements, quotes and follow-ups — all attached to the right customer record. Stop digging through texts to remember what you quoted last spring.
Make the customer record useful
- Tag replacement, repair and maintenance inquiries separately.
- Record the customer's equipment notes and requested timeframe.
- Keep estimates and the next follow-up alongside the job.
Get paid faster
Invoice from completed work, accept payment, and e-sign contracts without printing or driving around.
Keep the margin
See every job and dollar in one board, and spot a scope change before it quietly eats your profit.
Start with the core CRM
Keep unlimited contact records and CRM users, lead stages, tags, CSV import/export and basic job organization on the free plan. Specialized dispatch, payments, automated messaging and accounting depend on paid modules and connected services. Check current availability.
Questions hvac businesses ask
How does Work Belt Pro handle recurring maintenance agreements?
Keep the customer, equipment and agreement on one record. Scheduled visits show up as jobs with the service history attached, so the next tech knows what was done before.
Can sales and office staff share the same customer list?
Yes. Unlimited CRM users and contacts come with every plan, so your office, salespeople and owner see the same live customer record — no syncing spreadsheets.