Build your own hvac crm, no code required
Streamline client management, schedule services, and track leads with a customizable crm tailored to your hvac business needs
Customize your HVAC CRM around your processes
Build a CRM that fits your HVAC team’s workflow. Add only the tools and views you need now, and adjust as your business grows—no code needed.
Lead and customer management
Job scheduling and dispatch
Work order tracking
Quote and invoice management
Equipment and asset tracking
Technician performance reporting
Bring all your client data together in real time
Connect spreadsheets, CRMs, and job management tools with real-time sync—or manage everything in Softr Databases. Centralize client and service request data.
Custom access for every role. Built-in security, no dev time.
Let HVAC techs, dispatchers, and clients easily manage jobs and schedules in one secure, branded portal. Set up roles and permissions in minutes.
Works on any device
Connect your CRM to automate dispatch alerts, service reminders, and job status updates with your current tools.
Automations
Connect your CRM to automate dispatch alerts, service reminders, and job status updates with your current tools.
User groups
Assign roles for techs, managers, and clients—each gets access to their specific jobs and information.
Advanced permissions
Decide who can view, assign, or complete work orders and client records—down to the field level.
Security
Protect job and client data at every step. Softr is fully SOC2 and GDPR compliant.
Conditional forms
Capture job details, service reports, and approvals using customizable forms tailored to HVAC workflows.
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Put AI to work for sales teams
Sales teams can ask AI for client info, job updates, or quotes—quick answers inside your HVAC CRM with no extra tools needed.
Why Softr vs other software
No more one-size-fits-all tools or costly custom builds. Softr is easy to use and fully customizable, so you can launch faster, adapt as you grow, and skip the complexity of traditional software.
Easy, fast setup
Launch your HVAC CRM in minutes with drag-and-drop blocks and ready templates—no coding needed.
Consolidate your stack
Add features like job tracking or scheduling as your HVAC business evolves—no rebuild required.
Flexible as you grow
Start with your CRM, then add work order forms or tech portals—all in one place, no extra tools needed.
Build a fully custom HVAC CRM in minutes
Connect to your data in seconds
Integrate with your spreadsheets and databases, including Airtable, SQL, Hubspot, Google Sheets, Supabase, BigQuery, and more—in just a few clicks. Your data is always secure and in sync.
Customize layout and logic
Drag and drop customizable building blocks with various views and functionalities. Granular permissions allow you to control what data each user can access, and which actions they can take.
Publish and launch
Ship applications that your team will love in minutes or hours, instead of days or weeks. Deploy on both desktop and mobile.
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Frequently asked questions