Separate urgent work from sales follow-up
Use lead stages and due tasks for replacement opportunities while scheduled service stays visible in calendar and agenda views.
HVAC CRM software
Simple HVAC job tracking from first call to final payment
Keep urgent service calls, replacement estimates, installs, repeat maintenance, and technician updates connected without adding office overhead.
No credit card · Every feature included · Web, tablet, and phone
HomePipelineSchedule4 crew online
12
Leads to follow up
6
Estimates awaiting reply
$46.5k
Scheduled this week
Active pipelineStageValue
Martinez Residence
QuotedThompson Office
ContactedWilson Home
NewToday's route
Wednesday, Aug 12
8:00
Martinez roof repair
Team AlphaIn progress
11:30
Chen AC service
Sarah L.Scheduled
2:00
Wilson gutter install
Mike T.Scheduled
Unpaid completed work$12,400
Who this is for
Built for independent HVAC owners, office managers, and small technician teams that need clear scheduling and customer history without enterprise complexity.
Service calls and replacement work should not compete for your attention.
HVAC teams balance urgent calls, quoted replacements, scheduled installs, and recurring service every day. When the schedule and sales pipeline are disconnected, important work is easy to overlook.
FlowSimple keeps leads, estimates, customer properties, assignments, job notes, photos, completion, and payment status in one responsive system.
What FlowSimple changes
One record follows the work from interest to income.
Schedule repeat maintenance
Create weekly, monthly, every-N-week, or every-N-day service plans with a preview and idempotent future job generation.
Give technicians the day on their phone
Assigned Crew can see directions, customer context, checklists, notes, photos, and Start or Complete actions without seeing financial reports.
Know which completed jobs remain unpaid
Job status and payment status remain separate, so a finished install stays on the collection list until payment is recorded.
Lead to paid
A clear next step at every stage.
- 1Capture the customer, property, job type, and lead source in one quick flow.
- 2Log contact and create the follow-up task that keeps the opportunity moving.
- 3Build and send a branded estimate from saved or custom line items.
- 4Turn an accepted estimate into one job, ready to schedule and assign.
- 5Give assigned Crew directions, checklists, notes, and photo capture.
- 6Complete the work, record payment separately, and review the result in Insights.
Clear pricing
$20 for the Owner. $10 for each additional seat.
Owner, Manager, and Crew get the complete product. Start with a 30-day full-feature trial without entering a card.
FAQ
Questions about hvac crm software
Can FlowSimple schedule recurring HVAC maintenance?
Yes. Service plans can repeat weekly, monthly, every N weeks, or every N days. Generated jobs remain connected to the customer and can be adjusted without rewriting historical visits.
Can HVAC technicians use FlowSimple from the field?
Yes. FlowSimple is a responsive web app. Assigned Crew can open jobs, use native map directions, update status, finish required tasks, add notes, and upload photos from a phone.
Does FlowSimple track HVAC estimates and approvals?
Yes. Owners and Managers can build branded estimates, send a public link and PDF, and track customer acceptance, decline, or requested changes without requiring a customer account.
Can office staff see technician scheduling conflicts?
Yes. Assignment conflicts appear as warnings so dispatch can make an informed choice without being blocked from handling a real-world exception.
How much does HVAC CRM software cost with FlowSimple?
FlowSimple costs $20 per month for the Owner seat plus $10 per month for each additional Manager or Crew seat. The complete product is included, and the 30-day trial requires no credit card.
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