CRM for HVAC contractors
HVAC runs on two seasons of chaos and two seasons of quiet, and the businesses that grow are the ones that convert the chaos and stay in contact through the quiet. The first heat wave brings more calls than anyone can answer; the shoulder seasons are when replacement quotes and maintenance customers should be worked, and usually are not.
What is a CRM for HVAC companies?
A CRM for HVAC companies is one place that holds every enquiry — calls, forms, quotes and bookings — and moves each one through the stages of your real job: contacted, quoted, scheduled, completed and paid. Revora adds the parts a generic CRM leaves to you: instant quoting on your own factors, online booking on your availability, automatic follow-up until the customer replies, and a review request after the job is done.
What actually goes wrong for HVAC companies
Peak season generates more leads than you can answer
On the first hot week, calls and form submissions outnumber available hours. Anything not captured and queued is revenue that quietly evaporated.
Replacement quotes are considered purchases
A system replacement is a major spend with financing questions attached. It is decided over days and needs written follow-up, not one phone call.
Maintenance customers are the most valuable and least tracked
Recurring maintenance smooths out the year, but only if the customer list is real and reachable rather than scattered across invoices and text threads.
Off-season silence loses next season's work
The customer you repaired in July needs a replacement quote in October. If nobody reaches out, they start over with a search.
How the Revora system handles it
1.Peak-season leads captured, not triaged by memory
Every form, quote request and click-to-call becomes a record with the system type, address and problem attached, so a flood week is a queue instead of a pile.
2.Instant replies keep you in the running
Enquiries get an immediate automatic acknowledgement with next steps, which matters most on the days you cannot pick up.
3.Replacement quotes built from your pricing
Send written estimates as a link built from your own equipment and service pricing, and see when they are opened.
4.Automatic follow-up across the decision window
Email and text follow-up keeps open replacement quotes alive through the days a homeowner takes to decide.
5.One customer list you can actually work
Every past customer sits in one exportable list with their job history, so seasonal outreach and maintenance reminders are possible at all.
6.Reviews after each completed job
Completed work triggers a one-tap review request, building the local visibility that carries you into the next season.
When something else is better
If your operation depends on live dispatch board logistics, technician GPS routing or refrigerant and parts inventory control, keep a specialist field service platform for that and use us for the website, lead capture and follow-up layer.
What it costs
$350 one-time setup, charged today. Your first month of the $100/month platform fee is FREE — your first monthly payment is charged 30 days later (month two) and continues at $100/month unless canceled. Cancel anytime, and your website, customer list and job history stay yours and exportable.
Questions people ask
Can it handle maintenance plans?
It keeps every customer and job in one place with follow-up you control, so maintenance outreach and reminders are straightforward. It is not a billing engine for recurring maintenance contracts — subscription billing for your own customers stays with your invoicing tool.
How much does it cost?
$350 one time to build and launch your system, your first month of the $100/month platform fee free, then $100/month from month two. Cancel anytime, and your website, customer list and job history stay yours and exportable.
Will it work for both residential and light commercial?
Yes. You define your own services, durations and pricing, so residential service calls and light commercial work follow their own paths.
Do I own the website and the customer data?
Yes. The website, the customer records, the quote history and the lead data belong to your business, not to us, and you can export them whenever you want.