HVAC CRM software
Business Genie is HVAC CRM software for the houses you service year after year. Each customer’s details and service history sit in one record, from the first tune-up to the replacement, and a customer portal gives them their side of it.
Plans from $50 a monthOne month freeNo credit card
The same house, every spring and fall
The same house, every spring and fall
Most HVAC work comes back to the same houses: the spring tune-up, the fall check, the repair in July, and the replacement years later. Every visit stays on the house’s record, so whoever quotes the new system can see the April tune-up that found the compressor drawing high amps. Invoices sync to QuickBooks Online.
The house and its history
Two fall checks and two spring tune-ups line up in April and October, the July no-cool call sits outside them, and the replacement follows the tune-up that found the compressor drawing high amps.
The next tune-up, asked for
A follow-up goes out automatically after the job, so the next maintenance visit doesn’t depend on someone remembering to ask.
The review, asked for
A week after the install, the homeowner gets the review request automatically, while the new system is still news.
Years of customers, moved over
The houses you already service come with you: moving your customer list is part of the free setup.
What else it does, in every trade: the CRM in Business Genie.
Questions about HVAC CRM software
Does the HVAC CRM ask for reviews?
Yes. Business Genie sends an automated review request after the job.
Can I move my HVAC customer list over?
Yes. The Business Genie team sets the account up and moves your customer data over at no charge.
An HVAC job, from the quote to the follow-up
Business Genie runs the whole job, on the web and in the iOS and Android app. Each stage has its own page: the numbered stops are written for HVAC; the grey rings are the same stage for every trade.
The trade
HVAC software- 1
Quoted
HVAC estimate software - 2
Scheduled
HVAC scheduling software - 3
Dispatched
HVAC dispatch software - 4
Invoiced
HVAC invoicing software - 5
Next · your own jobs
Your HVAC jobs, free for a month
No credit card to start. The team sets up your account and moves your customer data over at no charge. Plans start at $50 a month after the trial.
Start today, free until