Custom CRM systems and CRM configuration that keep every customer, deal and follow-up organized around how your team actually sells and serves.
HVAC
HVAC software that keeps up when the weather turns.
We build custom CRMs, dispatch tools and automation for residential, commercial and new-construction HVAC companies, so emergency calls get answered, maintenance agreements renew on time and every system's history is on hand when a technician arrives.
Industry overview
How we help HVAC businesses
HVAC companies live by the weather. The first heat wave or cold snap of the season fills the phones with no-heat and no-cool calls, maintenance visits have to fit around emergencies, and replacement estimates need follow-up while the homeowner is still weighing equipment options and financing. When dispatch, equipment records and maintenance agreements live in separate tools or on paper, the office spends the busiest weeks of the year keeping everything in sync.
We build software for HVAC companies that brings those pieces together. That includes custom CRMs that track equipment, warranties and service history at every address, dispatch and scheduling tools that work alongside your field service software, AI voice agents that answer emergency and overflow calls, and automation that handles agreement renewals, tune-up reminders and estimate follow-up. For contractors with commercial accounts or new-construction work, we build tools that keep work orders, builders and lots organized next to residential service.
Our work starts with how your office and technicians actually operate: how calls come in during peak season, how jobs get assigned and where estimates or renewals tend to stall. HVAC is one of many industries we serve, and the approach is the same in each. We understand the operation first, then build technology that fits it.
Common challenges
The operational problems we hear most
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The weather sets the workload
The first heat wave or cold snap of the season floods the phones with no-heat and no-cool calls, and every emergency reshuffles the maintenance visits and installs already on the board.
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Replacement estimates stall
A new system is a major purchase, and quotes with several equipment options and open financing questions often sit unanswered without timely, consistent follow-up.
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Equipment and agreement history is scattered
Model and serial numbers, install dates, warranty terms and agreement coverage for each address end up split across software, paper files and old invoices, so technicians arrive without the full picture.
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Residential, commercial and new construction run differently
Homeowner service calls, commercial work orders and builder installs across multiple lots each come with their own contacts, paperwork and schedules, and one system rarely handles all three well.
Technology solutions
What we build to solve them
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Custom CRM for HVAC companies
One record per address with equipment, model and serial numbers, install dates, warranty details, service history and agreement coverage, available to the office and to technicians in the field.
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Technician dispatch and scheduling
Dispatch views and rules that account for technician skills, service areas, job priority and parts on hand, built to work alongside your field service tool or fill the gaps it leaves.
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Emergency and after-hours call handling
AI voice agents and intake that answer no-heat and no-cool calls at any hour or during peak-season overflow, gather the details a technician needs and alert the on-call team based on rules you set.
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Maintenance agreement management
Automated renewal reminders, spring and fall tune-up scheduling ahead of the peak months and a clear view of every active agreement and what it covers.
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Replacement estimates and financing hand-offs
Follow-up that starts when a replacement estimate is sent, with equipment options laid out clearly and a clean hand-off to your financing provider when a homeowner is ready to apply.
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Commercial and new-construction tracking
Workflows for commercial work orders and builder projects that track each customer, lot and rough-in or trim-out stage alongside your residential service work.
Applicable services
Where we can help
Custom AI voice agents that answer calls, book appointments, qualify leads and hand off to your staff — connected to your CRM, calendar and phone system.
Practical AI business automation built around your real processes — assistants, intelligent workflows and reporting, with people reviewing what matters.
Dependable connections between your CRM, payment, scheduling and business systems, so information moves on its own instead of being re-entered by hand.
Business dashboards and reporting that give leadership one trusted set of numbers, refreshed automatically from the systems you already use.
Fast, maintainable business websites engineered to turn visitors into qualified leads — and connected to the systems behind them.
Related work
Related projects
allstarcoolingheating.com
HVAC / Home Services
All Star Cooling & Heating
A website and custom CRM that run an HVAC company's day
A service-first website connected to a custom CRM that manages service requests, online bookings, technicians, new-construction work orders and customer texting for a residential and commercial HVAC company.
- Custom Websites
- Custom CRM
- Integrations
FAQ
Questions we often hear
Do we have to replace our field service software?
Not necessarily. Many HVAC companies get the most value from connecting the tools they already use and filling the gaps around them. We review your current setup first and recommend replacing a system only when it is genuinely holding you back.
Can you help us handle emergency calls after hours and during peak season?
Yes. We can build AI voice agents and intake that answer after-hours and overflow calls, separate true no-heat or no-cool emergencies from routine requests, collect the details a technician needs and notify the right person according to your on-call rules.
Do you work with commercial and new-construction HVAC contractors?
Yes. We build for residential service companies and for contractors that handle commercial service and new-construction installs, including tools for work orders, builder contacts and lot-by-lot job tracking.
Have a business problem? Let's build the solution.
Tell us how your business runs today and where it's getting stuck. We'll help you find the right technology to fix it.