HVAC
Every no-cool call, captured and closed.
Seasonal surges, maintenance plans, and big-ticket installs, Catch CRM keeps the calls booked, the techs routed, and the financing options in front of the customer.
Speed-to-lead wins the work, press Call now.
The work
Where hvac shops lose work.
Summer rush buries the office
The phone never stops and leads slip through the cracks when it matters most.
Maintenance plans are hard to track
Recurring agreements live in a spreadsheet and renewals get forgotten.
Big installs need financing on the spot
Without payment options in the estimate, the customer 'thinks about it' and ghosts.
How Catch CRM helps
Built for how hvac shops run.
Catch the no-cool call in August
When every line is busy, new leads are still auto-dialed and texted in seconds, so nobody waits in a voicemail queue while the house sits at 90 degrees.
Close the install on the visit
Good / Better / Best system options with photos, e-sign on the customer's phone, and card or ACH payment, so the answer is a tier and not 'let me think about it'.
Get maintenance plans out of the spreadsheet
Every agreement lives on the customer record, and the tune-up visit schedules itself when the season turns.
See which ads paid for the installs
Reporting ties a paid install back to the campaign that produced the lead, so you know where the next ad dollar should go.
Automation templates
The flows we'd set up day one.
HVAC ROI
What faster follow-up pays back
Estimate only. Assumes a 20% lift in booked jobs from faster speed-to-lead and automated follow-up. Your results will vary.
Ready to run your hvac shop on Catch CRM?
Catch CRM for hvac: common questions
Can Catch CRM handle seasonal HVAC rushes?
Yes. Leads are auto-called in under 30 seconds and routed automatically, so the summer phone surge does not bury the office.
Does it track maintenance plans?
Yes. Recurring agreements trigger a heads-up and auto-schedule the tune-up visit.
Can I offer financing on big installs?
Yes. Put card, ACH, and financing options right in the estimate so customers approve on the spot.
How much does it cost for an HVAC company?
Free for 300 contacts and 3 users, then $30, $99, and $249 a month.