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.
Autocall the lead
New leads get dialed and transferred to an agent in seconds, before they call the next name on the list.
Dispatch & tech app
Route the right tech, and run the job on-site from the mobile app: start, photos, sign-off.
Estimates to paid
Good / Better / Best estimates, online approval, and invoices customers pay by card or ACH.
Reviews on autopilot
The review request fires the moment the job's marked done, while the customer's still happy.
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.