An HVAC CRM built around the customer’s property and equipment
Give the office and technician the service context behind the next call, not just a name and phone number.
Free Forever includes up to 3 users and 20 work orders per month. Process payments for 5 work orders through ClimaCall Payments and the monthly allowance increases to 50. No credit card or contract is required for Free Forever. Core is $49.99 per technician per month and includes up to 2 free back-office seats.
Customer, property, and equipment are different records
One customer may manage several properties. One property may contain several systems. Keep contact details, service locations, equipment context, and related work separated so the technician opens the right history.
Let service history answer the next call
Connect work orders, estimates, invoices, notes, and attachments to the customer and property. When the customer says “you were just here,” the team can review the earlier complaint, findings, authorization, completed work, and recommendation.
Keep CRM claims tied to the product
This page does not promise a full sales-pipeline suite, advanced campaign automation, or an unrestricted customer portal. Verify any lead stage, reminder, marketing, portal, communication, import, export, and permission requirement before switching.
What to verify before you switch
GPS technician tracking and financing prompts are in development. Route optimization and automatic estimate follow-up are available. Job-profit reporting is basic. Current feature availability and published plan terms take precedence over older marketing pages, videos, and screenshots.
Questions HVAC shops ask
What makes an HVAC CRM different?
An HVAC CRM should connect the customer with service properties, equipment context, work history, estimates, invoices, and follow-up needed by the office and technician.
Does ClimaCall replace every marketing CRM?
Do not assume it does. Verify pipeline, campaign, communication, reporting, and integration requirements directly.
Build one customer with two properties
Add representative equipment and jobs, then ask a technician to find the correct history without help from the office.