HVAC CRM software
Turn customer relationships into commercial HVAC revenue
ServiceTrade gives commercial HVAC teams one place to manage customers, opportunities, quotes, follow-ups, and service history. Keep sales and service aligned, move faster on high-value work, and grow revenue from every account.
Trusted by 1,300+ Happy Customers
Connect, sell, grow
Commercial HVAC CRM that turns service relationships into revenue
Know every customer, site, and asset
See account details, locations, equipment, and service history in one place.
Turn service work into follow-up revenue
Capture repairs, replacements, quotes, and follow-ups before they get missed.
Keep sales and service on the same page
Give sales, office, and field teams the visibility to act fast and stay aligned.
Streamline Operations
CRM software for commercial HVAC contractors
See the full customer picture
Manage contacts, locations, equipment, service history, quotes, and open work in one place, so every team has the context to serve the account and spot the next opportunity.
Move faster from quote to job
Keep estimates, approvals, scheduling, dispatch, and job details connected, so sold work gets handed off cleanly and completed without extra chasing.
Turn field notes into follow-up
Smart Summary turns technician notes, photos, deficiencies, and repair recommendations into clear follow-up your office can quote, schedule, and sell.
Work from one shared system
Give sales, service, dispatch, and office teams one place to track customers, jobs, schedules, invoices, and next steps instead of chasing updates across disconnected tools.
See pricing built for commercial HVAC teams
With unlimited office users included, ServiceTrade lets your team share customer, quote, schedule, and job information without paying for every person who needs visibility.
The Latest
Resources for selecting HVAC CRM software
Listen to the full conversation above, or read the key takeaways below. Every commercial HVAC contractor knows what busy season
As knowledgeable professionals in the commercial HVAC industry, we can all agree that manually managing operations is a time-consuming and
ServiceTrade Names Brian Schaad Chief Technology Officer Schaad brings 20 years of engineering leadership as ServiceTrade deepens AI product integration
ServiceTrade Features
Features that maximize performance
Streamline operations with intelligent scheduling, real-time job status visibility, and automated workflows that accelerate billing cycles, boost customer retention, and drive scalable growth.
Scheduling
Build smarter schedules and keep work moving
Dispatching
Send the right tech with the right details
Quoting
Turn service needs into accurate quotes fast
Invoicing
Get invoices out faster with cleaner job data
Job Management
Manage ever job from start to finish
Sales Management
Quote faster and turn more service agreements into revenue
Parts Management
Track parts, purchasing, and inventory in one place
Inspections
Capture inspection data and turn issues into action
Technician App
Give techs an easy app they’ll actually use in the field
Tech Timecards
Track labor accurately without payroll cleanup
Smart Assistants
Use AI agents to move work forward faster
Integrations
Connect your tools and keep data flowing
FAQs
Looking for more information about HVAC CRM software?
What is the best HVAC CRM software?
The best HVAC CRM software should do more than store contacts. For commercial HVAC contractors, the right CRM connects customer records, locations, equipment, service history, quotes, schedules, and follow-up in one place. That gives sales, service, dispatch, and office teams the same view of the account and helps turn everyday service work into revenue.
What should HVAC contractors look for in CRM software?
HVAC contractors should look for CRM software that supports the full service lifecycle: customer management, site and asset history, quoting, scheduling, work orders, technician notes, invoices, and customer communication. A generic CRM may help track leads, but commercial HVAC teams need software that connects sales activity to the work happening in the field.
Can HVAC CRM software help increase service revenue?
Yes. HVAC CRM software can help increase revenue by making follow-up work easier to find and act on. When deficiencies, repair recommendations, replacement needs, quotes, and service history are visible in one system, teams can follow up faster, protect recurring accounts, and capture work that might otherwise get missed.
Is HVAC CRM software different from field service management software?
It depends on the platform. Some CRM tools only manage contacts, while some field service tools focus mainly on jobs and dispatch. Commercial HVAC contractors often need both: a CRM that tracks customer relationships and a field service platform that manages quotes, schedules, work orders, invoices, and service history. The strongest option connects both sides of the business.
Why shouldn’t commercial HVAC contractors use a generic CRM?
Generic CRM software is usually built around leads, contacts, and sales pipelines. Commercial HVAC businesses also need to manage locations, equipment, recurring service, field notes, repair opportunities, quotes, dispatch, invoices, and customer-facing documentation. Without those service-specific workflows, teams often end up back in spreadsheets, inboxes, and manual follow-up.
Field Service Management Software
Ready to turn every service call into the next opportunity?
See how ServiceTrade turns customer history, technician recommendations, quotes, and follow-up into a connected workflow your team can act on.
