HVAC CRM Software
Manage service calls, installations, and maintenance contracts from one HVAC-specific platform.
Common Challenges for HVAC Businesses
HVAC businesses face unique operational challenges every day. Missed calls, unorganized estimates, and scheduling conflicts cost real revenue. Here is what most hvac businesses struggle with.
Seasonal demand spikes
Summer and winter surges overwhelm your team without a system to prioritize.
Maintenance contract tracking
Keeping up with recurring service agreements and renewal dates.
Equipment and parts management
Tracking which systems were installed and what parts are needed for service.
Manage Every Lead and Customer in One Place
myCT1 gives hvac businesses a single command center. New leads automatically appear in your pipeline. Contact details, estimate history, job status, and communication logs are all connected so nothing gets lost.
- Visual pipeline to track every lead from inquiry to close
- Full customer profiles with history and notes
- Automated lead capture from calls, forms, and referrals
- Real-time status updates across your team
Professional Estimates
Create branded, itemized estimates in minutes
One-Click Send
Email estimates directly from the platform
E-Signatures
Clients approve and sign estimates digitally
Send Estimates Faster, Close More Jobs
Speed wins in hvac. With myCT1, create professional, branded estimates with line items, send them instantly for digital approval, and convert accepted estimates directly into scheduled jobs. No more retyping or lost paperwork.
Job Scheduling Built for the Field
Convert won estimates into scheduled jobs instantly. Assign crews, track daily progress, log notes, and manage change orders - all from your phone or desktop. myCT1 keeps your hvac projects moving forward.
Drag-and-Drop Scheduling
Visual calendar with crew assignment and conflict detection.
Daily Logs
Capture work completed, hours, weather, and materials used each day.
Change Orders
Create, send, and get signatures on change orders from the field.
Get Paid Faster with Built-In Invoicing
Generate invoices directly from completed jobs. Track payment status, send reminders, and accept online payments - all connected to the customer record and original estimate. No more chasing checks or wondering who owes what.
- Generate invoices from job records in one click
- Accept online payments via credit card or ACH
- Automatic payment reminders for outstanding balances
- Full payment history tied to customer profiles
$0
Outstanding
All invoices paid
24h
Avg. payment time
With online payments
98%
Collection rate
With automated reminders
1-click
Invoice creation
From job records
AI-Powered Tools That Work While You Don't
myCT1 includes AI tools designed for hvac businesses. From a voice AI assistant that answers calls 24/7 to automated follow-ups and smart scheduling, your business keeps running even when you are on a job site.
Voice AI Assistant
PocketBot answers calls, captures lead info, and books appointments 24/7.
Learn more
Smart Follow-Up
Automated reminders for unsigned estimates and pending leads.
AI Estimating Help
Generate scope descriptions and line items faster with AI assistance.
Ready to Grow Your HVAC Business?
Join thousands of contractors who manage their entire business with myCT1. Start your free trial today or explore pricing to find the right plan.
Frequently Asked Questions
What is CRM software for HVAC contractors?
HVAC CRM software is a customer management platform designed for heating, ventilation, and air conditioning businesses. It helps track service calls, manage maintenance contracts, send estimates, and schedule installations from one central system.
How does CRM help HVAC businesses grow?
A CRM helps HVAC companies grow by automating lead follow-up, tracking maintenance contract renewals, and ensuring every service request is handled promptly - especially during peak seasonal demand.
Can HVAC contractors track estimates and jobs in one system?
Yes. myCT1 allows HVAC contractors to create estimates for installations or repairs, track approval status, schedule the work, and manage the job through completion - all in one connected workflow.