Neuron Expert
Neuron Expert
AI for service businesses

AI to build your HVAC company

Free CRM and website for your HVAC business. Add AI receptionist, business phone, dispatch and payments as you grow.

Free CRM and Website forever

Where does your business work?

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Pricing · Your Neuron Core

Build your company around one Core.

The same company structure you get in the workspace — departments, connections, plan and limits in one picture.

Your company · 4 departments
Connections & capabilities
OWNER CORE
Your company
Copper —
IT connections
Production connections
Included departments

One platform, three jobs

Choose the part of your hvac business you are solving.

This page is specifically about the HVAC CRM — customer, property or equipment records and job history.

For a small HVAC business, every repeated question costs owner time: what equipment is at the property, what failed last time, whether the maintenance visit is due, and whether an estimate was declined. A record with a name and phone number cannot answer that. Neuron keeps the heating and cooling equipment type and age, every no-cool and no-heat visit against it, the maintenance plan and its outstanding tune-ups, and the estimate notes — so an owner-operator or small office can pick up the next conversation where the last one stopped instead of rebuilding the history from memory. The equipment record also tracks service history, including the technician's notes, the parts used, and the date of the visit. This information is crucial for identifying recurring issues and ensuring that the right repairs are performed. For example, if a unit has had multiple refrigerant leaks, the system can flag this pattern and recommend a more thorough inspection. Similarly, if a furnace has required frequent tune-ups, the system can suggest a maintenance agreement to prevent future breakdowns. The CRM also supports follow-ups with real next steps, ensuring that customers receive the care they need and that the business maintains a high level of service quality. Additionally, the system provides detailed tracking of service history, which helps in identifying patterns and trends in equipment performance. This data is invaluable for making informed decisions about equipment upgrades and preventive maintenance. The CRM also ensures that all customer interactions are logged, providing a comprehensive view of the customer's relationship with the business. This helps in building stronger customer relationships and improving overall service delivery.

Free HVAC CRM + free HVAC website. Forever.

Run customers, jobs and your website for $0. Add AI receptionist, dispatch and automation when you're ready.

Free HVAC tools, forever

Free HVAC CRM — every AC and heating job on one record, forever

An HVAC company lives on the same handful of addresses for years, and what actually matters at each one is the equipment bolted to the wall, not just a name in a phone book. Core, Neuron's free foundation, keeps every customer, every lead and every job — an AC repair from last July, the maintenance visit already booked for fall, the estimate a homeowner is still weighing — moving through one pipeline from first call to closed job. It stays free for as long as you run the business: no seat fee, no expiring trial, and nothing in the CRM disappears if you never add anything on top of it.

A free HVAC website, already built for AC and heating searches

Most industry websites are the same six stock pages with your trade's name swapped in — no service-area page, nothing a homeowner searching for AC repair nearby would actually land on. Core includes a real website instead: hosting, a security certificate and a Neuron subdomain at no cost, roughly ten pages built around your actual services — AC installation, heating repair, maintenance plans — plus your real service area and basic search optimization, so the site is built to be found, not just built to exist. It is part of the same free foundation as the CRM: nothing about the site is a trial, and nothing about it expires.

Free HVAC scheduling — one calendar for every AC and heating call

A no-cool call at two in the afternoon and a maintenance visit booked for next Tuesday have to live on the same calendar, or one of them gets forgotten. Core's booking and calendar are free forever: every AC and heating appointment gets an arrival window a homeowner can actually plan around, and every job — repair or maintenance — shows up in the same place instead of a whiteboard, a paper calendar and a phone note that all disagree by Thursday. There is nothing to unlock to start using it: scheduling is part of the free foundation from the day you create your business, not a feature you grow into.

What an HVAC record holds

Equipment type, model and age on the property
No-cool / no-heat visit history against that unit
Maintenance plan and the tune-ups it still owes
Estimate notes, including the ones declined
Parts and work done on previous visits
Follow-ups with a real next step attached
Service history tracking with technician notes and parts used
Recurring issue identification and preventive maintenance recommendations
Maintenance agreement management and automated scheduling
Customer communication logs and follow-up tracking
Equipment performance tracking and trend analysis
Customer relationship management and service delivery optimization

The same CRM, booking, dispatch and technician portal — see the full breakdown.

What happens after the call

1
Request createdSystem type, symptom and urgency, captured on the call.
2
Visit bookedAn emergency window or the next routine slot, by what they said.
3
CRM updatedThe equipment at that address and its service history.
4
Technician dispatchedThe job and its details go to whoever is covering the area.

Free CRM forever

Free basic website with a verified customer-owned domain. Core: $0 forever.

Business Core from $99/mo

AI receptionist included with Business Core. Business phone, booking and dispatch are part of the Business Core platform.

Current Business Core tiers

Copper $99/mo · Silver $299/mo · Gold $999/mo

See pricing

Comparing HVAC CRM options?

Compare the systems before you move your customer history.

Use the verified comparison pages for current vendor facts. The HVAC CRM page stays focused on Neuron's own equipment, service-history and maintenance workflow instead of repeating competitor claims here.

HVAC CRM FAQ

Why does the equipment matter more than the contact?

Because the repair decision depends on it. A thirteen-year-old unit on its third failure is a replacement conversation; the same symptom on a four-year-old unit is a warranty repair. Keeping the equipment on the property record makes that judgement available to whoever picks up the phone. Additionally, the equipment record helps identify patterns in failures, which can inform preventive maintenance strategies and improve overall service quality. The detailed equipment information also helps in predicting potential issues and planning maintenance activities more effectively.

Can it track maintenance agreements?

Yes — the plan sits on the customer with the visits it owes, so seasonal tune-ups are scheduled work rather than a list somebody keeps separately. A repair found during a tune-up becomes its own job against the same equipment. Maintenance agreements also include automated scheduling features that ensure visits are booked on time, reducing the risk of missed appointments and improving customer satisfaction. The system also provides detailed reporting on maintenance activities, helping businesses track their compliance with maintenance agreements.

What happens to a declined estimate?

It stays on the record with its notes and its date. When the unit fails again the history is already there — you are not rebuilding the argument from memory, and the follow-up has something real behind it. The system also tracks the reasons for declines, helping to improve future estimates and customer communication. This data is valuable for understanding customer preferences and improving the accuracy of future estimates.

Is this HVAC CRM suitable for a small business or owner-operator?

Yes. The free Core is designed to let a small HVAC business keep customers, jobs, equipment history, a basic pipeline, booking and calendar in one place without paying for phone or AI first. As the office grows, Business Core adds phone, AI Receptionist and automation instead of forcing a second CRM migration. The CRM also supports integration with other tools, making it easier to manage all aspects of the business from a single platform. The system is scalable and can grow with the business, providing additional features as needed.

What makes an HVAC CRM different from a generic CRM?

A generic CRM usually stops at contacts, deals and follow-ups. HVAC work also needs the installed equipment and service context: which unit is at the property, what failed last time, the maintenance plan, estimate history and the next visit. Neuron keeps that operational history with the customer instead of making the office rebuild it from notes and memory. The HVAC CRM also includes specialized features for tracking equipment performance, identifying recurring issues, and managing maintenance agreements, which are essential for HVAC businesses. The system provides detailed insights into equipment performance and service history, which are not typically available in generic CRMs.

Can I bring my existing customers over?

Yes. The CRM is free forever, so you can move your customers and job history in and keep working; you can keep the free CRM foundation unless you choose a Business Core plan for AI. The migration process is straightforward and ensures that all existing data is preserved, allowing you to continue operations without disruption. The system also provides tools to help with data migration and ensures that all historical information is accurately transferred.

How does it handle recurring service issues?

The CRM tracks service history for each piece of equipment, identifying patterns in recurring issues. This allows technicians to proactively address potential problems before they escalate. For example, if a particular model of furnace has a history of failing condenser coils, the system can flag this and recommend preventive maintenance. This approach helps reduce emergency calls and improves customer satisfaction by preventing breakdowns. The system also provides alerts and notifications to remind technicians about upcoming maintenance tasks.

What kind of preventive maintenance recommendations does it provide?

Based on equipment age, service history, and manufacturer guidelines, the CRM provides automated recommendations for preventive maintenance. These include tune-ups, filter changes, and inspections that can prevent costly breakdowns. The system also tracks the completion of these recommendations, ensuring that maintenance is performed on schedule and that the equipment remains in optimal condition. The system provides detailed reports on maintenance activities, helping businesses optimize their maintenance schedules.

How does it track equipment performance over time?

The CRM maintains a comprehensive record of equipment performance over time, including service history, maintenance activities, and any issues encountered. This data is used to identify trends and patterns that can inform future maintenance decisions. The system also provides performance metrics and reports that help businesses understand the overall health of their equipment and make informed decisions about upgrades or replacements.

Can it integrate with existing HVAC tools and software?

Yes, the CRM is designed to integrate with existing HVAC tools and software, allowing businesses to streamline their operations and reduce data entry tasks. The system supports various data formats and can be configured to work with popular HVAC management software. This integration helps businesses maintain a single source of truth for all their HVAC data.

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