Neuron Expert
FREE HVAC CRM · FOREVER

HVAC CRM for small businesses

The record is the equipment, not just the customer. A small HVAC business needs quick answers between calls. Neuron keeps equipment type and age, full service history, maintenance-plan status and estimate notes on each property so you don’t rebuild history from memory.

Build my CRM →Free CRM for your HVAC company
Hear a demo callAn HVAC call, answered by the AI receptionist
Free CRM & Website forever
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Website, Google, Maps & AI answers bring customers in.

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HVAC demo company
Live demo
HVAC
AC repair & installation

Free HVAC CRM + free HVAC website. Forever.

Free CRM forever. Free basic website with a verified customer-owned domain. AI receptionist included with Business Core — Business Core from $99/mo.

Free HVAC tools, forever

Free HVAC CRM — basic workspace.

Every customer, equipment & maintenance-plan records and every job on one record — AC repair, heating repair, seasonal maintenance. arrival windows, technician assignment and emergency priorities.

A free HVAC website — 1 landing page.

Free basic website with a verified customer-owned domain, written for service areas, equipment expertise and a clear request-service path.

The receptionist line — call the demo receptionist.

It answers calls arriving while technicians are still on jobs, asks what the job needs and books it into the same CRM. On the free plan you call the demo; on Copper ($99/mo) it answers your own number.

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.

In the CRM

How a HVAC call turns into a paid job

StepWhat the dispatcher seesWhat the technician sees
1CallA new request with the caller, the reason and equipment type, service history, maintenance plan and estimate notes, plus the call transcript.Nothing yet — the request is not assigned to a technician until it is booked.
2RecordThe customer record: equipment & maintenance-plan records, notes and the job history.The same record, before the visit — what was done last time and what the caller said.
3JobThe job on the calendar — arrival windows, technician assignment and emergency priorities.Assigned to a technician dispatched to the property, with the address, the reason and the arrival window.
4InvoiceThe invoice and payment link on the same job, with the Payments department from Copper.Marks the job complete; the invoice goes out from the same record.

What happens after a request

  1. 1The caller fills the form on your site
  2. 2A request appears in the CRM with the address and the reason
  3. 3You get the reminder; the job is booked from the same record

Every request lands on the record, not in a voicemail.

AI receptionist

What your HVAC callers say — and who picks up

The receptionist answers calls arriving while technicians are still on jobs, asks what the job needs and books it into the CRM with the caller's details.

  • Caller

    “My AC stopped cooling.”

  • Caller

    “The furnace is making a strange noise.”

  • Caller

    “Can someone come out today?”

  • Caller

    “The AC is running but the air from the vents is barely cool, and there's frost on the pipe by the indoor unit.”

  • Caller

    “Our furnace clicks a few times and then nothing, and it's 30 degrees outside with a baby in the house.”

  • Caller

    “It's a Carrier, about twelve years old, and the outdoor fan is running but the air upstairs never gets below 80.”

Live demo

HVAC

AI receptionist · 24/7

Talk to Neuron like a real customer. It qualifies the request, checks what matters, offers the next step and saves everything to CRM.

Answers instantly
Books appointments
Saves to CRM
NEURON AILIVE
HVAC
00:24 · AI receptionist
“Hi! Thanks for calling. How can I help you today?”
Direct browser call · Neuron own voice engine

Have the receptionist call me

One demo call to your phone, as the HVAC company's receptionist. We text you a code first, so nobody else can send the call to your number. No account needed.

What your hvac business gets free, and what Copper adds

Free

$0 forever

  • AI Receptionist · Call the demo receptionist
  • Website · 1 landing page
  • Domain · Neuron 3rd-level
  • Production · 1 technician
  • CRM · Basic workspace
Build free HVAC CRM

Copper

$99/mo

  • Website · No page limit
  • Your own domain · Buy through Neuron or connect yours
  • CRM · Included
  • Business line · 1 number (standard local)
  • AI Receptionist · 100 min / month
  • Payments department · Included
  • Receptionist languages · 2 languages
  • Outgoing SMS · 150 / month
  • SEO pages · 20 / month
Start 7-day trial

$99/mo after · Card at checkout, $0 today, cancel anytime

Silver and Gold add more lines, minutes and the Marketing department — see all plans.

7 days free — the first charge is on day 8, and we email you a day before it.

Our promises

  • No card for the free plan.

    Core is free forever; we ask for a card only when you start the receptionist trial, and we tell you the exact day the first charge happens.

  • Your data is yours.

    Export any time, no lock-in, no selling to anyone.

  • We never contact your customers without consent.

    The receptionist announces itself, texts go only to people who opted in.

Jobber, Housecall Pro and ServiceTitan charge per seat from day one. Neuron's CRM is free; the receptionist is $99/mo. Compare

Moving from Jobber or Housecall Pro?

Bring your customers, equipment & maintenance-plan records and the job history over; the free CRM keeps working whether or not you ever add the receptionist.

  • No card for the free plan
  • Keep your number — or get a new local one
  • Export everything any time

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.

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.

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.

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