HVAC software
A no-cool call comes in at two in the afternoon. Somebody has to work out whether it is today or Thursday, whether the address is in your area, which technician is closest to finishing, and whether this house is the one with the fifteen-year-old condenser you patched in June. Neuron Expert is HVAC software that keeps that whole sequence in one place — the call, the arrival window, the dispatch board, the equipment history and the estimate — instead of a phone, a whiteboard and a spreadsheet that disagree by mid-afternoon. The software is designed to handle all types of HVAC calls, including those that occur outside regular business hours. It ensures that all calls are properly handled, even if they are outside the service area, by recording the details and providing appropriate guidance. The system also verifies if there are any recent repairs or if the leak is a recurring issue, which is crucial for the technician to address the problem effectively. When a customer reports a condenser problem, the system asks about the symptoms, such as unusual noises, leaks, or failure to cool. It also checks if the condenser is properly maintained and if there are any signs of wear or damage. The system ensures that all these details are captured and recorded for the technician to review, helping to diagnose and resolve the issue efficiently. The AI receptionist is designed to handle heat pump issues by asking specific questions about the system's performance. It checks if the heat pump is properly functioning, whether there are any error codes, and if the system is maintaining the correct temperature. The system also verifies if there are any maintenance agreements in place that cover heat pump repairs. For furnace tune-up calls, the system asks about the type of furnace, its age, and the last time it was serviced. It also checks if there are any maintenance agreements in place, which can provide additional benefits and coverage for the customer. The system ensures that all these details are captured and recorded for the technician to review. When a customer calls about a refrigerant leak, the AI receptionist asks detailed questions about the symptoms, such as unusual odors, hissing sounds, or visible leaks. It checks if the system is properly maintained and if there are any recent repairs. The system also verifies if the leak is a recurring issue, which is crucial for the technician to address the problem effectively. For a heat pump issue, the system asks about the error codes, the temperature settings, and whether the system is maintaining the correct temperature. It also checks if there are any maintenance agreements in place that cover heat pump repairs. When a customer calls about a furnace tune-up, the system asks about the type of furnace, its age, and the last time it was serviced. It also checks if there are any maintenance agreements in place, which can provide additional benefits and coverage for the customer. The system ensures that all these details are captured and recorded for the technician to review. The software also handles emergency calls, ensuring that urgent issues are prioritized and addressed promptly. It provides a seamless experience for both the customer and the technician, making it easier to manage all HVAC-related issues efficiently.
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Free CRM and website for your HVAC business. Add AI receptionist, business phone, dispatch and payments as you grow.
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Pricing · Your Neuron Core
The same company structure you get in the workspace — departments, connections, plan and limits in one picture.
AI receptionist
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?”
One platform, three jobs
This page is specifically about HVAC operations software — scheduling, dispatch and the field workflow.
Operations software
HVAC software
Run the workday: online booking, scheduling, dispatch, technician workflow and estimates.
CRM & records
HVAC CRM
Keep the context: customers, properties or equipment, job history, notes and follow-up.
AI receptionist
AI receptionist for HVAC
Handle inbound calls: answer, capture reason and urgency, check the service area and book.
In the CRM
| Step | What the dispatcher sees | What the technician sees |
|---|---|---|
| 1Call | A 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. |
| 2Record | The 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. |
| 3Job | The 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. |
| 4Invoice | The 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. |
Free
$0 forever
Copper
$99/mo
Silver and Gold add more lines, minutes and the Marketing department — see all plans.
A no-cool call comes in at two in the afternoon. Somebody has to work out whether it is today or Thursday, whether the address is in your area, which technician is closest to finishing, and whether this house is the one with the fifteen-year-old condenser you patched in June. Neuron Expert is HVAC software that keeps that whole sequence in one place — the call, the arrival window, the dispatch board, the equipment history and the estimate — instead of a phone, a whiteboard and a spreadsheet that disagree by mid-afternoon. The software is designed to handle all types of HVAC calls, including those that occur outside regular business hours. It ensures that all calls are properly handled, even if they are outside the service area, by recording the details and providing appropriate guidance. The system also verifies if there are any recent repairs or if the leak is a recurring issue, which is crucial for the technician to address the problem effectively. When a customer reports a condenser problem, the system asks about the symptoms, such as unusual noises, leaks, or failure to cool. It also checks if the condenser is properly maintained and if there are any signs of wear or damage. The system ensures that all these details are captured and recorded for the technician to review, helping to diagnose and resolve the issue efficiently. The AI receptionist is designed to handle heat pump issues by asking specific questions about the system's performance. It checks if the heat pump is properly functioning, whether there are any error codes, and if the system is maintaining the correct temperature. The system also verifies if there are any maintenance agreements in place that cover heat pump repairs. For furnace tune-up calls, the system asks about the type of furnace, its age, and the last time it was serviced. It also checks if there are any maintenance agreements in place, which can provide additional benefits and coverage for the customer. The system ensures that all these details are captured and recorded for the technician to review. When a customer calls about a refrigerant leak, the AI receptionist asks detailed questions about the symptoms, such as unusual odors, hissing sounds, or visible leaks. It checks if the system is properly maintained and if there are any recent repairs. The system also verifies if the leak is a recurring issue, which is crucial for the technician to address the problem effectively. For a heat pump issue, the system asks about the error codes, the temperature settings, and whether the system is maintaining the correct temperature. It also checks if there are any maintenance agreements in place that cover heat pump repairs. When a customer calls about a furnace tune-up, the system asks about the type of furnace, its age, and the last time it was serviced. It also checks if there are any maintenance agreements in place, which can provide additional benefits and coverage for the customer. The system ensures that all these details are captured and recorded for the technician to review. The software also handles emergency calls, ensuring that urgent issues are prioritized and addressed promptly. It provides a seamless experience for both the customer and the technician, making it easier to manage all HVAC-related issues efficiently.
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.
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.
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.
The same CRM, booking, dispatch and technician portal — see the full breakdown.
Comparing HVAC software?
Start with the hvac workflow on this page, then use the source-checked comparisons for current vendor scope and pricing. If your first question is cost, compare the free field-service foundation and the current Neuron plans before choosing a system.
The call becomes a booking with an arrival window and a technician, and the property record travels with it — equipment type, what was done last time, whether there is a maintenance plan. The technician sees that before arriving instead of asking the homeowner to remember it.
Yes. A maintenance plan lives on the customer record with the visits it owes, so a spring tune-up is a scheduled obligation rather than something remembered in July. Repairs found during a tune-up become their own job on the same property.
Core is $0 forever for CRM, customers and jobs, a basic pipeline, basic booking and calendar, and one production employee. Business phone and AI Receptionist start with Copper; Smart Dispatch and technician workflows are paid-tier capabilities.
The separate scheduling and dispatch tools a small heating and cooling company ends up paying for. It is not a distributor integration or a load-calculation tool; it is the office side of the day.
Yes. The AI receptionist can answer after hours, collect the no-cool or no-heat details, check the service area and your urgency rules, then book or record the next action. If your workflow requires a live human on specific calls, compare that requirement separately rather than treating every answering service as interchangeable. The AI receptionist is designed to handle all types of HVAC calls, including those that occur outside regular business hours.
It checks the address before offering a window, so an out-of-area caller is not booked into somebody's afternoon. You get the lead with the reason recorded rather than a cancellation the next morning. The AI receptionist ensures that all calls are properly handled, even if they are outside the service area, by recording the details and providing appropriate guidance.
A caller already on the record arrives with their plan and their equipment attached, so a seasonal tune-up request is booked against the visits the plan already owes rather than entered as a stranger's first call. The AI receptionist recognizes these customers and ensures that their maintenance needs are properly addressed according to their plan.
AI Receptionist is included with Business Core. The CRM foundation stays free; separately metered usage is charged only where an approved usage price applies. The cost is included in the Business Core package, which provides all the necessary tools for managing HVAC service calls.
Yes — you can talk to the HVAC receptionist from this page, and it behaves the way it would on your line. You can hear how it handles different types of HVAC calls and see the detailed information it captures.
The AI receptionist is trained to identify signs of refrigerant leaks, such as unusual odors, hissing sounds, or visible leaks. It asks detailed questions about the symptoms and checks if the system is properly maintained. The system also verifies if there are any recent repairs or if the leak is a recurring issue. This information is crucial for the technician to address the problem effectively.
When a customer reports a condenser problem, the AI receptionist asks about the symptoms, such as unusual noises, leaks, or failure to cool. It also checks if the condenser is properly maintained and if there are any signs of wear or damage. The system ensures that all these details are captured and recorded for the technician to review, helping to diagnose and resolve the issue efficiently.
The AI receptionist is designed to handle heat pump issues by asking specific questions about the system's performance. It checks if the heat pump is properly functioning, whether there are any error codes, and if the system is maintaining the correct temperature. The system also verifies if there are any maintenance agreements in place that cover heat pump repairs.
For furnace tune-up calls, the AI receptionist asks about the type of furnace, its age, and the last time it was serviced. It also checks if there are any maintenance agreements in place, which can provide additional benefits and coverage for the customer. The system ensures that all these details are captured and recorded for the technician to review.
Tariff pressures and affordability concerns are forcing commercial HVAC buyers away from straightforward equipment replacements and toward retrofits, upgrades, and code-compliance projects. Service businesses that can position themselves as compliance and efficiency specialists—rather than commodity installers—will capture more of this $45–50 billion market.
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The EPA's finalized Technology Transitions Rule bans installation of high-GWP refrigerants like R-410A starting January 1, 2025, with staggered compliance deadlines through 2028. Service businesses must prepare technician training, inventory changes, and repair protocols—but existing systems and maintenance work face no immediate restrictions.
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The HVAC industry faces 40,600 annual openings through 2035, but nearly 9 in 10 are replacement positions as experienced technicians retire. Service owners competing for talent should focus on retention strategies and seasonal workforce planning.
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