Neuron Expert
Neuron Expert

HVAC CRM for small businesses — the record is the equipment, not just the customer.
Equipment, service history and maintenance plans per address.

Tell me how your HVAC company works and I'll organize it.

Try an example or start typing

You stay in control. We build, you decide.

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
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.

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

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.

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.

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.

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.

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.

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.

Other field-service industries

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