CRM for HVAC Companies
Built for Real Contractors
Custom Trades CRM is a CRM for contractors and construction companies running HVAC businesses that juggle installs, maintenance contracts, emergency calls, and seasonal spikes.
It's a modern field service CRM and job management software designed for HVAC teams that need structure during peak season and flexibility the rest of the year.
Why HVAC Businesses Operate Differently – and Need Different Software
HVAC companies don't have steady, predictable workloads. They have:
- •Seasonal surges that overload schedules
- •Emergency calls that blow up the day
- •Install jobs that span multiple days
- •Maintenance agreements that need tracking and follow-up
Custom Trades CRM is a job management CRM and small business CRM built to handle that reality without forcing HVAC contractors into bloated enterprise systems.
Instead of trying to be everything at once, it focuses on helping HVAC teams:
A Modular HVAC CRM That Matches How You Actually Grow
Most HVAC companies don't grow in a straight line – and their software shouldn't assume they do.
Custom Trades CRM is a modular CRM for tradesmen that lets HVAC businesses start with the essentials and add tools as complexity increases.
Most HVAC companies begin with:
Scheduling & Dispatch
to manage daily service calls and installs
Job Management
to track work orders, tech assignments, and job status
As the business matures, teams often add:
- •Estimating & Proposals for system replacements and installs
- •Customer Messaging to reduce no-shows during peak seasons
- •Maintenance & Customer Tracking for repeat service and agreements
You're never forced into features you don't need – and you're never blocked when you're ready to scale.
Built for HVAC Service and Construction Work
Many HVAC companies operate at the intersection of service and construction.
Custom Trades CRM supports HVAC businesses doing:
That makes it not just a field tool, but a reliable CRM for construction companies that need visibility across jobs, crews, and timelines.
A Practical Alternative to Overbuilt HVAC Platforms
If you've evaluated software like Jobber or ServiceTitan, you've probably run into the same frustrations:
- •Pricing that escalates as soon as you add techs
- •Features designed for enterprise teams, not growing shops
- •Long contracts that lock you in before you're ready
Custom Trades CRM is built for HVAC contractors who want control – over features, pricing, and how their system evolves.
See How Custom Trades CRM Works for HVAC Companies
Custom Trades CRM helps HVAC businesses manage seasonal chaos, keep crews productive, and grow without overcommitting to software that outpaces their needs.
Ready to Get Started?
Discover how Custom Trades CRM can transform your HVAC business operations.