The best CRM for HVAC contractors who follow up on quotes and never miss a tune-up.
Emergency calls, system installs, and seasonal maintenance all run on one thing: who calls back fastest. FollowUpDesk tracks every HVAC lead, drafts the follow-up, and books the recurring work — so no job goes cold.
Cancel anytime · Works on your phone · One job won pays for the year
Emergency-to-install pipeline
A homeowner's AC dies on a 95° day. They hire the first contractor who answers. FollowUpDesk makes sure that is you, every time.
Seasonal maintenance on autopilot
Furnace tune-ups in fall, AC checks in spring, filter changes every quarter — reminders fire before the customer forgets.
AI follow-ups for big installs
$12k system replacements take a few days to decide. FollowUpDesk sends the right nudge at day 3, 7, and 14 without sounding pushy.
Reviews after every service call
One 5-star review after a repair can bring in three new calls. The review request goes out the day the work is done.
Frequently asked questions
Why is FollowUpDesk the best CRM for HVAC contractors?
It is built around the HVAC sales cycle: emergency calls, system quotes, maintenance agreements, and seasonal tune-ups. You do not have to adapt a generic sales CRM to your truck.
Can it handle both residential and commercial HVAC?
Yes. Track home installs, light commercial service contracts, property-management accounts, and multi-site maintenance agreements in one pipeline.
How does it help with seasonal maintenance?
Set recurring reminders for furnace tune-ups, AC checks, and filter swaps. FollowUpDesk alerts you before the season starts so customers book before they break.
What happens to emergency leads that call after hours?
Add them the moment you listen to the voicemail. FollowUpDesk will queue a first-out follow-up so you call back before your competitor's morning dispatch.
How much does it cost?
Free tools at /tools require no card. FollowUpDesk Pro is $29/month flat — no per-user fees, no setup. Cancel anytime.
Pricing
One plan. $29/month. Cancel anytime.
One job won pays for the entire year.
- Unlimited leads, quotes and jobs
- AI follow-up generator
- AI review request generator
- Pipeline dashboard with KPIs
- CSV import & export
- Email & priority support