HVAC Operations Software

Run Smoother Jobs. Deliver Better Service.
HVACBase helps you manage scheduling, dispatching, communication, and field operations all in one place — so your jobs stay on time, on budget, and hassle-free.

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What is HVAC Operations Software?

HVAC Operations Software helps contractors streamline scheduling, dispatch, communication, and job tracking, ensuring you run smoother jobs, cut delays, and keep customers happy.

Why Choose HVACBase Operations?

Streamlines your operations — from scheduling and dispatching to job tracking and payments — so you never miss a job, a part, or a customer update.

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Built for HVAC Operations Workflows

 Specifically designed for HVAC contractors, HVACBase connects scheduling, dispatch, communication, inventory, and invoicing.

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Real-Time Communication

Keep office staff, field techs, and customers connected. Share updates instantly, send ETAs, and reduce wasted time on back-and-forth phone calls.

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Smart Scheduling & Dispatch

Assign the right tech to the right job with drag-and-drop calendars, skill-based assignments, and route optimization that saves time and fuel.

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Track Jobs & Inventory with Ease

Monitor job progress from pending to complete, and track parts across trucks and warehouses. Get alerts for low stock and assign materials directly to jobs.

Features Built for HVAC Operations

Smart Scheduling & Dispatch

Keep canvassing organized, efficient, and measurable.
  • Assign canvassing zones & track reps in real time
  • Capture homeowner info & hot leads instantly
  • Schedule follow-ups on the spot
  • Sync all leads directly into your CRM
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Roofing Project Management

Digital Marketing Integration

Connect your online marketing with your HVAC CRM.
  • Connect Google Ads, Facebook Ads & website forms
  • Track ROI down to booked jobs, not just clicks
  • Auto-create leads tagged by campaign source
  • Cut wasted ad spend by focusing on winners

Email & Drip Campaigns

Stay in front of your customers all year long.
  • Automate seasonal tune-up reminders & promotions
  • Build drip sequences to nurture new leads
  • Send warranty & service renewal alerts
  • Track opens, responses & conversions
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Roofing Project Management

Referral & Review Marketing

Turn your happy customers into promoters.
  • Send referral links & QR codes to customers
  • Automate rewards for referrals
  • Request Google reviews after jobs
  • Capture private feedback to protect your brand

Marketing Analytics & ROI Tracking

Know where your dollars are working.
  • Compare cost per lead across all channels
  • See revenue tied to canvassing, ads & referrals
  • Visual dashboards for campaigns & ROI
  • Make data-driven marketing decisions
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Stop wasting leads. Start maximizing every channel.

With HVACBase, your marketing works together — door-to-door, digital, and referral — to keep jobs flowing all year long.

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HVAC Marketing Software FAQs

  • How do I get more leads without wasting money on ads?

    HVAC CRM software is a customer relationship management tool designed specifically for HVAC businesses. It helps manage leads, schedule jobs, track customer interactions, and streamline communication. With an HVAC CRM, you can automate key processes, organize your service history, and enhance customer satisfaction through personalized service and follow-ups.


  • Does door-to-door still work for HVAC?

    Yes, especially during peak seasons or in targeted neighborhoods. HVACBase makes it effective by tracking canvassing zones, logging leads instantly, and scheduling follow-ups so no knock is wasted.

  • How do I keep my customers coming back every year?

    Retention is a big struggle. HVACBase solves this with automated seasonal reminders, tune-up emails, and service plan offers that keep your business top-of-mind.

  • How can I get more referrals from happy customers?

    Most owners know referrals are gold, but they’re hard to track. HVACBase automates this with referral links, QR codes, and built-in reward tracking, no spreadsheets needed.

  • How do I know which marketing channel actually works?

    Owners often can’t tell if jobs came from ads, canvassing, or referrals. HVACBase gives you a marketing ROI dashboard that shows booked revenue per channel so you know exactly where to invest.

  • Does HVACBase replace my email or texting tools?

    Yes. HVACBase includes built-in email and drip campaigns. You can send seasonal promotions, service reminders, warranty renewals, and upsell offers — without needing Mailchimp, Constant Contact, or third-party texting apps.

Ready to streamline your projects and boost efficiency?

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