How does HVACBase help my sales reps in the field?

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.

Can I track leads from different sources?

Yes. HVACBase captures and tags leads from door knocking, phone calls, website forms, ads, referrals, and partnerships. You’ll know exactly which source brings the most revenue.

How fast can my team send quotes?

With preloaded HVAC equipment and labor pricing, reps can create good/better/best quotes in minutes. They can send them by text or email immediately and even collect e-signatures during the visit.

What if my reps are working in areas without internet?

No problem. HVACBase works offline in the field. Reps can log leads and build quotes, and everything syncs automatically once they’re back online.

Can I sell maintenance agreements through HVACBase?

Yes. You can tag every install customer for service plan follow-ups, send automatic reminders, and track which reps sell the most agreements.

How does HVACBase handle emergency replacement sales?

Emergency calls are flagged as high-priority leads. HVACBase routes them to the nearest available advisor, so they can generate replacement quotes and schedule installs faster than competitors.

Can I manage referrals and partnerships?

Absolutely. HVACBase keeps referrals from past customers, builders, realtors, and property managers in a separate pipeline. You can track performance and even automate rewards for referrals.

How easy is it for my sales team to learn?

Most reps are up and running in a day. HVACBase is built for HVAC — using terms, workflows, and quoting styles your team already knows.

HVAC Sales Software

Sell Smarter. Close Faster. Win More HVAC Jobs.
Stop losing leads to messy follow-ups or slow quotes. HVACBase gives your sales team everything they need — from door-to-door canvassing to in-home estimates — all in one simple platform.

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What is HVAC Sales Software?

HVAC Sales Software helps HVAC contractors capture leads, send fast quotes, and track every deal from first knock to signed contract. With built-in follow-ups, maintenance plan sales, and real-time dashboards, it ensures you close more jobs and never miss an opportunity.

Why Choose HVACBase Sales?

Streamlines your sales process — from knocking doors to closing contracts — so you never miss a lead, a follow-up, or an upsell.

Built for HVAC Sales Workflows

Specifically designed for HVAC sales teams, HVACBase supports real-world tactics like door-to-door canvassing, in-home estimates, and emergency replacements in one platform.

Turn Installs into Recurring Revenue

Easily sell service agreements, warranties, and seasonal tune-ups. HVACBase tracks who’s due for maintenance and helps your reps upsell without missing opportunities.

Close More Deals, Faster

Send quotes instantly from the field, get alerts when homeowners open them, and follow up before your competitors even call back. Speed wins jobs — HVACBase keeps you ahead.

Automate Sales Follow-Ups

Never let a lead go cold. HVACBase automatically reminds your reps to call, text, or email prospects until the deal is closed — and notifies you when it’s time to step in.

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Core Sales Features — Designed for HVAC Success

Door-to-Door Canvassing

Give your reps the tools to turn knocks into leads.

Assign territories and track progress in real time with a live map.
Drop pins for hot prospects so no door is knocked twice.
Capture homeowner details instantly, no paper notes that get lost.
Book follow-ups or site visits directly from the field app.

In-Home Quoting

Win the job while sitting at the customer’s table.

Preloaded SKUs, labor rates, and accessories for accurate pricing.
Create good/better/best packages in minutes.
Add financing options directly into quotes.
Collect e-signatures on-site and get confirmed before you leave.

Emergency Replacement Sales

When systems break, speed wins the deal.

Flag urgent service calls as high-priority leads.
Route them to available comfort advisors immediately.
Generate “repair vs. replace” quotes in minutes.
Accept payments and schedule installs before competitors show up.

Service Agreements & Maintenance Plans

Turn one-time installs into recurring revenue streams.

Tag every install customer for maintenance plan offers.
Automate tune-up reminders (seasonal or custom).
Track which reps sell the most agreements.
Bundle warranties, service contracts, and financing into one package.

Referral & Partner Tracking

Leverage the networks that drive steady business.

Manage referrals from past customers with automated reward tracking.
Track builder, realtor, and property manager accounts separately.
Measure which partners consistently generate the most revenue.
Keep a clear pipeline view of B2B vs residential opportunities.

Sales Pipeline & Follow-Up Automation

Keep every lead moving until it closes.

Drag-and-drop deals across custom sales stages.
Automatic reminders to call, text, or email open quotes.
Real-time alerts when a customer views a proposal.
Assign follow-up tasks to reps so nothing falls through the cracks.

Sales Reporting & Leaderboards

Know exactly where your sales team stands.

Track close rates per rep and per lead source.
Compare average ticket size across install, and maintenance jobs.
See monthly revenue projections at a glance.
Motivate reps with leaderboards, badges, and sales goals.

Give your sales team the tools to sell like pros.

From knocking doors to closing at the kitchen table, HVACBase helps you respond faster, follow up better, and close more jobs.

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