One customer database for your whole HVAC business
Most HVAC contractors start with notes in a phone, estimates in email and invoices in a spreadsheet. Agent HVAC replaces that with a single HVAC CRM: every customer has a file with contact details, service address, job history, equipment model and serial numbers, documents and payment status.
When a customer calls back, you pull up their full history in seconds — what was installed, what was quoted, what was paid and what's still open.
- Customer profiles with job and document history
- Equipment model and serial numbers per job
- Payment status rolled up from every job
- Export a customer file whenever you need it
Estimates, invoices and forms tied to each job
Create HVAC estimates and invoices with quantities and prices, pull an invoice straight from an estimate, and link every document to the job it belongs to. Field forms — work orders, inspection forms, furnace and AC startup reports, heat loss calculations, change-over checklists and job completion forms — save to the customer file with digital signatures.
Send any document by email with a link the customer can open and download, no login required.
Scheduling, crews and profit in the same HVAC software
The job calendar shows month and week views, multi-day jobs and which technician is assigned. The workers tab tracks rates and hours, and the profit page shows revenue, expenses and margin per job so you know which work actually makes money.
An HVAC CRM your AI agent can use
Agent HVAC is the first HVAC CRM designed around AI agents. Connect your agent to the Agent HVAC MCP server and just ask: "Add customer Sarah Lee and quote a furnace tune-up." The agent adds the customer, books the job and saves the estimate to her file.
Affordable HVAC CRM pricing
Plans start at $9.99/month for a solo owner-operator and top out at $99/month for unlimited users — a fraction of enterprise tools like ServiceTitan, and less than piecing together Jobber, QuickBooks and separate apps. Every plan has $0 setup.