Early access — 200+ contractors on the waitlist

Stop juggling spreadsheets, apps, and unpaid invoices.

Customers, invoices, service agreements, inventory, and a customer portal — one system built for HVAC contractors, not enterprises.

Explore Features

No credit card required. Cancel anytime.

Revenue

$17,843.50

Outstanding

$2,715

Agreements

11

Customers

83

Recent Invoices

Status

Johnson Residence

INV-1047 · $1,825.00

Paid

Oak Valley Apartments

INV-1046 · $3,370.00

Sent

Martinez Family

INV-1044 · $685.50

Overdue

The problem

Why HVAC contractors need a CRM built for them

📂

Customer Data Is Scattered

Without proper HVAC CRM software, your customer info lives in your phone, QuickBooks, and random spreadsheets. You waste 30 minutes finding info before every job.

💸

Invoices Go Unpaid

Most CRM software for HVAC companies doesn't automate follow-ups. You forget to chase payments, customers claim they never got the invoice, and revenue slips away.

📉

Service Agreements Slip Away

Without a CRM that tracks HVAC equipment and service records, maintenance contracts expire silently. Customers switch to whoever remembers to follow up first.

TryContraqt fixes all of this — purpose-built for HVAC, nothing else.

How we compare

Best HVAC CRM compared — how TryContraqt stacks up

Looking for the best CRM for HVAC, plumbing, and electrical contractors? ServiceTitan is enterprise overkill. Spreadsheets are chaos. TryContraqt is purpose-built for small HVAC businesses.

Feature
TryContraqtfrom $29/mo
ServiceTitanJobberSpreadsheets
Built for HVAC only
Invoicing + Estimates
Service AgreementsFullFullPartialNo
Inventory Tracking
Customer Portal
Affordable for small shops
Easy to learn
Additional user charge$6/user$20+/user$15+/userFree

Pricing

Affordable HVAC CRM pricing — one plan, everything included

Unlike other CRM software for HVAC companies that charge per user or per feature, TryContraqt gives you everything in one simple plan. Add team members as you grow.

FOUNDING MEMBER
$29 /mo

$45/mo — early access price for your first 6 months

+$6/mo per additional user

First user included in base plan

No credit card required · Cancel anytime

Everything included in your plan

No feature gating. No tiers. One plan, full access.

Unlimited customers
Unlimited invoices
Estimate builder
Service agreements
Inventory tracking
Customer portal
Reports & analytics
PDF generation
Email delivery
Auto reminders
Priority onboarding
Equipment records

How it works

• First 6 months: $29/mo (founding price)

• After 6 months: $45/mo (regular price)

• Additional team members: +$6/mo each

Early feedback

What HVAC contractors are saying

"I spend more time chasing invoices than doing actual HVAC work. If this fixes that, I'm in."

M

Mike T.

HVAC Contractor, Texas

"ServiceTitan was way too expensive and took forever to set up. I just need something that works for my 3-person shop."

S

Sarah K.

Business Owner, Ohio

"My service agreements keep expiring and I don't even notice until the customer calls someone else."

J

James R.

Independent Contractor, Florida

Why TryContraqt

Benefits of HVAC CRM software for your business

The right CRM for HVAC businesses doesn't just organize your data — it directly grows your revenue, reduces missed appointments, and keeps your customers coming back.

Stop losing revenue to forgotten invoices

HVAC contractors lose an average of $8,000/year in uncollected payments. Our HVAC CRM app automates invoice reminders and tracks payment status in real time — so money stops falling through the cracks.

Track HVAC equipment and service records

A CRM with HVAC equipment tracking capabilities lets you see every unit's brand, model, serial number, warranty status, and full service history. Show up to every job prepared and professional.

Turn one-time jobs into recurring revenue

Service agreements are the most profitable part of an HVAC business. TryContraqt auto-schedules maintenance visits and alerts you 30 days before renewals — so contracts never expire silently.

Give customers a self-service portal

Reduce phone calls by 50%. Your customers log in to view invoices, pay online, check service history, and submit new requests — all without calling your office.

Know your real profit per job

Track parts cost, labor, and COGS per job automatically. Our HVAC CRM software shows you where you're making money and where you're losing it — real numbers, not guesswork.

Built for 1-15 person HVAC shops

Unlike enterprise CRM software for HVAC companies like ServiceTitan, TryContraqt is designed from scratch for small HVAC businesses. Simple to learn, affordable to run, powerful enough to grow with you.

FAQ

Frequently asked questions about HVAC CRM

What is a CRM for HVAC?

A CRM (Customer Relationship Management) for HVAC is software specifically designed to help heating, ventilation, and air conditioning contractors manage customers, track equipment, send invoices, manage service agreements, and run their business from one platform. Unlike generic CRM tools, an HVAC CRM understands your workflow — from equipment serial numbers to maintenance schedules.

What makes TryContraqt the best HVAC CRM software?

TryContraqt is built exclusively for HVAC companies with 1-15 people. It includes customer management, invoicing, service agreements, inventory tracking, a customer portal, and reporting — all in one affordable plan. No enterprise complexity, no per-user fees, and no features you'll never use.

How is TryContraqt different from ServiceTitan or Jobber?

ServiceTitan is built for large enterprises with 50+ trucks — it's powerful but expensive and complex. Jobber is a general field service tool, not HVAC-specific. TryContraqt is purpose-built for small HVAC businesses: simple to learn, affordable at $29/mo, and includes HVAC-specific features like equipment tracking and service agreement management.

Does TryContraqt track HVAC equipment and service records?

Yes. TryContraqt is a CRM that tracks HVAC equipment and service records for every customer. You can store brand, model, serial number, install date, and warranty expiry for each unit — plus see the complete service history per piece of equipment.

Is TryContraqt good for plumbing and electrical contractors too?

While TryContraqt is designed primarily for HVAC, many features — like customer management, invoicing, service agreements, and inventory tracking — work well for plumbing and electrical contractors too. It's one of the best CRM options for HVAC, plumbing, and electrical contractors who need a simple, affordable solution.

How much does HVAC CRM software cost?

CRM software for HVAC companies ranges from $50-$500+/month depending on the provider and features. TryContraqt offers founding member pricing at $29/mo for your first 6 months (regular price $45/mo), with +$6/mo per additional user. No contracts, cancel anytime.

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