HVAC Customer & Equipment Management Software
Full customer profiles with multiple locations, complete equipment records, and total service history per unit. Find anything in seconds.
Customer Profiles
Store every customer's contact details, tags, and internal notes. Support for multiple service locations per customer — perfect for property managers and commercial accounts. Search and filter instantly across your entire customer base.
Equipment Records
Track every unit: brand, model, serial number, install date, warranty expiry. Each piece of equipment is linked to its customer and location. Know the full history of any unit before you show up.
Service History
Every job, invoice, and visit is automatically logged per customer and per unit. Timeline view shows the complete story. No more digging through filing cabinets.
Smart Search
Find any customer, location, or equipment by any field. Type a serial number, phone number, or name — results appear in milliseconds. Built for speed when a customer is on the line.
Why it matters
When a customer calls at 7am saying their AC is out, you open TryContraqt and know their unit is a 2019 Carrier, it's under warranty until next year, and you serviced it 4 months ago. You show up prepared. You look like a pro.
Works great with
Why HVAC contractors need a CRM with equipment tracking
Most generic CRM software wasn't built to track HVAC equipment and service records. You end up with customer names and phone numbers — but no way to see what units they have, when they were installed, or what work you've done on them. That means showing up to jobs blind, asking customers to repeat information, and losing the professional edge that sets you apart.
TryContraqt is a CRM with HVAC equipment tracking capabilities built into every customer profile. Store brand, model, serial number, install date, and warranty expiry for each unit. Link every service visit to the specific equipment serviced. When a customer calls about their AC, you pull up their profile and instantly see every unit at every location — with full history.
For HVAC companies managing property managers or commercial accounts with multiple locations, TryContraqt supports unlimited service addresses per customer. Tag customers, add internal notes, and search across your entire database by any field — name, phone number, serial number, or address. It's the customer management foundation that makes every other part of your HVAC business run smoother.
Ready to streamline your HVAC business?
Join the waitlist and start at $29/mo for your first 6 months.