Portal

HVAC Customer Portal

Customers log in to view invoices, pay online, see service history, and submit new requests. Fewer phone calls, faster payments.

Magic Link Login

Customers receive a secure magic link by email — no passwords to remember, no accounts to set up. One click and they are in. Simple for them, secure for you.

Invoice & Payment

Customers can view all their invoices, pay online with a credit card, and download receipts instantly. Faster payments, fewer phone calls.

Service History

Customers see their complete service history: every visit, every unit serviced, every agreement. They feel informed and in control.

Service Requests

Customers submit new service requests directly through the portal. You get notified immediately. No more phone tag or missed voicemails.

Why it matters

Phone tag wastes 3-5 hours per week for the average HVAC office. The customer portal answers the 4 most common calls automatically.

Works great with

Billing

Invoice Faster. Get Paid Sooner.

Build estimates with one click. Convert to invoices instantly. Send branded PDFs and automate overdue reminders.

Agreements

Turn One-Time Jobs Into Recurring Revenue.

Create maintenance contracts, auto-schedule visits, and get renewal alerts 30 days early. Stop losing recurring customers.

Why an HVAC CRM app needs a built-in customer portal

Phone tag wastes 3-5 hours per week for the average HVAC office. Customers call to ask about invoice amounts, payment status, service history, or to schedule new work. Every one of those calls interrupts your day and could be handled automatically with the right HVAC CRM app that includes a customer portal.

TryContraqt gives every customer a secure self-service portal. They receive a magic link by email — no passwords to remember, no accounts to set up. One click and they can view all their invoices, pay online with a credit card, download receipts, see their complete service history, check active maintenance agreements, and submit new service requests directly.

For HVAC companies looking to grow without hiring more office staff, the customer portal is a game-changer. It answers the four most common customer calls automatically, speeds up payment collection, and makes your business look more professional. It's one of the features that separates the best HVAC CRM software from basic contact management tools — and it's included in every TryContraqt plan.

Ready to streamline your HVAC business?

Join the waitlist and start at $29/mo for your first 6 months.