All-in-one CRM software for
HVAC companies
TryContraqt includes six powerful modules designed specifically for HVAC contractors. From customer management and invoicing to equipment tracking and service agreements — every feature built to help you run a more profitable HVAC business.
Know Every Customer. Know Every Unit.
- Full customer profiles with contact details, tags, and internal notes
- Multiple service locations per customer — perfect for property managers
- Equipment records: brand, model, serial number, install date, warranty expiry
- Complete service history per customer and per unit — see everything at a glance
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.
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.
Invoice Faster. Get Paid Sooner.
- Build estimates with labor, parts, and tax — convert to invoice with one click
- Auto-generated invoice numbers (INV-0001, INV-0002...)
- Branded PDF invoices sent directly to customer email
- Track status in real-time: Draft → Sent → Viewed → Paid → Overdue
- Automatic overdue reminders so you stop chasing payments manually
Why it matters
The average HVAC contractor loses $8,000/year in uncollected or forgotten invoices. TryContraqt's automated reminders and real-time payment tracking make that problem disappear.
Estimate Builder
Create professional estimates with line items for labor, parts, and tax. Save templates for common jobs. Convert any estimate to a live invoice with one click — no re-entry.
Branded PDF Invoices
Every invoice is generated as a clean, branded PDF with your logo and business details. Send directly to customers by email. They look professional and build trust.
Real-Time Status Tracking
Know exactly where every invoice stands: Draft, Sent, Viewed, Paid, or Overdue. See when a customer opens your invoice. Never wonder if they received it.
Never Run Out of What You Need.
- Parts catalog with SKU, cost price, sell price, and current quantity
- Link parts used to jobs — COGS tracked per invoice automatically
- Low-stock alerts when any part drops below your set minimum
- Full adjustment history — add stock, remove, or manually correct counts
Why it matters
Showing up to a job without the right part costs you the trip fee and the customer's trust. TryContraqt keeps your inventory accurate so you're always prepared.
Parts Catalog
Maintain a complete catalog of every part you stock: SKU, description, cost price, sell price, and real-time quantity. Organized and searchable.
Job-Linked Usage
When you use parts on a job, they are automatically deducted from inventory and linked to the invoice. COGS is tracked per job so you know your true profit margin.
Low-Stock Alerts
Set minimum stock levels for critical parts. Get alerts before you run out — not after. Never show up to a job without what you need.
Turn One-Time Jobs Into Recurring Revenue.
- Create annual, bi-annual, quarterly, or monthly maintenance contracts
- Visits are automatically scheduled based on contract frequency
- Renewal alerts 30 days before expiry — never lose a contract silently
- Link completed visits to jobs and invoices for a full paper trail
Why it matters
Service agreements are the most profitable part of an HVAC business — and the most neglected. A contractor with 50 active agreements at $300/year earns $15,000 before booking a single new job.
Flexible Contracts
Create maintenance agreements with any frequency: annual, bi-annual, quarterly, or monthly. Set coverage terms, pricing, and included services. Templates make it fast.
Auto-Scheduled Visits
Visits are automatically scheduled based on the contract frequency. No manual calendar management. Your schedule stays full and your customers stay happy.
Renewal Alerts
Get notified 30 days before any agreement expires. Reach out to renew before the customer forgets — or before a competitor steps in. Protect your recurring revenue.
Give Customers a Self-Service Experience.
- Customers get a magic link to log in — no password setup required
- View all invoices, pay online with a card, download receipts
- See full service history and active maintenance agreements
- Submit new service requests directly through the portal
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.
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.
Know Exactly Where Your Money Is.
- Monthly and quarterly revenue charts with trend lines
- Invoice aging report (0-30, 31-60, 60+ days outstanding)
- Top customers by total revenue — know your most valuable accounts
- Parts cost and COGS breakdown per job or per month
- Agreement renewal pipeline — see what is expiring in the next 60 days
Why it matters
Most HVAC owners don't know their real profit margin per job. TryContraqt's reports tell you where you're making money, where you're losing it, and what to fix.
Revenue Dashboard
See your monthly and quarterly revenue at a glance with clear trend lines. Know if you are growing, flat, or declining — and by how much.
Invoice Aging
Track outstanding invoices by age: 0-30 days, 31-60 days, 60+ days. Identify slow payers and take action before it hurts your cash flow.
Customer Analytics
Know your top customers by total revenue. Identify your most valuable accounts and make sure they are getting the attention they deserve.
Everything you need. Nothing you don't.
Join the waitlist and start at $29/mo for your first 6 months.