HVAC CRM software that sells installs and books maintenance
QuotesForge gives HVAC contractors one system for every call: capture the no-heat lead, quote the replacement on-site with Turbo Quote, schedule the crew, invoice from the accepted quote and turn every customer into a recurring maintenance plan.
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Quote system replacements on the first visit
Describe the job and Turbo Quote builds the equipment, line sets, labor and a sales pitch in seconds. Present good, better and best options on a branded proposal the homeowner signs on their phone, with the deposit collected the same day.
Recurring maintenance plans that bill themselves
Sell spring and fall tune-up agreements as service plans. QuotesForge bills them automatically by card or ACH, so your slow season carries guaranteed revenue and every tune-up becomes the next replacement opportunity.
Seasonal follow-ups that fill the schedule
Group customers by equipment age and service history, then send targeted pre-season campaigns. The AI Daily Plan tells you each morning which quotes to chase, which invoices are overdue and which jobs run in the next 48 hours.
Crew scheduling with clear scopes
Every scheduled job carries the accepted scope, customer notes and photos, so technicians arrive with the right parts and the office stops answering the same questions twice.
HVAC jobs QuotesForge quotes every day
- Furnace and AC replacement
- Heat pump installation
- Ductwork and line sets
- Seasonal tune-up plans
- Thermostat and IAQ add-ons
Build every one of these with Turbo Quote estimating, then measure the payoff with the contractor ROI calculator.
HVAC CRM questions
What is the best CRM for HVAC contractors?
The best HVAC CRM keeps leads, quotes, scheduling, invoicing and maintenance agreements in one place. QuotesForge does all of that at a flat monthly price with no per-technician fees.
Can QuotesForge bill HVAC maintenance agreements automatically?
Yes. Create a service plan once and QuotesForge charges the customer on schedule by card or bank transfer.
How fast can I quote an HVAC install?
Turbo Quote builds an itemized install estimate from a short job description in about a minute, ready for your prices and send.