Manage Your HVAC Customers with HVAC CRM Software

Running a successful HVAC service is not just about fixing air conditioners, replacing heaters and ensuring homes are properly ventilated. Maintaining efficient operations behind the scenes is crucial – and so is keeping up a quality relationship with your client base.

But let’s face it. It’s not always easy to prioritize your customers’ unique preferences or special requests when you’re juggling work orders, invoices, quote requests and a team of dedicated and extremely busy techs. You need a solution designed to give your clients the personalized attention they deserve.

VIIZR’s HVAC Customer Relationship Management (CRM) software is perfect for HVAC businesses like yours. When you spend a lot of time interacting face-to-face with clients, tailoring your service to their needs can make a world of difference. It’s not just about your team fixing a water heater’s TPR valve issue. Remembering the age and condition of the water heater and making recommendations for upkeep helps your business stand out from your competition.

Don’t worry if managing customer relationships isn’t your biggest strength. Our software steps in with the best tools in the business thanks to the trusted technology of Ford Pro™ and the global CRM leader Salesforce. You’ll be keeping quality service records, organizing customer data and strengthening client communications in no time. 

Even better, our platform streamlines your overall business operations, helping you save money, improve productivity and boost profits. Taking your HVAC business to new heights has never been easier!

  • Increase your productivity by nearly 50%
  • Save up to 10 hours each week
  • Schedule up to 14 more jobs each week

With the trusted technology of Ford Pro and the global CRM leader Salesforce, VIIZR serves as a secure source for everything you need to operate a successful flooring service.

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Get more done in less time with VIIZR’s HVAC CRM software

What are some ways you can impress your customers? Responding quickly to their inquiries, showing up to scheduled jobs on time, getting HVAC jobs done faster and sending out bills in a timely fashion are just a few ways to keep your clients satisfied and eager to come back for more. VIIZR’s HVAC business software helps you get it all done. With our platform, you can also:

  • Save an average of 10 hours each week
  • Improve productivity by nearly 50%
  • Add more than a dozen new jobs each week

Top features of HVAC CRM management software

Our feature-packed HVAC CRM management software provides all of the resources you need to manage your business more efficiently and keep your customers happy. 

  • Manage customer messages in one convenient location
  • Maintain detailed records of service histories
  • Respond quickly to customer inquiries
  • Draft and deliver bills in minutes
  • Make HVAC service adjustments onsite
  • Ensure techs reach customers on time, every time

Track customer preferences with HVAC CRM software

Maintaining a steady flow of customers has its pros and cons. Of course, serving numerous clients helps your business thrive. But the more customers you serve, the harder it can be to meet their individual needs. 

What if a client wants to hold on to an old thermostat due to its sentimental value? Or a customer needs a heating system overhaul but is working with a tight budget? You’ll benefit from keeping track of this information to know how best to serve them under their unique circumstances.

But, if you’re like a lot of businesses, your customer information is spread throughout your operations. Failing to centralize your customer records can be a nightmare for a busy team that is already bogged down with dispatching, invoicing and tons of other responsibilities. 

VIIZR HVAC software lets you keep detailed customer records in one place. No more digging through file folders to find the date of a client’s annual AC maintenance visit. Instead, keep organized records and retrieve them without leaving your desk or setting down your trusty cup of coffee.

Speed up response times and increase customer retention

How many times have you had a customer reach out with a question about a duct installation and found yourself struggling to find the answer among disorganized client records? How often have you missed a quote request for a smart thermostat installation because you overlook emails or voicemails?

When you rely on outdated office management practices, you risk providing subpar customer service that leaves a bad impression on your clients and could even result in lost HVAC job leads.

VIIZR’s CRM software delivers customer messages to a central location that’s easy to check from anywhere with an Internet connection. Grab your smartphone and head out for a commercial air quality check service call feeling confident that you won’t miss a single quote request.

Your team doesn’t have to stop working on schedules to dig through a file cabinet for answers to a client’s question about a heat pump invoice. With a few clicks of the mouse, they can grab the details and put your customer at ease. This level of service impresses clients and might even encourage them to become return customers. 

Breathe life into your HVAC business with HVAC software

Has your HVAC business settled into a cycle of practices that no longer serve your operation? Let VIIZR HVAC software take your company in a new and exciting direction. Streamlining your HVAC business helps your team complete tasks in a fraction of the time while providing the customer service your clients deserve. Here are some amazing features you’ll enjoy when upgrading to our HVAC CRM software:

Take multitasking to the next level with Job Dashboards

As soon as you sign into our platform, our Job Dashboards let you see all of your HVAC jobs at a glance. Get updated on job statuses, schedules, bills and work orders in an instant. Find out if your field service team was dispatched to a commercial boiler leak repair job and see if that burning smell troubleshooting estimate has already been delivered to your customer. Get the latest on the furnace repair job and see if the air handler cleaning bill was paid. 

Our mobile features let you check on your business from your smartphone before even reaching the office. No more waiting for your team to contact you with updates. Even better, the Job Dashboards are available to your entire team ensuring everyone is always on the same page.

Deliver professional-looking HVAC service estimates in minutes

Our HVAC CRM software cuts out the need for cumbersome spreadsheets, document editors and other tools that make creating professional estimates a long, drawn-out process. With a few clicks, you’ll draft detailed estimates and can even include relevant photos for added value. Our conversion features let you turn drafts into attractive PDFs with your logo and header before emailing them to clients. It’s easier than ever to get fast approvals and start new jobs right away.

Draft detailed work orders and make changes in the field

Miscommunication often becomes a problem when multiple team members manage various aspects of your HVAC jobs. VIIZR makes it easy to drop the unnecessary back and forth with software you can manage on the go. 

Once a work order has been created, your field service team is able to see the details and even make order updates onsite via their smartphones. There’s no need to contact each individual employee about upsells and cross-sells. If your client opts to have their furnace replaced and not repaired, our software lets your techs create a change order onsite so you and your team have the info to update the customer’s invoice on the spot. 

Schedule, dispatch and route your field crew with a few clicks

Juggling numerous jobs is great as long as your operations are in order. But if you’re struggling to determine which team members are available for a purifier cleaning job – or your techs have gotten lost on the way to a commercial client’s AC debris removal job (and it’s not the first time) – it might be time for a change.

VIIZR’s HVAC CRM software includes a drag-and-drop tool that refines your scheduling process. See all available team members in one location and choose the most skilled team members for every HVAC job. Instead of calling in for job details, your field service team’s schedules are accessible via their smartphones. 

Our Maps & Routing functionality gives your techs the fastest, most direct routes to job sites. Help them get from one customer to the next quickly and save on gas costs. Take the extra step of planning schedules and routes ahead of time so late arrivals and no-shows are never a concern.

Streamline your billing process and get paid faster

Putting your best foot forward with each HVAC job should be a top priority for your business. But if you don’t get paid, you can’t enjoy the fruits of your labor. Unfortunately, failure to receive timely payments is a common challenge. In fact, nearly half of all invoices produced by U.S. businesses become overdue. Don’t let your HVAC service join the pack.

With VIIZR HVAC software, your team produces invoices faster and easily keeps track of their progress from delivery to payment. Let go of bland invoice templates and instead customize your bills with your company’s brandings. In minutes, you’ll convert invoices into attractive PDFs and email them to clients. And automated follow-ups help you get paid on time.

HVAC software helps your business stand out from the pack

VIIZR HVAC CRM software is packed with the tools you need to provide fantastic customer service. From the moment you receive a quote request until you deliver an invoice, we have you covered. With our customer management software, you’re able to:

  • Stay on top of leads and respond quickly to customer inquiries
  • Track customer preferences and special requests to offer tailored services
  • Centralize job details to better manage service projects while minimizing errors
  • Accommodate customer requests for service changes in the field
  • Deliver service-related documents with a professional look

For HVAC businesses like yours, efficiency is the name of the game. Getting office and field work done faster improves productivity, which benefits your customers. They can’t help but be impressed when met with professionalism at every turn. Going the extra mile with simple gestures like reminders for annual AC or heating maintenance visits will keep your clients coming back for more.

How your business can benefit from HVAC CRM software

Operating a busy HVAC business doesn’t mean you and your team should spend all of your waking hours in the office or field. You deserve time to accomplish personal and business goals. Our software cuts down the time you spend drafting invoices, creating schedules, organizing service documents and responding to client inquiries. Improving your business operations just got easier. Learn more about the perks of our platform:


Switching to a new software solution can be daunting – and we know you have questions. Here are some of the most common queries we get about our service management software:

How can I keep track of my customer service history?

Put away your pen and paper, close out your spreadsheets and lock your file cabinets. These old methods of tracking customer records and service histories are a thing of the past with CRM software. All of your HVAC records are maintained in one location and easily accessible by your entire team. Don’t waste time digging through file folders to answer a customer’s question about a carbon monoxide detection job. Instead, let these details be a click away.

How can I provide better customer service?

Maintaining a strong relationship with your customers can make the difference in them sticking with your business or testing the waters with your competition. With VIIZR’s HVAC software, keeping track of preferences like a client’s desire for a specific geothermal heating system just got easier. Don’t miss the opportunity to convert a customer’s old message about transitioning to a Wi-Fi-enabled thermostat into a potential job. Go even further by examining trends across your client base that help you provide better services across the board.

How can HVAC CRM software help expand my customer base?

One thing’s for sure. Customers love to spread the word about a great service, particularly when it’s a small business. Let VIIZR’s CRM software help you make simple improvements that your clients will enjoy, like faster responses to their quote requests, timelier job site arrivals and more personalized interactions with your field service team. In addition to becoming loyal customers, they might just help grow your client base.

Grow faster with HVAC CRM software

There’s never been a better time to adopt a customer relationship management solution. With VIIZR’s HVAC CRM software, you’ll give your clients the personalized experience they deserve while growing your business – and bottom line. If you’re ready to give your company the boost it needs, now’s the time to upgrade to our HVAC CRM software. Try VIIZR’s free trial to get started today.