Built for HVAC
HVAC CRM Software Built for HVAC Contractors
BuilderMate is the HVAC CRM for residential and commercial HVAC contractors. Manage service calls, installations, maintenance agreements, technician dispatching, estimates, and parts — all from one platform. $99/mo, all features included.
- Service call & dispatch board
- Maintenance agreement tracking
- Equipment history per property
- Mobile estimates with financing
- Parts & truck inventory
- QuickBooks integration
The HVAC CRM for Installation, Service, and Maintenance
BuilderMate is an HVAC CRM built for contractors who do more than just service calls. Whether you're a residential install shop, a commercial mechanical contractor, a full-service HVAC company, or a refrigeration specialist, you need a CRM for HVAC that tracks equipment per property, runs maintenance agreements, dispatches technicians, generates good/better/best estimates, and integrates with QuickBooks.
Most HVAC software forces you to choose: a thin field service app, or an enterprise platform that takes a year to implement. BuilderMate bridges that gap with full HVAC CRM software, service dispatch, maintenance agreement management, mobile estimating, and project management — at a price HVAC contractors can actually afford. Starting at $99/month, it's the answer to "what CRM software is best for HVAC contractors" without the ServiceTitan price tag.
Maintenance agreements are where the recurring revenue lives, so they get their own engine: see how BuilderMate works as a CRM for tracking HVAC maintenance agreements — auto-generated PM visits, recurring billing, contract renewals, and MRR reporting on every active agreement.
Complete HVAC Business Management
Service Call Management
Track service calls, maintenance visits, and emergency repairs efficiently. Dispatch board for dispatchers and route optimization for techs.
Technician Dispatching
Schedule and dispatch HVAC technicians based on location, expertise, and equipment type. Map view and drag-and-drop scheduling.
Equipment Tracking
Track equipment installed at each property (brand, model, serial, install date, warranty) for better service and maintenance.
Maintenance Agreement CRM
Our built-in CRM for tracking HVAC maintenance agreements auto-generates PM visits, recurring invoices, and contract renewals.
Mobile Estimates
Create HVAC system proposals on-site from your tech's mobile device. Good/better/best options, finance links, e-sign in the truck.
Parts Inventory
Track parts used on jobs for accurate billing and inventory management. Truck stock per technician.
Common HVAC Contractor Challenges — Solved
Service Calls Lost in Text Threads
Service requests come in through phone, email, text, form submission, and Facebook — and half of them never get added to the schedule.
How We Fix It
BuilderMate's HVAC CRM captures every service request into a unified inbox with automatic routing to the right dispatcher, SLA clocks, and SMS confirmation to the homeowner.
Maintenance Agreements That Don't Renew
Annual service contracts drive recurring revenue — but only if you remember to schedule the visits and bill the renewals.
How We Fix It
Our CRM for tracking HVAC maintenance agreements auto-generates PM visits from each contract, auto-bills recurring dues, and fires a renewal sequence 60 days before expiration.
Techs Not Knowing Equipment History
A tech rolls up to a service call knowing nothing about the unit installed 4 years ago, the repairs done 18 months ago, or the maintenance contract in place today.
How We Fix It
Every property in BuilderMate has a complete equipment history — every install, every repair, every photo, every warranty — available in the mobile app before the tech walks through the door.
Installation Estimates Taking Days
Selling a new system means waiting until the tech gets home, writes up the proposal, and emails it. By then, the homeowner has three competing bids.
How We Fix It
Build good/better/best proposals on the iPad in the driveway. Include financing options, e-signature, deposit payment, and schedule the install — all before leaving the property.
What Makes BuilderMate the Right CRM for HVAC Companies
Purpose-built HVAC workflows — not a generic CRM with HVAC duct-taped on.
Equipment Register
Brand, model, serial, install date, warranty, refrigerant, and filter size per property.
Maintenance Agreement Engine
Auto-schedule PM visits, auto-bill recurring dues, and auto-send renewal notices.
Good/Better/Best Proposals
Multi-option install quotes with financing links and e-signature.
Service Dispatch Board
Drag-and-drop dispatch with technician location, skills, and truck inventory.
Technician Mobile App
Schedule, equipment history, ticket notes, photos, and payment collection from the truck.
Parts & Truck Stock
Track parts usage per tech and per job for accurate billing and reorder points.
AIA-Style Progress Billing
Commercial HVAC jobs with schedule of values and G702/G703-style billing.
QuickBooks Sync
Two-way sync for customers, invoices, bills, and payments.
Customer Satisfaction Surveys
Post-service surveys to drive Google reviews and referrals.
HVAC CRM Frequently Asked Questions
“We were paying for three separate systems — a CRM, a dispatching tool, and QuickBooks. BuilderMate replaced all three. Our maintenance agreement revenue is up 40% because the platform actually tells us which contracts need to be scheduled and which are up for renewal.”
Ready for an HVAC CRM Built for Your Business?
Join HVAC contractors using BuilderMate to dispatch smarter, grow maintenance revenue, and stop double-entering into QuickBooks.