HVAC Lead CRM
Manage homeowners, commercial accounts, service opportunities, notes, activities, and pipeline stage.
HVAC CRM + Field Service
HVAC CRM that helps turn more estimates into booked work.
ProfX gives HVAC teams one connected system for sales follow-up, service scheduling, technician dispatch, customer texting, field notes, invoices, and payments so revenue does not get lost between the office and the field.
For HVAC replacement sales, service teams, maintenance work, and growing multi-tech operations.
Open HVAC Quotes$173K
Close Rate44%
Techs Dispatched11
Needs Follow-Up5
$14,800 system replacement quote needs actionNo reply for 3 days • follow-up pending
Technician ETA reminder scheduledCustomer communication stays automatic
Approved install ready for calendarMove sold work directly into production
HVAC Sales & Service
Keep every lead, estimate, service call, and install connected.
ProfX combines sales CRM and field operations so HVAC companies can follow up better, schedule faster, and see where revenue is being lost.
Replacement Estimate Follow-Up
Automate SMS follow-up on replacement and install estimates so high-value opportunities stay active.
Deal Analytics
Track pipeline value, close rates, stalled quotes, lost reasons, and which sales opportunities need attention.
Service Scheduling
Schedule appointments, view availability, assign employees, and keep customer requests tied to the job.
Technician Dispatch
Coordinate technicians, job timing, directions, customer details, and work status from one system.
Two-Way Customer Texting
Keep estimate conversations, service updates, arrival questions, and follow-up tied to the customer record.
Field Notes & Photos
Technicians can access job details, add notes and photos, update status, and complete work from the field.
Automated Reminders
Reduce manual office work with appointment reminders and structured customer communication.
Invoices & Payments
Track invoice amounts, partial payments, outstanding balances, payment links, and customer history.
HVAC Workflow
Sales and service should not live in separate systems.
ProfX connects the customer journey from first call through completed service or installation.
LeadCapture request
EstimateTrack opportunity
Follow-UpAutomate cadence
ScheduleBook service
DispatchSend technician
PaymentInvoice & collect
Why HVAC Teams Use ProfX
Close more replacements without slowing down service operations.
HVAC companies need strong sales follow-up and reliable field execution at the same time. ProfX keeps both sides in one workflow.
- Keep high-value replacement quotes from going cold
- See sales pipeline and service activity together
- Schedule and dispatch from the same customer record
- Keep technician notes and photos connected to jobs
- Automate reminders and customer texts
- Track invoice status and collected revenue
SalesLeads, opportunities, quotes, cadences and analytics
SchedulingAppointments, availability, calendar and reminders
FieldDispatch, technicians, notes, photos and completion
RevenueInvoices, balances, payments and pipeline visibility
HVAC CRM FAQ
Common questions from HVAC contractors.
What is HVAC CRM software?
HVAC CRM software helps heating and cooling companies manage leads, customers, estimates, follow-up, scheduling, dispatch, technicians, communication, jobs, invoices, and revenue.
Can ProfX help with HVAC replacement sales?
Yes. ProfX tracks open opportunities, supports automated SMS follow-up, shows stale estimates, and gives sales teams visibility into which replacement quotes need action.
Does ProfX include dispatch?
Yes. Jobs can be scheduled and assigned to employees or crews, with customer information, notes, directions, photos, and completion workflows available to field staff.
Can customers receive reminders by text?
Yes. ProfX supports customer texting and automated reminders so appointment communication can stay consistent.
More Closed HVAC Work
See sales, service, dispatch, and revenue in one system.
ProfX combines HVAC CRM, estimate follow-up, scheduling, technician workflows, texting, field operations, invoicing, and payments.
Book a 25-Minute Demo