CRM software built for HVAC contractors

Track install and service calls, quote on the spot, schedule your techs, and get paid — all from your phone.

Between maintenance contracts, emergency no-heat calls, and install bids, an HVAC business runs on tight scheduling and fast quoting. FieldKrew keeps every lead, job, and payment in one place so a service call never falls through the cracks and a style="max-width:780px;margin:0 auto;padding:48px 24px;font-family:system-ui,-apple-system,sans-serif;line-height:1.55;color:#0f172a"2,000 system bid never sits unanswered.

Frequently asked questions

Does FieldKrew work for both HVAC service and installation?

Yes. Track quick service calls and large install bids in the same pipeline, quote either from your phone, and schedule techs on a shared calendar.

Can I set up recurring maintenance jobs?

Yes — recurring jobs auto-generate on the schedule you set (e.g. spring and fall tune-ups) so seasonal maintenance revenue never gets forgotten.

Can my customers pay by card?

Yes. Send a pay link by text or email and take Visa, Mastercard, Amex, Apple Pay, and Google Pay. FieldKrew adds 0% platform fee for Pro accounts (1% for Free) on top of Stripe's standard 2.9% + $0.30 card processing.

How much does HVAC CRM software cost?

FieldKrew is free forever for solo contractors with unlimited leads, jobs, quotes, and invoices — then $49.99/month for crew + photos + automation — a fraction of Jobber or Housecall Pro, with no per-tech fees.

How does FieldKrew compare to Jobber for HVAC?

Jobber Core is $29-49/mo (1 user, $29 per extra) — most HVAC shops need Grow ( style="max-width:780px;margin:0 auto;padding:48px 24px;font-family:system-ui,-apple-system,sans-serif;line-height:1.55;color:#0f172a"99-399/mo) for the recurring maintenance features. FieldKrew is $49.99/mo flat with 10 users and recurring built in from the start. An HVAC shop with 3 techs pays roughly 4-6x more on Jobber for equivalent capability.

How does FieldKrew compare to Housecall Pro for HVAC?

HCP Essentials is style="max-width:780px;margin:0 auto;padding:48px 24px;font-family:system-ui,-apple-system,sans-serif;line-height:1.55;color:#0f172a"49-189/mo for 5 users; Max is $299-329/mo for 8. FieldKrew is $49.99/mo flat for 10. HCP is more mature and polished; FieldKrew is newer, cheaper, and modern-stack. Both work for HVAC; the choice comes down to whether you value polish + support (HCP) or price + speed of updates (FieldKrew).

How does FieldKrew compare to ServiceTitan for HVAC?

ServiceTitan is enterprise HVAC/plumbing/electrical, typically $250-500 per technician per month with a 12-month contract and $5-50k implementation. FieldKrew is $49.99/mo flat with no contract or implementation fee. ServiceTitan wins for 20+ tech shops with a dispatcher; FieldKrew wins for 1-10 tech shops that want to try before buying.

How does FieldKrew compare to FieldEdge or Housecall Pro for HVAC?

FieldEdge is HVAC-specific at ~ style="max-width:780px;margin:0 auto;padding:48px 24px;font-family:system-ui,-apple-system,sans-serif;line-height:1.55;color:#0f172a"00-200/mo per user with strong dispatching. FieldKrew is $49.99/mo flat for 10 users; simpler dispatching, cheaper, faster to set up. Good for smaller shops; scale beyond a dispatcher and you want FieldEdge or ServiceTitan.

Can I import my customer list from Housecall Pro or Jobber?

Yes. CSV export → CSV upload; FieldKrew maps customers, equipment history, service history, and recurring maintenance contracts. A 500-customer HCP list imports in ~15 minutes.

Does FieldKrew track equipment installed at each property (make, model, install date, warranty)?

Yes. Each customer has an Equipment section — HVAC units, furnaces, water heaters, thermostats — with make, model, serial, install date, warranty expiry. Populates into repair quotes so you're not asking the customer what unit they have.

Does FieldKrew handle recurring maintenance agreements (silver / gold / platinum)?

Yes. Set customers on tiered plans; recurring jobs auto-spawn on schedule (spring + fall tune-ups) with the plan's pricing. Auto-invoices on completion. Monthly billing option for plan revenue.

Can I offer online booking for AC diagnostic calls?

Yes. Public Booking page — customer picks service type (no-cool / no-heat / tune-up / new-system estimate), preferred date, pays trip-charge deposit. Auto-scheduled to your calendar.

Does FieldKrew sync with QuickBooks for HVAC?

Yes. Customers, invoices, payments both directions. Handles class tracking (service vs install vs maintenance-plan revenue) and 1099 sync for subcontracted install crews.

How does dispatch work when a no-cool call comes in mid-day?

New job hits the shared calendar; drag-drop assign to whichever tech is closest (crew-location view shows real-time positions on Pro). Tech gets an SMS with the job link. Customer gets an automatic ETA text.

Does FieldKrew handle install permits and inspection scheduling?

Not natively — no jurisdiction API integrations. Custom Fields let you track permit numbers, submit dates, and inspection dates per job with reminders. Manual but organized.

Can I quote a new AC/furnace system on the customer's kitchen table?

Yes. Build the quote on your phone or tablet from a saved price book (specific units with pre-loaded prices); customer signs on the same device. Auto-emailed to them within seconds of signing.

How do I request Google reviews after HVAC service?

Reviews module sends SMS/email 24-48 hours after job completion with one-tap link. HVAC review response rates typically 30-50%.

Is there a mobile app for HVAC techs?

Native iOS on the App Store; Android in beta (Play Store Q4 2026). Techs quote on the spot, log parts installed, take photos, mark complete, invoice — all from the truck.

Does FieldKrew work offline in basements without signal?

iOS app queues quotes, photos, and job notes when offline; syncs when signal returns. Android and web are network-dependent.

How long does it take to switch from FieldEdge or Housecall Pro?

Most HVAC shops migrate in a weekend: CSV export Friday, upload + spot-check Saturday, cut over Monday. Historical jobs come as read-only; new jobs run through FieldKrew.

Is my data safe? Can I export everything if I leave?

One-click CSV export of every customer, equipment record, maintenance plan, and invoice. Daily backups to Cloudflare R2, 30-day retention. No lock-in.

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