Your Shop Desk
HVAC Installation · Custom Shop Desk CRM

A Custom CRM for HVAC Replacement Companies

A changeout is a sales call first and an install second. Your desk carries the comfort advisor's proposal straight to the install crew, with the equipment, the photos and the rebate paperwork in one spot.

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A Shop Desk set up the way a hvac installation business would run it
A Shop Desk set up the way a hvac installation business would run it

Shown: Summit Crest Air and Electric, a demo desk with invented customers. Yours wears your name and your words.

The line

From the First Call to Paid, in HVAC Installation Words

Every system replacement moves down the same line. We name each stop the way your crew already does.

  1. 01Call
  2. 02In Home Visit
  3. 03Proposal
  4. 04Signed
  5. 05Permit
  6. 06Install Day
  7. 07Paid

A system replacement on your desk hangs off the home and its equipment.

So the card asks for what you actually need, and nothing a hvac installation business would never fill in.

  • Existing equipment and age
  • Tonnage and load calc
  • New model and serial numbers
  • Duct and line set condition
  • Rebate and permit status
  • Thermostat and add ons
Where it leaks

Where HVAC Installation Businesses Lose Work

Proposals Left on the Kitchen Table

The advisor leaves a three option quote and drives off. If nobody follows up that week, the homeowner signs with whoever called last.

Install Day Surprises

The crew shows up and the pad is too small or the line set needs replacing. The notes from the sales visit never made it to the truck.

Rebates Nobody Finished

Utility and manufacturer rebates need forms after the job. When those slip, the customer feels cheated and you pay for it in reviews.

What we would build

Fitted to How You Already Work

  • Good, Better, Best on Their Phone

    Your advisor builds three options off your price book and sends them before leaving the house. The homeowner compares at the table and signs from their phone.

  • One Handoff From Sale to Install

    Photos of the old unit, the attic and the panel ride along with the advisor's notes. Your lead installer opens the job card and knows what to load.

  • A Rebate and Registration Checklist

    Every install tracks warranty registration, rebate forms and the permit final. You can see which ones are still open without digging.

  • Maintenance Plans That Renew

    Each new system rolls into a maintenance plan with spring and fall tune up reminders. Your techs stay in front of that homeowner for years.

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Questions

What HVAC Installation Owners Ask

Can my comfort advisors build proposals while they are in the home?
Yes. They pick the equipment and options from your price book on a phone or tablet. The proposal goes to the homeowner before the advisor leaves.
Can it track equipment by serial number for warranty claims?
Yes. Model and serial numbers live on the home's record with the install date. When a part fails years later, your tech has it in front of them.
Can the proposal show a monthly payment option?
We can put your financing link and terms on the proposal page next to the price. The application itself still happens with your lender.
How long does a custom desk take?
Most businesses are running on their desk in about six weeks. A simple fit can be faster, and we tell you up front which one you are.
Do we own it?
Yes. The software, the data and the accounts are in your business name. Nothing of yours is ever held hostage.

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Tell Us How Your HVAC Installation Business Runs

We will tell you honestly what a desk fitted to it would take.

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