Your Shop Desk
HVAC Repair · Custom Shop Desk CRM

A Custom CRM for HVAC Service Companies

On the first hot week of summer, your phones light up with no cool calls. Your desk sorts them, gets techs to the worst ones first, and flags the old systems that should be a replacement, not a patch.

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A Shop Desk set up the way a hvac repair business would run it
A Shop Desk set up the way a hvac repair 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 Repair Words

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

  1. 01Call
  2. 02Dispatch
  3. 03Diagnostic
  4. 04Repair Options
  5. 05Approved
  6. 06Paid

A service call on your desk hangs off the home and its system.

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

  • System type and age
  • Refrigerant type
  • Readings taken
  • Parts replaced
  • Maintenance plan
  • Filter size
Where it leaks

Where HVAC Repair Businesses Lose Work

Peak Season Overflow

Calls stack up faster than the office can answer. Some homeowners wait on hold, give up and call the shop down the road.

Old Systems Patched Again

A tech adds refrigerant to a twenty year old unit and leaves. That homeowner was ready for a new system and nobody asked.

Maintenance Plans That Lapse

Plan members never get their tune up call. They stop renewing and you lose the easiest work on the calendar.

What we would build

Fitted to How You Already Work

  • Triage When the Heat Hits

    The desk answers every call in your voice and asks the right questions. Homes with no cool and someone at risk go to the top of the board.

  • Readings and Parts on the Job Card

    Your tech logs pressures, temps and parts from the phone. Next visit, the history is right there.

  • Replacement Flags for Sales

    Units past an age you pick get flagged when a tech is on site. The comfort advisor gets the lead with the photos and readings.

  • Tune Ups That Book Themselves

    Maintenance members get spring and fall reminders with a link to pick a time. The schedule fills before the rush.

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Questions

What HVAC Repair Owners Ask

Can it help us handle the summer rush?
The desk answers every call and text so nothing rings out. It sorts them by urgency and puts them on one board for your dispatcher.
Can my techs pass a replacement lead to sales from the job?
Yes. One tap sends the home, the system age and the photos to your advisor. The lead shows up on their board with the tech's notes.
Can I see which members are due for a tune up?
Yes. Your board shows who is due, who booked and who has not answered. The desk follows up on the ones who have not.
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 Repair Business Runs

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

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