HVAC

Your HVAC shop is really three businesses. Your CRM should know that.

JobStack is a CRM built for HVAC contractors who run emergency repairs, recurring maintenance agreements, and big-ticket system installs out of the same truck — with full equipment history on every unit. It schedules, invoices, and texts customers for you, and the AI drafts replacement estimates and books your tune-ups automatically. Plans are $29–$99/month and set up in minutes.

Most CRMs are built for one kind of work. HVAC is three kinds at once — and each one breaks a generic tool in a different way:

Emergency repair

No-cool in July, no-heat in January. You need to slot the call in fast, text an arrival window, and pull the unit's history before you arrive.

Maintenance agreement

Your recurring revenue. Spring and fall tune-ups that have to be scheduled, reminded, and renewed — or they silently disappear.

System replacement

An $8,000 decision. A diagnostic that has to become a clean, itemized estimate on the spot, before the homeowner calls three competitors.

The unit's whole story, before you knock.

Make, model, serial, refrigerant type, filter size, install date, and every past visit — attached to the address, on your phone. No more guessing what you put in two summers ago, and no more warranty arguments you can't back up.

A day on the truck

  1. 7:40a

    Pull up the Garcia furnace — model, serial, and last tune-up notes load before you ring the bell.

  2. 9:15a

    Capacitor swap done. Tap once: invoice sent, card on file charged, you're paid before the next stop.

  3. 11:30a

    No-cool emergency drops in. Customer auto-texted a noon–2pm window; the day reshuffles itself.

  4. 2:50p

    Old condenser is shot. Voice-note the scope; JobStack drafts a replacement estimate from your pricing.

  5. 5:20p

    AI flags three maintenance agreements due for fall and texts the customers to book — while you drive home.

Pricing for an HVAC shop

Flat monthly tiers, no per-tech surprises. The $59 AI Assistant plan is the sweet spot for a shop running maintenance agreements — that's where the auto-booking and on-site estimates live.

Solo Pro

$29/mo

Jobs, invoicing, equipment history.

AI Assistant

$59/mo

Auto-booked tune-ups, voice-to-estimate.

Small Crew

$99/mo

Up to 5 techs, team scheduling.

Built for HVAC. Launching soon.

Be first in line and we'll help you import your customer and equipment list at launch.

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HVAC CRM questions

Does JobStack handle recurring maintenance agreements?
Yes. Maintenance agreements are recurring revenue for an HVAC shop, and JobStack tracks each customer's plan, schedules the spring and fall visits automatically, and reminds the customer before each one — so the contracts don't quietly lapse.
Can I store the equipment, model, and serial number for each unit?
Yes. Every customer record holds the unit details — make, model, serial, refrigerant type, filter size, and install date — so you have the full history of the exact unit at that address on your phone before you knock.
How fast can I turn a service call into a replacement estimate?
On site. When a diagnostic turns into a system-replacement conversation, JobStack drafts an itemized estimate from your past pricing while you're still in the driveway, so the homeowner decides before you leave.
Is JobStack overkill for a one-person HVAC business?
No — it's built for solo and small shops. The Solo Pro plan is $29/month, sets up in minutes, and skips the enterprise dispatch-board complexity that makes ServiceTitan a poor fit for an owner-operator.
Can it text customers an arrival window for no-cool and no-heat calls?
Yes. When a furnace dies in January, JobStack texts the customer their arrival window and a reminder automatically, which cuts the 'are you still coming?' phone calls during your busiest weeks.

Comparing options? See CRM by trade, work out your pricing with the free hourly rate calculator, or read how JobStack compares to ServiceTitan.