HVAC company, service and installation CRM
A heating and cooling contractor that unified service calls, installations, invoices, and equipment stock in one dashboard.
Client: Everest Air Heating & Cooling · Platform: Custom Built
The problem
Everest Air handled repairs, new installations, and maintenance visits through separate tools. The office couldn't tell how much revenue came from service versus installs, customers who were due for a tune-up were never contacted, and low refrigerant or capacitor stock was only noticed when a technician was already on a job. Estimates and invoices piled up with no clear view of what was open.
What we built
We built a custom CRM that tracks every customer, service call, estimate, and invoice in one place. It schedules technicians, separates service revenue from installation revenue, and flags low equipment stock before it delays a job. An insights panel suggests the next action, such as adding weekend technicians when repair calls rise or sending maintenance reminders to customers who are due.
Built as a custom web app connected to accounting, email, and SMS through their APIs, on a single fixed monthly rate for Everest Air, with no per-seat fees as their team grows.
Customer records with full service history
Service call tracking from scheduled to completed
Technician scheduling and upcoming appointments
Estimates and invoicing tied to each job
Equipment and parts inventory with low-stock alerts
Service vs. installation revenue reporting
Jobs by category (repair, installation, maintenance, tune-up)
AI insights for scheduling, promotions, and maintenance reminders
Dashboard screenshots
Revenue and jobs: daily service and installation revenue next to jobs completed
Jobs by category: see how much work is repair, installation, maintenance, and tune-ups
Upcoming appointments: which technician is going where, and when
Inventory alerts: low-stock refrigerant, filters, and capacitors flagged before they delay a job
AI insights: scheduling needs, top-converting services, and customers due for maintenance
Results
$52,680 (+14%)
Total revenue
$34,210 (+12%)
Service revenue
18 (+29%)
New installations
64 (+9%)
Total invoices
312 (+6%)
Active customers
Within weeks of launch, Everest Air could see every job, invoice, and technician in one place. AC tune-ups converted at 72%, maintenance reminders went out automatically, and low-stock alerts stopped equipment shortages from delaying jobs.
Sample project with illustrative data, shown for demonstration.