HVAC CRM
HVAC CRM for contractors
HVAC demand spikes with weather and maintenance seasons. Trades Lead CRM keeps today's callbacks, dispatch notes, and estimates on your phone while your Sheet stays the source of truth: Google Sheets, Excel, Airtable or Notion.
Answer faster
- Today list for overdue and due-today leads
- Tap-to-call and SMS templates
- Connections for Twilio, OpenPhone, or Aircall when you want synced logs
Quote on site
- Build estimates in the browser
- E-sign on the phone
- Send a portal link for approve and pay
Keep the crew aligned
- Google Calendar events from the lead
- Job photos linked from Drive
- Same flat $19/month or $190/year for the whole crew
FAQ
Straight answers
- Is Trades Lead CRM only for hvac contractors?
- No. It is a CRM for contractors across trades. This page explains how the same tools map to your workflow while your data stays in your own spreadsheet.
- Where do my leads live?
- In your own spreadsheet: Google Sheets, Excel, Airtable or Notion. The app reads and writes that source. We do not copy contact rows onto our servers.
- What does the crew plan cost?
- $19/month or $190/year for the whole crew. Start with 2 leads. No free trial.