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Built for HVAC contractors

Run your HVAC
business — no sweat.

Service calls, parts-and-labour quotes, invoices, and maintenance contracts — one clean tool. Stop losing emergency jobs to HVAC companies that quote while you're still on the phone.

Credit card required  ·  7-day free trial  ·  Cancel any time

Secure & private
Canadian-built
Flat-rate pricing
HVAC technician servicing a furnace unit

Today's Overview

9
Service Calls
5
Open Quotes
4
Jobs Today
$31k
Revenue MTD

Used by HVAC businesses across Canada

Furnace InstallAC InstallHeat PumpsDuct CleaningEmergency ServiceMaintenance Contracts
HVAC technician installing an air conditioning unit
Technician checking HVAC system controls and wiring
Rooftop HVAC unit installation in progress
Furnace and ductwork installation in a mechanical room

Sound familiar?

HVAC businesses juggle emergency calls, scheduled service, and big installs all at once. Without a system, revenue gets left on the table every single day.

Emergency calls get lost

A furnace goes down at 11pm. You take the call, promise a callback in the morning, and forget. The homeowner calls the next company in Google and books them. That was a $3,000 furnace job.

Quoting parts + labour is slow

You're pricing equipment, labour hours, refrigerant, accessories — all in your head or a scattered spreadsheet. Meanwhile the customer is waiting and shopping other bids.

Annual contracts fall through

Your maintenance customers should be renewing every year. But without a follow-up system, they forget to call you — and so do you. That predictable revenue disappears.

No Sweat CRM fixes all three. For $29/month.

Built for HVAC. Not office administrators.

Everything your HVAC business needs to quote fast, invoice same day, and never lose a service call again.

Service Call Pipeline

Every call and inquiry captured. New calls, diagnostic requests, equipment failures — all tracked with callback reminders so nothing falls through during a busy stretch.

Parts + Labour Quotes

Build a clear estimate with equipment cost, labour hours, refrigerant, and accessories all itemized. Download a branded PDF before a competitor does — from your phone, from the truck.

Same-Day Invoicing

Convert your approved quote to invoice the moment the job is done. Track deposits on installs, outstanding balances, and partial payments. Download and share from your phone on-site.

Job Scheduling

All your service calls, installs, and maintenance visits on one calendar. Update job status on-site. Never double-book an emergency call with a scheduled install again.

Equipment & Client History

Track what equipment each customer has, when it was installed, what service was done. Every return visit starts with full context — not guesswork.

Lead Capture Page

Your branded service-request page at nosweatcrm.com/go/yourlink. Share on Google, Facebook, or your truck. Homeowners fill it out — it lands instantly in your pipeline.

Smart Reminders

Daily digest of open service calls, pending quotes, and follow-ups. Never wonder who you need to call back today — especially critical during peak season.

HVAC technician completing a professional furnace installation

When the heat goes out, speed wins

Be the HVAC company
that quotes first.

Homeowners with a dead furnace call two or three companies. The one that sends a clear, itemized quote first almost always gets the booking. No Sweat CRM makes that company yours.

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Service Call Pipeline

Every service call tracked.
Zero dropped leads.

Every call, form submission, and referral drops into your pipeline instantly. Emergency calls get flagged. Follow-up reminders fire automatically. You always know what's open and who needs a callback.

  • Pipeline — New, Quoted, Scheduled, Won, Lost
  • Emergency call flagging with same-day reminders
  • One-click service call → quote → invoice
  • Equipment history and notes per customer
Service Call Pipeline
New
Reeves — Furnace not firing
Park — AC not cooling
Oakdale Bldg — 12-unit inspection
Quoted
Graham — Heat pump install
Martinez — Duct replacement
Won
Sun Valley — Annual contract
Chen — Furnace + AC combo
Quotes & Invoicing

Equipment. Labour. Refrigerant.
Clear quote. Same-day invoice.

Every part and every labour hour itemized. Customers understand what they're paying for. One click converts the approved quote to an invoice — send it before you've packed the tools.

Quote — QT-0061
Sent
Arctic Air HVAC Co.ESTIMATE
Reeves Residence — Furnace Replacement (80k BTU)
Diagnostic / service call fee1$135
80k BTU mid-efficiency furnace — unit1 unit$1,850
Labour — removal, install, gas & flue1$780
Smart thermostat upgrade1$220
CO detector (code requirement)1$75
Total$3,060.00
Invoice — INV-00061
Partial Paid
Arctic Air HVAC Co.INVOICE
Converted from QT-0061 — one click
Invoice total$3,060.00
Deposit received (50%)− $1,530.00
Balance owing$1,530.00
Deposit collected on-site. Final payment due on completion.

Parts + labour itemized

One-click to invoice

Deposit tracking

Branded PDF every time

Job Scheduling

Service calls, installs, and
maintenance — all on one calendar.

See every job at a glance. Schedule emergency calls around booked installs. Update status from the truck. Your customers get updates. You get paid on time.

  • Full calendar — schedule service and installs
  • Job status — New, In Progress, Complete
  • Equipment notes per job (model, serial, findings)
  • Linked to customer record, quote, and invoice
HVAC technician reviewing job schedule before site visit
June 2026
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Jun 2–3 — Reeves furnace install
Jun 4 — Emergency: Park AC down
Jun 5–6 — Graham heat pump install
HVAC technician explaining system details to homeowner
Newly installed air conditioning unit outside a home
HVAC technician completing ductwork installation

HVAC contractors operating tighter.

"I was losing emergency calls because I'd forget to follow up. Now every call is in my pipeline with a reminder. I haven't missed a lead in months and my revenue is up significantly."

J
Jason W.
HVAC Contractor, AB

"Sending a quote with parts and labour all itemized — customers trust it. No more 'why does it cost that much?' arguments. I close more jobs and the ones I close are smoother."

L
Linda P.
HVAC Business Owner, ON

"I used to invoice at the end of the week. Now I send the invoice from the truck the same day I finish. My average time-to-payment dropped from 12 days to 3. Game changer for cash flow."

C
Carl T.
HVAC & Refrigeration, BC

One flat price.
No surprises.

$29/month covers your whole HVAC business. Unlimited service calls, quotes, invoices, and customers. No per-seat fees, no locked features.

See full pricing
$29/mo
Starter plan — everything you need
  • Unlimited service call tracking
  • Unlimited quotes & invoices
  • Parts + labour + equipment line items
  • Job scheduling calendar
  • PDF quote & invoice generation
  • Branded lead capture page
  • Smart reminders & daily digest
  • Email support
For HVAC contractors

Ready to win more jobs
and get paid faster?

5 minutes to set up. Send your first professional quote today. 7-day free trial — no commitment.

Credit card required  ·  $29/month after trial  ·  Cancel any time