Your CRM is only
worth what your techs actually use in the field
A CRM for HVAC contractors keeps every call, maintenance agreement, estimate and dispatch in one place instead of across phones, whiteboards and the office manager's memory. I audit how your shop runs in two to three weeks, for $2,000, and hand you a written plan. Then I build it, move your existing job and equipment history into it, train the crew on site in South Florida or by video elsewhere (on site when travel is paid), and hand it over working.
Jobber, Housecall Pro, ServiceTitan and HubSpot all sell you the software. None of them set it up around how your shop actually dispatches, sells maintenance agreements or prices a system replacement. That part is the job.
What it looks like
before the system exists
None of this is a motivation problem. It is what happens when a shop grows faster than the way it tracks work.
No-cool calls that go cold
You get the 2pm call in July, quote the repair, and by the time anyone follows up the homeowner already booked whoever called back first.
Maintenance agreements nobody tracks
You sold forty tune-up plans last spring and nothing reminds you, or the customer, when the next visit is due.
Dispatch by group text
Two techs get sent to the same rooftop unit, or nobody gets sent at all, because the schedule only lives in a phone.
Equipment history that walks out the door
Model number, serial, warranty date and install notes leave with whichever tech happened to remember them.
Invoices sent days late
The system is fixed, the paperwork sits on the passenger seat, and the payment shows up two weeks after it should have.
Software you already pay for
Plenty of shops bought ServiceTitan or Jobber last season and still dispatch on paper, because nobody ever set it up properly.
How the setup
actually runs
Three stages: the audit in two to three weeks, the build in six to eight, then launch and training in two to three. You keep working the whole time.
I map how your shop already works
How calls come in, who dispatches, how repair and replacement estimates get priced, how maintenance agreements get sold and renewed. The system gets built around that, not around a software demo.
Build and connect
Job pipeline, estimate templates for repairs and replacements, maintenance agreement tracking with renewal reminders, scheduling and dispatch, and your website and phone feeding leads straight in.
Move your history across
Customer list, equipment records, install dates, warranty status, open estimates and unpaid invoices out of spreadsheets, paper files or the old system. Cleaned and de-duplicated, not dumped.
Train the crew where they work
Office staff on the desktop, techs on their phones, on real calls. Plus written procedures so the next hire learns it in a day instead of a month.
It is yours
Your accounts, your data, your logins. No lock-in.
Most CRMs
fall apart in month six
Not because the software is bad. Because a new tech never got trained, a maintenance reminder stopped matching how you renew agreements, and the crew quietly went back to texting. Within six months half the shop is off the system and the data is worth nothing.
You run it yourself
That is a legitimate choice and plenty of shops do it. You get the written procedures at handover so the system can be maintained without me.
Or I stay on monthly
$1,500 or $3,000 a month. I stay involved month to month, watch the system and help with what comes next. No minimum term. Pause or cancel any time.
What it costs
✓Full audit of your tools, calls, scheduling and paperwork
✓Written plan of what to build and in what order
✓Honest answer on whether you need a full build at all
Some shops stop here, take the plan and do it themselves. That is a real outcome and it has happened.
✓The build, priced by what actually gets built
✓Data migration from whatever you use now
✓Crew training and written procedures
✓Two weeks of support after go-live
You see the module list and the total before anything starts. You pay per stage, never upfront for the whole thing.
Questions HVAC
contractors ask
before booking
Which CRM do you use?
Whichever fits your shop. Jobber and Housecall Pro suit smaller residential crews. ServiceTitan makes sense once you run real volume and sell maintenance agreements. HubSpot fits commercial and light-commercial work with longer sales cycles. If you already pay for one, I work with that instead of selling you another subscription.
We already bought software and never used it. Can you fix that?
That is the most common version of this job. You already have the license. What is missing is the setup around your dispatch, your pricing and your crew, plus somebody training them on it. That is usually faster and cheaper than starting over.
Will my guys actually use it?
They will use it if it saves them steps and if they were trained on a real call instead of in a meeting. Training happens on their own phones: on site in South Florida, by video elsewhere, or on site when travel is paid. The setup is built around how the crew already works.
What happens to our equipment and customer history?
It moves across. Customers, addresses, equipment model and serial numbers, install dates, warranty status, past jobs, open estimates and unpaid invoices, cleaned and de-duplicated on the way in.
How do you handle maintenance agreements?
Renewal dates, service intervals and customer contact details get tracked automatically, so tune-up reminders and agreement renewals go out on their own instead of depending on someone remembering.
Do you only work in Florida?
No. The build is done remotely and works the same anywhere in the US. Linked Core LLC is based in Fort Lauderdale, Florida.
One hour, free, no pitch
Tell me how many trucks you run, what you use now, and where work falls through. I will tell you what I would fix first and roughly what it costs. If a full build is not worth it for your size, I will say that on the call.