HVAC & home services

CRM & software for HVAC & home-services companies

CrewBrain runs your HVAC or home-services business from one command center — service calls, maintenance plans, dispatch, on-site invoicing, and a technician app. Book calls fast, keep maintenance plans on schedule, dispatch the right tech, and get paid before they leave the driveway.

Service-call reality

Emergency calls, maintenance plans, and a tech in the wrong part of town.

The phone rings with a no-heat call while your maintenance visits stack up and a tech sits in traffic across the city. When booking, dispatch, equipment history, and invoicing live in separate tools, you lose calls, miss tune-ups, and leave money on the table at every house.

Missed emergency calls. A no-heat customer can't reach you, so they call the next HVAC shop in the listings.
Forgotten maintenance plans. Seasonal tune-ups never get scheduled, and the recurring revenue quietly disappears.
Dispatch guesswork. The wrong tech gets sent across town with no equipment history in hand.
Invoices that drag. The job's done but billing waits until the office catches up, so cash comes in slow.
How CrewBrain helps

Built for service calls, dispatch, and maintenance plans.

Every call, customer, and tech in one command center.

Never miss a service call

The built-in phone and command center logs every call and text. Miss one and it's flagged for follow-up, so a no-heat customer never becomes a competitor's job.

Maintenance plans that recur

Set seasonal tune-ups, filter changes, and inspections to repeat. CrewBrain schedules each visit and reminds the customer, turning service plans into steady recurring revenue.

Smart technician dispatch

Drag calls onto the day and assign the right tech. They get the address, the job scope, and the equipment history on their phone — no driving back for missing info.

Invoice and get paid on site

Techs turn a finished job into an invoice and, with Square connected, collect payment in the driveway. The books update automatically and cash comes in faster.

Customer & equipment history

Every property's past service, parts, and notes live on one record, so the next visit starts informed instead of from scratch.

Fits more than HVAC

Plumbing, electrical, appliance repair — any home-services trade built on calls, dispatch, and maintenance plans runs on CrewBrain, all in one subscription.

Your ready-made setup

Services we preload for HVAC — already priced

Your account starts with these common HVAC services and approximate prices already loaded, so you can quote on day one. Your dedicated account manager fine-tunes them with you.

Diagnostic / Service Call
Trip out to inspect and diagnose a heating or cooling problem.
$95
waived with repair
AC Tune-Up
Seasonal inspection and cleaning of an air conditioning system.
$120–200
Furnace Tune-Up
Seasonal inspection, cleaning and safety check of a furnace.
$120–220
AC Repair
Repair a failed air conditioner including parts and labor.
$200–900
Furnace Repair
Repair a malfunctioning furnace including parts and labor.
$200–1000
AC System Install
Supply and install a new central air conditioning system.
$4500–9000
Furnace Install
Supply and install a new high-efficiency furnace.
$4000–8500
Heat Pump Install
Supply and install a ducted or ductless heat pump system.
$6000–14000
Maintenance Plan (annual)
Yearly membership with two tune-ups and priority service.
$180 / yr
Duct Cleaning
Clean the home's supply and return ductwork.
$350–700

Approximate 2026 starting prices — fully editable. CrewBrain can price each service flat, by the unit (sq ft, linear ft, hour, item), or with your own formulas.

Questions

HVAC & home services FAQ

Can CrewBrain manage HVAC maintenance plans?

Yes. Set recurring maintenance visits — seasonal tune-ups, filter changes, inspections — and CrewBrain schedules each one automatically and reminds the customer, turning service plans into steady recurring revenue.

Does it dispatch technicians to service calls?

Yes. Drag service calls onto the calendar, assign the right tech, and they get the address, the equipment history, and the job details on their phone. You see every tech's day at a glance.

Can techs invoice and take payment on site?

Yes. Techs can turn the completed job into an invoice and, with Square connected, collect payment before they leave the driveway — and the books update automatically.

Is it only for HVAC, or other home services too?

It fits HVAC, plumbing, electrical, appliance repair, and most home-services trades. Any business built on service calls, dispatch, and maintenance plans runs well on CrewBrain.

Run another trade too?

CrewBrain also fits pressure washing, moving companies, cleaning & janitorial, landscaping, and junk removal. See all features or pricing.

Run your HVAC company from one brain.

Start a free trial, add your company, and have service calls, dispatch, maintenance plans, and the books in one place by the end of the day.