HVAC CRM Software Built for Installation Contractors
Manage your entire pipeline — from first lead to signed contract to completed install — in one HVAC CRM built for contractors who sell and install systems.
See It in Action
Everything Your HVAC Sales Team Needs in One CRM
Pipeline built for HVAC sales
Track every lead, proposal, and financing application in a sales pipeline designed around how HVAC contractors actually close jobs.
Quote on-site, close on-site
EasyQuote lets reps build an HVAC proposal on a tablet at the customer's home — equipment, options, and monthly payment — and collect a signature before leaving.
Financing tracked inside the CRM
Connect GoodLeap, Sunlight, Service Finance, and other partners. Reps present payments inside the proposal; approvals track in the same pipeline.
Sale to install, zero re-entry
When a job closes in the CRM, it flows directly into project management. Crew scheduling, equipment delivery, and install milestones — no re-entry, no dropped details.
A CRM That Understands How HVAC Contractors Close Jobs
Generic CRMs — Salesforce, HubSpot, even most field service tools — weren't built for door-to-door or in-home HVAC installation sales. Their pipeline stages don't match your process. Financing isn't integrated. Proposals live in a separate tool.
SubcontractorHub's pipeline stages match the HVAC install sales cycle: Lead → Appointment Set → Proposal Sent → Financing Pending → Closed → Installed. Every stage is built around how HVAC installation contractors actually work — not adapted from a generic B2B sales playbook.
See the Pipeline
From Signed Contract to Scheduled Install — Automatically
When a rep closes in the CRM, the job creates itself in project management. No one has to forward an email to ops. No one re-enters what was sold. The system handles the handoff.
Equipment delivery, permit pull, install crew assignment, final inspection — all tracked without re-entering data or relying on someone to remember what they were told. Ops sees exactly what was sold, in the same platform the sales team uses to close it.
Book a DemoSubcontractorHub is the right HVAC CRM if:
The platform is built for HVAC installation contractors who are scaling beyond what spreadsheets and disconnected tools can handle.
Talk to the TeamYou sell HVAC installations, not just service calls
Reps close deals at the customer's home with a proposal
Financing is how most customers pay for system replacements
You want to track your sales pipeline without spreadsheets
Ops needs to know what was sold before they schedule the install
You also do roofing or solar and want one CRM for all trades
Common Questions About HVAC CRM Software
What is HVAC CRM software?
HVAC CRM software is a purpose-built customer relationship management platform for HVAC installation contractors — not a generic sales CRM adapted for trades. The best platforms combine a sales pipeline tuned to the HVAC install cycle, AI-powered on-site proposals, embedded financing, and project management in one place, so reps close faster and ops delivers without chaos.
How is HVAC CRM different from field service software like ServiceTitan?
ServiceTitan is excellent at dispatching and scheduling service technicians for reactive maintenance and repair calls. SubcontractorHub is built for installation sales: a rep goes to a homeowner's home, builds a full system-replacement proposal on a tablet, presents financing options, and collects a signature. The pipeline stages, proposal workflow, financing integration, and operations handoff are all designed for installation — not service dispatch. Both tools have a place; they solve different problems.
Does HVAC CRM software include proposal generation?
Yes — SubcontractorHub's EasyQuote feature integrates directly into the CRM pipeline. Reps build a complete HVAC proposal on a tablet at the customer's home, including equipment options, add-ons, and monthly financing payments. The customer can review and sign before the rep leaves, and the signed proposal lives in the same pipeline record — no separate proposal tool required.
Can I track financing applications in an HVAC CRM?
Yes. SubcontractorHub connects with major financing partners including GoodLeap, Sunlight Financial, and Service Finance. Reps present payment options inside the proposal, customers can apply during the appointment, and approval status tracks automatically in the pipeline. Managers see financing status across all open deals without chasing emails.
How long does it take to set up an HVAC CRM?
Most HVAC installation teams are live in under a week. Onboarding covers building your equipment price catalog, configuring pipeline stages to match your sales cycle, connecting financing partners, and training reps on EasyQuote. There is no long enterprise implementation — SubcontractorHub is purpose-built for HVAC installation contractors and designed to be operational quickly.
Ready to See the HVAC CRM in Action?
Book a demo and see how SubcontractorHub connects your HVAC sales pipeline, proposals, financing, and operations in one platform.
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