HVAC CRM Software Built for How You Sell
AI proposals, visual pipeline, embedded financing, and automatic project handoff — one CRM from first knock to completed install.
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A CRM That Covers the Whole Sale
Quote at the door
EasyQuote lets HVAC reps build branded, accurate proposals on a tablet at the customer's home — equipment, options, and financing — and collect a signature before leaving.
Pipeline you can trust
Sales Velocity gives managers a real-time view of every lead — proposal out, financing pending, contract signed. No spreadsheets, no status calls, no guessing where a deal stands.
Financing in the CRM
Connect your financing partners inside SubcontractorHub. Reps present monthly payment options inside the proposal. Approval status tracks in the same pipeline as every other lead.
CRM to ops, zero re-entry
When a job closes, every detail flows from the CRM directly into project management. Operations gets a ready-to-schedule install with scope, equipment, and customer info pre-loaded.
Your HVAC CRM Should Know What Happens After the Sale
Most CRMs stop at the signed contract. Your ops team still has to manually recreate the job in a scheduling tool, re-enter equipment details, and track down the scope notes from the sales rep.
SubcontractorHub's CRM is built into the same platform as project management. Close a deal — the install is already set up. Nothing gets lost in the handoff.
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Built for D2D and Field Sales Teams
Generic CRMs were designed for inside sales teams sitting at desks. Your HVAC reps are at homeowners' doors — they need a CRM that works on a tablet, generates a proposal in under 5 minutes, and closes on the spot.
SubcontractorHub was built from the ground up for field sales. Rep leaderboards, automated follow-up sequences, and financing integration designed for how HVAC installation teams actually sell.
Talk to the TeamSubcontractorHub is the right fit if:
Built for HVAC installation businesses with a field sales team that needs to close on-site and hand off cleanly to operations.
Talk to the TeamYou have a sales team closing HVAC installs — not just taking service calls
Reps need to propose and close at the customer's home, on a tablet
Financing is a core part of how customers say yes
Your ops team is wasting time re-entering jobs that already exist in your CRM
Managers need a live pipeline view without chasing reps for updates
You also sell roofing or solar and want one CRM for every trade
Common Questions
What is HVAC CRM software?
HVAC CRM software manages your sales pipeline from first lead to signed contract. The best platforms for installation contractors include AI-powered proposals, embedded financing, pipeline dashboards, and an automated handoff to project management when a job closes.
What is the difference between HVAC CRM software and HVAC field service software?
Field service software handles reactive service calls — dispatch, invoicing, repair tickets. HVAC CRM software is built for the sales side of installation businesses: managing leads, generating proposals, tracking financing approvals, and running a structured pipeline from door knock to signed contract. SubcontractorHub covers both the CRM and the post-sale installation project management.
Does SubcontractorHub work as a CRM for HVAC, roofing, and solar together?
Yes. SubcontractorHub is purpose-built for multi-trade contractors. Your sales pipeline, proposals, financing, and project management all live in one platform regardless of trade. Reps can quote HVAC, roofing, and solar jobs in one proposal.
What HVAC CRM features matter most for installation contractors?
For HVAC installation businesses: AI-assisted proposals so reps can quote on-site; embedded financing so customers see payment options during the proposal; a visual pipeline so managers know where every lead stands; automatic handoff from CRM to project management; and mobile access for field reps.
How long does it take to get an HVAC team live on SubcontractorHub?
Most HVAC teams are live and closing with the platform within 2–3 weeks. Onboarding includes price catalog setup, pipeline configuration, financing partner connections, and rep training — no 6–8 week enterprise implementation.
Ready to See It in Action?
Book a demo and see how SubcontractorHub's HVAC CRM connects proposals, financing, and project management in one platform.
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