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Kit · Add-on · For HVAC contractors
Hv

HVAC CRM

The job system for HVAC. Service tickets, install jobs, dispatch, maintenance contracts, QuickBooks sync — plus AnswerLine Receptionist built in from day one.

No card required · Cancel any time

hvac.cadsuite.com · Dispatch
HVAC CRM — dispatch board with service tickets and install jobs
What's in the kit

Everything an HVAC shop runs.

Service Tickets

Ticket-based dispatch for service calls. One tap to assign, one tap to close. Parts + labor on every ticket.

Install Jobs

Full job pipeline for installs. Sold → Ordered → Installed → Commissioned → Final. Equipment tracking per job.

Dispatch Board

Multi-tech calendar. Drag service calls between techs. Route optimization. Customer-facing ETA.

Maintenance Contracts

Recurring contract billing. Auto-generate service tickets on schedule. Prepaid maintenance credits.

AnswerLine Receptionist

AI answers after-hours calls. Schedules service. Routes emergencies. Built in from day one.

Payments & QBO

Take card + ACH in the field. Two-way QuickBooks sync. Invoice templates per ticket type.

Full checklist

Every feature. In writing.

What ships with HVAC CRM. Built and supported by the CADsuite team.

Service Tickets

  • One ticket per call
  • Parts + labor on ticket
  • Photo capture
  • Signature capture
  • Auto-invoice
  • Customer-facing ETA

Install Jobs

  • Job pipeline
  • Equipment tracking
  • Warranty registration
  • Commissioning checklist
  • Photo capture
  • QuickBooks sync

Dispatch

  • Multi-tech board
  • Route optimization
  • Drag-to-reassign
  • Customer ETA notifications
  • Tech mobile app
  • Real-time GPS

Contracts

  • Recurring billing
  • Auto-generate tickets
  • Prepaid credits
  • Renewal alerts
  • Contract PDF
  • Customer portal

AnswerLine

  • After-hours AI answer
  • Schedule service
  • Emergency routing
  • Voicemail transcription
  • Call log to ticket
  • SMS routing

Payments

  • Card + ACH in the field
  • QuickBooks sync
  • Invoice templates
  • Aged receivables
  • Payment plans
  • Customer portal payment
Pairs well with

Bolt on the rest of the HVAC bench.

HVAC CRM ships with everything above. These add-ons plug into the same ticket record.

Pricing

Per seat. Per month. No tiers.

Same price for every tech + office user. Customer portal is always free.

HVAC CRM
$99 / user / month

$990 / user / year · save 17%. AnswerLine Receptionist included.

  • Unlimited tickets, jobs, contracts
  • Multi-tech dispatch board
  • AnswerLine Receptionist included
  • Customer portal (free unlimited)
  • Communicator (chat + AI) included free
  • Support included · no implementation fees
Request access

Dispatch your next job on CADsuite.

Real prices on the page — no demo call required. Trials are on pause; drop us a note and we'll set you up.