CRM SOFTWARE FOR HVAC
Dispatch, service history, and quote-to-invoice, without the per-tech fees.
You’ve seen the big-name pricing: an entry number that looks fine, then per-tech fees, then the feature you need one tier up. 9DollarCRM runs the core HVAC workflow: dispatch your techs, pull up any address’s full service history, and quote and invoice in one unbroken flow.
- Dispatch board, not a group chat
- Service history per address
- Quote to invoice in one flow
- No per-technician fees
The parts that hurt
You know these already.
“Who’s taking the Henderson call?” texts
History that lives in one tech’s memory
Retyping the same job across three tools
Dispatch → Service → Invoice
No more copying the same job into the next app.
The complete workflow for hvac, from first contact to payment.
Dispatch
Every tech’s day on one board. Assign the morning’s calls, drag the emergency in where it fits, and everyone sees their updated schedule with job notes attached.
Service
When a customer calls about the unit you serviced in spring, the full record is one search away: every visit, quote, invoice, and note about that stubborn condenser.
Invoice
Build the estimate, and on approval the job and invoice inherit every line item, no retyping. Collect payment online; e-sign estimates on the Pro plan.
What runs your day
The information you need, when you need it.
Warm, readable surfaces instead of dense tables. The work stays visible; the detail is one click away.
One customer record
Every dispatch, note, message, invoice, and payment for a customer in one searchable history.
A schedule your team can trust
Day, week, and crew views so you see what’s next, what changed, and who owns it.
Quote to paid, one flow
Line items carry from estimate to job to invoice, with no retyping, gapless numbering, and online payment.
One plan, the whole workflow
Everything you just saw is in every plan.
No add-ons, no per-seat surprises. Start free for 14 days, bring your data in with a click, and cancel any time with a one-click export.
Frequently asked questions
Common questions from hvac businesses. Can’t find what you’re looking for? Chat to our friendly team
For 1 to 5 tech shops, the best HVAC software covers dispatch, per-address service history, and a quote-to-invoice flow without per-tech pricing. 9DollarCRM covers all three, configured for HVAC from day one, with a 14-day free trial and no credit card required.
Ready when you are
Pick hvac and watch the app become yours.
Set up in an afternoon. Start free for 14 days, no credit card. Bring your data in with a click.
Get started freeFree for 14 days. No credit card. Cancel in two clicks.