No cool
Property
- Today
- 3-ton split · Open
- History
- next 30 days · Tune-ups coming due
- History
- past year 12 · Aging units
- History
- 30 days after install · Warranty check-ins
Written by the work itself, not by data entry.
Every HVAC customer, on one record.
One living record per customer and property for HVAC contractors: every call, quote, job, photo, and payment posted by the work itself, so the history is on screen when the phone rings.
The work
The work that writes the record.
01
Seasonal
Maintenance plans generate the tune-up visits, renew on stored cards, and carry a checklist for the system type.
02
Service
No cool, no heat. Urgency first, the nearest truck next, and the customer texted an ETA.
03
Install
Changeouts and new construction tracked across their days: crews, equipment, and permits on the same record as the service board.
Why it matters
The argument, in three rows.
The record writes itself
Jobs, photos, signatures, invoices, and payments post to the customer as they happen. Nobody types the day in twice, so the record is actually true.
Properties, not just names
A customer can hold several properties, and each property holds its equipment: serials, install dates, warranties, photos. The water heater’s history is on the record, not in a memory.
The whole story on ring
When the phone rings, the last job, the open estimate, and what’s still owed are already on screen. Your best customers deserve a better memory.
HVAC · CRM
The next job comes from the last one.
Reviews, reactivation, and the property’s history: growth as a byproduct of work done and recorded well.
The old way
What a lost history costs.
Two seasons overload one board
Summer and winter peaks bury dispatch while install crews compete for the same trucks.
Renewals slip
Maintenance agreements lapse quietly when renewal is a spreadsheet column somebody forgets.
The paperwork exposure
Refrigerant logs, warranty registrations, and rebates left incomplete are an audit risk and lost money.
Up close
How it runs.
01
Properties and equipment
Multi-property customers with per-property equipment history. Repair quotes check the warranty automatically before anyone prices covered work.
02
Segments and lists
Query the book (equipment older than three years, customers gone quiet, plan members) and the list stays live as jobs close.
03
No data entry
Calls, texts, and email thread to the record; job checklists and photos attach to the property; invoices and payments post as they happen.
Straight answers
What HVAC contractors ask.
What does Thorbis cost for HVAC contractors?
$99 per company per month, unlimited people, every module as it releases. Plus metered usage. $15 included each month. Nothing on this page is a tier.
Is the customer record a separate module?
No. Accounts & CRM is in Core, on the same record as the board, the estimate, and the invoice, so the HVAC job never leaves the system it started in.
Is it built for HVAC contractors specifically?
The record is the same for every trade; what changes is the work on it. For HVAC contractors that means seasonal, service, and install, which is the day this page is written around, and the sample rows on it are HVAC jobs.
More for HVAC contractors
CRM for other trades
Start
CRM for HVAC contractors, on one record.
$99 a company. Unlimited people: the whole crew. Plus metered usage. $15 included each month.
Coming from a suite? We’ll extract your records.
Rather talk first? Email the team.