CRM for Hvac

JobStacker helps HVAC technicians manage customers, service calls, quotes and maintenance schedules. Run your heating and cooling business efficiently.

Why hvac need a proper CRM

Running a hvac business means managing customer enquiries, sending quotes, scheduling work, and chasing payments. Most tradespeople try to manage this with notebooks and spreadsheets — but as you grow, that stops working.

JobStacker gives you one place to manage every customer, every quote, and every job. From your first customer enquiry to the final invoice, everything is tracked and accessible from any device.

Key features for hvac

• Customer management — store names, addresses, phone numbers, and job history.
• Professional quoting — create itemised quotes with tax, labour, and materials.
• Job scheduling — accepted quotes become jobs on your calendar automatically.
• Invoice tracking — mark jobs as paid, generate receipts, track outstanding payments.
• PDF export — branded PDFs with your logo and company details.