HVAC

Customer CRM for HVAC specialists

Sophiie keeps unit models, service history, filter sizes, warranty notes, site access, and recurring maintenance plans with the customer record so your team can respond with context instead of searching texts, emails, and memory.

Try freeSpeak to Sophiie
HVAC technician servicing an outdoor condenser unit on site

Speak to Sophiie

A live demo call from Sophiie. Two minutes, no sales pitch.

Sophiie needs this contact information to contact you about our products and services. Unsubscribe at any time.

Customer CRM built for HVAC work

HVAC rely on repeat context: who approved the work, what happened last time, and what the customer expects next. Sophiie keeps that history searchable.

01

One profile for customer and site history

Keep contact details, addresses, previous jobs, upcoming bookings, and unit models, service history, filter sizes, warranty notes, site access, and recurring maintenance plans in one searchable place.

Australian tradesperson crouching by a glass door using a phone on speaker
02

Call, email, or text without losing the thread

Your HVAC team can contact customers from Sophiie and keep interactions attached to the same customer timeline.

Australian tradesperson sitting in a ute taking a phone call
03

Notes that survive handover

Record the details a HVAC technician needs later: system type, indoor and outdoor unit access, symptoms, suburb, and preferred service window, customer preferences, and decisions already made.

Australian tradesperson leaning against a ute answering a phone call on site
04

Reminders for repeat work and open loops

Set follow-ups for quotes, service checks, warranty calls, maintenance visits, or anything promised during the last HVAC conversation.

Australian tradesperson in hi-vis taking a phone call beside a brick wall
05

Shared context for the whole team

When someone else picks up the next call, they can see the same HVAC history instead of asking who spoke to the customer last.

Australian tradesperson taking a phone call while crouched beside a glass door on site

How it works

Set up Sophiie once, then let the work flow

  1. Build customer profiles from real interactions

    Let new enquiries create or update customer records with names, contact details, sites, and unit models, service history, filter sizes, warranty notes, site access, and recurring maintenance plans.

  2. Keep communication attached

    Calls, emails, texts, notes, and HVAC job history stay visible from the customer profile.

  3. Add reminders and site notes

    Record access instructions, preferences, warranty notes, quote follow-ups, and recurring service reminders for HVAC work.

  4. Respond from shared context

    When the customer contacts you again, the team can see what happened last time before replying for HVAC work.

HVAC customer records need service context, not just names

A cooling fault can involve the homeowner, a tenant, a property manager, and the technician who attended last winter. The useful detail is often specific: system model, filter size, access notes, warranty window, recurring maintenance plan, and whether a quote is still waiting for approval.

Sophiie keeps those details with the customer profile, alongside calls, emails, texts, job history, upcoming bookings, notes, and reminders. When the next callback comes in, office staff can see what unit is on site and what was promised before they reply.

Make seasonal follow-up easier

Use the CRM to track quote checks, planned maintenance, warranty visits, filter replacement reminders, and post-repair callbacks. It complements scheduling and accounting by giving every person the HVAC relationship context they need for the next conversation.

Services & features

All Sophiie services for HVAC

Other businesses we serve

Frequently asked questions

Customer profiles can include contact details, addresses, previous jobs, upcoming jobs, notes, communication history, reminders, and unit models, service history, filter sizes, warranty notes, site access, and recurring maintenance plans.

Keep every HVAC customer conversation in reach

Centralise customer history, site notes, reminders, calls, emails, and texts before the next callback lands for HVAC work.

Try free