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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.
Learn more about Sophiie's job management software.
Customer CRM built for HVAC work
HVAC businesses 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.
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.
03
Notes that survive handover
Record the details an HVAC technician needs later: system type, indoor and outdoor unit access, symptoms, suburb, preferred service window, customer preferences, and decisions already made.
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.
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.
How it works
Set up Sophiie once, then let the work flow
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.
Keep communication attached to the customer profile
Calls, emails, texts, notes, and HVAC job history stay visible from the customer profile.
Add reminders and site notes
Record access instructions, preferences, warranty notes, quote follow-ups, and recurring service reminders for HVAC work.
Respond with shared customer 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
Related Sophiie services for HVAC
6 services
AI Invoicing for HVAC
Create branded HVAC invoices, add GST and line items, sync to Xero, track payment status, and send overdue reminders with Sophiie.
Learn more about AI Invoicing for HVACJobs Manager for HVAC
Track HVAC jobs, status, schedules, staff assignments, notes, photos, reminders, and customer updates in Sophiie.
Learn more about Jobs Manager for HVACSmart Scheduling for HVAC
Sophiie checks calendars, applies booking rules, assigns the right technician, and manages HVAC appointments, reschedules, and reminders.
Learn more about Smart Scheduling for HVACAI Quoting for HVAC
Create branded HVAC quotes from your service list, captured scope, pricing, GST, and terms, then follow up and convert accepted work.
Learn more about AI Quoting for HVACHVAC Inventory Management Software
Organise HVAC parts requests, job material notes, photos, supplier follow-ups, quote handoffs, and customer updates around your existing stock process.
Learn more about HVAC Inventory Management SoftwareAI Email Responder for HVAC
Sophiie helps hvac manage email enquiries, draft replies from approved knowledge, ask for missing details, and keep threads organised.
Learn more about AI Email Responder for HVAC
Other businesses we serve
Electricians
Calls, quotes and scheduling on autopilot.
Plumbers
Emergency and routine calls, handled 24/7.
Landscapers
Quotes and site visits locked in fast.
Carpenters
Inquiries and jobs booked while you build.
Cleaners
Recurring and one-off bookings, all handled.
Fire services
Compliance visits and callouts, booked for you.
Flooring
Quotes and installs booked while you lay.
Painters
Quotes and bookings sorted while you paint.
Handymen
Every small job captured and scheduled.
Plasterers
Inquiries answered while you're on the trowel.
Pool care
Regular services and callouts, scheduled.
Fencing
Site visits and quotes locked in fast.
Concreters
Pour dates and quotes, no phone tag.
Roofers
Urgent leak calls answered around the clock.
Bricklayers
Quotes and schedules handled between lays.
Arborists
Tree work quoted and booked while you climb.
Builders
Calls and job admin handled at every stage.
Frequently asked questions
Customer profiles can include contact details, addresses, previous jobs, upcoming jobs, notes, communication history, and reminders. They can also include unit models, service history, filter sizes, warranty notes, site access, and recurring maintenance plans.
Yes. Sophiie supports HVAC customer contact from the dashboard so communication stays attached to the record.
Yes. Use reminders for HVAC quotes, callbacks, maintenance checks, warranty notes, and other commitments.
Yes. HVAC customer profiles can show job history and upcoming work so the next conversation starts with context.
No. The CRM keeps relationship, communication, notes, and job context organised. Accounting and invoicing workflows can sit alongside it.
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.