Can I see past and upcoming jobs?

Yes. Sophiie's CRM can show job history and upcoming appointments for each customer.

Can Sophiie create follow-up reminders?

Yes. You can set reminders for maintenance, quote follow-up, callbacks, and invoice follow-up.

Does communication stay in the CRM?

Yes. Calls, emails, texts, chats, notes, summaries, and history can be stored in the customer timeline.

HVAC

HVAC CRM

HVAC relationships are long-term: a breakdown today, maintenance next season, replacement later. Sophiie keeps the customer, system notes, job history, and follow-ups in one place.

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HVAC technician servicing an outdoor condenser unit on site

Speak to Sophiie

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

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Missed call from Sarah ChenNew booking confirmed for 1pmVoicemail transcribedWebsite form: bathroom downlightsInvoice #1042 marked paidDeposit received from Amy WuText reply sent to Toby Mercer

Quote request: switchboard upgradeText: are you free Thursday?After-hours call answeredFollow-up sent to Raj PatelCallback scheduled for 9amMissed call returned in 30sAppointment reminder sent

Emma Davies: power out in kitchenNew job card createdMarco Reyes: needs a quoteReminder sent to Tom BradleyPriya Sharma: hot water faultQuote approved: $2,400Review request sent to Dana Lee

Customer and site profiles

Store contact details, addresses, preferred channels, site notes, equipment notes, access details, and communication preferences.

Australian tradesperson crouching in a doorway on site using a smartphone

Full communication timeline

Calls, summaries, transcripts, SMS, emails, chat, webforms, notes, and reminders can stay in one record.

Australian tradesperson standing in a doorway reading a message on a phone

Job and maintenance history

See past service calls, upcoming appointments, assigned technicians, status updates, photos, invoices, and quote history.

Australian tradesperson in a hi-vis shirt on a phone call outside a brick house

Follow-up reminders

Set reminders for maintenance, quote follow-up, warranty check-ins, callback promises, and overdue invoice contact.

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

Contact from the dashboard

Call, text, or email customers from Sophiie and keep the conversation attached to the CRM timeline.

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

How it works

Set up Sophiie once, then let the work flow

Build customer records
Import existing contacts or let Sophiie create records as customers call, email, text, chat, or submit webforms.
Add site and system detail
Record equipment notes, service history, access instructions, property type, and preferred communication.
Connect jobs and invoices
Bookings, job notes, quote status, invoice status, and payment reminders stay visible from the same profile.
Use reminders for retention
Create follow-ups for seasonal maintenance, quote decisions, warranty checks, and customer updates.

HVAC CRM should remember more than the customer name

A useful HVAC CRM needs to remember the site: the unit type, the access problem, the last service, the customer who prefers SMS, the landlord contact, and the quote that needs follow-up.

Sophiie keeps that context visible so every new call does not start from scratch.

Better service from better history

When a customer calls about the same system six months later, your office can see the earlier call summary, job notes, invoice, and technician comments. That makes the conversation faster and more professional.

For maintenance plans, the CRM record also gives your team a place to set reminders and keep future work moving.