CRM Software For HVAC Contractors | CtrlTrade®
HVAC CRM

CRM Software For HVAC Contractors

Manage HVAC installations, maintenance contracts, refrigeration compliance, and engineer scheduling in one platform.

CtrlTrade® is built for HVAC contractors handling commercial air conditioning, refrigeration, ventilation, and heating systems. Manage F-Gas compliance, service contracts, and complex multi-site operations from one platform.

F-Gas Compliance

Log refrigerant types, quantities, and leak testing records. F-Gas certificates stored against each system.

Maintenance Contracts

Schedule and track quarterly, bi-annual, and annual maintenance visits across multiple client sites.

Commissioning Records

Digital commissioning sheets for HVAC and refrigeration systems. Customer sign-off via the portal.

Multi-Site Management

Manage multiple client sites, each with their own equipment register, service history, and engineer allocation.

Equipment Register

Asset tracking for each installation — make, model, serial number, warranty, and service history.

Engineer Scheduling

Manage engineers with specialist certifications across commercial and industrial client sites.

Typical Use Cases

Air conditioningCommercial refrigerationVentilation systemsHeat pumpsChillersBuilding management systems

Everything Included

CRM & Lead Management
Quotes & E-signatures
Job Management
Engineer Scheduling
Customer Portal
Invoicing
Compliance & RAMS
Fleet Management
Reporting
Integrations (Xero, QuickBooks)
AI Features
VoIP & SMS

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