CRM Software for HVAC Companies
Summer calls don't wait. Neither should your follow-up system.
TraxionLab is the business management platform built for HVAC companies that need to capture peak-season demand and sustain revenue through the off-season. Your account includes a missed-call text-back that fires the moment a homeowner cannot reach you, automated maintenance agreement renewal reminders, and seasonal campaigns that keep your name in front of last year's customers before the next season starts.
5 things ready before you log in
Service-specific booking pages for your four core HVAC services. Customers who need an AC repair book a different calendar than those scheduling a maintenance visit, so your dispatch team sees the job type before the van rolls out.
Pre-written follow-up sequences for installation, maintenance, repair, and air quality services. Each sequence covers the communication touchpoints specific to that service type, from booking through post-service follow-up.
An HVAC website and a promotional offer page, both pre-built and ready to customize. You update the service area, contact info, and seasonal promotions, the conversion layout is already done.
A marketing form that captures lead details from prospective customers before they book. You see the issue they are describing before the first call.
A pre-built pipeline for tracking HVAC leads from initial inquiry through job completion. No more losing track of who called during peak season.
The Cost of Doing Nothing
A missed HVAC call in summer costs $400+, and that homeowner is calling your competitor before their AC kicks back on.
Average job/lead value: $400
What HVAC Owners Actually Deal With
Peak season calls overwhelm you and leads fall through
It's July, 98 degrees, and your phone is blowing up. You're on a rooftop replacing a compressor and 4 voicemails are piling up. Every one of those is a homeowner whose AC just died, they're not waiting until tomorrow. They'll call the next company on Google and never circle back to you.
Maintenance agreements exist on paper and nobody tracks renewals
You sold 40 maintenance agreements last year but you're tracking them on a spreadsheet that hasn't been updated since February. Half your customers don't get their spring tune-up call, and when renewal time comes, there's no automated reminder. You're leaving $20,000+ on the table annually from agreements that just... lapse.
ServiceTitan costs $3,000+/month and you use 10% of it
You're paying for a full-blown field service platform when all you really need is lead tracking, automated follow-up, and review requests. The dispatching features are overkill for your 3-truck operation, but the cheaper tools don't have the marketing side. You're stuck overpaying or under-equipped.
Tools Built for HVAC Companies
Solves pain point #1
Missed-Call Text-Back + Speed-to-Lead
Every missed call triggers an instant text: "AC emergency? We're on a job but we've got you. What's happening?" You capture the lead, get details via text, and call back when you can. No more lost summer revenue.
Solves pain point #2
Automated Campaign Workflows
Build a maintenance agreement workflow: automatic spring and fall tune-up reminders, renewal notices 30 days before expiration, and re-engagement texts for lapsed agreements. Set it once, run it forever.
Solves pain point #3
All-in-One at a Fraction of the Cost
CRM, texting, email marketing, review generation, booking calendar, and pipeline starting at $197/month. You get the marketing engine that ServiceTitan doesn't prioritize, without the $3K/month price tag.
Everything in one place
TraxionLab is a complete business operating system, not just one tool. Every capability below is included in your plan.
CRM & Lead Pipeline →
Track every prospect from first contact to signed job.
Missed-Call Text-Back →
Instantly text anyone who calls when you can't answer.
Automated Follow-Up →
Pre-built sequences that follow up for you, on schedule.
SMS & Email Marketing →
Broadcast campaigns and one-on-one conversations from one inbox.
Online Booking Calendar →
Let customers book themselves so your phone stops ringing for the wrong reasons.
Reputation Manager →
Automated review requests sent after every completed job.
AI Chat Widget →
A website chatbot that qualifies leads and books appointments around the clock.
Website & Funnel Builder →
Build landing pages and lead funnels without a developer.
Social Media Scheduler →
Plan and post content across platforms from one dashboard.
Automation Workflows →
Connect any action to any trigger. No code, no agency needed.
Analytics & Reporting →
See exactly where leads come from and which ones close.
AI Employee →
Luna handles inbound inquiries, qualifies leads, and follows up 24/7.
30-Day Free Trial
No credit card required
No Contracts
Month-to-month, always
Cancel Anytime
Zero cancellation fees
Live in 24 Hours
Onboarding starts same day
Simple, flat pricing
Start free for 30 days. No contracts, cancel anytime.
Launch
Get set up and running.
- ✓ CRM, contacts, and pipeline
- ✓ Email and SMS messaging
- ✓ Calendar and online booking
- ✓ Website and funnel builder
- ✓ Automation workflows
- ✓ Social media scheduling
- ✓ Up to 1,000 contacts
Growth
Where serious operators live.
- ✓ Everything in Launch
- ✓ Automated review requests
- ✓ Full pipeline analytics
- ✓ Up to 5,000 contacts
- ✓ Done-with-you onboarding
- ✓ Same-day support
- ✓ Bi-weekly group coaching
Partner
Your back office, handled.
- ✓ Everything in Growth
- ✓ AI Employee: 24/7 lead handling
- ✓ Unlimited contacts
- ✓ White-glove setup
- ✓ Priority support
- ✓ Quarterly 1-on-1 strategy
- ✓ 2 custom builds per month