HVAC CRM for One and Two Truck Shops
Search "HVAC CRM" and you will get ServiceTitan, Housecall Pro, and Jobber. Fair. Those tools serve a lot of contractors. That is the category word. Use it.
What those roundups skip: the owner who still answers the phone, runs one or two trucks, and does not have a full time office person. Paying hundreds per tech plus a long install does not match that life.
What a small HVAC shop actually needs from a CRM
- Overnight and weekend quotes that do not die in the inbox
- A board for who is on which call
- My Jobs on a phone so the tech is not texting for addresses
- A services page that does not look like a blank template from 2014
- Room to connect QuickBooks later, not on day one
A CRM that only stores names will not fix that. You need the CRM layer plus the work that follows.
Where ProWyze fits
ProWyze is an HVAC-friendly CRM for independent trades that also runs catalog, jobs, dispatch, job docs, and a public services page. Built by the same team as DealerWyze. Free during beta.
We are not pretending to replace every ServiceTitan module. We are the CRM a small shop opens in the morning because it also runs the day.
If that sounds like your crew, start free on ProWyze. If you already run a ten truck operation with a dispatcher, look at the bigger suites first. Buy the tool that matches the shop you have.