HVAC service calls, tune-ups, and estimates — in one place
Bare Bones CRM keeps your maintenance plans on schedule, turns your price list into an estimate in minutes, and reminds you when AC and furnace tune-up season is coming.
No credit card required
Today
Good morning
AC tune-up — Oakwood Family Home
Today · 9:00 AM
Furnace tune-up season — Maple Grove Apartments
Season starts Sep 15
Send review request — Cedar Office Park
Completed yesterday
Diagnostic visit — Riverside Residence
Today · 2:00 PM
You forget which clients are on a maintenance plan and when their next tune-up is due.
Recurring service cycles auto-generate each tune-up on the right day, and seasonal reminders surface AC and furnace clients on your Today list when the season approaches.
Estimates take too long to put together.
Build a price list once, then turn it into an estimate in minutes — your client approves it online with one tap.
You can't prove the work was done right.
A job checklist with equipment readings and photos on every visit shows exactly what was checked, cleaned, and repaired.
Built for the way you work
Maintenance plan scheduling
Set up yearly or twice-a-year service cycles for each client and let the CRM generate each tune-up automatically. You'll see every upcoming visit on your Today list and calendar.
AC and furnace season reminders
Tag clients with AC tune-up season or Furnace tune-up season and set a reminder date. When the season approaches, every client shows up on your Today list so you can book them first.
Job checklists with photos
A built-in checklist covers thermostat, filter, coils, refrigerant pressures, electrical connections, and condensate drain. Add photos of the equipment data plate on every visit.
Set up for your trade
Client fields
- Equipment typeDropdown
- Equipment brand and model
- Install yearNumber
- Filter size
- Maintenance planDropdown
- Access notesLong Text
Job checklist
- Check thermostat
- Replace or check filter
- Inspect coils
- Check refrigerant pressures
- Tighten electrical connections
- Clear condensate drain
- Record supply and return temps
- Photo of equipment data plate
Price list
- Diagnostic visit
- AC tune-up
- Furnace tune-up
- Maintenance plan (yearly)
- Filter replacement
- Refrigerant recharge
- Thermostat install
Schedule your team
Assign jobs to your crew, set arrival windows, and send each person a link with the job details. Your crew confirms from their phone, and you'll see who's confirmed right on your Today list.
- Assign jobs and set arrival windows
- Crew confirms from their phone
- Before-and-after photos on every job
Frequently asked questions
Can I track residential, commercial, and property manager clients?
Yes. Tag each client as Residential, Commercial, or Property manager, and filter your list by type.
How do maintenance plan schedules work?
Create a service cycle for each client, pick the frequency (yearly or twice a year), and the CRM generates each tune-up on your calendar automatically.
Can I log equipment details on every visit?
Yes. Custom fields capture equipment type, brand and model, install year, filter size, and maintenance plan. Every job comes with a checklist and photo slots.
What does it cost?
$7 per user per month after a 30-day free trial. Crew job links are free.