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HVAC CRM · Emergency Dispatch · Maintenance Renewals

Keep Emergency Calls and Maintenance Renewals Moving During Your Busiest Seasons

A furnace fails in January. An AC stops cooling in July. A maintenance plan renewal gets forgotten in the off-season. North & Nova builds the system that answers after-hours calls, books the on-call tech, follows up on tune-up quotes, renews plans automatically, and turns completed jobs into reviews. Your crew stays on the work while the customer process runs itself.

Trusted by HVAC contractors

Peterman Brothers Heating, Cooling & PlumbingHal's Plumbing, Construction & RemodelingMidwest Heating & CoolingJ Fries Heating & CoolingPeterman Brothers Heating, Cooling & PlumbingHal's Plumbing, Construction & RemodelingMidwest Heating & CoolingJ Fries Heating & Cooling
From Emergency Call to Repeat Customer

The Full Path a Customer Walks

HVAC shops do not usually lose customers because nobody can fix a furnace. They lose them when emergency calls hit voicemail, maintenance plan renewals get forgotten, tune-up quotes sit untouched, and finished jobs never turn into reviews or return visits. North & Nova builds the customer process around those gaps.

Call / FormQualifiedEmergency TriageDispatchedServicedPaidReview
Two Operating Patterns

Emergency Calls and Maintenance Plans Run Differently

An HVAC business handles two kinds of work, and your system should reflect that instead of forcing every opportunity into the same pipeline.

Emergency Service Calls

InquiryIssue CapturedEmergency TriageTech AlertedOn-SiteRepairReview

Good Fit

No heatNo coolingGas leakFrozen coilsBreakdowns

Maintenance & Tune-Ups

InquiryPlan CheckAppointmentReminderServiceRenewal

Good Fit

Seasonal tune-upsMaintenance plansFilter changesInspectionsClean & checks
Appointment Booking

Turn Calls and Website Visitors Into Booked Service

Your system can collect enough information to make the appointment useful, then route it straight into the calendar without a phone-tag chain.

Intake Form Captures

  • Customer
  • Service needed
  • Property address
  • System type
  • Preferred day
  • Preferred time
  • Notes
  • Previous conversations

What Happens Next

Appointment bookedConfirmationReminderTech notification
Estimate Follow-Up & Deferred Recovery

Stop Letting Tune-Up and Replacement Estimates Sit Quiet

A tune-up quote goes out and the homeowner is comparing prices or waiting on a rebate. A replacement recommendation gets deferred and forgotten. Two weeks later, nobody knows whether they hired someone else. Follow-up should not depend on someone remembering.

18

Tune-up quotes out

7

Need follow-up

4

Waiting on customer

6

Approved this week

Estimate Follow-Up Sequence

Estimate Sent→Follow-Up→Customer Responds→Approved→Scheduled

Deferred-Work Recovery

  • Recommended replacement stays on the customer record
  • Reminder goes out before the next season
  • Customer books the work
  • Last summer's tune-up becomes this winter's install
A Day With the System Running

From No-Heat at 9 PM to a Renewed Plan in the Spring

One real scenario showing what happens automatically while the owner is off the clock.

Saturday, 9:15 PM

A homeowner calls with no heat in January

The office is closed. A furnace failure in a January cold snap means the homeowner is already scrolling Google for the next contractor who will pick up.

9:15 PM

The call gets answered

An AI receptionist picks up, confirms the address, checks whether it is a true emergency, and books the on-call technician straight into the dispatch calendar. The homeowner does not need to call anyone else.

9:16 PM

The on-call tech gets alerted

The technician receives the customer information, property address, system details, and any notes from the call. They know the job, the location, and the urgency before they leave the house.

Sunday morning

The technician arrives on-site

The job moves to Dispatched, then Serviced. The office can see the status on Monday morning without asking the tech what happened.

After the repair

The invoice and review request go out

Completion triggers a text-to-pay link and a Google review request while the homeowner is still relieved their heat is back on.

That spring

The maintenance plan renews automatically

The customer is on a maintenance plan. Before the renewal date, a reminder goes out with a one-tap payment link. The renewal happens without anyone in the office remembering to chase it.

Next fall

The seasonal tune-up books itself

A tune-up reminder fires before heating season. The customer picks a slot and books online. The appointment lands on the calendar without a single phone call.

Owner Dashboard

Know What Happened to Every Call and Every Quote

You do not need another report full of clicks and impressions. You need to know how many homeowners raised their hand, how many made it to an appointment, and which estimates are going cold.

23

New Inquiries

17

Appointments

$68,500

Open Estimates

9

Renewals Due

11

Reviews Sent

Customer Pipeline

New Inquiry
23
Appointment
17
Estimate
12
Approved
8
Completed
6

Follow-Up Needed

Sarah M.

Furnace replacement · Quote sent 4 days

$6,200

Robert H.

AC tune-up · Renewal due 12 days

$189

Mike S.

Heat pump install · Needs response

$11,400
Seasonal Campaigns & Renewals

Bring Customers Back Before Each Season

HVAC is a seasonal business. A cold snap turns an ordinary Monday into a backlog of furnace calls. A heat wave does the same to AC. The customers who already trust you should get a reminder before the rush, not after it.

Fall

Furnace tune-up reminder

Before heating season

Spring

AC tune-up reminder

Before cooling season

Off-season

Maintenance plan renewal

Before renewal date

Mileage-based

Filter change reminder

After interval

How It Runs

Service Completed→Seasonal Interval→Reminder→Appointment
Reviews & Reputation

Turn Finished Jobs Into 5-Star Proof

A homeowner searching HVAC repair near me is going to compare stars, recency, and responses. A completed job should trigger a review request while the experience is still fresh, not when someone in the office remembers to ask.

4.9★

Average rating

241

Google Reviews

+19

This Month

Automated Review Flow

Job Completed→Thank You→Review Request→Reminder

Every customer gets the same request, regardless of how the job went. When a low score comes in, the owner gets a parallel alert so they can call the customer and make it right.

Local Search Architecture

Get Found When Someone Needs the Shop Right Now

Instead of asking one homepage to rank for every HVAC service, build individual pages around the searches homeowners are actually typing when a furnace fails or an AC stops cooling.

Emergency Repair

  • HVAC repair near me
  • furnace repair [City]
  • AC not cooling
  • no heat emergency [City]
  • 24/7 HVAC service

Maintenance & Tune-Ups

  • HVAC tune-up [City]
  • furnace inspection
  • AC maintenance near me
  • maintenance plan [City]
  • seasonal HVAC service

Installation & Replacement

  • furnace installation [City]
  • AC replacement near me
  • heat pump install
  • HVAC system replacement
  • new HVAC [City]

From Search to Review

Google Search→Service Page→Call / Form→CRM Record→Appointment→Service / Install→Review
Before & After

What Changes When the System Runs

Before

A no-heat call at 9 p.m. in January goes to voicemail and the homeowner calls the next contractor.

After

Every after-hours call gets answered, triaged, and booked into the dispatch calendar before the homeowner reaches a competitor.

Before

Maintenance plan renewals get forgotten every off-season and revenue quietly disappears.

After

Renewal sequences contact each plan customer before their renewal date with a payment link and follow up until they renew or pass.

Before

The office has no real view of which tune-up quotes are stalling or what they add up to.

After

A dashboard shows open estimates, what needs follow-up, and what is waiting on the customer.

Before

Seasonal tune-up reminders never go out because nobody remembers the right timing.

After

Seasonal campaigns fire automatically before heating and cooling season, so past customers get a reminder at exactly the right moment.

Before

Finished jobs never produce reviews because nobody remembers to ask.

After

Completed work automatically triggers a thank-you and a review request while the experience is still fresh.

Before

The owner cannot tell whether the on-call tech actually worked last weekend's emergency calls.

After

Every call has a status, an owner, and a recorded conversation the whole team can see.

Compatibility

Keep the Field Software That Already Works

North & Nova does not need to replace dispatch, invoicing, or accounting software that already does its job. We focus on the gaps around it.

Your existing tools

ServiceTitanHousecall ProJobberFieldEdgeCoolfrontQuickBooks

Dispatch and routing

Invoicing and accounting

Parts ordering and price books

Technician scheduling and flat-rate

↓

North & Nova handles

  • Emergency call capture and after-hours response
  • Lead handling and speed to lead
  • Appointment acquisition
  • Customer communication
  • Maintenance plan renewals
  • Review generation
  • Retention and seasonal reminders
  • Local search visibility

When the office is busy or a call comes in after hours, the question is who answers it. Our AI receptionist for HVAC contractors picks up 24/7, qualifies the call, books the appointment, and routes true emergencies to your on-call tech.

See the HVAC AI Receptionist

HVAC CRM & Lead Follow-Up FAQ

Direct answers about HVAC customer systems, dispatch, and follow-up.

HVAC CRM software tracks customers, inquiries, estimates, conversations, appointments, and service opportunities so the office can see what is happening with each customer and what needs to happen next. North & Nova builds that process around how your HVAC company actually operates, including emergency call capture, maintenance plan renewals, and seasonal reminders.

Where Are Your HVAC Leads and Estimates Getting Stuck?

We will review how your business handles emergency calls, maintenance renewals, scheduling, estimates, follow-up, and reviews, then show you where customers are dropping out.

Review My HVAC Lead Process

Want to see how this plays out in the field? Read the latest notes and breakdowns on the blog.