The AI CRM built for HVAC businesses
Revenue Sol is a CRM for HVAC companies that connects no-cooling, no-heat, maintenance, and estimate inquiries with contacts, booking, jobs, invoices, payments, and reviews. Starter is $99/month; Professional adds the AI Employee and AI receptionist at $199/month.
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Supported connections
Availability and setup requirements vary by plan and provider account.
Built for the trade
Capture every call, book every job, get paid faster
HVAC is a phone-driven, seasonal business where speed wins. Revenue Sol gives you the front office and back office in one place — tuned for how HVAC companies actually operate.
Answer every service call 24/7
When the AC dies in July or the furnace fails at midnight, the AI receptionist answers, qualifies the emergency, and books the call — no missed revenue.
Smart scheduling & dispatch
Book service calls and installs onto a shared calendar, send confirmations and reminders by text, and keep your techs' day organized.
Quotes, invoices & payments
Send estimates customers can approve and sign, turn them into invoices, and collect card payments by text link — get paid before the truck leaves.
Seasonal & maintenance follow-ups
Automatically remind customers about spring and fall tune-ups and follow up on open estimates so repeat HVAC revenue runs on autopilot.
More 5-star Google reviews
Automatically request a review after every completed job and reply to each one with AI — the reputation that wins local HVAC searches.
AI that does the busywork
AI auto-replies handle common questions, follow-ups, and texts so your office staff can focus on dispatching techs and closing jobs.
Why HVAC companies choose Revenue Sol
HVAC is unforgiving when the phone rings. A customer with no heat or a dead AC will call the next company on the list if you don't pick up — and during a heat wave or cold snap, your team simply can't answer everything. The result is lost jobs you never even knew you had.
Revenue Sol fixes the leak at the front of your business. The AI receptionist answers every call and text 24/7, qualifies the emergency, and books it onto your calendar, while missed calls get an instant text back. From there, the same platform handles quoting, scheduling, invoicing, and card payments, so a service call becomes a paid job without bouncing between five different tools.
Because every customer's history lives in one CRM, automations can drive the repeat revenue HVAC depends on — seasonal tune-up reminders, follow-ups on open estimates, and automatic review requests that push you up the local search rankings. It's the operating system for a modern HVAC company, with the AI included instead of sold as add-ons.
Operational fit
What to collect, configure, and keep with a person
Automation is only useful when the inputs and limits match the way your business actually works.
Intake fields
- Service address and callback number
- No-cooling, no-heat, maintenance, or estimate request
- Equipment type, age, and customer-reported symptoms
- Occupancy and preferred appointment window
Human handoff
- Gas, smoke, carbon-monoxide, or immediate safety concern
- Technical diagnosis and repair recommendations
- Warranty, financing, complaint, or refund decisions
Setup requirements
- Service territory and seasonal hours
- Maintenance and repair appointment types
- Safety message and on-call route
- Equipment questions and staff calendar
FAQ
Frequently asked questions
The best HVAC CRM is one that captures every service call and turns it into a booked, paid job. Revenue Sol is an all-in-one AI CRM for HVAC businesses that answers calls and texts 24/7, books service appointments, sends quotes and invoices, collects payments, and requests Google reviews automatically — with the AI receptionist included from $199/month.
HVAC demand spikes with the weather, and missed calls during a heat wave or cold snap are lost revenue. Revenue Sol's AI receptionist answers every call and texts back missed ones in seconds, so emergency and after-hours leads get booked instead of going to a competitor. Automated follow-ups and review requests then keep your pipeline and reputation growing.
Yes. Your full customer history — past jobs, conversations, invoices, and notes — lives in one CRM, and automations can trigger seasonal tune-up reminders and follow-ups so maintenance-plan customers come back without manual chasing.
Yes. Whether you run residential service calls, commercial contracts, or both, Revenue Sol centralizes your leads, scheduling, quoting, invoicing, payments, and reviews so your office and field teams work from the same information.
Revenue Sol starts at $99/month for core CRM and communications. The AI receptionist is on Professional at $199/month, while automations are on Growth at $399/month. Connected-provider usage is billed separately under that provider's terms.
Run your HVAC business on autopilot
Capture every call, book more jobs, and grow your reviews — included with a paid plan.