HVAC blueprint

Installs and maintenance running at the right temperature.

Heating, cooling and refrigeration businesses running installs alongside seasonal maintenance rounds. The HVAC blueprint tracks the units, the refrigerant logs and the service dates.

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Sound familiar?

01

The seasonal rush catches you flat-footed

The first hot week melts the phone, and nothing prioritises or books the surge.

02

Maintenance rounds never get booked

Filter cleans and services fall due across hundreds of units with no automatic rebooking.

03

Warranty windows get missed

Install dates go unrecorded, so a warranty claim turns into an argument.

The HVAC blueprint

What installs when you pick HVAC.

Choose it during signup and the workspace is already shaped like your business — no blank CRM to configure first.

Pipeline stages HVAC Job Pipeline

  1. 1New Enquiry
  2. 2Site Assessment
  3. 3Quote Sent
  4. 4Quote Accepted
  5. 5Installation Scheduled
  6. 6Completed

Custom fields on top of the standard ones

FieldType
Unit Typedropdown
Refrigerant Typedropdown
Last Service Datedate
Warranty Expirydate
ARC Refrigerant Handling Licencetext
PM Contract Valuecurrency

Records it adds extra record types beside contacts, deals and jobs

  • Equipment Units
  • Maintenance Schedules
  • Refrigerant / Commissioning Logs

What it looks like in CatchaCRM.

Screenshots of the Blueprint Configuration screen for the HVAC blueprint in the CatchaCRM demo workspace. It shows what the blueprint sets up before you add any records.

Blueprint Configuration screen for the HVAC blueprint in CatchaCRM, Custom Entities tab, showing the record types it adds and a sample of their fields.
The HVAC Custom Entities tab: the record types this blueprint adds, with a sample of the fields on each.
Blueprint Configuration screen for the HVAC blueprint in CatchaCRM, Custom Fields tab, listing the extra fields it adds to standard records such as leads.
The HVAC Custom Fields tab: the extra fields this blueprint adds to standard records such as leads.
Blueprint Configuration screen for the HVAC blueprint in CatchaCRM, Pipelines tab, showing the pipeline stages and their probabilities.
The HVAC Pipelines tab: the sales pipeline stages and probabilities this blueprint sets up.

Built for how HVAC businesses actually work.

  • Service-due dates on each unit, plus a starter rule that creates a book-next-service task when a visit is completed
  • Crew dispatch handles the summer surge without a whiteboard
  • Unit history, refrigerant logs and warranty dates sit on the site record
  • Quote converts to invoice the moment the job is commissioned

Blueprints stack. Run HVAC alongside any other blueprint in the same workspace, up to the number your plan lets you activate, and switch later without losing records.

Related blueprints

Electrical6 stages · New Enquiry → Completed & Certified Plumbing6 stages · New Enquiry → Completed Cleaning5 stages · New Enquiry → Active Client

See all 25 blueprints →

Your HVAC workspace, live in about two minutes.

Choose HVAC when you sign up and start the 21-day free trial. No card needed to look around.

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