Installs and maintenance runs at the right temperature.
Heating, cooling and refrigeration businesses running installs plus seasonal maintenance rounds. Install the HVAC blueprint and CatchaCRM pre-builds your pipeline, fields and catalog — then runs your quotes, invoices, jobs and follow-ups in the same flat-priced system.
Sound familiar?
Seasonal rush, flat-footed
First hot week melts the phone; no system prioritises and books the surge.
Maintenance rounds unbooked
Filter cleans and services due across hundreds of units — no automated rebooking.
Warranty windows missed
Unit install dates unrecorded, so warranty claims become arguments.
What installs the moment you pick it.
Pipeline stages
- Enquiry
- Site Measure & Quote
- Approved & Scheduled
- Installation / Service
- Commissioned
- Invoiced
Custom fields
- Unit Make/Model — text
- Install Date — date
- Next Service Due — date
Starter catalog
- Split System 7.1kW — Supply & Install
- Ducted Service & Filter Clean
- Refrigerant Top-Up
Every item flows into quotes, invoices and deal values automatically.
Built for how hvac actually works.
- Service-due sequences rebook maintenance automatically
- Crew dispatch handles the summer surge without a whiteboard
- Unit history and warranty dates on every site record
- Quote-to-invoice conversion the moment the job is commissioned
Plus everything in CatchaCRM
Quoting & invoicing with GST and BAS-ready reports, bank feed reconciliation, dispatch board, support tickets, email & SMS comms hub, AI writing tools, workflow automation and multi-tenant security — one flat price from A$39/month, users included.
Blueprints are stackable — run HVAC alongside any other template in the same workspace, and swap anytime without losing records.
Your hvac workspace, live in ~2 minutes.
Pick the HVAC blueprint during signup and start the 21-day free trial — no card required to look around.