ThermaCRM

ThermaCRM is the CRM built for HVAC companies. Scheduling, maintenance agreements, equipment tracking, membership billing, inventory, estimates, invoicing and payments, all in one app for the office and the truck. Every feature is included in one plan, with no add-ons. BUILT AROUND THE WAY HVAC COMPANIES WORK Maintenance Agreements Build tune-up agreements from reusable templates, price them per visit, and let ThermaCRM schedule the visits automatically. Technicians work from a room-by-room checklist with photos, and a one-tap visit report is emailed to the client with the invoice created at completion. Equipment Tracking Keep every furnace, air handler and condenser on file per client property, with type, fuel, tonnage, SEER, refrigerant and filter size. Warranty alerts tell you before coverage runs out, and a company equipment catalog speeds up data entry. Membership Billing on Autopilot Bill memberships automatically on a weekly, monthly or yearly schedule against a saved card or bank account, with pause, resume and charge-now controls. Inventory & Truck Stock Track parts in the warehouse and on each truck. Stock is deducted automatically when a job is completed, and low-stock alerts show up in your notifications. Scheduling & Dispatch A shared calendar with recurring jobs, technician assignment, color coding and Google Calendar sync. Send "On My Way", "Arrived" and "Completed" texts to clients, with optional live location sharing so they can follow the technician's arrival. Estimates & Invoicing Create estimates and invoices on site, attach job photos and videos, collect signatures, and send by email. Clients approve and pay from a link. Get Paid in the Driveway Accept cards with Tap to Pay on your phone, or keep a card on file. Payments are recorded against the invoice and the job. AND THE REST OF THE TOOLBOX • Client records with multiple properties, contacts and custom fields • Job photos and videos with offline capture and automatic upload • Clock-in and clock-out timesheets with hourly pay totals • Reports on jobs, revenue and technicians • Custom documents, notes and job pipelines • Works offline in basements and attics, syncing when you are back online • Available in English and Spanish ONE PLAN. EVERYTHING INCLUDED. ThermaCRM requires a subscription. Create your company account in the app to get started. Questions or feedback? Reach us at support@thermacrm.com.