Flow CRM

Built for HVAC contractors.
Engineered for busy seasons.

Track every service call, quote and maintenance agreement in one place, so nothing slips between the summer rush and the first cold snap.

With Flow CRM, you can:

  • See every customer's equipment, service history and open quotes on one screen.
  • Send install quotes from the field and get them signed the same day.
  • Renew maintenance agreements and send tune-up reminders automatically.
  • Keep technicians, trucks and the office on the same schedule.

Try Flow CRM today and see what a full schedule feels like.

Start your free trial Free to explore for 30 days. No credit card required.

Run your HVAC business smarter and faster.

Flow CRM handles the follow-ups, reminders and renewals using intelligent workflows, so your team can focus on the work in front of them.

Quotes and installs

Win more replacement jobs.

From the first call to the signed estimate.

Track every lead, send good/better/best options from the driveway, and follow up before the competition does. Flow CRM knows which quotes are open, which are aging, and who needs a call today.

Maintenance agreements

Fill the shoulder seasons.

Keep the schedule full when the phones go quiet.

Spring AC tune-up reminders, fall furnace checks, filter changes and agreement renewals go out on their own. Customers book the visit, and your calendar fills before the first heat wave.

Service and dispatch

Everything about the customer, one tap away.

The office and the truck see the same record.

Equipment model and serial, warranty dates, past repairs and the last tech's notes live on one screen. Dispatch the nearest technician, and they arrive knowing what they are walking into.

Your soon to be favorite tool in the truck and the office

How to get started

  1. 1

    Fill out the form

    Start your free 30-day trial. You can be up and running in a matter of minutes. No credit card required.

  2. 2

    Import your customers

    Bring in customers, equipment and maintenance agreements from spreadsheets or your old software. Our team will help.

  3. 3

    Run the season

    Quotes go out faster, reminders send themselves, and every call lands with the right technician. Way less chasing.

Frequently asked questions

Welcome to Flow CRM. We are here to help.

What is Flow CRM and why should an HVAC company use it?
People buy from contractors they know and trust, but it is hard to keep track of every lead, open quote and agreement renewal. Flow CRM is the virtual office manager that keeps sales, reminders and service history in one place.
Is it easy to set up and use?
Our support team will help you import current customers, equipment and agreements. We will also help you set up pipelines, seasonal reminder workflows, custom fields and quote templates for your business.
How much does Flow CRM cost?
All plans come with a free trial that includes every feature. For details on pricing and what each plan includes, visit our pricing page.
Can my technicians use it in the field?
Yes. Flow CRM works on any phone or tablet. Technicians can look up equipment, add notes and photos, and send a quote from the customer's driveway.
Can I switch plans later?
You can upgrade or downgrade at any point in the billing cycle, for example when you add technicians for the summer and scale back in the fall.
How do I pay for Flow CRM?
Flow CRM accepts all major credit cards. You can pay monthly, or pay annually and save 20%.

Take the guesswork out of running your HVAC business.

Get the right support for quotes, maintenance agreements and service calls, right when you need it.

Try it for free

Immediate access. No credit card required.