Elevate Your Operations with HVAC Management Software
Running an HVAC business is no easy task. With Leap CRM, you get the industry’s best HVAC management software to manage your leads, create estimates, set your schedules, and streamline your production. It’s the all-in-one solution for HVAC contractors looking to transform their workflows and win more jobs for their business.
Manage More in One Place
Manage and optimize your entire workflow in Leap CRM, from the initial contact with a lead to the sales process, scheduling, and production. In addition, you can create estimates, sign contracts, send invoices, and collect payments on the go.
Fully Customizable Workflows
No two HVAC jobs are the same. From new installations to repair jobs and maintenance, your workflows will vary from one job to the next. That’s why Leap CRM provides fully customizable workflows to ensure every job is done on time and on budget.
Most Integrations on the Market
Leap CRM is the HVAC management software that provides more integrations than any other solutions on the market. This includes measurement tools, sales, financing, imaging technology, marketing, manufacturing, and more.
Stay on Track with HVAC Management Software
Leap CRM is not your average HVAC business software. It’s built specifically for contractors looking to streamline their operations and provide a better customer experience. This includes features built by people who have been in your shoes and know what you need to get the job done.
Manage and Nurture Leads
Automate Alerts and Notifications
Digital Estimates, Proposals, and Contracts
Data Tracking and Reporting
Customer and Subcontractor Portals
Fully Customizable Workflows
Invoicing and Payment Processing
Speed to Lead
Leads are the lifeblood of any HVAC business. And Leap CRM provides robust tools to ensure your speed to lead process is optimized.
This allows you to track every lead from initial contact to conversion. You can monitor where leads come from, their current status, and follow-up actions. This ensures no lead falls through the cracks and increases your chances of winning the job.
Automated Follow-Ups
Following up with leads is crucial but time-consuming. The right HVAC management software automates follow-ups through alerts and notifications. This keeps potential customers engaged and moves them through the sales funnel more efficiently.
Furthermore, automated job reminders ensure you never miss an appointment or deadline. These reminders can be sent to technicians, ensuring they arrive on time and are prepared for the job.
Invoicing and Payment Processing
Efficient invoicing and payment processing so that you aren’t chasing down payments. Leap CRM simplifies these tasks with its Leap Pay feature.
Late payments can disrupt cash flow. However, Leap CRM improves payment timeliness and reduces the need for manual follow-up.
In fact, creating and sending invoices manually is time-consuming. Now you can generate accurate invoices automatically to speed up the billing process.
And customers appreciate flexibility in payment methods. With Leap Pay, customers can pay online by credit card and other methods. This convenience can accelerate payment receipt.
Comprehensive Reporting and Analytics
Data-driven decisions are more effective. And Leap CRM tracks key performance metrics to help you identify areas for improvement and measure the effectiveness of your strategies.
Detailed financial reports provide a clear picture of your business’s financial health. You can monitor expenses, revenue, and profitability. This information is crucial for making informed business decisions and planning for growth.
All-in-all, understanding your customers better helps tailor your services to their needs. The right HVAC business software will provide insights into customer preferences, service history, and feedback. This helps improve customer satisfaction and can lead to more referrals and better reviews.
Enhanced Scheduling and Dispatching
Efficient scheduling and dispatching are crucial for an HVAC business. Thankfully, Leap CRM optimizes these processes.
Create dynamic schedules to minimize downtime and travel time. Overall, this improves productivity and eliminates over-booking your team.
Customer and Subcontractor Portals
Portals for customers and subcontractors enhance communication and collaboration. Moreover, these features are unique when it comes to common HVAC management software.
Customer portals provide easy access to their service history, invoices, and upcoming appointments. They can also request services and make payments through the portal. This self-service option improves customer satisfaction and reduces administrative workload.
Managing subcontractors can be challenging as well. Subcontractor portals streamline communication and job assignments. Subcontractors can view their schedules, access job details, and update their status through the portal. This ensures smooth coordination and timely project completion.
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Frequently Asked Questions
You need a software solution that is built to grow alongside your business, whether you’re a national franchise or a neighborhood contractor. Leap CRM provides a range of plans to ensure your needs are met as you scale and take on more jobs.
Leap CRM is available for $79 per month for one user with the Essential plan. It’s also available starting at $298 per month with the Leap Team plan. This includes one user, but you can add more users for an additional $99 per month, per new user. For more details, visit our pricing page.
Yes, the team at Leap provides fully customized onboarding to get your team up to speed with the software. Additionally, Leap provides dedicated Pro Services and Customer Success teams to ensure you’re getting the most out of Leap CRM.
Leap CRM does everything that your average management software can do, but destroys the competition with fully customizable workflows, reporting capabilities, job costing, customer portals, and subcontractor management.
