The HVAC and plumbing CRM for the office that sells the work
For the sales office of an HVAC, plumbing or electrical shop: estimate requests, quotes with system options, follow-up until the homeowner signs, invoices, and maintenance agreements billed as recurring invoices on Business and Ultra. Your dispatch tool keeps the technicians.
Built for HVAC, plumbing, and electrical contractors who sell replacements, installs, and service agreements from the office. Plans start with Pro at $83.33/mo billed annually ($99.99 month-to-month), with unlimited contacts on all plans, and every plan includes Quotes & Invoices, Booking Pages, Forms, and Campaigns.
What is the best CRM for HVAC and plumbing companies?
The best CRM for an HVAC or plumbing company runs the sales office: estimate requests, quotes with system options, follow-up until the customer signs, maintenance agreements, and seasonal tune-up email. Laureo runs it beside the dispatch tool that schedules your technicians, from Pro at $83.33/mo billed annually with unlimited contacts on all plans, and bills maintenance agreements as recurring invoices on Business and Ultra.
An HVAC CRM earns its keep on the large jobs: a furnace and air conditioner replacement, a heat pump conversion, a sewer line, a panel upgrade. Those jobs need a site visit, a written quote with choices, and follow-up until the customer decides, and that is the work Laureo maps step by step. The same steps make Laureo a CRM for plumbers and an electrician CRM too, because the office work does not change with the trade.
| Office step | In Laureo | Plan |
|---|---|---|
| Estimate request | A website form, or a booking page where the customer picks a visit time and gives the address | Every plan |
| Site visit | The visit lands on your Google or Microsoft calendar with the answers attached | Every plan |
| Quote | A quote with a choose-one group of system options and optional add-ons, accepted online by typed name | Every plan |
| Deposit | A card deposit paid in the same step as the acceptance | Business and Ultra |
| Follow-up | The Quote Follow-Up agent drafts a note when a customer opens a quote without accepting it | Every plan |
| Maintenance agreement | A recurring invoice on a monthly or yearly cycle | Business and Ultra |
| Late payment | Payment reminders from your own mailbox | Every plan |
Can an HVAC company use a CRM beside its dispatch software?
Yes: the dispatch tool keeps the technicians, the routes and the service calls, and a CRM keeps the selling around them, from the first estimate request to the signed quote and the yearly agreement. Laureo has no dispatch board, route planning or technician app, so it sits beside your field tool and never replaces it.
Shops that dispatch from a whiteboard or a shared calendar often run the sales side on paper and a spreadsheet. For them, Laureo adds the pipeline, quotes and follow-up first, and the visit times still sync to Google or Microsoft calendars. Shops on a full field platform keep it for the trucks and run the replacement and commercial sales in Laureo, with the pipeline, the quotes and the follow-up in one CRM.
How much does a CRM for an HVAC company cost?
Laureo starts with Pro at $83.33/mo billed annually ($99.99 month-to-month), and recurring invoices for maintenance agreements come with Business and Ultra, Business from $166.66/mo billed annually with a second seat included. ServiceTitan prices per technician and asks you to request pricing for every package, and Housecall Pro puts recurring service plans on Max, at $299/mo billed annually.
Every Laureo price is published, every plan runs month to month, and contacts are unlimited on all plans, so a long list of past customers costs nothing extra to keep and to email.
Sound familiar?
These are the problems we hear from teams like yours every day. Laureo was built to solve them.
Replacement estimates go out on paper, and nobody knows which ones are still open
The homeowner asked for three options, and the office retyped the quote three times
Maintenance agreement renewals live in a spreadsheet that one person updates
Past customers hear from you only when their system fails
Commercial service bids get the same follow-up as a dripping faucet: none
What you can do with Laureo
Real workflows for HVAC and Plumbing, built into Laureo.
Replacement quotes with options
Put a standard, a high-efficiency and a premium system in one choose-one group, add optional extras such as a new thermostat, and let the homeowner pick and accept online.
Estimate visits booked online
A booking page asks for the address and the age of the current system, then puts the visit on the estimator calendar.
Maintenance agreements
Bill each agreement as a recurring invoice on a monthly or yearly cycle on Business and Ultra, with autopay for customers who save a card.
Seasonal tune-up email
Before the first cold snap or the first heat wave, send a tune-up campaign to every past customer tagged by system type.
Commercial service contracts
Run property managers and facilities buyers in a second pipeline, apart from homeowner replacements, with their own stages and renewal dates.
Install handoff
When you move a job to Won, a rule creates the office tasks for the install: the permit, the equipment order, the inspection date.
A pipeline that speaks HVAC and Plumbing
Laureo adapts its labels to your world, so your team works in the words they already use.
Speaks your language
- Deal
- job
- Contact
- homeowner
- Company
- customer account
- Pipeline
- sales pipeline
Built for the way you work
Not every team needs every feature. Here is what matters most for your workflow.
Quotes with system options
Group the options you priced into one choose-one section and mark extras as optional. The total updates as the customer chooses, and they accept by typing their name.
Online estimate booking
Booking pages on every plan take the visit request, ask your own questions, and sync the visit to Google or Microsoft calendars.
Follow-up that drafts itself
The Quote Follow-Up agent writes a note when a quote is opened but not accepted, and the Deal Follow-Up agent finds jobs that have gone quiet. Each draft waits for you to send it.
Agreements billed on schedule
On Business and Ultra, recurring invoices bill maintenance agreements monthly or yearly, and card payments go into your own Stripe account.
Payment reminders
Invoices and payment reminders are on every plan, so a finished install does not sit unpaid while the office chases the next job.
Past-customer campaigns
Tag customers by system type and install year, then send tune-up and upgrade campaigns to the right group. Open and click tracking is on Business and Ultra.
The whole platform, in one workspace
Laureo brings these tools together, grouped the way your work flows. Some start on Business or Ultra, and the plan comparison shows the plan for each.
Marketing & Communication
Deals & Revenue
- Quotes & Invoices
- Booking Pages
- Deal Rooms
Customer Support
- Tickets & Help Desk
- Knowledge Base
- Public Help Center
- Feedback
- Live Chat
- AI Customer Support Agent (add-on)
Automation
How it works
From setup to results in 5 straightforward steps.
Bring in your customer list
Import past customers from a spreadsheet, decide on each likely duplicate, and tag each one by system type and the year it went in.
Take estimate requests online
Put a form or a booking page on your website. The Lead Router agent drafts the first reply and proposes who owns the lead.
Quote the options
After the site visit, send one quote with the system choices side by side. On Business and Ultra the customer can pay a deposit by card as they accept.
Follow up until it is signed
Quoted jobs sit on the pipeline board by stage and value, and the agents draft the follow-up for every quote that stalls.
Invoice and sign the agreement
Invoice the finished job with payment reminders on every plan, then set the maintenance agreement up as a recurring invoice on Business and Ultra.
Integrations that matter for HVAC and Plumbing
Connect the tools you already use. No code required.
Google Workspace
Gmail and Google Calendar sync for estimate visits and customer email.
Microsoft 365
Outlook email and calendar sync for shops on the Microsoft stack.
HVAC and Plumbing vs Housecall Pro
The problem
Housecall Pro puts recurring service plans for maintenance agreements, and its sales proposal tool, on Max, its top plan, at $299 a month billed annually or $329 month to month.
The Laureo advantage
Laureo includes quotes with system options, invoices, booking pages, and email campaigns on every plan, and bills maintenance agreements as recurring invoices on Business and Ultra, with Business from $166.66/mo billed annually.
Why Laureo wins for HVAC and Plumbing
- Quotes, invoices and payment reminders are built in on every plan, with no billing add-on.
- Business and Ultra add card payments, recurring invoices and installment payment schedules.
- Booking pages are built in on every plan, so you need no separate scheduling tool.
- Email campaigns are built in on every plan, with unlimited contacts on all plans.
Your data, protected by default
Your data is encrypted in transit and at rest, walled off from every other customer, and never used to train AI models. On every plan.
Encrypted in transit and at rest
Your data is encrypted in transit and at rest, on every plan.
Your data stays yours
Every account is walled off from every other customer. No one else can see your records.
Never trains AI
Nothing you store in Laureo is ever used to train AI models.
A record of every change
See who changed a record, and when.
Dive deeper into Laureo
CRM for HVAC and Plumbing FAQ
Quick answers to the questions we hear most.
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