❄️ HVAC CRM

The free CRM built for
heating and cooling.

Run your whole HVAC operation in one place: scheduling, maintenance agreements, estimates, invoicing, and a field app your techs will actually use. Free forever, with an AI layer the big field-service suites charge hundreds a month for.

Start free →Book a live demo
$0
SETUP FEE
Free
FOREVER, NO CARD
48h
TO LIVE
$0
PER-USER PRICING
// The daily loop

The whole operation runs here.
One tool, not five tabs.

Everything an HVAC company runs on day to day, in one place your whole team can use.

🗓️

Scheduling + maintenance agreements

Build a plan once ("2-visit tune-up agreement, $189/yr"), enroll a customer in one tap, and spring and fall visits land on the calendar automatically.
🛻

Your techs' day, in the truck

Each tech opens a mobile route of today's calls with one-tap directions, customer history, and on-my-way texts. Reschedule from the driveway.
💳

Estimates + invoicing

Build good-better-best options with line items, send by text, and auto-create the job when they approve. Card on file, in-field payments, AI chasing on overdue invoices.
📋

Every system on record

Equipment, model and serial, install dates, filter sizes, and full service history on the customer profile, so any tech can walk in knowing the house.
// Why it wins

The AI layer the incumbents don't ship.

Scheduling and invoicing are table stakes. What keeps customers and grows an HVAC company is what happens between the visits.

💬

Customers see the work

AI turns the photos your tech already takes into a clean, branded service summary the homeowner gets by text. Fewer "what did I pay for?" calls, more renewals.
📈

Agreement renewals that happen

The CRM knows which maintenance agreements lapse next month and which systems are aging out, and puts the follow-up in front of you before the customer goes quiet.
🧠

An owner dashboard that thinks

Revenue, AR aging, jobs this week, agreement renewals due, and churn-risk accounts on one screen, plus AI answers when you ask it questions in plain English.
🔗

AI modules, already wired in

Add the AI Voice Receptionist for missed calls or the 5-Star Review Machine when you're ready. They read and write the same CRM records automatically, zero integration work.
// How it stacks up

Stop paying monthly for table stakes.

TOOLPRICENOTES
Jobber$39+/moPer-plan limits, add-ons priced on top
HousecallPro$49+/moLots of features you won't use
ServiceTitan$200+/moEnterprise pricing, long onboarding
Corex CRMFreeFree forever. No card, no per-user pricing.
INCLUDED FREE
Lead pipeline board
Customer profiles + full history
Job scheduling + assignment
Recurring plans + auto-billing
Line-item estimates
Invoicing + card on file
Field app that works offline
AI lead scoring + summaries
Plain-English search
Most free CRM tiers cap users, contacts, or features until you upgrade. This is the full product. The optional AI modules are how Corex makes money, and they are optional.
// Switching is easy

Bring your customers in one import.

Most HVAC shops come to us from Housecall Pro, ServiceTitan, or a whiteboard and a spreadsheet. Bring your customer list as a CSV and we map it with you on the onboarding call.

✓ CSV import✓ Free onboarding call✓ $0 setup
// Pricing
Free

The whole CRM, free forever. No card, no trial clock, no per-user pricing. $0 setup, free migration help. Add AI modules only if you want them.

// Common questions

Is the CRM really free? What's the catch?

Really free. The full CRM, free forever, no card, no trial clock, no per-user pricing. Corex makes money when businesses add optional AI modules (like the AI Voice Receptionist or 5-Star Review Machine) on top. The CRM works completely on its own if you never add one.

Does it handle maintenance agreements?

Yes. Recurring plans are built in: set the visit cadence and price once, enroll customers, and every tune-up lands on the schedule at the right interval with billing to the card on file.

How do I switch from Housecall Pro or ServiceTitan?

Export your customer list as a CSV, drop it in, and we map the fields with you on a free onboarding call. Customers, addresses, and job history come over without retyping anything.

Can my techs use it in the field?

Yes. The field app gives each tech their day, one-tap directions and on-my-way texts, in-field estimates and payments, and photo capture on every job. It works offline and syncs when signal comes back.

Do I have to use the AI modules?

No. The CRM is a complete standalone tool. The AI modules are optional add-ons you can turn on later, and because they are native, anything you add writes into the same customer records from day one.

// Get started

Try the free HVAC CRM.
Keep it if it earns its place.

Start free in minutes, or book a 30-minute demo and we'll import a slice of your real customer list live so you can see your own business in it.

Start free →Book a demo instead
✓ $0 setup✓ Free migration help✓ No card required✓ Cancel nothing, it's free
FREE CRM BY INDUSTRY
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