HVAC CRM Software

Built ForModern HVAC Contractors

Manage service calls, maintenance contracts, technicians, dispatch, installations, equipment history, AI automation and customer communication from one connected platform.

HVAC Dashboard

Today's Calls42
Active Technicians18
Open Work Orders31
Monthly Revenue$184K
10K+

Service Visits

97%

On-Time Dispatch

24/7

Emergency Scheduling

AI

Smart Diagnostics

Why HVAC Companies Choose KoniqTech

Everything Your HVAC Business Needs In One Platform

Replace spreadsheets, paper work orders, manual scheduling and disconnected software with one AI-powered platform designed specifically for HVAC companies.

Equipment Management

Track HVAC equipment, warranties, serial numbers and complete service history.

Preventive Maintenance

Automate recurring maintenance visits and annual service agreements.

Technician Dispatch

Assign technicians using intelligent scheduling and real-time availability.

Service Operations

Manage repairs, installations, emergency calls and maintenance from one platform.

HVAC Workflow

Complete HVAC Service Workflow

From the first customer inquiry to the final invoice, KoniqTech keeps your office, dispatchers and technicians working together with one connected workflow.

01

Lead Capture

Capture leads from website forms, phone calls, referrals and marketing campaigns. Automatically assign opportunities to your sales team.

02

Schedule Visit

Book appointments using technician availability, customer preferences, service zones and emergency priorities.

03

Equipment Inspection

Inspect HVAC equipment, record diagnostics, upload photos and review complete equipment service history.

04

Estimate & Approval

Generate professional estimates, recommend repairs or replacements and collect customer approvals digitally.

05

Technician Dispatch

Dispatch technicians, assign work orders, monitor travel status and optimize daily schedules.

06

Service & Maintenance

Complete repairs, installations and preventive maintenance while recording parts, labor and technician notes.

07

Invoice & Payment

Generate invoices, accept online payments and automatically update customer account history.

Connected Platform

Everything Works Together

Customer information, equipment history, maintenance plans, dispatch, technicians, invoices and payments stay synchronized automatically.

Lead Management
Smart Scheduling
Equipment History
Preventive Maintenance
Service Agreements
Technician Dispatch
Digital Work Orders
Online Payments

HVAC Features

Everything Needed
To Run Your HVAC Business

From service agreements to technician dispatch and equipment history, KoniqTech keeps every operation connected.

Equipment History

Track every HVAC unit throughout its lifecycle including installations, repairs, maintenance history and warranty information.

Serial Numbers
Installation History
Warranty Tracking
Repair Timeline
Maintenance Records

Preventive Maintenance

Automate recurring maintenance visits, seasonal inspections and customer reminders.

Recurring Visits
Maintenance Plans
Seasonal Service
Inspection Checklists
Automatic Reminders

Service Agreements

Manage service contracts, renewals, covered equipment and customer entitlements.

Contract Management
Renewals
Coverage Tracking
Billing
Customer Notifications

Dispatch Management

Dispatch technicians efficiently based on skills, availability and location.

Smart Dispatch
GPS Routing
Live Technician Status
Emergency Jobs
Travel Optimization

Inventory Management

Track warehouse inventory, technician truck stock and supplier purchases.

Warehouse Inventory
Truck Stock
Purchase Orders
Suppliers
Low Stock Alerts

Customer Portal

Allow customers to review service history, invoices, maintenance schedules and upcoming appointments.

Service History
Invoices
Appointments
Online Payments
Documents

Operations Management

Manage Every HVAC Operation

Dispatch technicians, manage parts, monitor repairs, track equipment, and automate preventive maintenance from one dashboard.

Repair Management
Equipment Diagnostics
Parts Tracking
Digital Work Orders

HVAC Operations

Today's Calls42
Technicians Available18
Maintenance Plans256
Equipment Installed1,248
Monthly Revenue$184K

Artificial Intelligence

AI Built For
HVAC Companies

Automate scheduling, improve diagnostics, assist technicians and deliver a better customer experience using built-in AI.

AI HVAC Assistant

Help office staff answer customer questions, schedule appointments and manage daily operations.

AI Diagnostics

Analyze equipment history and technician notes to recommend likely repair solutions.

Predictive Maintenance

Identify equipment that may require maintenance before costly failures occur.

Workflow Automation

Automatically assign technicians, send reminders and update customers throughout every service call.

AI Automation Center

AI Diagnostics
Schedule Technician
Customer Updates
Voice Assistant
Smart Notifications

HVAC Technician App

Today's Schedule
GPS Navigation
Equipment History
Customer Information
Photo Uploads
Video Inspection
Digital Signatures
Offline Mode
Parts Usage
Invoice Creation
Payment Collection
Real-Time Updates

Mobile Workforce

Everything Your Technician Needs

Access customer records, equipment history, navigation, work orders, inspections, invoices and payments from any supported mobile device.

Integrations

Connect Your Favorite Tools

Integrate with accounting, communication, AI and cloud services to simplify your daily operations.

Google Calendar

Google Maps

QuickBooks

PayPal

Stripe

OpenAI

Twilio

Resend

AWS S3

Cloudflare R2

Frequently Asked Questions

HVAC CRM Questions

Can KoniqTech manage residential and commercial HVAC businesses?

Yes. KoniqTech supports both residential and commercial HVAC companies with dispatching, maintenance plans, installations, equipment tracking and invoicing.

Can I manage recurring maintenance agreements?

Yes. You can create preventive maintenance plans, automate recurring visits and manage service agreement renewals.

Does the platform track equipment history?

Yes. Every HVAC unit maintains a complete history including installations, repairs, maintenance records, warranties and technician notes.

Can technicians use the mobile app offline?

Yes. Technicians can continue working while offline and synchronize data once connectivity is restored.

Can customers pay online?

Yes. Customers can review invoices and make secure online payments through supported payment providers.

Does KoniqTech include AI features?

Yes. AI assists with scheduling, diagnostics, customer communication and workflow automation.

Built For HVAC Businesses

One Platform
Built For Growth

KoniqTech combines CRM, dispatch, maintenance, AI, customer management and business automation into one connected platform.

Cloud-Based Platform
AI-Powered Scheduling
Preventive Maintenance
Secure Customer Data
Role-Based Access
Mobile Workforce
Continuous Updates
Dedicated Support

Simple Pricing

Grow Your HVAC
Business Faster

Start with the plan that fits your business today and upgrade whenever your team grows.

Ready To Modernize
Your HVAC Business?

Manage service requests, technicians, maintenance contracts, equipment, AI automation, dispatch and invoicing from one intelligent platform.

✓ AI Powered✓ Preventive Maintenance✓ Mobile Workforce✓ Built For HVAC Contractors