THE CRM BUILT FOR HVAC COMPANIES

Manage service calls, maintenance contracts, seasonal scheduling, and equipment quotes with AI-powered automation. One platform replaces your spreadsheets, invoicing app, and scheduling tool.

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STOP LOSING REVENUE TO SCATTERED TOOLS

Running an HVAC business means juggling service calls, maintenance agreements, equipment installations, and seasonal demand spikes. Most HVAC contractors piece together spreadsheets, a separate invoicing app, a calendar, and maybe a texting app — and still lose leads because nobody followed up.

SWFT was built to solve this. It's a single platform where you manage every customer, every job, every quote, and every invoice. When a homeowner calls about a broken AC unit on the hottest day of the year, SWFT's AI receptionist captures the lead even if you're on another job. The AI follow-up agent makes sure no service call quote goes cold and no invoice goes unpaid.

Whether you're a solo HVAC tech or running a crew of 15, SWFT scales with your operation — and there are no per-user fees eating into your margins.

FEATURES BUILT FOR HVAC

Service Call Scheduling

Schedule repair calls, maintenance visits, and installations with drag-and-drop. Google Calendar sync keeps your crew on the same page. Assign techs to specific jobs.

Equipment Quotes & Invoicing

Build detailed quotes for AC installs, furnace replacements, and duct work with line items and descriptions. Convert approved quotes to invoices. Accept Stripe payments on-site.

AI Receptionist

Never miss a lead. When you're on a rooftop replacing a compressor, SWFT's AI auto-responds to missed calls and captures new customer info — 24/7, no answering service needed.

Maintenance Contract Tracking

Track recurring maintenance customers, service history, and equipment details per property. Automate seasonal reminders so customers rebook before their warranty lapses.

Two-Way SMS & Email

Text appointment confirmations, send "tech is on the way" updates, and follow up after service — all from inside SWFT. No separate messaging app. Broadcast seasonal tune-up reminders to your entire customer list.

AI Follow-Up Agent

SWFT's AI automatically follows up on open quotes, chases unpaid invoices, and checks in after completed service calls. Leads don't go cold when the AI is working around the clock.

SIMPLE, FLAT PRICING. NO PER-USER FEES.

All plans include a 14-day free trial. Save 20% with annual billing.

STARTER

$89/mo

Full CRM, quotes, invoicing, scheduling, 150 SMS/mo, 75 AI messages

BUSINESS

$349/mo

Unlimited SMS & AI, QuickBooks, unlimited team members, dedicated support

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HVAC CRM — FREQUENTLY ASKED QUESTIONS

SWFT is an AI-powered CRM built specifically for HVAC companies. It includes service call scheduling with Google Calendar sync, maintenance contract tracking, equipment quote generation, invoicing with Stripe payments, two-way SMS, and AI agents that auto-respond to missed calls and follow up on leads. Plans start at $89/month with a 14-day free trial.

HVAC CRM software ranges from $39-$500+/month. Many competitors charge per additional user on top of base plan prices, which adds up for crews. SWFT offers flat pricing with no per-user fees: Starter at $89/mo, Pro at $179/mo, and Business at $349/mo. All plans include CRM, quotes, invoicing, scheduling, SMS, and AI.

Yes. SWFT's scheduling syncs with Google Calendar and supports crew assignments, making it easy to manage summer and winter peak seasons. Schedule service calls, maintenance visits, and installations with drag-and-drop. Use broadcast messaging to send seasonal tune-up reminders to your entire customer base at once.

Yes. SWFT tracks recurring customers, job history, and service notes per customer. Automations send follow-up reminders when service is due. The AI follow-up agent checks in with customers automatically, helping you retain maintenance contract revenue year over year.

STOP LOSING LEADS.
START RUNNING YOUR HVAC BUSINESS FROM ONE PLACE.

14-day free trial. No charge until after. Set up in under 2 minutes.

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