For HVAC companies
HVAC CRM software that keeps service and install work moving.
Ocliq is a CRM and operations system for HVAC companies: inbound calls and form leads, quote follow-up, appointment reminders, technician scheduling context, invoice follow-up, and review requests — so seasonal rush does not turn into missed revenue.
Where HVAC companies lose work
Seasonal spikes overwhelm the phone
Heat waves and cold snaps flood the line. Without a shared inbox and follow-up rules, tomorrow’s high-value install quotes get buried under today’s service calls.
Quotes sit without a second touch
Furnace and AC replacements are researched purchases. If nobody follows up after the estimate, the homeowner books the company that stays visible.
Service history lives in tech notebooks
When a past customer calls about the same unit, your team should see prior visits, equipment notes, and open invoices — not start from zero.
Maintenance plans lack a system
Tune-up reminders and reactivation campaigns only work when memberships and last-service dates live in the CRM, not a spreadsheet.
How Ocliq helps HVAC teams
Centralize every lead channel
Website forms, Google ads, partner referrals, and missed-call text-backs land on one contact record with the conversation history attached.
Automate quote and appointment follow-up
Set reminders and sequences after estimates and service bookings so follow-up happens even when the office is dispatching trucks.
Keep pipeline and jobs visible
See install opportunities, service calls, and staged work in one pipeline so managers know what needs a phone call today.
Request reviews after completed jobs
Trigger review requests when a job is marked complete — a consistent process instead of hoping someone remembers.
What you run in one place
- Lead and customer records for service and install
- Unified conversations across calls, SMS, and email
- Automated follow-ups for quotes and no-shows
- Appointment reminders that reduce wasted truck rolls
- Pipeline visibility from inquiry to booked install
- Post-job review requests and reactivation of past customers
HVAC CRM questions
Is Ocliq a field service management tool or a CRM?
Ocliq is a CRM and client operations platform: lead capture, conversations, follow-up, pipeline, reminders, and reputation. It is designed to sit alongside the tools you already use for deep dispatch or accounting when needed — and can be customized when you need tighter workflows.
Can Ocliq help with after-hours HVAC calls?
Yes. Missed-call follow-up, SMS acknowledgment, and scheduling workflows help you respond when the truck is already out — without relying on someone staring at every ring.
Does pricing include setup?
Public monthly pricing is shown on our offer section. Custom setup or integration work is scoped separately when you need hands-on implementation — ask on the demo for a clear plan.
See Ocliq configured for HVAC work
Book a short walkthrough. We’ll map your lead sources, estimate follow-up, and service reminders to how your company actually runs.
Book a demo