Back to database

Custom CRM for HVAC businesses (replace ServiceTitan)

Create a tailored CRM for HVAC companies to replace costly platforms and charge setup plus monthly support.

Summary

For HVAC firms (example: 30 crews), build a dedicated CRM covering scheduling, dispatch, invoicing, and crew management. Position it as a lower-cost, bespoke alternative to vendors like ServiceTitan and capture the savings as revenue.

Problem

HVAC businesses pay large recurring fees to generic platforms and lack a CRM tailored to their specific workflows.

Target customer

HVAC and trades companies with multiple crews (medium-sized service businesses).

Solution

Deliver a bespoke CRM customized to HVAC operations, migrate data, provide hosting and monthly support, and enable cost savings compared to incumbent platforms.

Business model

one-time implementation feemonthly subscription/supportper-crew or per-user pricingoptional customization retainers

Distribution

local SEOcold outreachreferrals

Required skills

customer discoverydistributionproduct validation

Source evidence