Custom Software Built Around How Your Shop Actually Runs
Off-the-shelf tools never quite fit. We build any custom software for HVAC contractors — a CRM designed for your shop, customer and job portals, dispatch dashboards, custom AI agents, and anything else you can spec. Built with Claude Code, roughly 10× faster. Same quality. Lower cost.
Off-the-shelf software wasn’t built for you.
HVAC teams duct-tape generic tools together, pay for seats they don’t use, re-key data, and still miss the one system they actually need. When the software doesn’t fit, we build one that does.
Off-the-shelf software doesn’t fit
You pay for seats you don’t use, bend your process around someone else’s software, and still can’t get the one screen you actually need. Generic tools were built for the average shop — not yours.
No CRM built for HVAC contractors
Generic CRMs don’t speak service calls, equipment history, maintenance plans, or seasonal demand. ServiceTitan and FieldEdge are heavy and pricey; Housecall Pro and Jobber box you in. You want a CRM shaped around how your shop actually runs.
No customer or job portal
Homeowners chase you for updates; techs chase paperwork. There’s nowhere for a customer to see their appointment, upload equipment photos, or check maintenance-plan status — and nowhere for a tech to see the full job in one place.
Your data is scattered everywhere
Leads in one tool, jobs in another, invoices in QuickBooks, spreadsheets on the side. Nobody has a single source of truth, so reporting is a guess and follow-ups fall through the cracks.
You need AI that knows your process
Not a generic chatbot — a custom AI agent trained on your services, service area, and workflow, working inside the tools you already use and booking real jobs.
You can’t see what’s really happening
The owner wants one dashboard: leads by source, booked vs missed calls, revenue per tech, review velocity, seasonal trends. No product gives you exactly that — so we build it.
Any custom software — a CRM built for HVAC contractors, a customer/job portal, a dispatch dashboard, a custom AI agent, or something no one has built yet — we can build it for you. Get a quote by booking a call.
We build any software your shop needs.
From a single AI agent to a full custom CRM — here’s what HVAC operators ask us for most.
A CRM built for HVAC contractors
A CRM designed around your world — service calls, equipment history, maintenance plans, warranty tracking, seasonal buckets, tech assignment, and your exact pipeline. Yours, not a rented one-size-fits-all.
Customer & job portals
A branded homeowner portal to view appointments, upload equipment photos, request follow-ups, and track maintenance plans — plus a tech-facing job view with everything needed on site.
Dispatch dashboards
A live dispatch board with drag-to-schedule, tech utilization, job-type tagging, and map views — built to how your dispatcher actually thinks, not a rigid template.
Custom AI agent software
HVAC-trained AI agents — voice receptionists, reactivation callers, support and FAQ bots, document readers — that take real actions and book real jobs, built on the Claude Agent SDK, VAPI, or Retell.
Owner reporting & analytics
One dashboard pulling every source — leads, jobs, invoices, ads — into the numbers the owner actually needs, with weekly summaries and anomaly alerts.
Integrations & data pipelines
Connect QuickBooks, ServiceTitan, Housecall Pro, Jobber, FieldEdge, Stripe, and your dispatch tool so data flows automatically instead of being re-keyed by hand.
Internal & mobile tools
Field apps, admin tools, quoting calculators, and self-service portals — whatever your team opens twenty times a day but can’t buy off the shelf.
Anything else you can spec
If it’s software and it runs your business better, we can build it. Bring the problem to the call and we’ll tell you exactly how we’d solve it.
A CRM designed for HVAC — not rented.
Stop bending your shop around software built for the average business. Own a CRM shaped around your process.
The rented, one-size-fits-all way
- Per-seat pricing for features you never touch.
- No concept of equipment history or maintenance plans.
- Your pipeline forced into someone else’s stages.
- Reports you can’t change and data you can’t export cleanly.
- You adapt to the tool — forever.
The built-for-your-shop way
- Service calls, equipment history & warranty tracking baked in.
- Maintenance plans, renewals & seasonal buckets native.
- Your exact pipeline, fields, and tech-assignment logic.
- The reports the owner actually wants, one screen.
- You own the code — no per-seat tax, ever.
AI agent software we can build for HVAC.
Concrete agents that take real actions and solve real pain — starting points we customize to your exact shop.
AI HVAC Receptionist
Answers every call after hours and during peak load — separates no-heat / AC-out emergencies from routine tune-ups, qualifies the homeowner, and books dispatch straight to your calendar. Never miss a call again.
AI Reactivation Caller
Works your past-customer database at scale — finds equipment due for a tune-up or a maintenance-plan renewal, delivers your script, handles objections, and books the appointment without office staff.
AI Support & FAQ Agent
Handles web chat, SMS, and email — answers filter sizes, service-area coverage, maintenance-plan status, and pricing ballparks, then routes anything needing a human with full context.
AI Document Processor
Reads equipment records, warranty docs, and intake forms. Extracts make/model/age, service history, and warranty status, then files it into the right CRM field automatically.
Rebate & Pricing Research Agent
Monitors competitor pricing, rebate programs (IRA 25C, HEEHRA, utility incentives), and local weather to generate a weekly briefing on what to promote and at what price.
AI Business Analytics Agent
Connects to your CRM, Housecall Pro, Jobber, or QuickBooks — generates weekly revenue summaries, flags seasonal dips, forecasts tech utilization, and answers plain-English questions about the shop.
Don’t see your exact use case? Book a call — if it’s possible to build, we can build it.
The stack we build on.
We pick the right tool for each HVAC build — but these are the ones we reach for most.
Foundation models & SDKs
Voice AI
Languages, frameworks & infra
From idea to production in 5 steps.
A clear, predictable engagement — fixed scope, fixed price, no surprises.
Free discovery call
30 minutes. We understand the problem, your current tools, and what a win looks like for your shop.
Scoping & fixed quote
A written scope with milestones, timeline, and a fixed-price estimate. No surprises mid-project.
Build sprints
1–4 week sprints with weekly demos. You see working software every Friday, not just status updates.
Testing & QA
Edge cases, load, and security. We don’t ship software that breaks under heat-wave call volume.
Deploy + 30-day warranty
We deploy to your infrastructure and fix any defect free for 30 days after handoff. Full IP transfer, always.
Two ways to engage.
Project-based or hourly — whichever fits your build. Full IP transfer and a 30-day warranty on every fixed-price project.
Fixed-Price Project
- Milestone-based payment
- Written scope & fixed timeline
- No surprise mid-project charges
- 30-day bug-fix warranty
- Full IP transfer by default
- Best for clearly-defined builds
Hourly Engagement
- Pay only for hours worked
- Best for ongoing iteration
- Weekly time reports
- Cancel or pause anytime
- Full team: dev + AI + voice
- Scales with your workload
Custom software questions.
Yes — a custom HVAC CRM is one of our core builds. Instead of bending your shop around ServiceTitan, FieldEdge, Housecall Pro, or Jobber, we design a CRM around how you actually work: service calls, equipment history, maintenance plans, warranty tracking, seasonal buckets, tech assignment, and your exact pipeline. You own it outright.
Yes. We build branded homeowner portals (view appointments, upload equipment photos, request follow-ups, track maintenance-plan status) and tech-facing job views that put everything needed for a job in one place — all wired into your data.
HVAC-trained AI voice receptionists, outbound reactivation callers, support and FAQ chatbots, rebate-research agents, document processors, and analytics agents. They take real actions — qualify, book, follow up, report — using the Claude Agent SDK, VAPI, or Retell, wired into the tools you already use.
The GHL Development page covers software that connects to, extends, or migrates into GoHighLevel. This page covers standalone custom software — a custom HVAC CRM, portals, dispatch dashboards, AI agents, and internal tools — that may or may not touch GHL at all. Not sure which you need? Book a call and we’ll point you the right way.
We build with Claude Code — Anthropic’s AI-assisted development CLI — which lets a small senior team ship the same production software roughly 10× faster than a traditional dev shop. Same quality, lower cost. Simple agents ship in 2–3 weeks; full apps in 6–12 weeks.
Fixed-price projects run about $3K–$50K+ depending on scope, with milestone payments and a 30-day warranty. Prefer flexible? Hourly is $75/hr with no minimums. Book a call for a firm quote on your specific build.
100%. Full IP transfer is included by default — no licenses, no lock-in. The code lives in your repo, deploys to your infrastructure, and runs under your accounts.
Always. Send your standard NDA at the discovery call and we’ll sign before anything sensitive is shared.