CrewBrix for HVAC
HVAC scheduling, equipment records, invoicing, and recurring service.
CrewBrix supports after-hours call intake, HVAC equipment history, scheduling and dispatch, jobs, invoices, payments, service agreements, and recurring billing. Booking uses your configured rules; recurring charges require an eligible saved payment method.
One HVAC job
From after-hours call to recurring service
After hours
The AC dies after the office closes
The AI Receptionist can answer the call, capture the customer and problem, and move an eligible request into scheduling.
Start of day
The tech starts with the unit history
Customer History keeps brand, model, serial, install date, warranty, and notes on the unit.
Field update
The field story changes
Photos, notes, and estimates stay attached to the same job.
Dispatch
Dispatch has to absorb the longer job
Scheduling & Dispatch keeps the calendar, assignments, availability, and reminders in one system.
At closeout
Prepare the invoice
Build invoices and track payments from the job details.
Next season
The relationship keeps going
Service agreements and Recurring Billing schedule repeat visits and can auto-charge an eligible saved card, with retries when a charge fails.
Equipment context
Start the visit with the unit history
Review the equipment details, reported issue, appointment window, and customer history before the technician leaves the office.
- Equipment
- Brand, model, serial, install date, warranty, and notes.
- Next check
- Confirm the request, schedule rule, and the team responsible for follow-up.
Use a demo account to confirm the fields and handoffs your team needs; these examples are not customer results.
Questions
HVAC setup details
See current plans on the pricing page, or compare other trades.
Does CrewBrix answer HVAC calls after hours?
Yes. The AI Receptionist answers inbound calls, and your business rules decide what gets scheduled versus handed off.
Does CrewBrix track HVAC equipment?
Yes. Equipment records include brand, model number, serial number, install date, warranty, location, and notes.
Does CrewBrix handle recurring maintenance agreements?
Yes. Service agreements and Recurring Billing are live, including saved-payment auto-charge, retries, and final-failure escalation.
Does CrewBrix include scheduling and dispatch?
Yes. Scheduling & Dispatch covers the calendar, assignments, availability, reminders, and customer confirm/reschedule/cancel texts.
Walk through an after-hours call and the next service visit
Bring an after-hours HVAC call, an equipment record, and a maintenance agreement. The demo can follow the record from intake through scheduling, invoicing, and recurring billing.