Custom · HVAC
Custom HVAC software, built to fit your shop.
For shops with maintenance agreements, membership plans, multiple locations, or billing rules the off-the-shelf version can't express. We build your logic on a service-business foundation that's already proven in the field.
Start a discovery callThe proven core, plus what makes your shop different.
A custom HVAC build starts from Cardo CRM's service foundation — scheduling, dispatch, on-site invoicing, Square payments, two-way SMS and a technician app that already run a real service business — and then adds the parts unique to your shop. Maintenance agreements with their own renewal and billing logic, membership tiers, equipment and warranty history, multi-location dispatch: the things generic software bolts on awkwardly, we build to fit. You're not paying a developer to relearn how a service call works; you're paying for the layer that's actually yours.
What custom usually covers for HVAC.
Maintenance agreements
Plan tiers, visit cadence, renewals and recurring billing modeled the way you sell them.
Membership / club plans
Member pricing, priority scheduling and benefits tracked automatically.
Multi-location dispatch
Route and assign across locations, brands or divisions with their own rules.
Equipment & warranty history
Track installed equipment, warranties and service history per address.
Not sure you need custom?
Many shops are well served by the standard product. See the off-the-shelf HVAC software first — if it fits, that's the faster path, and we'll tell you.
Custom HVAC software FAQs
What do HVAC shops usually need custom?
+
Most often: maintenance-agreement billing and renewals, membership/club plans, multi-location or multi-brand dispatch, equipment and warranty tracking, or integrations with a specific accounting or supplier system. If your needs are simpler, the standard Cardo CRM likely covers them.
Can you build recurring maintenance-agreement billing?
+
Yes — that’s a common custom build. We model your plan tiers, visit cadence, renewals and billing the way your shop sells them, rather than forcing them into a generic recurring invoice.
Do we own and control the system?
+
Yes. Your build runs on your own deployment, you own the code, and we host and maintain it on a monthly plan. Your data is always yours.
How is it priced?
+
Custom HVAC builds start at $5,000 for the core; Pro builds ($7,500–$12,000) add deeper customization and optional modules. Fixed scope agreed up front — no hourly surprises.
Tell me how your shop runs.
30-minute discovery call. We map your operation and scope the build.
Book a discovery call