HVAC Companies
HVAC software that runs the service call, start to paid.
Schedule and dispatch technicians, send reminders for tune-ups, and let techs invoice and take payment on site. Cardo CRM is built around how service shops actually work — and you only pay for the features you switch on.
The day doesn't go to plan — your software should keep up.
An HVAC day is a moving target: a no-cool emergency jumps the queue, a tech finishes early, a part has to be ordered, and the afternoon gets re-shuffled twice before lunch. Most software treats every visit like a tidy, fixed appointment and makes dispatch a phone-call scramble. On top of that, the features a service shop relies on — two-way texting, card payments in the field, automated reminders — are usually locked behind the most expensive tier or billed per technician until the price stops making sense. You end up paying enterprise money for a fraction of the value, or running the shop out of a whiteboard and a group text.
Built for the way a shop runs.
Service-call scheduling & dispatch
Book service calls, assign the right technician, and drag to re-shuffle the board when an emergency jumps the line. Recurring visits are scheduled once and repeat.
On-site invoicing & Square payments
Techs add what was done and collect a card payment on the spot through Square. Deposits, balances and tips run through the same flow.
Tune-up reminders & two-way SMS
Automated texts go out before seasonal tune-ups and scheduled visits. On-the-way and confirmation texts send by SMS, with replies in one thread.
Technician mobile app
Every tech sees the day’s calls, addresses, equipment notes and history on their phone — no run sheets, no callbacks to the office.
Customer & lead management
Full history per customer and address, plus a pipeline from first call to booked job so estimates don’t fall through the cracks.
AI follow-ups
Quotes that go quiet get a smart, reply-aware text nudge that pauses the moment a human takes over the conversation.
Only pay for what you use
Switch on what your shop needs — nothing it doesn't.
Start with scheduling, dispatch and reminders. Add Square payments when you want techs collecting cards on site, the technician app when you're ready to drop paper, and AI follow-ups when you want estimates to stop going cold. No bundling the features you need with a tier full of features you don't.
Operator-built, not committee-built.
Cardo CRM comes from running a real service business — a moving company doing 100+ jobs a month on this exact platform. Service work rhymes across trades: schedule it, send a crew, do the work, get paid. We've solved that loop in the field, and the HVAC configuration puts it in your shop's language with the parts a service shop actually needs.
Need a custom HVAC system?
Maintenance-agreement billing, membership plans, or multi-location dispatch rules? We build custom HVAC software around your operation.
Custom HVAC software →Comparing options?
See how Cardo stacks up against Housecall Pro on customization and only paying for what you use.
Cardo CRM vs Housecall Pro →HVAC software FAQs
Is Cardo CRM a good fit for a small HVAC shop, or just big companies?
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It’s built for small and mid-size HVAC shops — the one-to-fifteen-technician businesses that the enterprise platforms price out or overwhelm. You switch on the modules you need (scheduling, dispatch, invoicing, reminders) and leave the rest off, so a two-truck shop isn’t paying for features built for a 200-tech operation.
Can technicians invoice and take payment on site?
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Yes. A tech can pull up the service call on their phone, add what was done, and collect a card payment through Square before they leave the driveway. No waiting to invoice from the office, no chasing the check next week.
Does it send reminders for seasonal tune-ups?
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You can schedule the visit and send automated text reminders ahead of it, so spring and fall tune-up appointments don’t get forgotten. Confirmations and on-the-way texts go out by SMS, and customer replies come back into one thread.
What about recurring maintenance agreements and contract billing?
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You can schedule recurring service visits and invoice each one today. If you run formal maintenance agreements with automatic recurring billing and renewal tracking, that’s usually best handled as a custom build — tell us how your plans work and we’ll scope it.
How fast can we be up and running?
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Because Cardo CRM ships configured for HVAC out of the box, most shops are scheduling and invoicing within days, not months. We adjust the vocabulary and rules to your shop during onboarding.
See Cardo CRM dispatch a service call.
Book a 30-minute demo and we'll show it configured for your shop.
Book a Demo