Average Ratings 1 Rating

Total
ease
features
design
support

Average Ratings 0 Ratings

Total
ease
features
design
support

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Description

CallBack HVAC is a follow-up tool for HVAC shops that miss calls while technicians and office staff are busy. With a compatible phone route and an approved texting number, a caller who reaches a supported unanswered-call outcome hears a consent prompt. If they press 1, the system can send one service text. The owner reviews any reply and makes the callback; the software does not answer every call or book jobs for you. The core plan includes caller records, a callback queue, message templates, lead status, basic reporting and CSV export. One dashboard reply is allowed after an incoming customer text. Staff must continue to handle booking and ongoing customer contact. AI CSR call handling is a separate pilot subject to review and activation, not part of the base trial. Core software costs $149/month after a 14-day trial that starts when the email address is confirmed. No card is required to start the software trial. Setup and carrier review use trial time. Provider number rental, registration, voice calls, messages and carrier fees are additional, including during the trial. Twilio is the standard setup; Telnyx and Plivo need availability confirmation before selection. A successful call-and-text test is required before customer use.

Description

Customers are essential to your business's success, and understanding their history, needs, desires, and your commitments to them is crucial. Implementing HVAC customer management software is vital to streamline your customer service efforts. Not only does this tool enhance your ability to offer superior customer support, but it also aids in managing technicians, invoicing processes, and customer payments effectively. By utilizing HVAC CRM Software from P3, you can gain comprehensive insights into all aspects of your operations. This software not only elevates your professional image but also empowers your field service technicians to deliver exceptional customer service. You can effortlessly send text and email notifications to clients regarding overdue invoices, upcoming appointments, changes in schedules, and other important updates. This functionality ensures that both your technicians and staff have a clear understanding of each customer's journey, from scheduling calls to finalizing payments, thereby enhancing the overall efficiency of your business. Ultimately, investing in such a system can significantly improve customer satisfaction and loyalty.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

QuickBooks Online
Twilio

Integrations

QuickBooks Online
Twilio

Pricing Details

$149/month
Core software: $149/month after a 14-day no-card trial starting after email confirmation. The trial runs during provider setup and carrier review. Customer use requires a paid provider account, approved texting number, registration, compatible routing, consent and a successful call-and-text test. Provider number, registration/campaign, call, text and carrier fees are separate, including during the software trial. Twilio is standard; confirm Telnyx or Plivo availability before choosing either. AI CSR pilots are separate.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

CallBack HVAC

Founded

2026

Country

United States

Website

callbackhvac.com

Vendor Details

Company Name

HVAC Business Solutions

Founded

2007

Country

United States

Website

hvacbusinesssolutions.com

Product Features

HVAC

Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Job Management
Maintenance Scheduling
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Technician Management
Work Order Management

SMS Marketing

2-Way Messaging
Artificial Intelligence
Contact Management
MMS
Mass Texting
Message Personalization
Mobile Coupons
Mobile Keywords
Polls / Voting
Reporting/Analytics
Scheduled Messaging
Shortcodes
Text-to-Win

Product Features

HVAC

Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Job Management
Maintenance Scheduling
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Technician Management
Work Order Management

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Alternatives

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