Maintenance agreement tracking, seasonal tune-up campaigns, and missed call text-back for emergency jobs — all configured for your HVAC operation and live in 7–10 days. You don't set it up yourself.
Emergency calls that go to the next guy. Maintenance agreement customers who slip into spring without a reminder. Technicians finishing jobs where nobody asks for a review and nobody starts the upsell. It adds up quietly.
Homeowner calls for emergency AC repair at 6pm on a Friday. You miss it. By the time you call back Saturday morning, they've already got someone else in their house. Emergency calls are the highest-value jobs you run — and the ones most likely to go to whoever picks up first.
Missed call text-back fires in under 60 seconds — even at 6pm on a Friday. "Missed your call — we handle emergency AC repair, what can I help with?" Lead stays warm. You call back with a reply waiting, not a cold lead.
You have 200 maintenance agreement customers. Spring tune-up season starts next month. You know you need to reach out, but doing it manually means either paying someone to make 200 calls or letting half of them slip.
Seasonal tune-up campaigns fire automatically — timed to your service schedule. Every maintenance agreement customer hears from you before the season hits. You stay booked without manual outreach.
Technician finishes an equipment replacement. Customer is happy, new system is running. Nobody asks for a review and nobody follows up to see if they need a maintenance agreement. Revenue walks out the door.
Review request fires the moment the job is marked complete. Maintenance agreement upsell sequence starts automatically. Every closed job becomes an opportunity for a long-term customer relationship.
These aren't features you configure. They're built into your system when we deploy it — specific to how HVAC businesses actually run.
You're not managing these. They run based on triggers — job status, timing, customer type — so nothing slips when you're busy.
ServiceTitan is built for large commercial operations with 20+ technicians. FieldPulse handles field service scheduling well. Neither is built specifically for the follow-up and retention work that keeps an HVAC operation fully booked — maintenance agreement renewals, seasonal campaigns, emergency call capture. That's what CyclSales is configured for, and we set it up for you.
| Feature | CyclSales | ServiceTitan | FieldPulse |
|---|---|---|---|
| Maintenance agreement tracking | ✓ | ✓ | Basic |
| Seasonal campaign automation | ✓ | Requires config | ✗ |
| Missed call text-back (<60s) | ✓ | ✗ | ✗ |
| Equipment replacement pipeline | ✓ | ✓ | Manual setup |
| Done-for-you setup | ✓ | ✗ | ✗ |
| Live in 7–10 days | ✓ | ✗ | Self-setup |
| Built for 1–10 truck operations | ✓ | ✗ | ✓ |
| No long-term contract | ✓ | ✗ | ✓ |
Most software companies hand you a login and a help center. Our clients have four support Zooms per week plus 24/7 by phone, email, or chat — because a system you can't use isn't worth the subscription.
"I've been able to very quickly scale — in honestly just six months. The support is the number one reason. Having people in your back pocket like them and not having to worry about it is what changed things for us."
— CyclSales client
You're not buying HVAC CRM software and configuring it yourself. We build the system. Here's exactly what that looks like.
We configure your lead and service pipeline for HVAC, set up your phone numbers for missed call text-back, and import your existing contacts and maintenance agreement customers from wherever you keep them now.
Missed call text-back, maintenance agreement renewal reminders, seasonal tune-up campaigns, review requests, and equipment replacement follow-up sequences — configured and tested for your operation.
We connect your website form, Google Ads, LSA, and any other lead sources. Every inbound call, form fill, and referral hits the pipeline automatically — nothing requires manual entry from your team.
Walkthrough with you and your team. Four support Zooms per week after that — plus 24/7 by call, email, or chat. Not a ticket queue. We keep things running and answer questions in real time.
What is the best CRM for HVAC companies?
Depends on what you actually need. ServiceTitan is the most feature-rich but it's built for large operations and takes months to onboard. FieldPulse handles field service scheduling well. Where most fall short is the stuff specific to HVAC: maintenance agreement tracking, seasonal tune-up campaigns, and missed call recovery for emergency jobs. CyclSales handles all of that and configures everything for your business in 7–10 days.
How is CyclSales different from ServiceTitan for HVAC?
ServiceTitan is built for large operations — 20+ technicians, dispatch boards, fleet management, enterprise reporting. If you're running 1–10 trucks, you're paying for a system built for a company three times your size and sitting through a months-long onboarding. CyclSales is built and live in 7–10 days, sized for smaller HVAC operations, and focused on what actually costs you money: missed emergency calls, unmailed seasonal campaigns, and maintenance agreements that lapse without a reminder.
How is CyclSales different from FieldPulse?
FieldPulse handles job scheduling and dispatch well. Where it falls short for HVAC is the automation layer — maintenance agreement renewal reminders, seasonal campaign sequences, and missed call text-back aren't built in. You're either configuring them yourself or running without them. CyclSales handles all of it and sets it up for you.
Can CyclSales track maintenance agreements and send renewal reminders?
Yes. Maintenance agreement tracking is built into your setup. Every customer on a plan is tracked — renewal date, last service visit, equipment info. Automated reminders go out 30 days before each agreement lapses so customers hear from you before they forget to renew.
How do seasonal tune-up campaigns work in CyclSales?
You set the timing — spring AC tune-up campaigns, fall furnace check campaigns — and the system sends them to your full list or filtered by equipment type and last service date. Every maintenance agreement customer hears from you before the season starts. No manual outreach, no one falling through the cracks.
What happens when an emergency call comes in after hours?
Missed call text-back fires in under 60 seconds — even at 6pm on a Friday. The lead gets an automated text: "Missed your call — we handle emergency AC repair, what can I help with?" They stay in the conversation instead of calling the next HVAC company on Google. You call back with a reply waiting, not a cold lead.
Does CyclSales work for both residential and commercial HVAC?
Yes. CyclSales works for residential HVAC, light commercial, and companies that do both. Your pipeline stages, maintenance agreement tracking, and automation sequences are configured around how your business actually runs — not a generic home service template.
How long does setup take?
Built and live in 7–10 days. We configure your HVAC pipeline, maintenance agreement tracking, and seasonal campaigns. You don't figure it out yourself.
Is there a long-term contract?
No long-term contracts. Month-to-month. See our pricing page for current plan details.
Ready to run a tighter HVAC operation?
Built and live in 7–10 days. No long-term contracts. 24/7 support.