THE HEADACHES EVERY
HVAC OWNER KNOWS.
Filter swaps fill up August. Your dispatcher is juggling 30 open slots by hand.
Your tech shows up not knowing what unit the customer has or when the warranty expires.
Recurring contracts are tracked in spreadsheets only one person can read.
FEATURES YOUR DISPATCH
TEAM WILL ACTUALLY USE.
Drag-and-drop dispatch board with real-time team visibility. Handle the August rush without the chaos.
Log every unit per customer — model, serial, install date, warranty expiry. Your tech knows before they knock.
Build a recurring service agreement once. Reminders go out automatically. Contract status is always visible.
Seasonal tune-ups and filter changes go on the schedule automatically. No manual follow-up required.
Invoice from the truck the moment the job is done. Stripe-powered card payments, and Founders adds 0% platform fee on top of standard processing.
Customers see your company name on every quote, invoice, and reminder — never ours.
SIDE BY SIDE.
BUILT FOR YOUR TRADE.
Generic comparisons miss what matters. Below: the features that make or break a hvac CRM specifically, with the gates and add-ons spelled out.
GOOD TOOLS.
WRONG PRICING MODEL.
Per-seat fees mean every tech you hire costs more before they book a single job. At Jobber Grow, that's $29/tech/month on top of $199 base.
Time tracking is locked to Jobber's Connect tier ($139/mo) and HCP's Essentials tier ($189/mo). On ToolbagCRM's Founders plan it's included. Knowing how long a job took shouldn't be a premium feature.
ServiceTitan is built for the 25+ tech enterprise HVAC shop. If you're a 4-truck residential operator, you're paying per-tech for tooling you'll never spin up.
QUESTIONS?
STRAIGHT ANSWERS.
How much does HVAC CRM software cost with ToolbagCRM?
One flat price with every tech included. Founders pricing is $99/month for your first three months, then $150/month locked for as long as you keep the account. There's no per-seat charge, so adding installers or a dispatcher doesn't raise your bill on your plan.
Does ToolbagCRM charge per technician?
No. Office staff, installers, and service techs are all included at the same flat rate. That's the main thing that separates it from most HVAC field service software.
Can I track maintenance agreements and equipment per customer?
Yes. Each customer record holds the equipment you've installed and the full service history, and recurring maintenance agreements are built in so the system reminds you when a visit is due.
Can techs dispatch and take payment in the field?
Yes. You schedule and dispatch from one board, and techs can invoice and collect card payment through Stripe before they leave the driveway.
Is ToolbagCRM available yet?
It's in pre-launch. You can join the waitlist now to lock the founders price before public pricing goes up.