Seasonal demand spikes. Maintenance agreement renewals. Equipment replacement opportunities buried in service history. Most HVAC CRMs surface none of this automatically. We build ones that do.
Every service call is a replacement opportunity. Every maintenance agreement renewal is a chance to upsell. Every equipment record is a future job. But if your CRM isn't surfacing these automatically, your team is leaving revenue on the table on every single call.
Then there's the seasonal spike problem. Summer hits, the phones ring off the hook, and your team is so busy dispatching emergency calls they stop following up on estimates. Those estimates go cold. Meanwhile you're spending on ads to generate new leads when closed business is sitting unfollowed in the system.
We build equipment tracking, maintenance renewal automation, and seasonal campaign pipelines that turn your existing customer base into a predictable revenue stream.
HVAC CRM setup is different from generic service businesses. We understand maintenance agreements, equipment lifecycles, and the seasonal demand patterns that make or break HVAC revenue.
Automated renewal reminders, lapsed agreement win-back sequences, and upsell triggers when agreements are due. Recurring revenue that manages itself.
Learn more →Equipment age, last service date, and unit records all tracked so your team sees replacement opportunities before the customer calls you in an emergency.
Learn more →Before summer and winter hits, automated campaigns go out to existing customers for tune-ups, priority service slots, and maintenance checks. Predictable revenue before peak season.
Learn more →No bloated proposals. No 90-day discovery phases. We move fast because we've done this before - including inside hvac companies companies exactly like yours.
30 minutes. You tell us what's broken. We tell you exactly what we'd do about it and what it would cost. No pitch, no deck.
Zach gets in your system, audits everything, and builds exactly what your business needs. You approve the plan before anything is touched.
Your pipeline is visible. Your team knows what to do next. Leads stop falling through. Revenue is trackable. You stop guessing and start running the business.
Maintenance agreements, seasonal demand, and lead follow-up — built into your CRM.
"Pear completely changed our startup into an impressive operation in just a few months. They are experts on automation and improving operations. If you're reading this - don't consider anyone else. You found the best one."
"The maintenance agreement renewal sequences run themselves now. Our customer retention rate went up and our team spends zero time chasing renewals manually."
Book a free CRM assessment. We'll show you exactly how much recurring revenue is sitting uncaptured in your existing customer base.
Book a Free CRM Assessment