Most HVAC companies use a CRM to store contacts. Root builds HVAC CRM systems that actively sell service agreements, automate follow-up, and convert more leads — year-round.
2 minutes. No obligation.
38%
Average close rate increase after CRM implementation
< 3 min
Speed-to-lead response time with automation
$300K+
Average recovered revenue in year one
2.5×
More service agreements sold with follow-up automation
ServiceTitan, HubSpot, Jobber — we configure your CRM specifically for HVAC workflows: dispatch, service agreements, seasonal campaigns, and follow-up.
No more leads going cold. Instant SMS and email sequences trigger the moment a lead comes in, an estimate is sent, or a service call is completed.
HVAC customers call multiple companies. The one that responds first wins. We automate your first response to under 3 minutes, guaranteed.
Your service agreements are your most valuable recurring revenue. We build CRM systems that actively sell, track, and renew your agreement base.
Spring AC tune-up campaigns. Fall heating check campaigns. Automated outreach to your entire customer base exactly when they need you most.
Every customer who's called you once is a future service agreement, referral, and upgrade. We build systems to keep them in your ecosystem.
"Our service agreement renewals went from 60% to 88% after Root rebuilt our follow-up system. That's pure recurring revenue we were leaving behind."
Carlos M.
Owner, ComfortPro HVAC
"We went from a 4-hour average response time to under 5 minutes. The difference in booked appointments was immediate."
Lisa R.
CEO, Premier Climate Systems
Get a free CRM audit and we'll show you exactly where your HVAC pipeline is leaking revenue.
No obligation. No fluff. Just clarity.
rootagency.co · HVAC CRM specialists