The HVAC CRM
Built to dispatch and grow.
Capture every emergency call, book seasonal tune-ups, and keep maintenance plans renewing — without juggling clipboards, voicemails, and spreadsheets.
No contracts · Cancel anytime · Live in 7–14 days
From service call to system replacement — one pipeline.
Track every call, every quote, every maintenance member, and every aging system in one place. When the August heatwave hits, you do not lose calls because nobody answered.
Heatwave-proof intake
Auto-text replies and self-book links handle the call volume when 95° hits. No more lost leads to voicemail.
Quote follow-up that closes systems
Equipment replacements take days to decide. Auto-sequences keep you in front of the homeowner without nagging.
Maintenance member retention
Spring tune-up, fall tune-up, and renewal reminders auto-schedule themselves. Memberships compound.
Built for the way you actually run service calls
We talked to HVAC owners about where leads and renewals slip — and built Tegrity Connect to fix it. Same platform, less switching, more service revenue.
Never miss an after-hours call
After-hours and overflow calls auto-capture as tickets, get routed to the right tech with full customer history, and trigger an instant text back to the homeowner. No more lost callbacks.
Maintenance plans that renew themselves
Auto-send seasonal tune-up reminders, schedule visits in advance, and trigger plan renewals so your recurring service revenue compounds while you focus on the work.
A real team behind you
"Brody and the Tegrity team are super responsive and provide a personal touch any time me or my team need assistance with anything." — Basia Kost, small business owner. Business plan customers get 24/7 chat support.
A guided launch with our support team
Every new Tegrity Connect account starts with our $175 onboarding sprint. Add Training, Migration, or Consulting whenever you need an extra hand.
Fill out the onboarding form
Tell us about your business — what you sell, how leads come in, and the tools you use today. Takes about 10 minutes after you sign up.
Book your 1:1 onboarding session
Pick a time that works. Our support team blocks the slot and preps your account before the call. The $175 one-time onboarding is required for every new account.
We set you up live
On the call we walk through SMS verification, domain and email configuration, integrations with your existing tools, and the first workflows that matter most to your business.
Ongoing support, always
Business+ plans get 24/7 chat support from the same team that onboarded you. Starter plans get email anytime. You are never on your own.
Add-on services as you scale
Need more hands? Add Training, Migration, or Consulting from our Services menu — pay only for what you need, when you need it.
Optional add-onPick a plan that grows with you
Every plan includes onboarding, support, and unlimited contacts. One-time $175 onboarding for new accounts.
Starter
Each additional license is $27.50/month
Best for: Solo business owners, small teams, and growing businesses who are looking for an affordable way to stay organized and appear more professional.
- Organize — Contacts and customer profiles, custom fields, tags and smart lists, unlimited pipelines, tasks and notes
- One inbox — SMS, email, phone, Facebook Messenger, Instagram, Google Business Profile, and web chat all in a single conversation thread
- Reach out — Marketing campaigns, bulk SMS and email sends, saved message templates, call tracking and recording
- Get found — Review requests and responses for Google and Facebook, social media planner, blog
- Capture — Forms, surveys, funnels, calendar and appointment booking
- Measure — Reporting dashboards, lead source attribution, call reporting
- Work anywhere — Full iOS and Android app for your whole team
- Connect — Out-of-the-box integrations with the tools you already use
- 4 users included, expandable to 10
Business
Each additional license is $50/month
Best for: Growing businesses that want tailored templates, automations, and some customization to support their business and customers.
Everything in the Starter Plan plus:
- Everything in Starter, plus:
- Automate — Visual workflow builder, trigger links, missed-call text back, appointment reminders and no-show follow-up, internal notifications and task routing
- Get paid — Payment processing, invoicing, recurring billing and subscriptions, text-to-pay, products and coupon codes
- Close — Estimates, quotes, documents and contracts your clients sign on the spot
- Convert — Landing pages, QR codes, A/B split testing on pages and emails
- Support — Chat support when you need a hand
- 4 users included, expandable to 25
Everything you want to know before you switch
Yes. Tegrity Connect plays nicely with the dispatch software you are already using — ServiceTitan, Jobber, Housecall Pro, and most other modern platforms. We integrate via API so leads and calls flow into Tegrity without forcing you to abandon what already works.
Inbound calls outside business hours get auto-answered by our AI agent, who gathers the basics (address, urgency, system type), creates a ticket, and texts you or your on-call tech immediately. The customer feels heard. Your team only gets pulled in for the calls that actually need them.
Yes — and this is where most HVAC owners see the biggest payoff. Tegrity tracks every plan customer, auto-sends seasonal tune-up reminders, schedules the visit, and triggers renewal billing. The recurring revenue lift typically pays for the platform within a quarter.
Yes, and we mean it kindly. The $175 onboarding gets you a real human walking you through SMS setup, domain configuration, dispatch integration, and the workflows that matter to your business. You launch confidently — not staring at an empty dashboard.
Business plan customers get 24/7 chat support — including weekends and after-hours. Starter plan customers can email anytime. As Basia Kost, a customer of ours, put it: “Brody and the Tegrity team are super responsive and provide a personal touch any time me or my team need assistance with anything.”
Yes — see plumbers, roofers, landscapers, and general contractors.
Catch every call. Renew every member.
Drop your email and we will show you exactly how Tegrity Connect runs your HVAC shop — or book a 20-minute demo with our team.