HVAC CRM software
Schedule A/C, heating and preventive maintenance, dispatch techs by map, collect on-site, and keep the service agreement live year-round.
Dispatch, recurring maintenance and collections — in one app.
The 7 tools a hvac business uses every day.
Tap any tool to see its pain, capabilities, real-world scenario and metric.
Active area: Capture leads
Oly Voice — AI receptionist that captures July's $$$
The pain
Sunday 9:47 p.m., baby sweating, A/C dead. Your line rings 11 times in 4 hours and nobody answers — you sleep. Monday the family called 3 competitors; one answered. You lost a $1,200 repair + a lifetime customer.
What Olynx does
Olynx Calls (LiveKit + bilingual voice AI) answers every call 24/7, triages "not cooling" / "water leak" / "strange noise" / "routine check", charges trip fee on the call, and only wakes you for real emergencies.
- Automatic triage: not cooling / leak / strange noise / preventive
- Asks equipment brand/model (rating plate photo)
- Charges trip fee ($89-$129) by card on the call
- Only transfers true emergencies to on-call
- Every call with recording + transcript on customer profile
- Auto-bilingual ES/EN
Sunday 9:47 p.m. "Our A/C died and my baby is sweating". Olynx Calls: detects emergency, confirms address, charges $89 trip (Apple Pay in 30 sec), transfers to Carlos (on-call). Carlos arrives 35 min later. Monday 7 a.m. you have 6 more overnight leads in the inbox.
$3.4K
/mo in night leads captured
Every tool that moves your business.
Every tool built for the real-world problems a hvac business faces. No add-ons, no upsells.
Oly Voice — AI receptionist that captures July's $$$
Olynx Calls (LiveKit + bilingual voice AI) answers every call 24/7, triages "not cooling" / "water leak" / "strange noise" / "routine check", charges trip fee on the call, and only wakes you for real emergencies.
Dispatch + optimized routes for your fleet
Olynx orders the route by GPS proximity at day-start, assigns by certification (EPA 608 / NATE / Senior Tech), notifies the customer with real ETA via SMS, and auto-re-routes when an emergency drops in. On-site time + drive time measured = real productivity data.
Live Map + Crew Tracking
Live GPS map with real-time location of each tech (geolocation API). Click pin → who, what equipment they're fixing, time since clock-in. Live job costing: hours × rate hits job budget in real-time. Predictive payroll with next-period forecast.
Per-equipment PM checklists + EPA compliance
Olynx has per-equipment-type checklists (split, package, mini-split, geothermal, chiller) the tech completes from mobile with photos, readings (suction, discharge, subcooling, superheat) and customer signature. Every oz of refrigerant logged with EPA #, certified tech and dilution — exportable as PDF in 30 sec for audit.
Estimates with HVAC Expert calculator
HVAC Expert calculator uses simplified Manual J per IECC climate zone (1-8) + insulation R-value + window %. Calculates recommended tonnage, minimum SEER per zone, estimated ductwork sizing. Quote equipment (Carrier/Trane/Lennox) + ductwork + thermostat + install labor with a flat-rate pricebook you actually keep current.
Memberships + on-site Stripe collections
Olynx automates both: Silver/Gold/Platinum membership with auto monthly billing on day 1 + decline retry day 3 + auto-email to customer. On-site collection with SMS link when the repair closes — Apple Pay / Google Pay / card / ACH ($1 flat). 2-way QuickBooks Online sync — each charge in the right category without you lifting a finger.
GPS Time Clock + offline Company Camera
Giant "Clock In" button → captures lat/lng + photo + timestamp + auto-assigns to active project. Overtime detection (>8hr/day or >40hr/wk). Camera with timestamp + GPS + logo watermark, annotation canvas. PowerSync = local SQLite on phone → everything works without signal and silently syncs when back online.
Want to dig deeper into every tool?
See all featuresWhat a hvac business deals with every day.
- 01
Dispatching techs by phone and WhatsApp — with no idea where they are.
- 02
Preventive maintenance that gets forgotten and lost as recurring revenue.
- 03
Quoting repairs with parts you don't have in stock — no inventory visibility.
- 04
Emergency calls you miss at 11 p.m. when someone's A/C dies in July.
- 05
Techs without EPA 608 / NATE cert assigned to jobs that require it.
- 06
No refrigerant tracking (R-410A / R-32) — EPA audit risk.
How we fix it.
8 concrete things that change the day-to-day.
- 01
Map dispatch with optimized routes — the tech sees the next job and the customer gets a real ETA.
- 02
Automatic recurring jobs: quarterly/biannual/annual PMs that schedule themselves.
- 03
Live inventory of compressors, filters, refrigerant and parts — the quote flags shortages.
- 04
AI receptionist that answers emergency calls 24/7 and books by urgency level.
- 05
Simplified HVAC tonnage calculator (Manual J per IECC zone) inside the estimate.
- 06
Smart cert-based assignment: only certified techs take refrigerant jobs.
- 07
Annual service agreement with auto-renewal + recurring billing.
- 08
Flat-rate pricebook per common repair (compressor swap, capacitor, contactor, freon top-off).
The numbers that move your business.
01
32%
more jobs per tech/day
Optimal routing + skill-based assignment.
02
24/7
coverage without a dispatcher
AI receptionist handles 11 p.m. A/C emergencies.
03
$44K
membership MRR
Auto recurring billing you don't chase.
04
−68%
callbacks from incomplete PMs
Equipment-model standardized checklists.
What a Tuesday running on Olynx looks like.
- 06:30
Day dispatch
Map with 6 techs + 22 jobs. Auto-optimized route. You approve and the techs get a push.
- 09:14
Emergency drops in
No A/C, owner in wheelchair. Olynx reassigns to Iván (8 min away), notifies customer with real ETA.
- 11:48
Quarterly PM
Iván completes 14-point Carrier checklist. Uploads filter photo + superheat reading. Signed PDF auto-sent.
- 13:05
On-site collection
Capacitor swap for Mr. Park. $189 flat-rate. Customer pays via Apple Pay from his phone. QuickBooks already has the revenue.
- 18:00
Monthly recurring
It's the 1st: Olynx charges $3,675 from 147 Gold memberships. 3 declines auto-retry tomorrow.
5+
Specific features
14
Industries supported
$249/mo
Single Founders price
The features you'll use the most.
Dispatch + routes
Map with live techs and optimized route.
AI Receptionist
Handles emergency calls 24/7 — no missed leads.
Service agreements
Preventive maintenance schedules itself.
Inventory
Parts, refrigerant and filters in real time.
On-site payments
Card or ACH from the mobile app.
What hvac contractors ask most.
Yes. You set the cadence (quarterly, biannual, annual), Olynx schedules + notifies the customer, and the tech gets the right visit checklist.
Yes. You assign certifications (EPA 608, NATE, etc.) per tech and dispatch filters them automatically.
Yes. From mobile they add the part, the system deducts inventory and the line shows on the invoice.
Ready to scale?
Join thousands of service professionals who use Olynx to grow and manage their operations without the growing pains.