How to customize a CRM to become a more organized and efficient HVAC technician

As an HVAC technician , you want to spend the majority of your time repairing and installing equipment, not worrying about organization and the finer details of your business. A CRM can help you stay organized, keep track of leads and clients, and streamline your workflow so that you can focus on what you do best. To get off to the best possible start with your new CRM, you’ll want to customize it to suit your needs.

There are many CRM features that there’s no need to customize, but to make the most of your CRM, some features will require a bit more set up. To speed up your CRM set up process, read on for customization ideas that will help you get the best value out of your CRM as an HVAC technician.

Three critical features that you’ll want to customize in your CRM are groups, pipelines, and custom fields. Take a look below for some inspiration for how you can customize these three features as an HVAC technician and make your CRM work for you.

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Note: If you’re considering CRMs and you want to give our product — Less Annoying CRM — a try, we’ll be happy to apply all these customizations to your account during your free trial so you don’t need to worry about a thing. Just get in touch with our support if you’d like to give it a try.

Groups

Segment and organize your list of contacts and companies in the CRM.

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Pipelines

Pipelines

Track any workflow or process that you repeat over and over again.

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Fields

Custom fields

Collect all the information you need that is critical for your work.

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Custom fields

As an HVAC technician, it will be especially important to collect information on the particulars of each job you’re hired for, so that you can get to work right away when you arrive at the job site.

  • 🛠️Job Type (a dropdown field listing the type of job, including installation, repair, and maintenance as options)
  • ❄️Equipment Type (dropdown listing the type of equipment that will be worked on)
  • 🗓️Service Date (date field listing the date service will be performed)
  • ⚙️Parts Needed (checkbox field to check off any parts that need to be brought to a particular job)
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Custom fields let you take your CRM to the next level. Collect more than just the basic information about the contacts and companies you work with; instead, collect everything that is critical for your work.

Pipelines

Pipelines are composed of statuses—each status is step in the process you are tracking. Pipelines consist of both active and closed status. An active status is something that requires follow up or additional work. A closed status tracks the end points of a process.

As an HVAC technician, you can use a pipeline to track your entire process. From when someone first requests your expertise to when you’re showing off their repaired equipment—store all of that information in your pipeline. Take a look at an example pipeline for HVAC technicians below.

Active statuses

Service Request
Diagnostic
Repair Estimate
Parts Ordered
Repair in Progress
Quality Check

Closed statuses

Job Completed
Rejected Bid
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Pipelines are one of the most useful CRM features; they let you track any workflow or process that you repeat over and over again. It's a great way to make sure nothing slips through the cracks.

Groups

As an HVAC technician , groups will help you easily differentiate between different types of clients while also keeping track of the suppliers you work with. Take a look at a couple example groups that are perfect for HVAC technicians below.

  • 📦Suppliers
  • ‍🏠Residential Clients
  • 🏢Commercial Clients
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Groups are a handy feature that you can use to segment and organize your list of contacts and companies in the CRM. Think of groups as tags that you can attach to anyone to assign a label to them.

Once you’ve created custom fields, pipelines, and groups in your new CRM, you are ready to get started! Dive right in and start making the most of your new CRM.

Less Annoying CRM is a contact management tool designed for small businesses, run by a small business.

At $15/user/month with a 30-day free trial, LACRM has all the features that you need to manage your customers, new prospects, and everyone in between.

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