Cycl Sales is a CRM for HVAC companies that turns service calls into booked jobs and one-time customers into maintenance members. Missed calls get a text back, tune-ups get booked and reminded, and replacement quotes get follow-up until the homeowner decides. On the AI Autopilot plan, AI answers and books leads 24/7.
HVAC revenue leaks in two places: emergency calls nobody answers during a heat wave or cold snap, and maintenance customers nobody reminds to renew. The first costs you the repair, and sometimes the system replacement that comes after it. The second costs you the steady work that carries you through the shoulder seasons.
When it’s 98 degrees out, the phones ring faster than the office can pick up, and a homeowner with no AC calls the next company on Google. Spring and fall tune-up reminders depend on someone pulling a list. Replacement quotes go out and sit, because nobody has time to follow up on a big-ticket decision the homeowner is still thinking over.
Cycl Sales texts back every missed call automatically and puts the caller in your pipeline, so the no-cool call gets booked instead of lost. Maintenance members get tune-up reminders on schedule and pay through recurring billing. Replacement quotes get a follow-up sequence that runs until the homeowner says yes or no. On the AI Autopilot plan, AI replies to leads and books appointments around the clock.
Inside Cycl Sales, an HVAC customer moves through six steps: the call or form comes in, gets a fast reply, books a visit, gets a quote with follow-up, pays online, and is offered a maintenance plan and a review request. After that, seasonal tune-up reminders bring them back every spring and fall.
Calls to your tracked numbers, web forms, Google Business messages, Facebook leads and web chat all go into one pipeline, tagged by source. Call recordings sit on the contact, so anyone in the office can pick up where the last person left off.
When nobody can answer, the caller gets a text right away so they don’t move on to the next company. On the AI Autopilot plan, AI keeps the conversation going, asks what the system is doing, and books the visit.
Customers book on your online calendar, or your office books for them. Confirmation and reminder texts go out automatically, so fewer techs pull up to a house where nobody is home.
Send the estimate from Cycl Sales, then let a follow-up sequence check in over the next few weeks while the homeowner compares quotes and weighs repair against replace. The sequence stops the moment they reply.
Send the invoice with a text-to-pay link and get paid before the truck leaves. Every payment lands on the customer’s record.
After the job, the customer gets a Google review request and an offer to join your maintenance plan. Members pay monthly or yearly through recurring payments and get tune-up reminders every spring and fall.
Cycl Sales covers the customer side of an HVAC company: calls, texts, booking, quotes, payments, memberships and reviews. The full feature list shows everything else in the platform.
Every missed call gets an automatic text so the customer stays with you. Call tracking and recording show where each call came from.
Service calls and tune-ups book onto your calendar, with confirmation and reminder texts and emails.
Sell maintenance agreements on recurring payments, and send renewal and tune-up reminders on schedule.
Send system quotes and let an automated sequence follow up until the homeowner decides.
Email and SMS campaigns for spring AC checks, fall furnace tune-ups and filter reminders, sent to the right customers.
AI chatbots answer by SMS, email and web chat 24/7, score leads, score calls and book appointments.
Cycl Sales handles the front of an HVAC business: answering leads, booking visits, following up on quotes, billing memberships, collecting payments and getting reviews.
It is not field service management software. Cycl Sales does not dispatch technicians, optimize routes, track trucks by GPS, cost jobs, manage parts inventory or run payroll. If you use ServiceTitan, Housecall Pro or Jobber for that, keep it and connect it to Cycl Sales with Zapier or webhooks. If your field service app’s front end feels thin, Cycl Sales can take over just that part: leads, follow-up, booking, reviews, estimates and invoices.
Need more calls coming in? Our team builds HVAC websites and runs SEO and ads through custom services.
Most HVAC shops already have a field service app or have looked at one. These pages compare Cycl Sales side by side so you can see what each tool covers.
Book a demo and we’ll walk through an HVAC pipeline in Cycl Sales, from a missed no-cool call to a signed maintenance member. Plans start at $197 a month with no long-term contract.