CRM for HVAC, plumbing & electrical
Quote parts and labor together. Bill the agreement on time.
Trade work isn't one flat price. A real quote is equipment, parts, and a tech's hours, and half your revenue is maintenance agreements that renew. Coeffection prices it the way you do and turns signed work into an invoice without retyping.
Sound familiar?
Parts and labor don't price the same
Equipment carries a markup, labor runs by the hour, and a trip charge sits on top. Most CRMs give you a line item and a quantity, so the real math happens in a spreadsheet.
Maintenance agreements live on a calendar somewhere
Spring and fall tune-ups, annual renewals, member pricing. When the schedule lives in someone's head or a whiteboard, visits get missed and renewals lapse.
Signed jobs get typed in twice
The customer signs, then someone rebuilds the same job in QuickBooks to invoice it. That's where the wrong price or the missing line creeps in.
How Coeffection fits
One CRM you shape to the way you actually work.
Parts, labor, and margin on one quote
Set up pricing formulas for equipment markup, labor rates, and trip charges once. Quotes add it up as you build them, and margin rules flag a job priced too thin before it goes out.
Service agreements that bill on schedule
Sell monthly or annual maintenance plans next to one-time install work on the same quote, so recurring revenue is tracked from the day the agreement is signed.
Signed work becomes the invoice
When the customer e-signs, the quote flows into QuickBooks or NetSuite as an invoice. Nobody re-keys it, and the numbers match what the customer approved.
Calls, texts, and photos on the job
Customer calls, texts, emails, and job-site photos stay on the job record, so whoever picks up the phone knows what was promised.
See it in action
Your work, set up the way you already run it.
Real screens from Coeffection, set up for a business like yours. The company and customers are made up; the product is not.
Swipe to see the whole screen.
Swipe to see the whole screen.
Integrations
Works with the tools you already use.
Signed jobs become invoices
Invoices for larger contractors
Calls and texts log to the job
- Google Calendar
Site visits on your calendar
Frequently asked
Is Coeffection a field service dispatch tool?
No. Coeffection is the CRM and quote-to-invoice side of the business: leads, quotes, agreements, approvals, and invoicing. If you already use a dispatch or scheduling tool, Coeffection handles the selling and billing around it.
Can one quote include both an install and a maintenance plan?
Yes. Products can be one-time, monthly, or annual, and a single quote can carry all three, so the install and the plan that follows are sold together.
Does it work with QuickBooks?
Yes. Coeffection connects to QuickBooks Online and NetSuite. A signed quote becomes an invoice there without anyone re-entering it.
Can I stop techs or reps from discounting below a margin?
Yes. Margin and approval rules can block a quote or send it to a manager for approval when the price drops below the floor you set.