Maximize HVAC Profit
Profit Max is the HVAC CRM that maximizes profit and builds recurring revenue.
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What Profit Max Does for HVAC Businesses
Profit Max is an all-in-one CRM for HVAC businesses. It centralizes your leads, quotes, work orders, invoices, payments, and customer messaging so you can run your entire HVAC business from one app.
HVAC Software Features
Profit Max prices every HVAC job to exceed your target profit margin, grows every job with packages, limited-time offers, and recurring service plans, and optimizes your pricing to profit more over time.
Automatic Price Optimization
Tells you when you can charge more for an AC tune-up.
Packages
Three system replacement options as Good, Better and Best on one quote.
Limited-Time Offers
A discounted smart thermostat on a system replacement quote.
Service Plans
Two tune-ups a year for a small monthly payment.
More for Your HVAC Business
Fleet and Equipment Maintenance
Tracks maintenance on your service vans and equipment by miles and hours.
Inventory Management
Tracks your filters, parts and refrigerant, with low-stock alerts.
Text and Email Automations
Sends appointment reminders and invoice reminders by text and email automatically.
HVAC Software Pricing
Start with a 14-day free trial with every Pro feature. No credit card required.
- ✓ Unlimited Contacts
- ✓ High-Converting Quotes
- ✓ Automatic Job Costing
- ✓ Job Calendar
- ✓ Invoices & Online Payments
- ✓ Mobile App
- ✓ Price Optimization
- ✓ Packages, Limited-Time Offers & Service Plans
- ✓ Instant Quote Forms
- ✓ Customer Portal & Online Booking
- ✓ Employee Time Clock
- ✓ Employee Training Videos
- ✓ New Hire Onboarding System
- ✓ Equipment Maintenance Tracking
- ✓ QuickBooks & Zapier
- ✓ Email Marketing Campaigns
New account offer: Pro is $99 a month for your first 3 months.
Start Your HVAC Business on Profit Max
You can do all three steps during your free trial.
Start Your Free Trial
Sign up with your email, and your 14-day free trial starts right away. You don't need a credit card to start it.
Set Up Your Business
The Setup Checklist takes you through it one step at a time: your costs, your services and prices, online payments and texting.
Start Maximizing Profit
As you send quotes, your profit margin and close rate are tracked, automatically optimizing over time to maximize year-end profit.
HVAC Software Questions
What does Profit Max do for an HVAC business?
Profit Max is the HVAC CRM that maximizes profit and builds recurring revenue. Profit Max prices every HVAC job to exceed your target profit margin, grows every job with packages, limited-time offers, and recurring service plans, and optimizes your pricing to profit more over time.
Is Profit Max HVAC load calculation software?
No. Profit Max doesn't do load calculations or duct design. It is the CRM an HVAC business keeps its leads, quotes, work orders, invoices, payments and customer messaging in.
Can I sell HVAC maintenance agreements with monthly payments?
Yes. With Service Plans, a customer pays a monthly fee for maintenance on a schedule, like a tune-up every 6 months. Profit Max charges the customer's card monthly and schedules the jobs included in the service plan. Service Plans are part of the Pro plan.
Can I track filters and parts on each van?
Yes. Inventory tracks the filters, parts and supplies your jobs use, on trucks and in storage, with low-stock alerts and a reorder list grouped by vendor. Inventory is part of the Pro plan.
Is Profit Max HVAC software for a small business?
Yes. The Starter plan includes one user and the Pro plan includes 10 users, and you set up your own services, prices and costs on either one.
How much does HVAC software cost?
Profit Max Starter is $49 a month, or $29 a month when you pay for a year up front. The Pro plan, which includes Packages, Limited-Time Offers, Service Plans and Instant Quote, is $199 a month, or $149 a month when you pay for a year up front. Every new account starts with a 14-day free trial.
Ready to Stop Leaving Money on the Table?
Start your free 14-day trial. No credit card required. See how much more you could be profiting.
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