A CRM for HVAC companies that knows the sale doesn't end at won.
The sale has to outlast the install. The bids you're chasing on one board, and every unit you've installed with its next tune-up on somebody's list.
One CRM for HVAC,
from the bid to the tune-up.
Capture the lead
A replacement request at 9pm lands as a lead, tagged and assigned before the trucks roll.
Contacts
1 new from your website
Delia Vasquez
Vasquez Residence, Maple Ave
Jon Alvarez
J. Okafor
Dana Okonjo
Hillcrest Plaza
Ellis Bram
Vasquez Residence
Nora Patel
T. Brandt
Quote from the catalog
Heat pump, air handler, line set, labor. Pick the lines and send it. The sent version locks, with the price good for 30 days.
Quote Q-2181
Vasquez Residence
Heat pump, 3 ton, 16 SEER
Supplied and installed
Air handler
Attic mount with new plenum
Line set and pad
40 ft run, new equipment pad
Electrical disconnect and hookup
Licensed electrician
Haul-away and disposal
Refrigerant recovered, old system hauled
Record the unit
Add the unit to the site with its last service and next tune-up. Nobody climbs a ladder to answer a sales question.
Installed products
4 products at 4 sites
Rooftop unit, 5 ton
Hillcrest Plaza
Furnace, 80k BTU
Alder Creek Dental
Heat pump, 3 ton
Corner Market, Store 3
Mini split, 2 zone
Sandoval Residence
Follow up on the day
The tune-up task lands on a tech's list when it's due. Overdue turns red. The overdue unit is the one behind the replacement bid on your board.
Tasks
Today · 1 of 3 done
Follow up on the Maple Ave quote
Vasquez Residence · $12,085
Walk the Hillcrest roof with the manager
10:30am · 640 Hillcrest Ave
Send the maintenance agreement revision
Corner Market Group
Confirm the install date with the Nguyens
Nguyen Residence
Homeowners, properties,
leads and customers.
Contacts
5 people · search by name
Delia Vasquez
Homeowner · Vasquez Residence, Maple Ave
Jon Alvarez
Owner · J. Okafor
Dana Okonjo
Office manager · Hillcrest Plaza
Ellis Bram
Purchasing · Vasquez Residence
Nora Patel
Site contact · T. Brandt
Homeowners, properties,
leads and customers.
Every homeowner and facilities manager you deal with, with their phone, email, and the notes from the last no-cool call. Search by name and you are there. See how contacts and businesses work.
Every homeowner and facilities manager you deal with, with their phone, email, and the notes from the last no-cool call. Search by name and you are there. See how contacts and businesses work.
The property group behind the call. Sites, rooftop units, open bids, and every contact who works there, on one page.
The homeowner who asked for a quote is a lead until the first changeout is won. Then it is a customer. Same record, no re-entry.
Bids and pipelines.
Sales pipeline
5 open · $68,385 · drag a deal to move it
Mini split, garage office
J. Okafor
Rooftop unit replacement
Hillcrest Plaza
Maple Ave heat pump changeout
Vasquez Residence
Furnace and coil swap
T. Brandt
Maintenance agreement, 4 sites
Corner Market Group
Bids and pipelines.
Every open bid with its value, its stage, and the next follow-up. Drag it forward as the job moves. Mark it won and the customer record updates itself.
Every open bid with its value, its stage, and the next follow-up. Drag it forward as the job moves. Mark it won and the customer record updates itself.
Residential changeouts, commercial RTU work, maintenance agreements. One pipeline per kind of job, each with its own stages and its own board. See how deals and pipelines work.
Site visit, load calc, quote sent, negotiation, won. Rename, reorder, add or remove stages until the board reads like your shop.
Pick the unit from the catalog.
Send it as a quote.
Heat pumps, air handlers, line sets, and your labor rates are saved once. Add them to a bid while the load calc is fresh, and the totals and tax do themselves.
Products & services
7 items · with prices and units
Heat pump, 3 ton, 16 SEER
product · Supplied and installed
Air handler
product · Attic mount with new plenum
Line set and pad
product · 40 ft run, new equipment pad
Electrical disconnect and hookup
product · Licensed electrician
Haul-away and disposal
service · Refrigerant recovered, old system hauled
Carbon filter, 150 m²
consumable · Every 3 months
Service visit
service · Per visit
Unit 4 air upgrade
Vasquez Residence · 212 Maple Ave
Value
$11,190
Owner
MK
Follow-up
May 6
Line items · from the catalog
Heat pump, 3 ton, 16 SEER
1 × $6,850
Air handler
1 × $2,400
Line set and pad
1 × $940
Electrical disconnect and hookup
1 × $680
Haul-away and disposal
1 × $320
Northgate Climate
hello@fieldservices.co
Quote
Q-2181
Prepared for
Vasquez Residence
212 Maple Ave
Date
Apr 22, 2026
Valid 30 days
| Item | Qty | Amount |
|---|---|---|
Heat pump, 3 ton, 16 SEER Supplied and installed | 1 | $6,850 |
Air handler Attic mount with new plenum | 1 | $2,400 |
Line set and pad 40 ft run, new equipment pad | 1 | $940 |
Electrical disconnect and hookup Licensed electrician | 1 | $680 |
Haul-away and disposal Refrigerant recovered, old system hauled | 1 | $320 |
Price good for 30 days. 40% deposit on acceptance, balance on startup. · Thank you for your business.
Installed units and tune-ups.
Installed products
4 products at 4 sites
Rooftop unit, 5 ton
Hillcrest Plaza
Furnace, 80k BTU
Alder Creek Dental
Heat pump, 3 ton
Corner Market, Store 3
Mini split, 2 zone
Sandoval Residence
Installed units and tune-ups.
Log the unit you installed, at which site, and when. Tonnage, model, and install year stay on the customer record with the service history. See how installations and service work.
Log the unit you installed, at which site, and when. Tonnage, model, and install year stay on the customer record with the service history. See how installations and service work.
Due dates raise a task on their own. Overdue, today, this week. The tune-up stops waiting for the customer to call.
Filters every 4 months, a tune-up every spring. Set the interval once and Liteo opens the next job every time it comes round.
Reminders, tasks and notes.
Reminders
Type it like you'd say it. Liteo sets the date.
Call Mara about the maintenance plan
Northlake Dental
Send Pinebrook the site photos
Pinebrook Property Group
Chase the Delta Sign quote
Delta Sign Co.
Warranty check, Unit 4
Delta Sign Co.
Reminders, tasks and notes.
Type it the way you'd say it. "Call Vasquez Friday 9am about the changeout" becomes a reminder on the Vasquez record, with the date already set.
Type it the way you'd say it. "Call Vasquez Friday 9am about the changeout" becomes a reminder on the Vasquez record, with the date already set.
One list for the day, with a tech on every line. Tick off the coil clean and the customer record keeps the trace. See how reminders, tasks and notes work.
What the customer said about the noisy condenser, logged on the contact in the order it happened. The next tech picks up where you left off.
Everything you needto run the business.
Six things a small team touches every day. Click through, everything below is live.
Your stages, your board. Drag a deal, the record follows.
Liteo also works
for the trades next door.
Every trade gets its own page with its own examples. The customer record underneath is the same.
One plan.
Choose how you pay.
Every feature included. Unlimited records.
Annual
Billed $108 per user a year. Save $48 per user each year.
- Unlimited contacts, businesses, and deals
- Catalog, quotes, and installed products
- Tasks, reminders, and automations
- Lead forms, CSV import and export
- Every new feature, at no extra cost
No card required. Then $9/user/mo, billed annually.
Lifetime
Pay once. Use Liteo for good. Every feature and future update included.
47seats remain
953 sold · 1000 total
- Everything on the plan above
- All future updates, free
- Seats are transferable
- 14-day money-back guarantee
Gone after 1,000 seats. No subscription after you claim.
Common questions
Who it fits, how quotes work, and what you get with the trial.
Still stuck? hello@liteo.io
Put this season's bids on one CRM for HVAC.
Load your open quotes, import the installed units, and see what's due before the phone rings.
- 14 days free
- No card
- Cancel anytime