Built for HVAC companies
10 years of revenue hang on every install
A CRM for HVAC companies has to outlast the install. The unit you fit this spring is 10 years of filter changes and tune-ups, and one day the replacement sale. Liteo tracks the bid to won, then the unit and its next service, so maintenance revenue stops depending on who calls first.
The problem
3 ways a season leaks money
The changeout you quoted in May and lost in July
You priced the 3-ton heat pump, and the homeowner wanted to think it over. Then the no-cool calls buried you for 6 weeks. By the time you called back, another company's sticker was on the air handler.
Maintenance that waits for the phone to ring
You've installed hundreds of units, and every one is due a tune-up sometime. The only ones that happen belong to customers who think to call. The rest go to whoever shows up first.
Nobody can say what's on that roof
A property manager calls about an RTU acting up. The tonnage, the age, and the last service date live in a filing cabinet or one tech's memory. You send someone up a ladder to answer a sales question.
01 · Pipeline
The first job of a CRM for HVAC companies
The whole season sits on one board, every bid in the stage it's really in. Lead, site visit, quote sent, negotiation, won. You see everything that's live without opening a single folder.
When a bid moves, drag it over. A deal that sits still shows its age on the card, flagged at 7 days, overdue at 14. The stale ones show themselves.
- Stage totals, so you know what the season's worth
- Name the stages the way your shop talks
- One board for residential, one for commercial RTU jobs
$5,800
$38,500
$21,685
$2,400
$5,800
$38,500
$21,685
$2,400
Vasquez Residence
Maple Ave heat pump changeout
$12,085
02 · Quotes
The quote goes out while the load calc is fresh
Build it from your saved catalog. The 3-ton heat pump, the air handler, the line set and pad, the electrical hookup. Pick the lines, set the price, and the totals and tax do themselves.
Then the quote stands on its own. The sent version is locked, and the price is good for 30 days. If the yes hasn't come by then, it expires where you can see it.
Quote Q-2181
Vasquez Residence
212 Maple Ave
Quote Q-2181
Vasquez Residence
212 Maple Ave
Quote Q-2181
Vasquez Residence
Total
$12,085
03 · Installed base
Won is where the service life starts
Liteo keeps every unit you've installed, at the site where it runs, with the last service and the next due date. The 5-ton rooftop unit that's 3 weeks overdue shows up red. That's the unit behind the $38,500 replacement bid on your board.
When a unit comes due, Liteo creates the service task and puts it on the right person's list. Record the visit and the next reminder chains on its own. The tune-up stops waiting for the customer to call.
Service due
Hillcrest Plaza
Rooftop unit, 5 ton
Next service
3wks late
04 · Follow-ups
The follow-up comes back on the right day
Send the quote, set the follow-up, done in the same minute. On the day it comes back on your list, with the deal and the price attached. Overdue turns red and stays red.
Every morning Liteo emails you what's due and what's overdue, in your timezone. Peak season is loud. The list keeps the quiet work from slipping.
05 · Lead capture
The quote request files itself
Put the form on your website. A homeowner asks for a replacement quote at 9pm, and Liteo creates the contact as a lead, tagged and assigned. It's waiting for you before the trucks roll.
Add a rule if you want. When a deal moves to Quote sent, Liteo makes a call task due in 3 days and sets the follow-up date. Every quote leaves the building with its follow-up attached.
In Liteo
Waiting for the form…
01
Contact created · Renata Silva
02
Tagged · Website
03
Type set · Lead
9:04pm · waiting before the trucks roll.
In Liteo
Waiting for the form…
01
Contact created · Renata Silva
02
Tagged · Website
03
Type set · Lead
9:04pm · waiting before the trucks roll.
06 · On site
The board goes up the ladder with you
Check the pipeline between calls. Log the conversation while the model number's still in front of you. Move the changeout to Won from the customer's driveway.
It's the same app in the phone's browser, nothing cut down. What the office sees is what the tech on the roof sees.
Same app in the phone's browser.
Nothing cut down.
Same app in the phone's browser.
Nothing cut down.
Rooftop unit replacement
Hillcrest Plaza
$38,500
Maple Ave heat pump changeout
Vasquez Residence
$12,085
Furnace and coil swap
T. Brandt
$9,600
Maintenance agreement
Corner Market Group
$2,400
Pricing that fitson a sticky note
Per user
$7
Billed $84 per user, once a year. Everything included.
Lifetime, from
$99
Per seat, one payment, forever. 200 seats total.
Trial
14days
Free. No credit card to start.
Before and after
Bids and tune-ups, before and after
It's the same work you're already doing, tracked where the whole shop can see it.
Today
- ✕Open bids live on a clipboard, in an inbox, and on the passenger seat
- ✕Tune-ups happen only when the customer thinks to book one
- ✕What's installed where lives in paper files and one tech's head
- ✕A quote goes quiet in peak season and nobody calls it back
- ✕The replacement sale goes to whoever serviced the unit last
With Liteo
- Every bid on one board, from first call to signed changeout
- When a unit comes due, the task is already on someone's list
- Every site shows its units, tonnage, install year, and next service
- The follow-up comes back on the day you set it, and overdue turns red
- You're the company that calls before the unit quits
Where Liteo fits
A day, end to end
4 moments every shop lives. This is what Liteo writes down while they happen, so nothing depends on memory at 6pm.
Daily email
1 overdue · 3 due today
The loadout
7:02am
Quote Q-2181
Sent · follow-up set Jun 2
The bid
9:41am
Installed base
Rooftop unit, 5 ton · logged
The install
1:15pm
Service reminder
Tune-up done · next chained
The return visit
4:40pmEverything else
Everything else in the box
One plan, $9 per user, unlimited records. All of this comes with it.
The customer record
Calls, notes, files, and relationships on one profile, with the history intact.
Products & services
One catalog with categories, SKUs, and prices that fills your quotes.
Installed base & sites
What you sold, where it runs, and which location it belongs to.
Email history
Logged conversations live on the contact, private until you share them.
Tasks
Linked to the deal or the customer, grouped into overdue, today, upcoming.
Daily reminder email
Your due and overdue work, in your inbox every morning, your timezone.
Reports
Outcomes, activity, and pipeline for admins. Weekly summaries are opt-in.
Quotes
Built from your price list, delivered as a clean PDF, tracked from sent to accepted.
Service reminders
Installed work comes back as the next visit's task, on time.
Automations
Event rules that read like sentences and never email your customers.
Lead capture forms
Your website form creates the contact, tagged and assigned.
Custom fields and tags
Track the details that price the job, then filter by any of them.
Global search
Cmd+K, type 3 letters, land on the right record.
CSV import and export
Your data comes in from a spreadsheet and can leave the same way.
Team
Admin and member roles, a Mine filter, safe handoffs when someone leaves.
Coming
Send email from Liteo
Gmail and Outlook sending, logged automatically.
Deal attention
One view of everything that's gone quiet.
Connect your AI
Claude or ChatGPT works your CRM through Liteo's MCP server.
Lifetime deal · 200 seats total
Pay once. Use Liteo forever.
Two hundred seats total. Every remaining seat is $99, once.
Flat price
$99
per seat, one time
Availability
46 sold · 154 remain
- Everything in monthly, forever
- Seats are transferable when your team changes
- All future updates included
- 14 day money back guarantee
Proof
Shops like yours run their season on Liteo
We stopped losing changeouts to the callback. The quote goes out the same afternoon, and the follow-up comes back before the customer cools off.
Marcus Webb
Owner · Webb Heating & Air
I kept the tune-up list in a binder for 9 years. Now every unit shows up when it's due, with the task already on a tech's list.
Dana Kowalski
Office manager · Northside Mechanical
The board finally matches reality. A bid moves when it moves, and the season total sits right at the top.
Ray Delgado
Service manager · Delgado Climate
Pricing
One price. Everything.
No tiers to compare, no feature held back to sell you the plan above. Pick how you want to pay and get the whole product either way.
Annual
Every feature included
Billed $84 per user, once a year.
- Everything in monthly
- $24 saved per user, per year
- 2 months, effectively free
Lifetime · 200 seats
Pay once
No renewal, ever. All future updates.
46 sold · 154 remain
- Everything, forever
- Seats transfer when your team changes
- 14 day money back
14 day money back guarantee.
In every plan
All of it, every plan
Monthly, annual, or lifetime, the product is identical. Nothing held back to sell you an upgrade.
Prices exclude VAT. 14 day trial on every plan, no card to start.
Questions
Fair questions, short answers
- Is this field service or dispatch software?
- No. Liteo doesn't do scheduling, dispatch, or route planning. It tracks the sale from lead to won, then the installed equipment and the service it's due next. Your dispatch board keeps its job.
- Can Liteo remind my customers their tune-up is due?
- It reminds you, not them. When a unit comes due, the task lands on the right person's list and in their daily email. You make the call, which is usually the better touch anyway.
- Is there a free CRM for HVAC companies?
- Liteo isn't free. It's $9 per user per month with everything included, and free for 14 days so you can load real bids and real units before deciding. Free CRMs usually cap your contacts or hold a feature back, and you find out which one mid-season.
- How long does setup take?
- A few minutes. Add your first bid, rename the stages to match how you sell, and the board is working. There's nothing to configure before it's useful.
- What does it cost to add my office staff or techs?
- $9 per user per month, or $7 per user when you pay annually. Everything's included, there are no tiers to compare. A new hire sees the same board and the same installed base on day one.
- We track customers and equipment in spreadsheets. Can we bring them over?
- Import them. Liteo takes CSV for contacts, businesses, and installed units, so the fleet you already track comes across without retyping. Export works the same way, so your data is never stuck.
Built for the trade
For the shops that answer the no-cool calls
Industries
The trades next door
Put this season's bids on one board
Load your open quotes, import the installed units, and see what's due before the phone rings.
$9 per user · 14 days free · no credit card
Liteo
The deliberately simple CRM. $9 per user, everything included.
© 2026 Liteo