PH
REVIEWEDPrime HVACHVACVerified Business
Diana RobertsVerified Homeowner
★★★★★
“Canceled twice after the technician was already on the way.”
Visible to registered businesses onlyExample review for illustration
FOR HVAC CONTRACTORS
HVAC CRM with Customer Screening Built In
Resident Review is a CRM for HVAC businesses that shows you who you are working for before the truck rolls. See how other local businesses rated a customer, check the home's heating and cooling details, and keep notes on every job in one place.
Setup in minutes Cancel anytime
PROPERTY DATAYEAR BUILT1964
IN SHORT
Resident Review is an HVAC CRM with customer screening built in. Verified HVAC businesses can see 1 to 5 star reviews other local businesses left on a homeowner, check the property's heating and cooling details, and keep notes and leads in one place before sending a technician.
THE PROBLEM
Common problems for HVAC businesses
01
Wasted truck rolls
A technician drives 40 minutes to a no-cool call and nobody answers the door. That is fuel, a lost slot in a packed summer schedule and a tech standing in a driveway. Knowing a customer has canceled on other businesses tells you to confirm twice before you send anyone.
02
Payment problems
Some customers approve a compressor replacement, then dispute the invoice once the house is cool again. Others pay for the diagnostic and stall on the repair. Reviews from other local businesses show whether this has happened before.
03
Unknown job sites
Attics, crawl spaces and mechanical closets are tight, hot and sometimes unsafe. Techs often learn about aggressive pets, blocked access or a hostile customer only after they arrive. A quick search before dispatch gives them a heads-up.
REAL JOBS
HVAC jobs where checking the customer first matters most
The July no-cool call
It is 97 degrees, the phones will not stop and every caller is an emergency. That is when there is no time to vet anyone, and when a no-show or a disputed after-hours charge hurts most. A search is quicker than the call itself, so you can run it while the homeowner is still on the line.
The tenant calls, the landlord pays
A renter reports a dead furnace, but the person who approves and pays for the repair is a landlord you have never met. Check the address and the owner before you commit a tech, and note in the CRM who signs off, so nobody gets stuck waiting for approval on site.
The older home with an unknown system
A 1960s house can mean original ductwork, an undersized system or a furnace that has been patched for years. Year built plus heating and cooling type tell your tech what to load on the truck and help you set expectations before the quote turns into a surprise.
The service agreement customer
A maintenance agreement means a year of visits to the same address. Before you commit, see how this homeowner has treated other businesses. A customer with a pattern of late payments or canceled visits is a different decision from one with a clean record.
How Resident Review helps HVAC businesses
Customer reviews from other local businesses
Before you accept a call, search the homeowner and see 1 to 5 star reviews left by other verified businesses that have worked with them. An electrician who was paid late or a plumber who was locked out twice is useful to know before you send a tech to the same address. Reviews stay private to registered businesses.
HVAC customer management software with property data
Every address comes with a Resident Assessment Card. For HVAC, the useful fields are year built, heating type, cooling type and square footage. Your tech knows whether to expect forced air or a heat pump, central air or something else, and roughly how big the home is, before pulling into the driveway.
HVAC CRM software for leads and notes
Import your existing customer list, track new leads as they call in and keep notes on every customer. When the same homeowner calls next season, the office can see what happened last time: the gate code, the dog, the invoice that took 60 days. Your review history sits in the same place.
PROPERTY DATASingle Family
HOME EQUITY$420KEXCELLENT
PROPERTY VALUE$609K
YEAR BUILT196462 YRS
BEDS / BATHS5 Bed / 1 Bath
SQ FOOTAGE1,204 sq ft
PROPERTY TYPESingle Family
HEATINGForced Air
COOLINGCentral
FLOORINGHardwood
RESIDENT ASSESSMENT CARDHighlighted on the card: the fields most useful for HVAC jobs
Property data that matters for HVAC jobs
Every address includes a Resident Assessment Card. These are the fields HVAC teams use most before a visit.
Year builtOlder homes often mean original ductwork, aging equipment and more diagnostic time.
Heating typeForced air, heat pump or boiler tells your tech which parts to have on the truck.
Cooling typeCentral air or another setup changes the call before anyone opens a panel.
Square footageA starting point for system sizing conversations on replacements.
Property typeSingle family or multi-unit affects access, approvals and who is paying.
BUYER'S CHECKLIST
What to look for in an HVAC CRM
Most HVAC companies looking for a CRM want the same thing: customer information that does not get lost between the phone, the truck and the office. Whatever you choose, these are the basics worth checking.
Customer history in one place
Past visits, equipment notes and payment problems belong on the customer record, not in one tech's memory.
Lead tracking through peak season
Summer and winter rushes bring more calls than you can book. You need to see which leads are new, quoted or waiting on a callback.
Notes the whole team can see
The office, the techs and the owner should all read the same notes, so nobody walks into a known problem.
Knowing who you are working for before the job
Most CRMs record what happened after you took the job. Look for one that tells you about the customer before you commit a technician.
Where Resident Review fits alongside your scheduling and invoicing tools
Resident Review focuses on the customer side of your business: verified reviews, property data, lead tracking and notes. It does not schedule, dispatch or invoice. Most HVAC companies keep the tools they already use for booking and billing, and use Resident Review to decide which calls to take and what the tech should know before arriving.
BUSINESS FEEDBACK LOOP
How the business feedback loop works
Homeowners can review HVAC companies almost anywhere. Resident Review gives HVAC companies a private way to share their side with other verified businesses.
Who can leave reviews
Verified businesses, about customers they have actually worked with. No anonymous posts and no reviews without a real job behind them.
Who can see them
Only registered businesses on Resident Review. Reviews are never shown to the public, to search engines or to the homeowner.
How businesses are verified
Every business completes a third-party verification process that keeps out bots, fake accounts and malicious actors.
Why it is fair
Homeowners already review businesses. Now businesses can share fair, factual experiences privately, so both sides have a reason to act in good faith.
HOW IT WORKS
Three steps before your next job
1
Register and verify your business
A third-party verification process reduces bots, fake accounts and malicious actors.
Setup takes minutes, so you can be checking customers before the next rush.
2
Search a customer before you accept the job
See reviews from other local businesses and the property data for the address.
Search the customer while they are still on the phone, before the call goes on the board.
3
Leave a review after the job
Rate the customer 1 to 5 stars. Only other registered businesses can see it.
Rate the customer after the visit and note anything the next tech should know.
Third-party business verificationReviews visible only to registered businessesSetup in minutesCancel anytime20% off for Military and First Responder businesses
HVAC CRM questions
It depends on what you need most. If scheduling and invoicing are the gap, a field service tool covers that. If the gap is knowing who you are working for, Resident Review covers verified customer reviews, property data, lead tracking and notes, and it works alongside the scheduling and invoicing tools you already use.
Related guides
GUIDEHVAC Customer Vetting: How to Screen Customers Before You Dispatch a Technician
Read the guide →GUIDECRM for HVAC: Protect Crews Before You Dispatch
Read the guide →GUIDEKnow Your Customer: A Practical KYC Process for Home Service Businesses
Read the guide →GUIDEWhat Contractors Need To Know About A Customer: Beyond Stars
Read the guide →Built for every home-service trade
All IndustriesCRM and customer screening for every home-service trade.Explore All Industries →PlumbingCheck the caller before the after-hours burst pipe.Explore Plumbing →ElectricalCheck the homeowner before the panel upgrade quote.Explore Electrical →LandscapingCheck the client before they join a weekly route.Explore Landscaping →CleaningCheck the client before your crew walks in.Explore Cleaning →RoofingCheck the homeowner before you order materials.Explore Roofing →