The Free CRM Built for
Heating and Cooling.
Run your whole HVAC operation in one place: scheduling, maintenance agreements, estimates, invoicing, and a field app your techs will actually use. Free forever, with an AI layer the big field-service suites charge hundreds a month for.
$0Setup fee
FreeForever, no card
48hTo live
$0Per-user pricing
The daily loop
The whole operation runs here.
One tool, not five tabs.
Everything an HVAC company runs on day to day, in one place your whole team can use.
Scheduling + maintenance agreements
Build a plan once ("2-visit tune-up agreement, $189/yr"), enroll a customer in one tap, and spring and fall visits land on the calendar automatically.
Your techs' day, in the truck
Each tech opens a mobile route of today's calls with one-tap directions, customer history, and on-my-way texts. Reschedule from the driveway.
Estimates + invoicing
Build good-better-best options with line items, send by text, and auto-create the job when they approve. Card on file, in-field payments, AI chasing on overdue invoices.
Every system on record
Equipment, model and serial, install dates, filter sizes, and full service history on the customer profile, so any tech can walk in knowing the house.
Why it wins
The AI layer the incumbents don't ship.
Scheduling and invoicing are table stakes. What keeps customers and grows an HVAC company is what happens between the visits.
Customers see the work
AI turns the photos your tech already takes into a clean, branded service summary the homeowner gets by text. Fewer "what did I pay for?" calls, more renewals.
Agreement renewals that happen
The CRM knows which maintenance agreements lapse next month and which systems are aging out, and puts the follow-up in front of you before the customer goes quiet.
An owner dashboard that thinks
Revenue, AR aging, jobs this week, agreement renewals due, and churn-risk accounts on one screen, plus AI answers when you ask it questions in plain English.
AI modules, already wired in
Add the AI Voice Receptionist for missed calls or Reputation AI when you're ready. They read and write the same CRM records automatically, zero integration work.
How it stacks up
Stop paying monthly for table stakes.
| Tool | Price | Notes |
|---|---|---|
| Jobber | $49+/mo | 1 user included. Extra seats $29/mo each. |
| HousecallPro | $59+/mo | 1 user on Basic. A 5-user plan starts at $149/mo. |
| ServiceTitan | $245+/tech | Priced per technician, plus onboarding. |
| Corex CRM | Free | Free forever. No card, no per-user pricing. |
Included free
Lead pipeline board
Customer profiles + full history
Job scheduling + assignment
Recurring plans + auto-billing
Line-item estimates
Invoicing + card on file
Field app that works offline
AI lead scoring + summaries
Plain-English search
Most free CRM tiers cap users, contacts, or features until you upgrade. This is the full product. The optional AI modules are how Corex makes money, and they are optional.
Switching is easy
Bring your customers in one import.
Most HVAC shops come to us from Housecall Pro, ServiceTitan, or a whiteboard and a spreadsheet. Bring your customer list as a CSV and we map it with you on the onboarding call.
CSV import Free onboarding call $0 setup
Pricing
Free
The whole CRM, free forever. No card, no trial clock, no per-user pricing. $0 setup, free migration help. Add AI modules only if you want them.
Common questions
Is the CRM really free? What's the catch?
Really free. The full CRM, free forever, no card, no trial clock, no per-user pricing. Corex makes money when businesses add optional AI modules (like the AI Voice Receptionist or Reputation AI) on top. The CRM works completely on its own if you never add one.
Does it handle maintenance agreements?
Yes. Recurring plans are built in: set the visit cadence and price once, enroll customers, and every tune-up lands on the schedule at the right interval with billing to the card on file.
How do I switch from Housecall Pro or ServiceTitan?
Export your customer list as a CSV, drop it in, and we map the fields with you on a free onboarding call. Customers, addresses, and job history come over without retyping anything.
Can my techs use it in the field?
Yes. The field app gives each tech their day, one-tap directions and on-my-way texts, in-field estimates and payments, and photo capture on every job. It works offline and syncs when signal comes back.
Do I have to use the AI modules?
No. The CRM is a complete standalone tool. The AI modules are optional add-ons you can turn on later, and because they are native, anything you add writes into the same customer records from day one.