Turn no-cool repair calls into replacement installs and tune-ups
Puffly is a free CRM built around how HVAC really works: a repair call today, a replacement quote next week, and a tune-up reminder every spring.
Where HVAC company leads come from
Breakdown searches
The AC quits on the hottest day of the week or the furnace dies on the first cold night. People search on their phone and call whoever can come today.
Builders and general contractors
New construction and remodels need equipment sized and installed on a schedule. One good relationship can mean a steady stream of installs.
Maintenance plan customers
Tune-up members are your best source of repeat work, and they are the ones who call you first when the system finally gives out.
Realtors and home inspectors
An inspection that flags an aging condenser or a cracked heat exchanger sends the buyer looking for a second opinion and a quote.
What slow follow up costs a HVAC company
A replacement quote is a big decision, and homeowners usually collect two or three before choosing. If yours sits without a check-in, the other company's friendly call is the one that gets remembered. Tune-up customers you forget to remind also drift to whoever shows up in their inbox.
A pipeline that fits a HVAC company
Puffly’s pipeline is yours to name. Here is one way a HVAC company could lay it out.
- Service call bookedNo cool, no heat, or a strange noise. The tech has a window and the customer has a name to expect.
- DiagnosedThe tech found the problem and decided whether it is a repair or a conversation about replacement.
- Replacement quote outGood, better and best options sent, now waiting while the homeowner compares.
- Install scheduledEquipment ordered, permit handled, and a crew day is locked in.
- Maintenance planNew system running, customer offered a yearly tune-up so they stay with you.
Follow up moments worth a reminder
Replacement quote went out five days ago, no answer
"Hi Linda, it's Tom at Summit Heating and Air. Wanted to see if you had any questions on the new system quote. Happy to walk through the options again whenever you like."
Last year's tune-up customers are due before the season turns
"Hi Ray, it's been about a year since we checked your furnace. Want me to put you on the schedule for a fall tune-up before it gets cold?"
New system installed two weeks ago
"Hi Priya, how is the new AC running? If everything is cooling well, would you leave us a quick review? It helps other homeowners find us."
Puff, your AI teammate, can draft these messages and line up who to call next. Outreach waits for your approval unless you choose otherwise.
The shape of the year
Summer heat and the first hard freeze are your surge weeks, and the day is mostly emergency repairs. Spring and fall are the time to book tune-ups, work through replacement quotes from the last surge, and reach out to customers with older equipment before it fails.
Questions from hvac contractors
Can I keep track of who is on a maintenance plan?
Yes. Keep them as contacts, and set a task for their next tune-up. Puff can point out who is due and draft the reminder for you to approve before it sends.
Will Puff send messages to my customers on its own?
No. By default, outreach waits for your approval. Puff drafts the message and you decide whether it goes out.
Is it really free, or is that just a trial?
The CRM itself is free, with leads, contacts, deals, pipeline, tasks and the lead form. Puff Voice, the AI receptionist, is a paid add-on if you want it.
Puffly for related trades
Start with the free CRM.
Leads, contacts, deals, tasks and your own branded lead form cost nothing. No card to start. Bring your leads in from a Google Sheet or add them by hand.
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