Name, phone, email, address, notes, and tags. Everything about a customer in one place.
Track every AC unit, furnace, and heat pump. Store brand, model, serial number, install date, and warranty.
See every job ever done for a customer. Know what was fixed, when, and by which technician.
Know where customers come from — Google, Facebook, referral, door knock — so you can double down on what works.
A preview of how customer database works inside Ventoxy.
Carrier 24ACC636 · Installed 2019
Trane XR80 · Installed 2018
Enter customer details manually or let leads flow in automatically from your website widget.
Add each piece of HVAC equipment with brand, model, serial number, and warranty dates.
Every interaction is logged. When they call back, you know their full history instantly.
Drag-and-drop kanban board tracks every job from lead to paid. Never lose a quote again.
Learn moreClaude AI drafts personalized follow-up messages for stale quotes. Never let a quote go cold.
Learn moreAuto-schedule annual tune-ups and filter changes. Recurring revenue on autopilot.
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