Capture the call
Bring calls, texts, web-form requests, and Facebook messages into one inbox, whether they come in during a routine week or a peak-season surge.
HVAC
A no-cool call during a heatwave goes to whoever answers the phone first.
One platform for every service call, quote, and maintenance renewal — even when the phones won't stop ringing.
Capture the call when volume outpaces your team, text back before the homeowner dials the next number, and keep maintenance-plan renewals and cold quotes from slipping through the cracks — without stitching together a phone system, a CRM, and a marketing tool.
Built for HVAC
Keep every customer conversation moving
Momentum brings inquiries, customer context, conversations, and follow-up into one connected workflow. Your team can see what happened, what comes next, and who needs a response without checking disconnected tools.
The workflow stays flexible enough to match how your hvac business qualifies opportunities, books next steps, and keeps long-term relationships active.
How it works
From service call to closed quote
Organize the job
Add each contact to a pipeline stage — new call, quote sent, scheduled, or follow-up — so nothing depends on someone remembering.
Respond fast
Reply by call, text, or email, with a missed-call workflow that texts back automatically when your team can't get to the phone.
Keep the quote alive
Follow up on bigger-ticket quotes like a new install or a repair estimate, and remind maintenance-plan customers before their renewal date passes.
Practical capabilities
Tools for the way hvac teams work
Use the parts of Momentum that support your customer journey, from first contact through the next follow-up.
Lead Management
New-install and service-call leads move through your pipeline from first contact to booked job, without a whiteboard in the office.
Call Management
Every call is logged against the right contact automatically, even when volume spikes during a heatwave or cold snap.
SMS Communication
Text an arrival window or a maintenance reminder, the channel homeowners actually check.
AI-Powered Content Creation
Draft the seasonal tune-up promo or the review-request follow-up in minutes.
Workflow Automation
A missed call gets an automatic text-back, so a customer isn't stuck deciding between you and the next name on the list.
Online Reputation Management
A completed install triggers a review request automatically, building the Google presence that wins the next emergency call.
One connected platform
Connect every part of your hvac customer journey
Momentum connects the customer record, conversations, pages, campaigns, and follow-up so each tool has the context of the rest.
CRM and pipeline
Keep contacts, opportunities, notes, and next steps together from first inquiry through payment.
Learn moreOne conversation inbox
Manage calls, texts, email, Facebook, and Instagram conversations without losing the contact history.
Learn moreWebsites, funnels, and pages
Build the places where people discover an offer, submit an inquiry, or take the next step.
Learn moreEmail marketing
Send useful updates and follow-up campaigns from the same system that holds the customer record.
Learn moreFollow-up workflows
Respond to missed calls and new inquiries with repeatable workflows instead of relying on memory.
Learn moreReporting and analytics
Review performance and activity in Momentum, with advanced reporting available on eligible plans.
Learn moreCommon questions
Frequently asked questions
Does Momentum replace our dispatch or field-service software?
No. Momentum handles lead capture, CRM, communication, marketing, and payment collection. Scheduling, routing, and technician management stay in your dispatch system.
Can it handle a surge in calls during peak season?
Yes. A missed-call workflow texts back automatically when call volume outpaces your team, so a customer hears from you before they call the next company.
Can I track maintenance-plan renewals?
Yes. Set a follow-up workflow so renewal reminders go out ahead of the season instead of depending on someone checking a list.
Can I run seasonal promotions?
Yes. Build a landing page for a tune-up special or a new-install promo, and follow up automatically with anyone who responds.
See how Momentum handles overflow calls and emergency dispatch →
See how Momentum fits your hvac workflow
Capture the lead, follow up, book the job, and take the payment — see how it maps to the way your team already works.
30-day money-back guarantee* · No contracts · Cancel anytime