For HVAC, air conditioning & heat pumps
The CRM for HVAC companies that keeps every quote cool, not cold
Air conditioning enquiries spike in a heatwave, and heat pump enquiries need patient follow-up. Lidora is a CRM for HVAC companies that replies in seconds, asks for photos of the rooms and outside wall, books surveys online and keeps every installation and maintenance quote moving.
- 7 days free, no card needed
- Set up for HVAC work
- One price for your whole team
In short
Lidora is a CRM for HVAC companies in the UK. It collects air conditioning, air source heat pump, ventilation (MVHR) and maintenance contract enquiries in one list, replies straight away by WhatsApp, text or email, lets customers book a survey online and tracks each quote until the job or contract is won. Plans start at £39 a month, with a 7-day free trial.
What to look for in a CRM for HVAC companies
- Speed in a heatwave, when every air con enquiry wants an answer today.
- Photos before the survey: rooms, outside walls and where units could go.
- Longer follow-ups for heat pumps, where customers take weeks to decide.
- Domestic and commercial in one place, from a single bedroom to a dental surgery.
- Quote values for installs and maintenance contracts.
- Lead sources, to see whether grant ads, your website or referrals bring the best work.
Sound familiar?
Seasonal rushes, long decisions
HVAC demand is uneven. Too many enquiries in July, slow decisions on heat pumps the rest of the year.
Heatwave overload
Dozens of air con enquiries in a week, and no way to reply to them all quickly.
Surveys without the basics
You don't know the room sizes or where the outdoor unit could go until you're there.
Heat pump customers who go quiet
Grant questions, long decisions and quotes that never get a follow-up.
Commercial enquiries mixed in
A maintenance contract enquiry gets lost among domestic quotes.
Every enquiry, one list
Air con, heat pumps and ventilation, all in one place
Every enquiry lands in one list with the type of system, the property and the customer’s photos. Your board shows each survey, quote and installation or contract, with values at the top of each stage.
- System type and property on each lead
- Quote values for installs and contracts
- Domestic and commercial side by side
- Leads shared fairly between your engineers
Instant replies
Answered in seconds, even in a heatwave
The moment someone enquires, Lidora replies in your name by WhatsApp, text or email and asks for photos of the rooms and outside wall. Follow-ups carry on until they reply, which helps with longer heat pump decisions.
- Ask for photos in the first message
- Email follow-ups on every plan
- Automatic WhatsApp and texts on Growth and Pro
- Saved messages for grant and finance questions
Surveys
Customers book their own survey
Share your booking link and let customers choose a survey time. They get a confirmation and a reminder, and the survey goes straight into your engineer’s calendar with their notes.
- Your hours and engineers
- Day-before reminders
- Customers can move or cancel themselves
- A shared calendar for the team
New in Lidora
More ways Lidora wins you heating and air conditioning jobs
Lidora keeps adding the things HVAC companies asked for.
Missed calls texted back
Can't answer? The caller gets a text from your business within seconds, can leave a voicemail and becomes a lead (Growth and Pro).
Quotes chased for you
When a quote goes out, Lidora checks in a few days later, and again, until they say yes or no.
WhatsApp from your own number
Your first reply, review and payment requests go out from your business WhatsApp number. You carry on the chat on your phone (Growth and Pro).
Google reviews on autopilot
Every won customer gets your Google review link at the right moment. See and reply to every Google review in Lidora.
Directory leads, in by themselves
Lead emails from Checkatrade, Bark, MyBuilder and others become leads with an instant reply.
Jobs you can share
Click a booking to change it, print a job sheet or send the details to your team on WhatsApp.
Ready-made for you
Set up for HVAC from day one
Choose “Trades & home services” when you sign up. Rename stages to match your work, for example “Survey booked” and “Installed / contract won”, and add fields like system type or number of rooms.
Questions on your enquiry form
- How urgent?
- Property type
- Homeowner?
- Job details
- Access and parking notes
- Interested in finance?
Add services like air conditioning install, air source heat pump, ventilation (MVHR), AC service contract and commercial maintenance.
Your stages
- New enquiry
- Contacted
- Survey booked
- Quote sent
- Installed / contract won
First message, sent for you
Hi Lynn, thanks for contacting Northair Climate Services ❄️ Craig will call you shortly to book a free survey. Could you send a photo of each room and where the outside unit could go?
Booking form: Free survey
How it works
Ready before the next heatwave
Start your free trial
Sign up, choose “Trades & home services” and rename the stages for HVAC.
Connect your enquiries
Connect your website form, Facebook lead ads (Growth and Pro) or Zapier, so every enquiry lands in Lidora.
Reply and survey
Instant replies go out, customers book surveys online and every quote is followed through.
An honest fit
Lidora wins the install. Your service software runs it.
Lidora is the part of your business that wins the work. It works alongside the tools you already use to run the jobs.
Lidora does
- Every enquiry answered in seconds
- Photos and details by WhatsApp
- Survey booking with reminders
- Quotes and contract values in one view
- Reports on sources and response times
- Missed calls texted back (Growth and Pro)
- Quotes chased automatically
- Google review requests after every job
Keep your other tools for
- Heat loss calculations and system design
- F-gas records and commissioning sheets
- Planned maintenance scheduling
- Invoices and accounts
Keep your design and field service tools for running jobs and contracts. Lidora handles the enquiry, survey and follow-up.
Plans
Simple prices for HVAC companies
Growth suits most HVAC firms: Facebook lead ads, automatic WhatsApp and texts, and 5 users. Pro gives unlimited users.
| Feature | Starter | Growth | Pro |
|---|---|---|---|
| Price per month | $49£39 | $99£79 | $199£159 |
| Users | 2 | 5 | Unlimited |
| Booking forms | 1 | 3 | Unlimited |
| File storage | 500 MB | 2 GB | 20 GB |
| Leads | Unlimited | Unlimited | Unlimited |
| Leads, pipeline, calendar and quotes | Yes | Yes | Yes |
| Calendar booking box: edit, print and share jobs | Yes | Yes | Yes |
| Email follow-ups after enquiries and quotes | Yes | Yes | Yes |
| Google review requests | Yes | Yes | Yes |
| See and reply to your Google reviews | Yes | Yes | Yes |
| Enquiry forms and website leads | Yes | Yes | Yes |
| Leads from Checkatrade, Bark and other emails | Yes | Yes | Yes |
| Import from CSV or Excel | Yes | Yes | Yes |
| One-tap WhatsApp and calls | Yes | Yes | Yes |
| Custom fields, templates, own logo | Yes | Yes | Yes |
| Media, reports and the monthly results email | Yes | Yes | Yes |
| Team permissions, two-step login, backups | Yes | Yes | Yes |
| Phone app with new-lead alerts | Yes | Yes | Yes |
| Automatic WhatsApp templates | No | 5 | 10 |
| Automatic WhatsApp messages a month (included) | No | 250 | 750 |
| Automatic texts through Twilio | No | Yes | Yes |
| Missed calls texted back | No | Yes | Yes |
| Website chat widget | No | Yes | Yes |
| Surveys | No | Yes | Yes |
| Google reviews widget for your website | No | Yes | Yes |
| Facebook and Instagram lead ads | No | Yes | Yes |
| Smart phone alerts ("still waiting", morning summary) | No | Yes | Yes |
| Marketing spend and cost per lead | No | Yes | Yes |
| Activity log and automatic report emails | No | Yes | Yes |
| No "Powered by Lidora" | No | No | Yes |
| Support | Email and WhatsApp | Priority, same working day | |
| Setup help | Guides | 30-minute setup call | 1-hour setup and training call |
| Setup fee | None | None | None |
| Free trial | 7 days | Upgrade from the trial | Upgrade from the trial |
FAQ
Questions HVAC companies ask
What is the best CRM for HVAC companies in the UK?
For a UK HVAC company, the best CRM answers enquiries fast in busy spells, books surveys and follows up longer decisions like heat pumps. Lidora does that from £39 a month for the whole business.
Is Lidora good for heat pump installers?
Yes. Heat pump customers often take weeks to decide, and Lidora's follow-ups and saved messages help you stay in touch without forgetting anyone. It doesn't do heat loss calculations or grant applications.
Can I manage maintenance contracts in Lidora?
You can win them in Lidora: track the enquiry, the survey and the contract value. For planned maintenance visits and service records, use your field service software.
Does it work for commercial HVAC?
Yes. Commercial enquiries sit alongside domestic ones, with notes, documents and values, and you can filter by person to see each engineer or estimator's work.
What's the difference from your plumbers page?
Our CRM for plumbers page covers boilers, plumbing and call-outs. This page is for air conditioning, heat pumps, ventilation and HVAC maintenance.
How much does it cost?
Starter is £39 a month, Growth £79 and Pro £159, for the whole business. No setup fee, no contract, and a 7-day free trial without a card. Prices exclude VAT.
Can you build my website and do my SEO as well?
Yes. Our team at NexGen Rank offers one complete package for HVAC companies: a website, full local SEO, your Google Business Profile and Lidora, all set up for you. See what's included or book a free call.
Done for you
Want more heating and air conditioning jobs, not just a CRM?
Our team at NexGen Rank can build your website, do your local SEO, look after your Google Business Profile and set up Lidora for you. One package for HVAC companies, one team, more enquiries.
A website that wins jobs
Fast, mobile-first, written for your trade and your area, with enquiry and booking forms built in.
Full SEO
Local SEO every month: the pages, keywords and links that put you in front of people searching near you.
Google Business Profile
Set up, optimised and kept active with posts, photos and review requests.
Lidora CRM, set up for you
Every enquiry answered in seconds, followed up and booked in. We set it all up and train your team.
One complete package from NexGen Rank, the team behind Lidora. We talk through what you need on a free call first. The package is arranged and invoiced by NexGen Rank, separately from a Lidora plan.
Answer every air con enquiry first
Try Lidora free for 7 days. No card needed.