HVAC, Plumbing & Roofing CRM with AI
A simple CRM for HVAC, plumbing, electrical and roofing teams. AI answers leads, books jobs, chases invoices and asks for reviews — and you approve anything that goes to a customer.
Book a 30-min demoSee how it worksBig field-service software is built for big companies.
Most small shops don't need 40 modules and a months-long rollout. They need the phone answered and the job done.
The usual way
- Leads slip through missed calls and texts
- Evenings spent on quotes and invoices
- Follow-ups and review requests forgotten
- Heavy software your crew won't use
The simple way
- Every lead captured and replied to fast
- Quotes and invoices drafted for you
- Automatic follow-ups and review asks
- Works with the email, calendar and phone you already use
Just what you need
Six things, done well.
📥 Lead inbox
Calls, texts, web forms and emails in one place, with an AI-drafted reply ready.
📅 Simple scheduling
Book jobs into your calendar and send customers confirmations and reminders.
🧾 Quotes & invoices
Draft professional quotes and invoices in minutes; get paid with a link.
🔁 Follow-ups
Rules-based email and SMS follow-ups for open quotes, maintenance and unpaid invoices.
⭐ Reviews
Request reviews after every job and get on-brand reply drafts for new ones.
📊 Weekly owner report
Leads, jobs booked, revenue and response times, in your inbox every Monday.
Every customer-facing message is approved by your team. Every action is logged.
Built for the trades
Set up for the way service businesses actually work.
No-cool calls stacking up in July while maintenance agreements go unsold and unrenewed.
Lead inbox answers every call and text fast, scheduling slots the no-cools, and follow-ups chase agreement renewals for your approval.
miss 3 calls a week at a $350 average ticket ≈ $4,200 a month.
Emergency calls for burst pipes and backed-up drains hit after hours, and big water-heater quotes sit unanswered.
AI drafts the reply to every after-hours lead, books the job, and follows up on open quotes until you get a yes or no.
lose 2 water-heater quotes a month at $1,800 each ≈ $3,600 a month.
Panel upgrade and EV charger quotes go out late, and permit and inspection dates fall through the cracks.
Quotes go out same-day from a drafted template, scheduling tracks inspections, and follow-ups nudge every open estimate.
2 lost panel upgrades a month at $2,500 each ≈ $5,000 a month.
Storm leads flood in all at once, inspections get booked late, and estimates go cold before anyone follows up.
Lead inbox captures and replies to every storm lead, scheduling books inspections, and follow-ups chase each estimate.
close 1 fewer $12,000 roof a month ≈ $12,000 a month lost.
Broken spring and off-track calls are urgent. If you don't answer, they call the next company on Google.
Instant drafted replies and same-day scheduling lock in the job, then a review request goes out after it's done.
miss 4 calls a week at a $300 average ticket ≈ $4,800 a month.
Spring estimate requests pile up, and seasonal clients forget to renew for mowing or cleanups.
Lead inbox and quotes handle the spring rush, and follow-ups remind every past client to rebook for the season.
10 clients don't renew at $150 a month ≈ $1,500 a month gone.
One-time treatments never turn into quarterly plans, and recurring customers cancel without anyone noticing.
Follow-ups offer a recurring plan after every one-time job, and the weekly owner report flags cancellations.
8 one-time jobs a month that never become a $45/month plan ≈ $360 a month in recurring revenue you never start.
Last-minute cancellations, no-shows and slow replies to new quote requests leave gaps in the schedule.
Scheduling sends confirmations, the lead inbox answers new requests fast, and invoices go out automatically.
3 empty slots a week at $150 a clean ≈ $1,800 a month.
Change orders get done on a handshake, invoices go out late, and you chase payments for weeks.
Quotes and invoices are drafted from the job, change orders get written approval, and follow-ups chase unpaid balances.
one unbilled $1,500 change order a month ≈ $18,000 a year.
How it works
The AI does the prep. You make the call.
Something comes in
A call, text, booking or new review.
AI drafts the next step
Reply, quote, schedule or follow-up — in your voice.
You approve
One tap from your phone or email.
Three top AIs. One secure management layer.
Monaxion uses and integrates leading AI models (Grok, OpenAI and Claude) through a sophisticated AI management layer developed for forensic and military use.
Grok
xAI's model, available to the management layer when it's the best fit for the task.
OpenAI
OpenAI's models, routed in for the jobs they handle best.
Claude
Anthropic's model, used where its strengths fit the work.
🧭 Smart routing & cross-checks
The management layer sends each task to the model best suited for it, then cross-checks outputs before anything reaches you.
🧑🔧 A person in the loop
Nothing customer-facing goes out without approval, and every step is recorded in a full audit log.
Security & trust
Your customer data is handled with the same care you put into every job.
🛡️ HIPAA compliant
Monaxion is HIPAA compliant.
🔒 SOC 2 compliant
Monaxion is SOC 2 compliant.
✅ You stay in control
Human approval on every customer-facing message, and every action logged.
Specialty trade sites
One dedicated site per trade persona. Each has its own branding and primary keyword.
Plumbing
Crm For Plumbers →
HVAC
Hvac Crm →
Roofing
Roofing Crm →
Electrical
Electrician Crm →
Remodeling
Remodeling Crm →
Landscaping
Landscaping Software →
Pest Control
Pest Control Software →
Garage Doors
Garage Door Software →
Painting
Painting Estimating Software →
Flooring
Flooring Business Software →
Cleaning
Cleaning Business Software →
Janitorial
Janitorial Software →
Appliance Repair
Appliance Repair Software →
Locksmith
Locksmith Software →
Pool Service
Pool Service Software →
Solar
Solar Crm →
Fire Protection
Fire Protection Software →
Concrete
Concrete Estimating Software →
Insulation
Insulation Contractor Software →
Windows & Doors
Window Replacement Software →
Cabinetry
Cabinet Maker Software →
Septic
Septic Service Software →
Water Treatment
Water Treatment Software →
Chimney
Chimney Sweep Software →
Handyman
Handyman Software →
Tree Service
Tree Care Software →
Pressure Washing
Pressure Washing Software →
Simple pricing
National reference rates below. Each specialty site publishes vertical-specific Solo / Crew / Shop pricing (85% daily-revenue uplift). Add AI Complete at $475/seat/mo. No contracts. Self-serve checkout. Save 15% when you pay annually.
Solo
1–2 users · no setup fee · national reference
Owner-operators. Lead inbox, quotes, invoices, reviews. Specialty sites may show a higher vertical rate.
Book a demoCrew
Up to 10 users · $499 setup, waived on annual · national reference
Small teams. Everything in Solo plus scheduling, follow-ups, weekly report. Specialty sites may show a higher vertical rate.
Shop
Up to 25 users · $1,500 setup, credited on annual · national reference
Multi-crew shops. Custom workflows, CRM integration, priority support. Specialty sites may show a higher vertical rate.
Book a demoAI Complete add-on
Optional · add seats to any base tier · self-serve checkout
All advanced AI in one bundle: multi-model approval (Grok + OpenAI + Claude), AI review generation, AI outreach & content, AI reporting, AI CRM admin, and specialty trade features. See your trade site for vertical Solo / Crew / Shop numbers.
Book a demoSpecialty pricing lives on each trade site above (plumbers, hvac, roofers, and 24 more). Entry $99 / Mid $399 / Premier $1,999 was proposed only and is not offered.
See it on your business
In 30 minutes we'll look at how you handle leads and jobs today and show you what we'd automate. No commitment.
Guides
Practical checklists for running field-service operations.