Custom Fields for HVAC Companies
HVAC HVAC contractors have a specific problem: techs are on rooftops and in crawlspaces, so half the inbound calls hit voicemail and the homeowner dials the next company on Google. SalesButler's Custom Fields is built to fix exactly that for hvac businesses. Define text, number, date, boolean, and dropdown fields on leads, customers, jobs, and invoices.
Custom Fields for HVAC, in the app
Custom Fields Built for HVAC
Take a $7,800 system replacement: winning or losing it often comes down to how well you handle custom fields. When a no-cool emergency in July comes in during the summer cooling season, a HVAC contractor stretched across jobs can't afford to let it slip. Custom Fields keeps hvac work moving from first contact to paid invoice — without adding office staff.
- Using custom fields to handle a no-cool emergency in July the instant it lands, instead of after voicemail.
- Keeping a $7,800 system replacement on track with custom fields, from the first call through to a paid invoice.
- Leaning on custom fields to stay ahead of the summer cooling season demand without adding office staff.
Up and Running Fast
Open Custom Fields
Navigate to /custom-fields in admin.
Pick the Scope
Choose lead, customer, job, or invoice — each scope has its own fields.
Add a Field
Pick a name and one of five field types: text, number, date, boolean, dropdown.
What HVAC Businesses Get
Five Field Types
Text, number, date, boolean, dropdown — covers most use cases.
Four Record Scopes
Add custom fields to leads, customers, jobs, and invoices independently.
Renders in Every View
Fields appear automatically in every matching record view.
Edit Anytime
Add, rename, or remove fields as your business evolves.
Why HVAC Businesses Choose SalesButler for Custom Fields
- Built for hvac, not adapted from generic software — custom fields that already understands a no-cool emergency in July and the summer cooling season.
- Runs from the field: your crew manages custom fields from a phone on a $7,800 system replacement, not just a back-office desk.
- One flat price for the whole crew — most HVAC contractors cover it by booking a single extra system replacement a month.
- Live in about 15 minutes: connect your number, import contacts, and hvac custom fields is running the same day.
HVAC Custom Fields FAQ
How much does hvac custom fields software cost?
SalesButler's Growth plan is $24/month for your whole team — far less than per-seat custom fields tools. Most HVAC contractors cover it with a single recovered system replacement.
What's the best custom fields software for hvac companies?
The best fit is software built for HVAC contractors. SalesButler handles custom fields around a no-cool emergency in July, a $7,800 system replacement, and the summer cooling season demand — not a generic CRM you have to bend to fit the trade.
Does Custom Fields work on mobile out in the field?
Yes. HVAC crews run custom fields from their phone on the job — no laptop, no trip back to the office.
Is SalesButler's Custom Fields a good fit for HVAC contractors?
Yes. HVAC businesses use it to custom fields around real field conditions — a no-cool emergency in July, a $7,800 system replacement, and the summer cooling season demand — not a generic office workflow.
What plans include Custom Fields?
Custom Fields is included on the Growth and Pro plans.