Custom Inspections 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 Inspections is built to fix exactly that for hvac businesses. Design service-specific inspection templates with as many questions as you need — submissions stored against the job for posterity.
Custom Inspections for HVAC, in the app
Custom Inspections Built for HVAC
Take a $7,800 system replacement: winning or losing it often comes down to how well you handle custom inspections. 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 Inspections keeps hvac work moving from first contact to paid invoice — without adding office staff.
- Using custom inspections 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 inspections, from the first call through to a paid invoice.
- Leaning on custom inspections to stay ahead of the summer cooling season demand without adding office staff.
Up and Running Fast
Build the Template
Add as many questions as needed — multiple choice, yes/no, free text, photo.
Assign per Service
Each service type can have its own inspection template auto-attached.
Tech Completes On Site
The inspection appears in the technician portal alongside the job.
What HVAC Businesses Get
Custom Question Builder
Build any question type you need — not locked into a fixed template.
Per-Service Templates
Different inspection forms for different services.
Photo Questions
Require photos for specific inspection points.
PDF Output
One-click PDF for the customer file or audit log.
Why HVAC Businesses Choose SalesButler for Custom Inspections
- Built for hvac, not adapted from generic software — custom inspections that already understands a no-cool emergency in July and the summer cooling season.
- Runs from the field: your crew manages custom inspections 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 inspections is running the same day.
HVAC Custom Inspections FAQ
How much does hvac custom inspections software cost?
SalesButler's Growth plan is $24/month for your whole team — far less than per-seat custom inspections tools. Most HVAC contractors cover it with a single recovered system replacement.
What's the best custom inspections software for hvac companies?
The best fit is software built for HVAC contractors. SalesButler handles custom inspections 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 Inspections work on mobile out in the field?
Yes. HVAC crews run custom inspections from their phone on the job — no laptop, no trip back to the office.
Is SalesButler's Custom Inspections a good fit for HVAC contractors?
Yes. HVAC businesses use it to custom inspections 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 Inspections?
Custom Inspection Forms are included on the Pro plan.