For HVAC, gas & home service companies · GTA, Ontario

Take back the hours lost to repetitive work.

Every service company has upkeep that eat up hours out of every day. We find the cruxes, from scheduling and dispatch to invoicing, customer messages and records. The same excellent customer experience while your team saves work hours.

Book a free 30-min call See your savings

We know HVAC, furnace and A/C, gas fireplace, BBQ, water heater, appliance repair and window cleaning operations inside out. We specialize in making their day-to-day work more efficient.

Works with the software you already pay for · or no software at all

Your software should give headway, not headaches.

We speed things up.

Scheduling & dispatch

Jobs on a map. A balanced day across technicians by skill, licence, area and how much each one can take on.

Invoicing & payments

Finished jobs become ready invoices. Estimates and unpaid bills get followed up on time, every time.

Customer messages

Confirmations, reminders and canned replies in your voice. Your team decides what goes out and when.

Records & data entry

Customer, job and parts details typed once and kept in step across your CRM, accounting and spreadsheets.

Also: reports, parts and inventory, quotes, repeat-service reminders, moving to new software.

Not on the list? If your team does it over and over, ask us. We can likely make it faster.

Tell us what slows you down

Three steps. About two hours of your time.

Step 1

We watch

We sit with your office for a few hours and time every repeat task. You get a plan with a fixed price.

Step 2

We build

We set it up inside the software you already use. We test it without obstructing your workplace flow

Step 3

You save

It goes live one piece at a time. Your team keeps every customer conversation. Every month you see the hours saved, in plain numbers.

Save with CRMO

Use your own numbers. See what repeat work costs you each year.

Total annual office payroll cost ($):

Work hours reduced:

*We aim to give your office at least 5% of its week back. Most offices find more.

Office staff time per week:

Number of employees

Hours worked per employee

Average office hourly wage ($):

Total savings: $0/year
($0 from reduced operating hours + $0 of staff time that was going to repeat work.)

*Estimates only. Your Office Audit gives real numbers from your own data.

Built and proven inside a working GTA service company.

“CRMO improved every department at Barbeque Pro. We saw a large increase in sales within 2 weeks without additional labour costs. Not only that, we were able to find additional work that might have been missed with an automated audit. James was swift in bringing in a simple interface that all our staff could use to run tasks that were previously very repetitive and frankly a waste of our staffs' time.”

Sales up within 2 weeks

No added labour cost

Missed work found by audit

Two Barbeque Pro technicians in branded jackets servicing a built-in barbecue

Charles Munro

CEO & President, Barbeque Pro · Our founding client

FAQs

My software works. Why change anything?

McKinsey found that over 40% of workers spend at least a quarter of their week on manual, repeat tasks like email, data collection and data entry. In a service office that can be retyping job details, building the schedule by hand, chasing invoices or answering the same question ten times a day. Your people are worth more than that. Book a free call to see what those hours cost you.

We're swamped. How long does it take, and how much of our time?

That is who we built this for. Every week you wait costs money. It starts with a free 30-minute call, and you give us about two hours in total. We roll out in phases so your day stays smooth, and most setups go live within 4–6 weeks. After that, your care plan keeps it running and improving.

What makes CRMO different from other automation companies?

Our team includes former field service technicians. We know dispatch, diagnosis and follow-up from the truck and from the office. We work inside the software you already pay for, and every setup fits your business.

Will my customers still talk to a person?

Yes. Your team keeps every customer relationship. We remove the typing and sorting behind the scenes, so your staff has more time on the phone, not less.

What can we help with?

Most work falls into these areas, but the list is not complete. If your team repeats it every day, ask us.
· Scheduling, dispatch and balancing load across technicians
· Invoicing, estimates and payment follow-up
· Customer confirmations, reminders and canned replies
· Data entry and keeping records in step across programs
· Parts and inventory tracking
· Repeat-service reminders and finding past customers due for work
· Reports, and a monthly summary of hours saved