Track & Grow HVAC Customer Referrals

AI Referral Program Software for HVAC Companies

In just 48 hours, we help you kickstart your AI-powered customer referral program.

★★★★★4.6/5 stars on Capterra
Trusted by 1,000s of businesses
10+ years in business
2x Cheaper Than Paid HVAC Leads
2x Faster Signed Install Closes
Steady Calls Outside Peak Season

You Get Referrals, Not Just Software.

Joshua Eberly

We launched the program in September and instantly saw results within the dashboard. We knew it would be a huge success given the initial response.

Joshua Eberly
Full Stack Marketer, Marygrove
Katie D.

We didn't have a way to track our referrals before & it wasn't an offer that we felt appealed to customers. Now, we have a system automated for us that reaches out to customers automatically after they install with us.

Katie D.
Marketing, Solatube Home
HVAC technician with a flashlight inspecting a homeowner's outdoor air conditioning unit beside the house
“

Being that name is worth more than any ad.

Built for HVAC companies

Why HVAC Companies Should Invest in a Referral Program

01

Nobody shops for HVAC until it breaks.

When the AC dies in July, homeowners call whoever a neighbor recommended, not whoever ranks first in a search. Being that name is worth more than any ad.

02

Peak-season ad costs spike when everyone is bidding.

Paid HVAC leads get most expensive exactly when demand is highest, and the same lead often goes to several companies. A referral arrives asking for you by name.

03

Maintenance customers are your best advocates.

Tune-ups put your techs in homes every year, and each visit is a chance to be recommended. A referral program turns those relationships into new installs and maintenance-plan signups.

How a Referral Program Works for HVAC

Book a Demo →
1234
1 · Enrolled

Your customers are automatically enrolled.

2 · Shared

They share their link or simply mention your business through word of mouth, text, or social.

3 · Booked

Their friend becomes a new customer, booking a repair, tune-up, or install.

4 · Rewarded

Both parties unlock a reward, and you get a new customer!

Tracked and paid out automatically by ReferralHero
Platform essentials

What is ReferralHero?

Book a Demo →

Works with the Tools HVAC Companies Already Use

CRM matching: credits every referral to the closed sale, job, or deal.

HVAC & field service software
CRMs
Email
Automation
Developers
REST API
JavaScript API
Webhooks
iOS and Android SDKs

Works with ServiceTitan, Housecall Pro, Jobber, Workiz, HubSpot, Salesforce, GoHighLevel, Zoho, Mailchimp, ActiveCampaign, Klaviyo, Zapier, n8n, and Make. ReferralHero offers 500+ integrations, including Zapier.

Results HVAC businesses see

What To Expect From ReferralHero?

2x

More Jobs, Lower CAC

Up to 2x lower cost per lead than paid HVAC advertising. Referred homeowners cost less to win, so every job brings your average acquisition cost down.

2x

Faster Close Rates

Close signed installs up to 2x faster. Referred homeowners already trust you, so estimates turn into booked installs sooner.

Exclusive Leads, Bigger Systems

Referrals ask for you by name, so they’re never shared with competing HVAC companies. They arrive pre-sold, and are more open to full system replacements, high-efficiency upgrades, and maintenance plans.

FAQ

Will referrals work if homeowners only replace their system every 15 years?

Yes. Replacement isn’t the only moment that counts. Repairs and tune-ups put you in front of happy customers all year, and each one can introduce the neighbors, friends, and family who will need HVAC next. ReferralHero prompts them at the right moments, like job completion, and turns each share into a tracked lead.

How fast can we launch an HVAC referral program?

Your AI-powered referral program build starts within 48 hours, and most programs launch in 1–3 weeks, so you can start inviting new customers to refer as soon as their jobs are done. Book a demo and we’ll map your launch.

Does it work with our HVAC software and CRM?

ReferralHero connects with HVAC and field service software like ServiceTitan, Housecall Pro, Jobber, and Workiz, CRMs like HubSpot, Salesforce, and GoHighLevel, and 500+ other integrations, including Zapier.

When do customers get their reward: at signed estimate or after the install?

You choose. Reward on the signed estimate, once the install is complete, or when the invoice is paid, and ReferralHero tracks the referral and pays out automatically.

What is the ROI for typical HVAC businesses using ReferralHero?

We typically see 4-8x ROI with our HVAC and industry-adjacent businesses.

What Our Customers Say About ReferralHero...

We’ve worked with 1,000s of businesses just like yours.

5-star review by Joshua Eberly, Marygrove: “We launched the program in September and instantly saw results within the dashboard. We knew it would be a huge success given the initial response.”5-star review by Katie R., Head of Marketing, Roofing & Construction: “100% Would Recommend Referral Hero.” We've increased the number of referrals our company receives. I definitely recommend using them for any home service business.5-star review by Jeff H., Owner, Higher Education: “Powerful Growth Automation and Fantastic Customer Service.” It’s a powerful, reliable tool that makes launching and managing a referral program incredibly straightforward.5-star review by Joanna W., COO, Computer Software: “Great tool & great support!” ReferralHero is easy to implement and provides fantastic support when questions come up.5-star review by Steve D., CEO, International Trade and Development: “Highly Recommended!” Their product and service is top notch. I wouldn't hesitate to recommend them to anyone, or use them again myself.5-star review by Viola L., Health and Life Broker, Insurance: “If you do not have a referral system you need to enroll in ReferralHero!” I love how simple it is to use.5-star review by Sam R., CEO, Food & Beverages: “Cool company, cool team.” Super cool service. Would recommend to anyone trying to launch an effective referral program!5-star review by Kat D., Owner, E-Learning: “Best Customer Service.” The team at ReferralHero are very responsive and extremely helpful!5-star review by Eddie R., Marketing Director, Hospital & Health Care: “Clean interface.” Very customizable interface that lives on your website without any ReferralHero branding.5-star review by a verified CEO, Legal Services: ReferralHero had everything that we were looking for from referral software for our program. Compared to the competition for the same feature set, ReferralHero is quite cost-effective.

Now It’s Your Turn...

In just 48 hours, we help you kickstart your AI-powered customer referral program, trusted by 1,000s of home-service businesses, including HVAC companies.

★★★★★ 4.6/5 stars on Capterra

Trusted by 1,000s of businesses

10+ years in business