We set up and train CRMs for HVAC companies in every province and territory, meeting by video call or in person. What changes from region to region is not the software but what the CRM needs to track: when to send tune-up reminders, which rebate programs and deadlines to note on a job, which privacy law applies and whether templates need to go out in French or Inuktut.
Program details below are as of October 2026. They change often, so confirm with each administrator.
- YTYukon
- NTNorthwest Territories
- NUNunavut
- NLNewfoundland and Labrador
- BCBritish Columbia
- ABAlberta
- SKSaskatchewan
- MBManitoba
- ONOntario
- QCQuebec
- PEPrince Edward Island
- NBNew Brunswick
- NSNova Scotia
West Coast: British Columbia
BC's climate splits sharply between the mild, wet southwest coast and the colder Interior and North, so one company can need two reminder calendars. BC also has its own private-sector privacy law, which applies instead of PIPEDA for businesses operating within the province, according to the Office of the Privacy Commissioner of Canada.
Income-qualified heat pump rebates through CleanBC Better Homes make rebate status a useful field on replacement estimates. See the British Columbia page.
Prairies: Alberta, Saskatchewan and Manitoba
The Prairies share long, cold heating seasons and a strong reliance on natural gas, which makes furnace and boiler equipment records the core of most CRMs here. The details differ:
- Alberta has its own private-sector privacy law and a property-tax-based financing program, CEIP, that runs only in participating municipalities, so a municipality field earns its place.
- Saskatchewan has a SaskEnergy equipment rebate with a 120-day application window after installation, which is exactly the kind of deadline a CRM task should catch.
- Manitoba has Efficiency Manitoba heat pump rebates and a registered-supplier bonus tied to F280 heat-load calculations, worth tracking as a document on the job.
Central Canada: Ontario and Quebec
The two largest markets work very differently.
- Ontario is mostly gas-heated, with TSSA and ESA as the safety regulators to know and a Home Renovation Savings program that offers heat pump rebates. PIPEDA generally applies to Ontario businesses.
- Quebec is mostly electrically heated, with RBQ licensing, Hydro-Québec's LogisVert grants and French-language rules for commerce. Quebec's own private-sector privacy law applies within the province, overseen by the Commission d'accès à l'information.
Atlantic Canada
Atlantic provinces lean heavily on heat pumps, oil and electricity, and several programs changed or closed in 2026, which affects how replacement quotes are followed up.
- New Brunswick: Save Energy NB programs and a bilingual population, though private businesses aren't generally required to be bilingual.
- Nova Scotia: a high share of oil and heat pump homes and expanded no-cost retrofit funding through HomeWarming.
- Prince Edward Island: heat pumps were the primary heating system in about a third of homes in Statistics Canada's 2023 data, and a free insulation program was expanded in 2026.
- Newfoundland and Labrador: takeCHARGE oil-to-electric incentives and a new federal retrofit agreement announced in October 2026.
The North: Yukon, Northwest Territories and Nunavut
Heating is needed for most of the year in all three territories, communities are small and far apart, and connectivity can be limited. In Nunavut, the Inuit Language Protection Act requires private businesses to make Inuktut available in advertising and customer service, which affects message templates. See the territories page.
A federal program to prepare for
On 2026-10-08 the federal government announced the National Heat Pump Rebate Program: $2 billion over eight years, with up to $10,000 for households below the median income and $2,000 for other eligible homeowners. The announcement gave no launch date.
For CRM purposes, the useful preparation is simple: make sure equipment type, fuel and approximate age are recorded for every site, so that when details are published you can find the customers it may suit. Confirm program details with the administrator once they're announced.
How we work across the country
Every engagement follows the same method, described on the services page, adapted to the region. If you work across a provincial border, for example Ottawa and Gatineau or Lloydminster, we set up territory fields and templates for both sides. Questions about your region? Contact us.
Frequently asked questions
Do you work with HVAC companies outside BC?
Yes. We work with HVAC and heating companies in all 10 provinces and all 3 territories. Consultations are in person or by video call, and configuration reviews and training run by video.
Why would a CRM setup differ by province?
Because the things a CRM tracks differ: heating fuel mix, the length of the heating season, which rebate programs customers apply to and their deadlines, private-sector privacy law, and in some places language requirements for customer messages.
Do you give compliance advice for my province?
No. We name and link the relevant regulators and programs and set up fields to track what you need, but we don't give legal or compliance advice. Confirm your obligations with the regulator or your own advisor.