HVAC Service Business Management

Run your HVAC shop without the chaos

A modern platform built for HVAC businesses to end double-bookings, track parts efficiently, and delight customers with seamless job management, updates, and approvals.

Trusted by modern HVAC shops
Modern, elegant product-inspired hero visual for HVAC management

The Core Problem

Small HVAC shops dealing with 25-35 jobs per week often struggle with disorganized scheduling through phone calls, texts, and spreadsheets, leading to double bookings, lost parts inventory, and disputes over work completion. This platform streamlines job management, dispatching, and customer interactions to prevent revenue loss, maintain margins, and resolve conflicts efficiently.

  • Double bookings and scheduling conflicts
  • Untracked parts and inventory losses
  • Disputes over work completion without proof
  • Manual updates and customer wait times

Outcome

A single, role-based system that automates your HVAC operations, keeps schedules optimized, and ensures transparent, dispute-free service delivery.

Designed for Every Role

Owner / Dispatcher

Oversees all HVAC operations with full access to job lists, technician assignments, customer insights, analytics, and alerts for seamless management.

HVAC Technician

Handles assigned jobs, updates status in real-time, logs parts used, uploads photo proofs, and collects customer e-signatures from the field.

Customer

Accesses a self-service portal to submit job requests, negotiate quotes, track progress, view updates, and approve completed work.

Owner/Dispatcher Dashboard

Gain real-time oversight of HVAC operations with intuitive widgets and alerts designed for non-technical users.

  • Job overview grid with status filters like Pending, In Progress, or Completed
  • HVAC technician assignment panel showing availability and current tasks
  • Customer insights including repeat data and preferences
  • Analytics widget for job volume, parts costs, and revenue trends
  • Alerts feed for new bookings, overdue jobs, and disputes
Owner/Dispatcher Dashboard preview

Standard Plan

Essential tools for HVAC job booking, dispatching, tracking, and resolution to maximize efficiency.

HVAC Job Booking Form

Included

User-friendly form for customers to submit detailed job requests with validation.

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HVAC Technician Dispatch Scheduler

Included

Efficient assignment of technicians based on availability and skills.

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Job Status Updates

Included

Real-time status changes visible to all roles with notes.

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Parts and Materials Log

Included

Track parts used during jobs with owner approval.

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Photo Proof Upload

Included

Upload job photos as evidence of work completed.

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Customer E-Signature

Included

Collect digital sign-offs for job completion.

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Job Summary Dashboard

Included

Overview of jobs by status with filtering options.

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Customer Quote Negotiation

Included

Portal-based negotiation for quotes.

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Overdue Job Alerts

Included

Automated alerts for jobs without timely updates.

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HVAC Technician Performance Tracker

Included

Monitor technician metrics like jobs completed and ratings.

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Customer History Log

Included

Searchable log of past jobs and preferences.

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Invoice Generation

Included

Auto-create PDFs with job details for billing.

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Dispute Resolution Tool

Included

Handle customer issues with evidence review.

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Job Completion Report

Included

Generate exportable PDFs summarizing job details.

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Emergency Job Priority

Included

Flag and prioritize urgent jobs for quick dispatch.

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Only $99/one-time payment only

Unlock the complete base platform for your entire team.

  • Unlimited jobs
  • Email notifications
  • Role-based access
  • Customer portal

Add advanced capabilities anytime with add-ons.

All Add-ons

Extend the platform with advanced automation and insights — $20-35 each.

Self-Service Customer Registration

$20/mo

Portal for customer sign-up and query submission.

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Advanced Dispatch Optimization

$25/mo

Route suggestions based on job details.

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Job Template Library

$22/mo

Pre-saved templates for common jobs.

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Customer Loyalty Program

$28/mo

Track jobs for perks and discounts.

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Automated Follow-Up Emails

$24/mo

Post-job emails for rebooking incentives.

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HVAC Technician Skill Matching

$21/mo

Auto-suggest technicians by expertise.

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Multi-Job Batch Dispatch

$23/mo

Assign multiple jobs at once.

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Customer Feedback Surveys

$20/mo

Post-job surveys for ratings and comments.

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Parts Inventory Alerts

$25/mo

Low-stock notifications for reordering.

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Recurring Job Scheduler

$30/mo

Set up repeating jobs like maintenance.

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Payment Reminder System

$22/mo

Automated reminders for unpaid invoices.

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Job Profit Analyzer

$24/mo

Calculate profits from labor and parts.

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WhatsApp Notification Addon

$99

Send and receive unlimited WhatsApp messages and notifications.

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WhatsApp Media Notification Addon

$25/mo

Send images and media through WhatsApp notifications.

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Telegram Notification Addon

$35

Send notifications and reminders via Telegram.

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Custom SMTP Addon

$30

Integrate your own SMTP server for email notifications.

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Quick Comparison

Standard Plan

Complete base platform for daily HVAC operations

$99/mo
  • HVAC Job Booking Form
  • HVAC Technician Dispatch Scheduler
  • Job Status Updates
  • Parts and Materials Log
  • Photo Proof Upload
  • Customer E-Signature
  • Job Summary Dashboard
  • Customer Quote Negotiation

Custom Add-ons

Pick-and-choose advanced capabilities

$20-35 each
  • Self-Service Customer Registration
  • Advanced Dispatch Optimization
  • Job Template Library
  • Customer Loyalty Program
  • Automated Follow-Up Emails
  • HVAC Technician Skill Matching
  • Multi-Job Batch Dispatch
  • Customer Feedback Surveys

What HVAC Shops Are Saying

“Our job delays dropped and margins improved within weeks.”

— Alex, Shop Owner

“Double-assignments are gone. Huge relief for scheduling.”

— John, Dispatcher

“Job details and updates make fieldwork seamless.”

— Sarah, Technician

Ready to streamline your HVAC shop?

Start with the Standard Plan and add advanced features anytime.