HVAC

Software for HVAC companies

Sell and track maintenance memberships, keep equipment records for every system, and fill slow weeks with tune-up reminders that go out on their own schedule.

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Built for hvac work

Maintenance memberships

Plans with visit counts, renewal dates and member pricing that applies itself on estimates.

Equipment records

Make, model, serial, install date and filter size for every unit, from the tech's phone.

Seasonal tune-ups

Spring AC and fall heat reminders to every customer due, each one waiting for your OK.

Good-better-best estimates

Options side by side; the customer picks, signs and pays a deposit online.

Crew app

Today's route with weather, on-my-way texts, photos and job notes.

Ask Claude

"Which members haven't had a fall tune-up yet?" answered in seconds.

A job, start to finish

  1. Customer books online or calls; the lead lands in your pipeline.
  2. Tech walks the system, snaps photos and says the prices; Claude writes the estimate.
  3. Customer signs on their phone and pays the deposit.
  4. Job day: route, check-in, photos, materials and hours from the crew app.
  5. Invoice and pay link at completion, then a review request and the next tune-up reminder.

Plus everything every trade gets

Website and hosting, CRM, scheduling, crew app, invoices and pay links, reviews, social posting, local SEO and AI search tracking, all in one subscription from $149 a month.

Can I track refrigerant and parts used?

Yes. Add materials to each job from the crew app, with custom fields for anything your trade needs.

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