Industries · HVAC
HVAC software for service calls and maintenance plans
Maintenance plans that schedule and bill themselves, repair or replace options on one quote, and service calls booked and dispatched from one place.
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Maintenance plans
Tune-ups twice a year on a schedule, billed monthly or yearly.
- Recurring visits, spring and fall
- Recurring billing, monthly or yearly
- Autopay with a card on file
Visits scheduled for the year · Autopay on file
Repair or replace options
Put the repair, the repair with a plan, and a new unit on one quote, with photos, and take a deposit on approval.
- Good, better and best options on one quote
- Photos on the quote
- Approved and signed online
- A deposit on approval
Book and dispatch
Customers book online or send a request, and every call lands on the board.
- Online booking with live arrival windows
- A request form for your website
- A dispatch board across every technician
- Drive-time routing
On site
Technicians work from a checklist, add photos, and see the property's system details.
- Checklists on every visit
- Photos from the field app
- Custom fields on the property, like unit type or install year
Also handles
Customer portal
Customers see their quotes, invoices and visits, and pay online.
Job costing
Labor and materials against each job, so you see real margins.
Crew time tracking
Clock in and out from the field app; timesheets for payroll.
Review requests
Ask happy customers for a Google review after the job.
Import from Jobber or a spreadsheet
Bring your customer list over in minutes with CSV import.
Questions
- Can I sell maintenance plans?
- Yes. A plan is a recurring visit, spring and fall for example, with recurring billing monthly or yearly and autopay.
- Can I show repair and replace options on one quote?
- Yes. Good, better and best options go on one quote with photos, and the customer picks and signs online.
- Can customers book online?
- Yes. Online booking shows your open arrival windows, and a request form can sit on your website.
- Can I keep equipment details?
- Yes, as custom fields on the property, like unit type or install year. There is no separate equipment service history.
- Can I take a deposit?
- Yes. Ask for a deposit when the quote is approved, and bill bigger jobs in stages.
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