HVAC field service that knows the difference between install, maintenance, and emergency.
A CRM that starts with your 7-stage job pipeline already built, every account tracking equipment and warranty dates, and a dispatch board your techs can actually read in the truck.
Your pipeline on day one
Fresh HVAC tenants boot with these stages. Rename, reorder, or add — but you’re not starting from an empty template.
- Lead
- Estimate
- Scheduled
- In Progress
- Complete
- Invoiced
Lost is tracked separately, not as a final stage.
What’s in the HVAC Starter pack
Everything below is turned on the first time you log in.
- Service Agreements — Recurring maintenance agreements with coverage terms, renewal dates, and billing frequency.
- Maintenance Schedules — Seasonal PM schedules tied to specific equipment records.
- Equipment Tracking — Per-unit install date, warranty expiration, model and serial number, full service history.
- Dispatch Board — Drag-and-drop technician dispatch with travel time, skills, and SLA sorting.
- Advanced Reporting — Scheduled CSV/PDF exports, emailed on whatever cadence you want.
- Bulk SMS — Outbound SMS with built-in DNC list compliance.
Pre-built task templates: Site visit + estimate · Pre-season tune-up · Warranty registration — each with the on-site checklist your techs actually use.
Every account tracks the things you’d wish it tracked.
Out of the box, every HVAC account has fields for:
- Equipment model
- Equipment serial
- Install date
- Warranty expiration
- Service agreement status
No custom field builder. No spreadsheet on the side. It’s there the first time you open the account.
A look at the dispatch board
Request HVAC beta access.
We're onboarding HVAC shops in small waves so we can help each one bring their equipment data over cleanly. Tell us about yours.