Everything an HVAC business runs on, for one price

No modules to choose between and nothing switched off waiting to be bought. The HVAC plan turns all of it on, and it's free for 14 days.

HVAC

Service calls dispatched, replacements quoted on your website, and the maintenance plan that turns one visit into a customer.

$139 /month

Bought piece by piece these come to ~~$182/mo~~ — $43 a month less as a plan.

Switched on from day one

Dispatch board Drag-and-drop assignment with live crew tracking.

Recurring jobs Repeat work on any pattern — daily through annual.

Photo documentation Before/after photos attached to the job and shared.

Estimates & quotes Quick quotes that convert straight into a job.

Quote builder pro Tiered options, custom fields, public quote links.

Job costing True margin per job — labour, materials, overhead.

Memberships & plans Recurring billing with member perks and a portal.

Lead capture forms Form builder with conditional logic and routing.

Review requests Automatic Google review asks after every job.

Automated reminders Email and SMS reminders before every appointment.

How a job runs

What you'll actually do with it, in the order you'll do it. Every step below is covered by the plan.

01 The enquiry becomes a customer Contacts, addresses and the history of everything you have done for them.
02 You quote for the work A quote they can accept online, which turns into the job without retyping it.
03 The job goes on the calendar Scheduled, assigned, and visible to whoever is doing it.
04 You invoice and get paid Emailed with a payment link, and chased on its own if it goes past due.
05 Your crew have their own logins Invite them and set what each person can see.

And the platform underneath

Scheduling & calendar
Customer records
Invoicing & payments
Team & permissions
Online booking page
Reports & analytics

Want anything beyond the basics? 37 optional extras — accounting sync, marketing tools, another trade's kit. Nothing here is needed to run HVAC work.

Inspections

Inspection reports Templated findings with photos, severity ratings, and a branded PDF the client can read on a phone. $25/mo Referring agent portal Real-estate agents get their own login to book, track, and pull reports — plus referral credit. $12/mo Commercial assessments Property condition assessments: multi-building sites, multi-inspector jobs, and cost tables. $30/mo Ancillary services Radon, mold, termite, sewer scope and pool add-ons priced onto the inspection. $10/mo Repair request lists The buyer's agent turns your findings into a repair addendum in two minutes — from your report, with your name on it. $15/mo

Operations & scheduling

Route planning Multi-stop optimization with traffic-aware ETAs. $12/mo Fleet management Vehicle assignment, maintenance alerts, cost tracking. $10/mo Inventory Stock levels, low-stock alerts, availability blocking. $12/mo Warranty tracking Policies, claims, and auto-scheduled callbacks. $12/mo Voice worker mode Hands-free job completion and notes in the field. $16/mo Property treatments Treatment history, application tracking, compliance. $12/mo Chemical logs EPA registration, applicator licences, weather logging. $15/mo Field upsells AI-suggested add-ons your tech can add in one tap. $16/mo

Billing & payments

Contracts & e-sign Pre-inspection agreements signed before you arrive. $15/mo In-person payments Card reader and tap-to-pay with digital receipts. $10/mo Gift cards Digital gift cards with balance tracking. $12/mo Tips & gratuity Checkout tips with staff distribution and pooling. $8/mo

Growth & marketing

Lead tracking Pipeline, scoring, follow-ups, conversion rates. $10/mo Marketing campaigns Email templates, segments, and automation. $10/mo Referral program Track referrals, set rewards, automate payouts. $15/mo Local SEO tools Google Business sync, citations, rank tracking. $15/mo SEO widgets Review widgets, service maps, schema markup. $8/mo AI live chat A 24/7 chat agent that captures and books leads. $15/mo Loyalty program Points, reward tiers, and redemption tracking. $15/mo Service area heatmaps See where your customers cluster and where they do not. $12/mo

Connectors

QuickBooks Two-way sync of invoices, customers, and payments. $15/mo Two-way texting Text customers from a shared inbox with templates. $15/mo Google Calendar Two-way calendar sync with availability blocking. $15/mo Zapier Connect 5,000+ apps with no code. $15/mo HubSpot Sync contacts and deals with your CRM. $15/mo Mailchimp Push customers into audiences and track campaigns. $15/mo Square Take card payments through Square POS. $15/mo Weather scheduling Forecast-aware scheduling that flags outdoor jobs. $10/mo

Advanced

API access REST API, webhooks, and developer docs. $25/mo White label Your branding, your domain, your client portal. $30/mo AI photo quoting Customers send a photo and get a quote back. $20/mo Predictive alerts Learns service patterns and flags jobs due soon. $14/mo