For heating and air conditioning contractors
From tune-up to new system, one place.
Price repairs and installs from a flat-rate price book with your margins in view, let homeowners pick their add-ons and sign, and bill maintenance agreements on schedule.
$39/month for your whole team · 30 days free · No credit card
Your price book
Flat rates with the margin in view.
Diagnostics and tune-ups by the visit, labor by the hour with an after-hours rate, duct work by the vent, agreements by the month. Every item carries its cost, and when supplier prices move you can raise prices by a percentage in one step.
How the price book worksLess office work, more billable hours.
Add-ons the homeowner chooses
Offer a surge protector, a better filter or a UV light as optional items. The homeowner ticks what they want and signs on their phone — no second visit to upsell.
Maintenance agreements on schedule
Bill agreements monthly or yearly with recurring invoices, and keep a tune-up checklist for every visit.
Deposits on bigger jobs
Ask for a deposit by amount or percentage on install estimates. The customer sees it when they approve.
Dispatch every technician
See the day on a dispatch board, move jobs between technicians, and get a warning when two jobs overlap. Technicians see only their own jobs.
Know what each job made
Labor time, parts and expenses roll up against the job, so you can see profit job by job.
The parts you’ll use most
$39 a month, whatever the size of your crew.
Every feature, unlimited users and no contract. A crew of five pays the same as one person.
HVAC: common questions
Can I show options on one estimate?
Yes, as optional items the homeowner ticks at approval — a surge protector, a better filter, a UV light. You can also bundle services into packages in the price book.
Can I bill maintenance agreements monthly?
Yes. A recurring invoice bills each agreement monthly, quarterly or yearly, and customers pay by card from the link.
Does it sync with QuickBooks?
Not yet. You can export invoices and expenses to a spreadsheet (CSV) for your bookkeeper.
Start your 30-day free trial — no credit card.
Set-up takes a few minutes. Then it is $39/month for your whole team, with every feature and no contract.