Software for HVAC businesses

HVAC runs on seasons. The first hot week of the year fills the board for a month, and the quiet weeks are when maintenance agreements quietly pay the wages. Software for an HVAC business has to survive the rush and still work hard in the slow season, when follow-up and reminders are what bring work in.

The jobs your software has to handle:

• Service agreements that track every maintenance plan, schedule the visits automatically and renew without someone remembering.
• Dispatch that holds up in peak season, with skills and zones on the board so the right technician lands on the right call.
• Equipment history at every address, unit age, model and past repairs, ready before the technician knocks.
• Quoting for replacements, with good, better and best options a homeowner can choose from on the spot.
• Reminders and campaigns for tune-up season, filter changes and ageing systems that are ready to replace.

A small HVAC shop feels the pain in the office first, one person answering phones and building the board by hand. A larger company feels it in the gaps between departments, where installs, service and billing stop talking to each other. Our HVAC guides judge tools against both situations, and they always separate what a plan includes from what sits in an add-on.

New to the site? The how we test section explains the method behind every guide, and the latest guides list shows what has published most recently across all trades.