HVAC software runs the work after the lead comes in — scheduling and dispatch, work orders, estimates and invoices, customer and equipment history, maintenance agreements, and increasingly lead capture and follow-up. It manages jobs; it does not get you customers. That distinction is the most important thing to understand before you pay for it, because plenty of HVAC owners buy a $200-per-tech platform to fix a problem that was really a marketing problem.
We run an HVAC company in Sacramento ourselves, so this is the honest version: what the software actually does, where it stops, and the one piece — lead capture — that is included in our $249/mo plan.
Puts the right tech at the right job with drive-time in mind. The core feature, and the one that earns its keep once you run multiple trucks.
Good-better-best quotes on a tablet, financing options, and invoices that get paid faster. Closes more replacement jobs at the kitchen table.
Every system, install date, and past repair on file, so the next visit is faster and maintenance plans practically sell themselves.
Recurring service plans tracked and auto-reminded. This is where HVAC software pays back, because retained customers are the stable revenue.
Here is the limit nobody selling it leads with: HVAC software manages jobs you already have. It does not rank you in Google, it does not answer the phone when the AC dies at 9pm, and it does not turn a website visitor into a booked estimate. Those are marketing and lead-capture jobs, and the platforms that bolt them on usually do them thinly.
The piece most small HVAC companies are actually missing is lead capture: catching the after-hours "my AC is out, do you serve my area" visitor and getting their number before they call the next company. That is the gap our stack fills — AI lead capture is included from $249/mo, separate from whatever field software you run to manage the work.
Most platforms run roughly $30-$200 per user per month, scaling with features and crew size. A two-truck shop might pay $100-$300/mo; a larger operation, much more.
Onboarding fees, payment processing cuts, and paid add-ons for marketing or call booking add up. Read past the headline price.
AI lead capture, the site, hosting, and updates are $249/mo in our Start Getting Leads plan, month-to-month, and you own the site and every lead.
If you want a custom CRM and reputation automation alongside, that is our Own Your Market plan from $1,750/mo. Most small HVAC shops do not need it on day one.
We would rather you buy what you need than the biggest platform. You may not need full HVAC software yet if:
Buy field software when multiple crews, maintenance plans, or lost estimates start costing you real money. Until then, fix lead capture first — a missed call costs more than any scheduling glitch.
The general version is field service software, and the lead-capture piece is the AI receptionist. To get the customers the software then manages, see HVAC website design, HVAC SEO, and CRM for small business.
Short clips from real owners. We add yours once your site has run a season.
We don't post stock testimonials. On a 15-minute call we screen-share the real dashboards behind our own businesses — live leads, rankings, and the exact page that produced each one. See the proof →
It runs the work after the lead comes in: scheduling and dispatch, work orders, estimates and invoices, customer and equipment history, maintenance agreements, and sometimes lead capture. It manages jobs; it does not get you customers.
Roughly $30 to $200 per user per month depending on features and crew size, plus setup and payment processing. Our AI lead-capture piece is included in the $249/month plan; a full custom CRM is part of the $1,750/month plan.
Often not yet. A one-truck operation usually does fine with a calendar and simple invoicing. It pays off once you run multiple crews, sell maintenance plans, or start losing track of estimates.
For most small companies, lead capture and fast follow-up, because a missed after-hours call costs more than any scheduling glitch. Scheduling and dispatch matter most once you run several trucks.
Send your company name and metro and we will confirm your market is open, then build a working demo within 48 hours. Free, no card, no commitment.
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