HVAC field service software for one to five trucks: dispatch the no-heat call to one tech, quote a changeout a few ways, invoice from the driveway.
Starts with your Google account, or an email link if you would rather. That's the whole signup.
HomeServicesIT is field service management sized for an HVAC business of one to five trucks. Seasonal maintenance, no-heat emergencies and installs sit on one calendar that doesn't need babysitting, with the photo proof, service history and on-site invoicing the day runs on. Scheduling and dispatch that never assume a dispatcher exists. Flat pricing, no charge per technician.
The three things that cost hvac companies the most time and money - and why the usual way of handling them doesn't cut it.
Today: On a paper schedule, squeezing in an emergency means manually reshuffling every other stop and hoping the techs actually hear about the change.
Today: Spring and fall tune-ups across dozens of customers live in a spreadsheet that's always slightly out of date - and the ones that slip through are renewals you don't get back.
Today: Service history lives across invoices, texts, and memory, so a simple question turns into fifteen minutes of digging - or a shrug.
Same three problems, handled by design instead of by hand.
Assign the no-heat call to whichever tech you want on it and HomeServicesIT re-runs just their route for the day. The rest of the schedule, and the other techs, are unaffected. That is dispatch for a crew of one to five, with no dispatcher needed.
Set up spring and fall tune-ups as recurring visits once, and they land on the calendar automatically every season. No spreadsheet, no missed renewals.
Every unit, filter type, and service date is tied to the property, so 'when was my filter changed?' is a two-second answer - and photo proof of each visit backs it up.
Dana runs a small HVAC company with two techs, and fall is the crunch. Tune-up season used to live in a spreadsheet she updated between calls. Now every maintenance customer is a recurring visit that schedules itself, so the season fills the calendar without her rebuilding it by hand - and no renewal quietly slips away.
On a cold morning in October a no-heat call comes in. Dana assigns it to whichever tech is closer, re-optimizes just his route, and he gets the update on his phone. The other tech's day of tune-ups never moves.
That afternoon a long-time customer asks when their filter was last changed. Instead of digging, Dana pulls up the property: the unit, the filter size, the last three visits, and the photos from each. She answers in seconds, and the customer can see the same history in their portal - which is a big part of why they keep renewing.
Field service management sized for crews of one to five. Customer records, property history, quotes and invoicing from the driveway live in one place, which covers the CRM half of the job without a second app.
Good, Better and Best on one quote, each costed out, so you know which one you actually want them to pick.
Pull the unit, refrigerant, and parts straight off the approved quote onto one page for the supply house.
Assign the no-heat call to a tech, re-run just their route for the day, and the change lands on their phone. Dispatch for one to five trucks, with nobody sitting at a desk to do it.
Set the cadence and the number of visits once and the spring and fall tune-ups land on the calendar as their own stops.
Business license lines print on every estimate and invoice. Each tech's own certification number sits on their crew login, so it's on file the day a customer or an inspector asks.
Attach the registration PDF, the load calc or the permit card to the job itself. Two summers later it's one tap away instead of somewhere in your email.
Before/after photos of the filter, coils, or install give customers confidence in the work.
See what unit, filter type, and last service date before every visit.
Send the invoice the moment the tune-up wraps instead of reconstructing it after the fact.
Reduce drive time between tune-ups and installs across your territory.
No credit card required. See your whole schedule, customers, and invoices in one place from day one.
Starts with your Google account. That's the whole signup.
Want the long version first? See how it works.
What markup do you need for a 30% margin? Work it out on the markup vs margin calculator before your next quote.
Yes. Set the cadence and the number of visits once per property and the seasonal tune-ups land on the calendar as their own stops, while emergency and one-off calls drop onto the same days. A maintenance plan stops depending on somebody remembering it twice a year, and the invoice comes off each visit as it's completed.
Up to six priced options on one quote, each built separately with its own margin visible before you send it. The customer picks one and the app remembers which, so over a season you learn which tier people actually buy.
No. Crew logins come in a block with the plan rather than per head, so adding a fourth tech to a five-login plan costs nothing. That per-technician charge is the thing the field-service platforms bill you for, and on a four-person shop it is most of what you would pay them.
Both, at the size you are. Dispatch here means assigning a call to a tech, re-running that one tech's route and having the change land on their phone. It does not mean a dispatcher at a desk watching a board of twenty trucks. For one to five trucks that is the whole job, and it is why nobody here pays per technician.