HVAC
Sell the tune-ups, dispatch the no-cool calls, keep every system on record
Fill the slow weeks with maintenance plans, get a tech to a dead furnace fast, and pull up any home's equipment history from your phone. All in the language of HVAC.
No credit card required
What the first heat wave does to a shop that runs on paper
- The first 95-degree day hits and the phone won't stop — a stack of no-cool calls and no clear way to see which tech is closest and free.
- You sold a season of spring and fall tune-ups, but remembering to actually book every one lives in your head and a wall calendar.
- Which system is in which home, what filter it takes, what you did last visit — it's scattered across trucks, texts, and a filing cabinet.
From the tune-up plan to payday, one system at a time
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1
Estimates & Quotes
Quote a repair or a full system replacement at the unit, lay out the options plainly, and get the homeowner's yes before you order the equipment.
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2
Scheduling
Dispatch the no-cool call to whoever's closest, and let the season's maintenance visits sit on the same calendar so the slow weeks stay booked.
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3
Customer Management
Open the home's system model, filter size, tonnage, and last service on your phone, do the work, and log it against that equipment for next time.
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4
Invoicing & Payments
Send the invoice from the driveway the moment the unit's running again — card on the spot or a pay link — so a summer emergency doesn't wait for billing.
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5
Team & Payroll
Hourly, overtime, and on-call pay for your techs total themselves, so a week of 12-hour heat-wave days still pays out right without the math.
Everything an HVAC business runs on
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Scheduling
See who's closest and free, dispatch the no-cool call in a tap, and keep every plan's tune-up on the same calendar so the shoulder seasons stay full.
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Invoicing & Payments
Invoice from the driveway the second the system's cooling again — card on the spot or a pay link — instead of billing from the office that night.
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Customer Management
Every home's equipment lives in one record — model, tonnage, filter size, refrigerant, and every past repair — so the next visit starts with the full history.
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Team & Payroll
Hourly, overtime, and on-call hours for your techs total themselves, so a brutal heat-wave week still pays out right without a spreadsheet.
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Client Portal
Homeowners get a private link to approve the repair, pay the invoice, and see what was done to their system — no phone tag over the estimate.
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Communication
Automatic 'on our way' texts go out the moment you dispatch, so the homeowner sweating in a hot house knows a tech is actually coming.
Worknizer talks like an HVAC shop
Worknizer sets up around the words your shop already uses — so the app reads like an HVAC business, not generic 'job management' software.
- Jobs → Service calls
- Customers → Homeowners
- Team → Techs