Customers & jobs
Add fictional customers, schedule work, update statuses, and test the full workflow.
One platform. Every job.
Agent HVAC
Customers, crews, schedules, documents, reminders, and profit—all together in one time-saving admin panel.
Use password hvac. No account or real customer data required.
See it in action
A quick look at the unified dashboard
Watch how estimates, schedules, crews, documents, and profit reports come together in one place.
What you can try
A hands-on sample admin workspace
Forms & reports
Open sample forms, create documents, review hours, and explore profit reporting.
Safe to experiment
Changes stay in your browser. Reset the sample records whenever you want.
Pricing
Simple, Transparent Pricing
Everything you need to run your HVAC business — white-labeled under your own brand.
Most Popular
Pro
$99/month
One-time setup fee: $1,500
- Full CRM (Customers, Jobs, Estimates, Invoices)
- Work Calendar with month & week views
- Workers tab + crew hour tracking
- Real-time profit calculations & reports
- Heat Loss Calculator
- Automated job reminders
- Customizable documents & PDFs
- Email documents directly to customers
- Inspection, startup & change-over checklists
- Service stickers & branded business cards
- Customer timeline, notes & history
- Custom solutions & workflows
- White-label branding (your logo, colours, domain)
- Unlimited users
- Cancel anytime
One-time setup fee of $1,500 covers branding, custom domain, and onboarding.
Need a custom solution?
Tailored forms, reports, automations, integrations, or field workflows — built to match how your team actually works.
No long-term contracts Built for HVAC companies
Recent projects
Sample Project Gallery
A closer look at sample heating, cooling, hot water and gas fitting work for the demo.
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Testimonials
What HVAC teams say about the platform
Sample feedback showing the kind of results the platform is built to deliver.
“I used to lose estimates in my email and texts. Now every customer, job, and note is in one place, and I can pull up a full history in seconds when someone calls back.”
Dave R. · Owner, 6-truck residential shop
“The calendar alone saved us. Booking jobs, moving appointments, and seeing which crew is where — it cut our scheduling phone calls in half.”
Sandra M. · Office manager, heating & cooling company
“Being able to see profit per job changed how I price work. I finally know which jobs actually make money instead of guessing at the end of the month.”
Mike T. · Owner-operator, furnace & AC service
“Sending a signed quote straight to the customer from the dashboard looks so professional. Customers comment on it. We close faster now.”
Jess K. · Service manager, commercial HVAC
Public-form simulation
Try a sample estimate request
Submit this form to see the success experience. Nothing is emailed or sent to a real business.
Open the admin demo