Customers & jobs
Add fictional customers, schedule work, update statuses, and test the full workflow.
Alpha 1.1This is just the beginning of HVAC Dashboard — all users will receive regular updates as we continue to develop it.
Works with the AI agent you already use
Connect your agent.
Run your HVAC shop.
Claude, ChatGPT, Codex, Cursor and more can add customers, book jobs, create estimates and invoices, fill out completion forms and check profit — through Agent HVAC's 28 tools.
$https://hvac-dashboard.com/mcp-test
ClaudeChatGPTCodexCursorVS CodeWindsurf
Prefer clicking? Try the admin demo with password hvac.
claude · agent-hvac
you › Add customer Sarah Lee, 780-555-0142, and quote a furnace tune-up.
add_customer ✓
add_job ✓
create_estimate ✓
agent › Done — Sarah's added, tune-up booked, and a $189 estimate is saved to her file.
Live sandbox
Watch an agent run an HVAC shop — live.
This is a real AI agent using the same tools Claude, Codex and Cursor get over MCP. Ask it to add a customer, book a job or check profit — then open the admin demo to see the changes.
agent@hvac-dashboard:~$ sandbox
No prompts yet
Ask the agent to add a customer, book a job, or check profit.
Shared test sandbox — don't enter real personal information. Emails are disabled here.
See it in action
A quick look at the unified dashboard
Everything your agent does lands here — estimates, schedules, crews, documents, and profit reports in one place.
AI agents
Connect your agent now
Plug Claude, Codex, Cursor, ChatGPT or any MCP-compatible agent into Agent HVAC and run real commands — add customers, book jobs, add workers and check profit.
Server URL Public sandbox · 28 tools
https://hvac-dashboard.com/mcp-testWebMCP enabled: browser agents that support WebMCP can use these tools straight from this page — no setup or sign-in. Email sending is turned off there.
Customers
list_customersget_customeradd_customerupdate_customerdelete_customerJobs
list_jobsget_jobadd_jobupdate_jobdelete_jobWorkers & calendar
list_workersadd_workerupdate_workerdelete_workerschedule_appointmentlist_appointmentsdelete_appointmentget_worker_scheduleDocuments
create_estimatecreate_invoicecreate_complete_job_formcreate_service_call_work_ordercreate_inspection_formlist_customer_documentsdelete_documentsend_documentReports
check_profitbusiness_summary- Run this in your terminal.
- Start Claude Code and type /mcp to confirm it's connected.
claude mcp add --scope user --transport http agent-hvac 'https://hvac-dashboard.com/mcp-test' Try these prompts once connected
Add a new customer named Sarah Jenkins at 124 Elm Street, phone 555-0144.Add a worker named Tom Fields, tom@example.com, $35/hour.Schedule a furnace replacement for Sarah Jenkins next Tuesday at 9 AM with Tom.Give me a business summary and profit report for the last 30 days.The sandbox is public and shared — please don't enter real personal information.
What you can try
Click it yourself — or let your agent do it
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.
Value comparison
Why Agent HVAC is an unusually good deal
Starting at $9.99 a month and capped at $99 for unlimited users, having your CRM, scheduling, field checklists, and full expense tracking all wrapped into one system is an incredibly good deal for an HVAC shop.
The Enterprise Route
Platforms like ServiceTitan will easily cost you $1,500+ a month just for a small team, plus a massive upfront setup fee.
The “Pieced-Together” Route
Buying separate apps for everything — Jobber for scheduling ($150/mo), QuickBooks for accounting ($30/mo), and a heat-loss app ($20/mo) — clears $200+ every month in subscriptions.
The Agent HVAC Route
Everything in one flat rate: $99/month with unlimited users. Add technicians or office staff as you grow without the bill going up.
Predictable overhead
By keeping it flat at $99/month with unlimited users, you can add as many technicians or office helpers as your business grows without your monthly software bill going up. That keeps your overhead completely predictable.
Every plan starts with $0 setup. The optional one-time $1,499 white-label add-on covers your own custom domain, white-label branding, and getting everything onboarded, it pays for itself quickly by making your business look like a highly polished, professional enterprise right out of the gate.
Pricing
Simple, Transparent Pricing
Pick a plan by team size. Start free, upgrade as your crew grows. Every plan has $0 setup and carries “Powered by Agent HVAC” branding — remove it with the white-label add-on.
Free
1 person
$0/month
$0 setup
- Up to 5 jobs a month
- Customers, calendar & documents
- Connect your AI agent
- No credit card needed
Solo
1 person
$9.99/month
$0 setup
- Full CRM: customers, jobs, estimates, invoices
- Calendar, checklists & documents
- Connect your AI agent
- Mobile & tablet friendly
Crew
2–3 people
$29.99/month
$0 setup
- Everything in Solo
- Workers tab + crew hours
- Multi-tech scheduling
Team
Up to 5 people
$49.99/month
$0 setup
- Everything in Crew
- Profit calculations & reports
- Automated job reminders
Unlimited
Unlimited users
$99/month
$0 setup
- Everything in Team
- Unlimited techs & office staff
- Priority customer support
Custom white-label branding
$1,499one-time · optional add-on for any plan
Standard plans run under Agent HVAC branding. Want it to look like your own software? We set it up under your name.
- Your logo, colours & company name everywhere
- Your own custom domain
- Branded PDFs, documents & emails
- Branded business cards & service stickers
- 1-on-1 onboarding & data setup
- Custom forms & workflows
Need a custom solution?
Tailored forms, reports, automations, integrations, or field workflows — built to match how your team actually works.
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
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 demoFAQ
HVAC Dashboard questions
What is an HVAC dashboard?
An HVAC dashboard is one screen where an HVAC business manages customers, jobs, scheduling, estimates, invoices, crews and profit. Agent HVAC's HVAC Dashboard puts all of it in one place and lets your AI agent work in it too.
Can an AI agent help run my HVAC business?
Yes. Connect Claude, ChatGPT, Codex, Cursor or another agent to Agent HVAC and it can add customers, book jobs, create estimates and invoices, fill out job completion forms and check profit for you.
What is an MCP server for HVAC businesses?
MCP (Model Context Protocol) is the standard AI agents use to call tools. Agent HVAC runs a private MCP server at https://hvac-dashboard.com/mcp (sign-in) and a public sandbox at https://hvac-dashboard.com/mcp-test, with tools built for HVAC shops, plus WebMCP so browser agents can use the tools directly on the website.
How much does Agent HVAC cost?
Plans start at $9.99/month for one person, $29.99 for 2–3 people, $49.99 for up to 5, and $99/month for unlimited users. Every plan has $0 setup. Custom white-label branding is an optional $1,499 one-time add-on.
Is there a free demo?
Yes. The public admin demo and Live Sandbox are free to try with test data — no sign-up needed.
Is Agent HVAC a ServiceTitan or Jobber alternative?
Agent HVAC is an affordable all-in-one HVAC CRM: CRM, scheduling, checklists, documents and profit tracking for a flat price, without enterprise setup fees.