Everything an HVAC office needs, on one dashboard
The overview shows today's work, open jobs, recent customers and site activity at a glance. From there you can move into each part of the business without switching apps.
- Jobs calendar with month and week views and multi-day jobs
- Customer database with documents and payment status
- Workers tab with rates, hours and pay periods
- Profit page with revenue, expenses and margin per job
- Automated job reminders and worker dispatch emails
Customizable HVAC documents and field forms
Build estimates and invoices, then fill out work orders, service call forms, inspection forms, furnace startup reports, AC startup checklists, heat loss calculations, free sketches, inventory pick sheets, service stickers and business cards. Sign them on a phone or tablet and send them straight to the customer.
A smart assistant on every page
A chat assistant sits on the side of the admin panel. Type what you need — "book a furnace tune-up for Tom on Friday at 10" or "what was my profit this month?" — and it uses the same tools as connected AI agents to get it done.
Works on mobile and tablet
Technicians use the same HVAC admin panel in the field: open the job, fill out the completion form, capture a signature and the job is marked complete with labour, materials and profit calculated.
Try the HVAC admin panel free
The public demo uses test data and the password hvac, so you can click through every feature before you sign up. When you're ready, the private shop portal starts as a blank slate for your real business.