Built for the way HVAC actually runs.
Equipment history per customer. Maintenance agreements that auto-renew. Install quotes built on the truck. ServTrackr is field service software designed around how HVAC shops actually make money.
14-day trial · No credit card · Live before your next service call
Today's Dispatch Board
Tue Apr 15 · 4 techs · 8 jobs
8 AM
9
10
11
12
1 PM
2
3
4
5
Mike D
2 jobs
AC tune-up · Anderson
Filter swap · Park Heights
Carlos R
2 jobs
Heat pump install · Reyes Family
Refrigerant recovery · Pinella
Jamal P
2 jobs
Maintenance · Ridge Roofing complex
AC tune-up · Holloway
Sarah K
2 jobs
Boiler repair · 4th Ave Complex
Filter swap · Beachside
The three things that quietly kill HVAC margin.
Equipment history lives on the tech's phone.
When the regular tech is out, the cover tech walks in blind. Model numbers, warranty dates, refrigerant type — all in someone else's text messages.
Maintenance agreements slip through every season.
Spring tune-ups not booked. Fall furnace checks forgotten. Recurring revenue that should run on rails instead falls through the cracks.
Install quotes lose their heat by the next morning.
A $9,400 system replacement quoted in the kitchen turns into voicemail tag 24 hours later. By the time the homeowner calls back, they got two more quotes.
See the heatwave coming. Schedule for it.
Tune-ups, repairs, installs, and emergency calls on one board. Color-coded by job type, weight-balanced by tech skill, with the route gaps surfaced before the day starts.
- Tune-up campaigns auto-scheduled by season
- Emergency calls prioritized over routine maintenance
- Skill match by certification (NATE, EPA 608, manufacturer)
- Drive-time gaps spotted automatically (squeeze in the filter swap on the way back)
Today's Dispatch Board
Tue Apr 15 · 4 techs · 8 jobs
8 AM
9
10
11
12
1 PM
2
3
4
5
Mike D
2 jobs
AC tune-up · Anderson
Filter swap · Park Heights
Carlos R
2 jobs
Heat pump install · Reyes Family
Refrigerant recovery · Pinella
Jamal P
2 jobs
Maintenance · Ridge Roofing complex
AC tune-up · Holloway
Sarah K
2 jobs
Boiler repair · 4th Ave Complex
Filter swap · Beachside
Property
1247 Brickell Ave · Anderson Residence
Carrier 24ABC636A003
3-ton condenser · Installed 6/14/2022
Warranty: Parts thru 6/14/2032
Carrier FB4CNF036
Air handler · Installed 6/14/2022
Warranty: Parts thru 6/14/2032
Honeywell T6 Pro Z-Wave
Thermostat · Installed 8/3/2024
Warranty: —
Refrigerant
R-410A · Last charge: 5/12/2025 · 6 lb
Every condenser. Every air handler. Every visit.
Pull up a property and see the full equipment list — model numbers, install dates, warranty status, refrigerant type, last service. Any tech can pick up any job and be informed in 10 seconds.
- Equipment lives on the property, not the tech. Promotion-proof, vacation-proof.
- Service history rolls up: every tune-up, every repair, every part swapped. Sorted newest first.
- Photos and model numbers from the truck. Tech snaps the data plate, system files it under the right unit.
Recurring revenue that actually recurs.
Spring tune-ups and fall furnace checks scheduled twelve months ahead. Customer reminders sent automatically. The renewal conversation handled before the credit card on file expires.
- Auto-schedule by season (spring AC tune-up, fall furnace check, biannual filter swap)
- Renewal reminders 30 days before expiration
- Saved payment method on file: bill the agreement, don't chase it
- Agreement-eligible jobs flagged automatically when a tech opens the work order
Agreement
Spring + Fall Comfort Plan · Anderson Residence
Spring tune-up
4/15/2026
Fall furnace check
10/22/2026
Pricing
$289 / year · billed annually
Payment on file
Visa ending 4242
Service log
5/12/2025 · Spring tune-up complete
Mike D · 0:42
Install quote
Anderson Residence · 3-ton heat pump replacement
Carrier 24ABC636 · 3-ton Performance heat pump
$5,890
Carrier FB4CNF036 · Variable-speed air handler
$1,420
Refrigerant lineset · 50 ft
$340
Permit and inspection
$185
Install labor · 2 techs, 1 day
$1,565
Total
$9,400
Payment options
Quote the system. Sign the deposit. Block the install date.
Tech finishes the diagnostic, builds the install quote on the iPad, the homeowner accepts and signs while the system is still off. Deposit collected, install scheduled, the truck doesn't roll on a maybe.
- Tiered system options: good / better / best, side by side, on one quote
- Deposit, partial pay, or pay-in-full options at the kitchen table
- Deposit collected on accept, install date held automatically
Plays nice with the tools your shop already runs on.
QuickBooks for the books. Method CRM for the office workflows you already built. Google Calendar for the owner who lives there. ServTrackr connects in minutes, not weeks.
Invoices, payments, customers, and refunds sync automatically. Your bookkeeper doesn't re-enter a thing.
Two-way sync with the CRM workflows you've already customized. Customers, invoices, and history stay aligned.
Two-way sync with the owner's calendar. Schedule shows up in ServTrackr and in Google, no double entry.
Up and running before the next heatwave.
No IT team. No six-week onboarding. Most HVAC shops are taking calls in ServTrackr by Friday.
Create your account
Sign up free in 60 seconds. No credit card. No demo required.
Import your customers
Bring your client list, equipment list, jobs in progress, and maintenance agreements from your old system or a spreadsheet.
Build your pricebook
Drop in your tune-up rates, your install packages, and your service call rates. Or import from CSV.
Schedule the week ahead
Drag jobs onto the dispatch board. Notify customers automatically. Watch the route fill in.
Convert your first install
Quote on the iPad, collect the deposit, block the install date. Most shops do this in week one.
Common HVAC questions.
Most shops are running their dispatch board within 48 hours and fully migrated inside the first week. Bring your customers, equipment list, jobs in progress, and active maintenance agreements from a CSV or your previous system. There is no IT engagement and no six-week onboarding.
Yes. Every property carries its own equipment list — model numbers, install dates, warranty status, and service history. Any tech that opens the job sees the full record before they ring the doorbell, including the last refrigerant charge and which units are still under manufacturer warranty.
Yes. Spring and fall visits are scheduled twelve months ahead, customer reminders fire automatically, and renewals run against the saved payment method on file. When a tech opens a work order at an agreement property, the eligible service is flagged on the job so nothing gets billed twice or missed.
Yes. The mobile app supports building system replacement quotes on an iPad or phone in front of the homeowner. Add line items from your pricebook, present good / better / best options, collect the deposit, and the install date is held on the dispatch board automatically.
Ship your first install quote this week.
Free 14-day trial. No credit card. Most HVAC shops are running their dispatch board within 48 hours.
Or talk to sales if you're switching from ServiceTitan or Workiz.