HVAC software for service and install crews
Seasonal spikes, maintenance rounds, and high-ticket installs need more than a calendar app. Run the full HVAC job — schedule, parts notes, invoice, payment — from the van.
What slows work down
Peak season buries the schedule
When heat waves or freezes hit, the whiteboard fails. Double-booked techs and missed callbacks cost more than the software ever would.
Maintenance vs install jobs look the same on paper
Without clear job types and statuses, warranty work and new installs blur — and reporting is a guess.
Equipment notes never follow the customer
Model numbers and filter sizes live in a tech's head. The next visit starts from zero.
Big install quotes die in email
Customers sit on replacements. Without a clean quote-to-job path, follow-up is manual and slow.
How Servicebay helps
Schedule that scales with the weather
Service times create calendar events automatically. See the week, reassign techs, and keep installs off collision courses with emergency calls.
Job history stays with the customer
Link work to customer profiles so the next tech sees prior visits, notes, and attachments.
Quote replacements without desk theatre
Send a professional quote from site, track acceptance, and convert to a job when the customer is ready.
Invoice labour and equipment cleanly
Line items from the job become the invoice — callouts, labour hours, equipment — without rebuilding the bill.
Payments close the job the same day
Take payment when the system is running again, not after a paper invoice sits on the kitchen counter.
Transparent pricing — no add-on trap
HVAC crews pay for capacity in peak season — not for software nickel-and-diming. Transparent seats, no AI receptionist upsell required to start.
- Basic: $9/seat/month (annual) or $12/seat monthly — jobs, customers, scheduling
- Pro: $29/seat/month (annual) or $36/seat monthly — quoting, invoicing, payments, inventory, reporting, Xero + QuickBooks
- 30-day free trial, full Pro, no credit card required
Typical loaded competitor cost: Jobber Connect + AI Receptionist can approach ~$198/user/month. Servicebay Pro stays $29/seat/month (annual) with jobs, scheduling, quotes, invoices, and payments included.
Frequently asked questions
Is Servicebay HVAC field service software for small teams?
Yes. It's designed for independent HVAC techs and small crews (roughly 1–15 people), not enterprise dispatch centres. Fast quoting, jobs, scheduling, and payments on phone and web.
Can I manage maintenance and install jobs differently?
Use custom statuses, job details, and media on each ticket so maintenance visits, repairs, and installs stay clear — then report on completed work without a separate system.
Does it help with seasonal HVAC demand spikes?
Shared scheduling, tech assignment, and job lists help you see capacity and reassign work when call volume spikes — instead of relying on group chats.
Can customers pay after an HVAC service visit?
Yes. Invoice from the completed job and collect payment through Servicebay's payment flows so you aren't waiting on mailed cheques.
How much does Servicebay cost for HVAC businesses?
Basic is $9/seat/month (annual) or $12 monthly for jobs, customers, and scheduling. Pro is $29/seat/month (annual) or $36 monthly and adds quoting, invoicing, payments, inventory, reporting, and Xero + QuickBooks sync. Start with a 30-day free trial of full Pro — no credit card.