Job board
Drag-and-drop calendar, skills tags and live status.
Field · HVAC
Dispatch, quotes and on-site invoices for HVAC crews
Book jobs, route technicians, capture photos and get paid before you leave — preventive maintenance plans included.
Features
Built for HVAC
Scheduling & dispatch
Routes
Day routes for install and service techs.
Emergency slots
Hold capacity for same-day AC call-outs.
Quotes & field work
On-site quotes
Line items, photos and customer approval on mobile.
Job sheets
Checklist, parts used and before/after photos.
Maintenance plans
Seasonal AC service agreements with auto reminders.
Pay & office
Invoice & collect
Convert job to invoice; card/wallet on site.
Parts inventory
Van stock and warehouse transfers.
Reports
Tech utilisation, job margin and AR aging.
Demo
See it in action
Mock dispatch and tech phone screens.
09:00 · Install · DHACrew A
11:30 · Gas leak · GulbergTech 4
15:00 · PM plan · Model TownTech 2
Open jobs11
2 late
Map
Quote · 1.5 ton splitRs 118,000
Photos4 attached
CustomerApproved
DepositRs 40,000
Card
Parts reserved
Active plans86
Due this week14
Overdue3
MRRRs 412k
SMS queued
Renewals
User journey
User journey
Call intake through maintenance renewal.
Customer
- Request service Phone, web or WhatsApp booking with preferred window.
- Approve quote Sees price and photos; approves on the portal or in person.
- Job done Pays on site; gets job summary and warranty notes.
- Stay on plan Seasonal PM reminders keep the system maintained.
Office & tech
- Book & dispatch CSR creates job; dispatcher assigns skills-matched tech.
- Diagnose & quote Tech builds quote with parts; office confirms stock.
- Complete & invoice Checklist, photos, invoice and payment on mobile.
- Follow-up Review request and enrol in maintenance plan.
Pricing
HVAC plans
HVAC plans for service companies and install crews.
Standard
$50 / month
Scheduling
- Job calendar and tech assignment
- Customer and job history
- Basic reminders
Quotes & invoices
- Quotes that convert to jobs
- Invoices with card / wallet pay links
Field
- Mobile job sheet and photos
Reports
- Daily job and sales summary
Setup & support
- Up to 3 users
- Email and WhatsApp support
Pro
$75 / month
Scheduling
- Everything in Standard
- Routes, skills tags and emergency slots
- Customer portal for booking
Quotes & invoices
- Deposits and progress billing
- Maintenance plan billing
Field & parts
- Van stock and warehouse transfers
- Checklists and warranty notes
Accounts & reports
- Tech utilisation and job margin
- AR aging and tax-ready exports
Setup & support
- Unlimited users and roles
- Priority onboarding and phone support
Show clients a HVAC-ready Servloom
Walk through features, the demo screens and the user journey on a sandbox tailored to this industry.
Book a demo