HVAC business software
All-in-One Hvac Business Software for Growing Teams
Manage your entire workflow with HVAC scheduling software, from customer requests to job completion and payment collection.
Veteran Owned Business You Can Trust
Features
Everything You Need for HVAC Service Business
Reliable HVAC business software that helps you track jobs, manage your team, and stay on top of payments.
Quote Management
Approve Quotes and Start Work
Using HVAC business software, create accurate quotes on-site, send them instantly from your phone, and convert approved quotes into scheduled jobs with one click.
- Turn job requests into quotes with one click → no need to re-enter details
- Send quotes via text or email → get approvals faster
- Include optional line items → boost job value
- Get deposits before starting → lower cancellations
- Attach photos and notes → prevent misunderstandings
- Monitor quote status live → easily track who to follow up
- Instantly turn approved quotes into jobs → skip duplicate entry
Lead Capture & Request Forms
Collect Job Details Before You Visit
With HVAC business software, capture job requests from your website 24/7 and automatically create client profiles without manual data entry.
- Add “Get a Quote” to your site → collect leads anytime
- Use custom fields and file uploads → gather job info upfront
- Allow customers to upload images → improve estimates before visits
- Automatically create client profiles → skip manual entry
- Embed as a pop-up or full page → suits any website design
- Include measurement fields in forms → reduce site visits
- Keep all request info in one place → nothing missed
- Quickly turn requests into quotes → reply faster than competitors
Scheduling & Dispatching Management
Manage Your Calendar in One Place
Using HVAC business software, manage your crew's workload, prevent double booking, and stay ahead of your week.
- View your entire team’s schedule → prevent double bookings
- Drag and drop tasks → make quick adjustments when plans shift
- Assign technicians to tasks → ensure clear accountability
- Manage repeat jobs → stay on top of ongoing work
- View daily, weekly, monthly schedules → prepare in advance
- Track job progress in real-time → see what’s done
- Prevent overlapping bookings → reduce customer issues
- Reassign tasks instantly → adapt to last-minute changes
Job Management Dashboard
Track Jobs From Start to Finish
Our HVAC business software provides full visibility into every active and completed job so you always know what's happening in the field.
- Track tasks from beginning to end → complete oversight
- Clock in and out using mobile → precise time tracking
- Upload before and after images → work verification
- Save receipts and costs → safeguard profits
- Add internal comments → ensure team communication
- Set job start and finish times → clear deadlines
- Keep all job documents together → avoid searching emails
- View job status quickly → improved management
Invoicing & Digital Payments
Send Invoices From Anywhere
With HVAC business software, send professional invoices from your phone and let customers pay online immediately.
- Create invoices with one click → speed up billing
- Send invoices via text or email → fast delivery
- Accept payments online → receive money quicker
- Send invoices before work starts → ensure upfront payments
- See when invoices are opened → follow up effectively
- Get instant payment alerts → manage cash better
- Allow partial payments → give customers flexibility
- Attach job photos to invoices → avoid misunderstandings
All-in-One System (Connected Workflow)
Simplify Your Entire Workflow
With HVAC business software, control team access, reduce tool switching, and simplify daily operations.
- Link requests, quotes, jobs, and invoices → keep all steps connected
- Manage customers in one place → avoid switching apps
- Assign user roles → manage team permissions
- Use maps to plan routes → cut down driving time
- Set communication triggers → automate notifications
- Customize invoice and quote templates → maintain a uniform look
- Store attachments with requests and jobs → keep files organized
- View everything in one spot → lower admin workload
Try It Free for 14 Days
Use HVAC business software free for 14 days and start booking jobs and sending invoices from day one.
Why Procured
Why Businesses Move to Procured
From lead to invoice, Procured keeps your quotes, jobs, and payments connected in one place.
25% higher earnings per job
60% increase in repeat business
1.5 extra hours back daily
70–80% reduction in open time slots
70–90% quicker payment turnaround
38% drop in return visits
Who It's For
For Contractors Who Stay Busy
Our HVAC scheduling software built for service teams that need clear workflows from request to payment.
| Procured Is For | Procured Is Not For |
|---|---|
| Run a field service trade (HVAC, plumbing, electrical, roofing, etc.) | Run a retail, restaurant, or office-only business |
| Work in the field and need quotes, jobs, and invoices connected | Don’t manage field jobs or service visits |
| Are a solo operator or small team (1–15 people) | Have a large enterprise with hundreds of employees |
| Want to accept payments online (Stripe, ACH, card) | Don’t send invoices or collect payments digitally |
| Need software that works offline on job sites | Require complex enterprise-level ERP systems |
| Want simple flat pricing with no per-seat charges | Need deep custom software development |
| Plan to grow from solo to team over time | Have no need to scale operations |
Learn More
What is HVAC business software?
HVAC business software helps manage your heating and cooling service work. It schedules jobs, tracks customer info, and handles billing easily. This saves time, boosts efficiency, and helps you complete more service calls correctly.
FAQ
Common Questions
How quickly can I set up and start using the HVAC business software?
You can start using the HVAC business software immediately after signup. Send a quote or invoice in under a minute, schedule jobs, and track crews right away. The app works on any device and even offline, so you’re ready to go on day one with no delays.
Can I import my existing customers and job data?
Yes, with our HVAC scheduling software, you can easily import your existing customer lists and job data using common file formats like CSV. This helps you quickly set up your accounts and jobs without re-entering details, so you can start scheduling and managing work right away.
Does it work for small teams and solo technicians?
Yes, HVAC service software works great for solo technicians and small teams. You can create and send quotes and invoices in under a minute, get paid online via Stripe, and track what you’re owed. Start simple and add tools like scheduling and dispatch as you grow.
How does the HVAC business software help me get paid faster?
The HVAC business software lets you create and send invoices in under a minute with digital payment options like Stripe. Customers can pay online immediately, so you avoid chasing checks. It tracks what you’re owed and syncs with QuickBooks for faster, smoother accounting.
Can my team use the HVAC business software easily on mobile?
Yes, your team can use the HVAC business software on any mobile device. It works offline, syncs automatically when back online, and lets your crew send invoices, track jobs, and dispatch work instantly with no load times. Perfect for fieldwork.
Does it support recurring jobs and repeat customers?
Yes, our HVAC invoice software lets you schedule recurring jobs easily, so you can set regular service intervals without manual entry. It also tracks repeat customers, streamlining rebooking and invoicing to save time and keep your clients coming back hassle-free.
How does scheduling and dispatching actually work?
Scheduling and dispatching uses HVAC invoicing software to plan and assign jobs efficiently. You set appointments, track your crew’s location, optimize routes using maps, and get instant notifications. This keeps jobs on time and crews organized, helping you deliver faster service and accurate invoicing.
What payment methods can I accept through the HVAC business software?
You can accept payments online via Stripe, including credit cards and ACH transfers with standard processing fees of 2.9% plus 30 cents per card transaction. You can also take payments outside Stripe like cash, check, Venmo, Zelle, and PayPal with no extra fees from the software.
Will this replace the tools I already use?
No, HVAC service management software works alongside your current tools. It handles quotes, invoicing, scheduling, and payments fast, while syncing with QuickBooks and more. Use what fits today; add features as your business grows, managing up to 15 team members smoothly.
What happens after the 14-day free trial ends?
After your 14-day free trial with full Pro access ends, you choose a paid plan: Core at $75/month for up to 3 team members or Pro at $145/month for up to 15. Your data stays intact, and billing starts unless you cancel. No hidden fees.
Ready to Grow Your Hvac Business Software Business?
Join thousands of field service professionals who trust Procured to run their business.