HVAC job management software
Heating, cooling and refrigeration service software to dispatch service calls, manage maintenance agreements and handle every installation.
Complete refrigerant records on site and invoice before your tech leaves the job with job management for HVAC.
Why HVAC businesses struggle to scale
Managing technicians, maintenance agreements and emergency service calls gets harder as your HVAC business grows. HVAC field service software like Klipboard keeps dispatch, refrigerant records and invoicing in one place.
Add a busy summer and a full maintenance schedule, and these are the problems that hold growth back:
No-cool calls disrupting planned work
An emergency service call lands while techs are booked on maintenance visits, and nobody can see which jobs can move.
Maintenance agreement visits missed
Spring and fall tune-ups tracked on spreadsheets slip through, and customers on maintenance plans don’t get the visits they paid for. HVAC PM software creates every visit for you.
Refrigerant records completed after leaving the job
Refrigerant logs filled in from memory hours later mean errors and gaps when you need to show your records.
Slow invoicing eating into cash flow
Techs return to the shop, paperwork gets handed in, someone types it up, and the invoice goes out days later.
Leak tracking on larger systems
Leak tests and refrigerant records are required on many commercial systems, on schedules that vary by province. Without an asset record for each system, tests get missed.
Extra labor and materials not recorded on site
Additional work done on site goes unrecorded and unbilled, with no photo evidence to back up the extra charge.
Run your HVAC business from one platform
From maintenance agreements to emergency service calls, HVAC job management software keeps your office and techs working from the same jobs, records and schedules.
Job scheduling for HVAC technicians
Keep every tech productive and every job on schedule, whether it’s a tune-up, a no-heat call or a new system install.
From one platform you can:
- Schedule HVAC jobs by technician, refrigerant certification, skills or availability
- Slot emergency service calls in around planned work and reshuffle the day in a few clicks
- Send equipment details, service history and customer notes to techs
- Track every service call from dispatch through to completion
HVAC maintenance agreement software
Keep every maintenance agreement on schedule, from residential tune-up plans to commercial PM contracts. Visits are created when they’re due, without spreadsheets.
Automate your maintenance schedules with:
- Recurring visits by customer, site, equipment and frequency
- Seasonal tune-ups scheduled ahead of heating and cooling season
- Tech notifications ahead of every planned visit
- Service history and maintenance reports for every customer
Digital job sheets and refrigerant tracking
Complete service records before leaving the job. Techs log refrigerant, equipment readings, photos and signatures in the app, so the office has every record the moment the job closes.
This allows you to:
- Record refrigerant added or recovered against the right system
- Log leak checks and equipment readings on the job
- Capture customer signatures before leaving
- Store every service record by customer, site or equipment
HVAC estimating and invoicing software
Estimate, complete and invoice every HVAC job faster, whether you’re pricing a new system, a replacement or a repair.
Speed up your payment process with:
- Professional estimates created during site visits
- One-click conversion from estimate to scheduled work
- Invoices generated as soon as work is complete
- QuickBooks integration to reduce manual admin
The benefits for your HVAC business
Keep maintenance agreements on track
Automate tune-ups and PM visits, generate recurring service calls and keep every customer plan running without manual scheduling.
Fit service calls around planned work
See every tech's day through the job management app and slot urgent callouts in without losing track of the maintenance visits already booked.
Keep refrigerant records audit-ready
Complete refrigerant logs and service documentation on the job, creating a complete record for every piece of customer equipment.
Get paid faster for every job
Move from estimate to completed work and invoice without the paperwork, improving cash flow and cutting office admin.
Keep techs focused on servicing
Give techs equipment history, customer notes and job details before they arrive, so more time goes on billable work.
See every customer site in one place
Maintenance plans, service calls and job progress across every customer, site and piece of equipment, all in one job management view.
Real companies, real results
Why HVAC companies choose Klipboard
Built for HVAC businesses
Industry-specific templates
Technicians actually use it
Expertise you can rely on
Transparent pricing, no hidden fees
Fleet products available too
From planned servicing and emergency breakdowns to installations and compliance, Klipboard gives HVAC businesses the tools to manage every stage of the job.
With over 20 years of experience supporting field service companies, we understand what it takes to keep technicians productive and customers happy.
Frequently asked questions from HVAC businesses
HVAC job management software helps heating, ventilation and air conditioning businesses manage every stage of a job, from scheduling engineers and planning maintenance to completing digital paperwork and generating invoices. Klipboard reduces administration, improves communication and gives office teams real time visibility of every job.
Engineers complete refrigerant logs directly in the mobile app while on site. This captures refrigerant type, quantity handled, equipment details, and engineer sign-off in a format that meets record-keeping requirements. All records are stored securely and can be retrieved for audits at any time.
Yes. You set up the maintenance schedule once per site, monthly, quarterly, biannual, or annual, and the Klipboard system generates the jobs automatically when each visit is due. The right technician gets notified ahead of time, and you get a full record of every completed visit.
When an engineer marks a job complete on their phone, an invoice is generated automatically from the job record, including all labor, parts, and additional work captured on site. That invoice goes out the same day, and if you're connected to Xero or QuickBooks, the data flows straight into your accounts without any manual input.
Yes. Klipboard stores a complete service history against every customer asset, including maintenance visits, repairs, refrigerant records, photos and technicians' notes. This makes it easier to plan future servicing, demonstrate compliance and provide accurate information to customers.
Klipboard handles the work: jobs, maintenance agreements, refrigerant records and invoices. For GPS tracking, dash cams and vehicle inspections, see HVAC fleet management, which are separate RAM products you can use alongside job management.
Take control of your HVAC operation
Join over 500 HVAC and engineering businesses using Klipboard to schedule jobs, manage PM contracts, and get invoices out on the day, not days after.