Turn every HVAC repair call into recurring revenue
Sell more maintenance plans, dispatch faster, and get paid automatically.
Maintenance agreements, dispatch, service history, and autopay billing in one system.
Audience
Residential and commercial HVAC contractors, plumbing and mechanical companies, and multi-truck service businesses.
Core outcome
One platform that sells the plan, schedules the visits, runs the truck, and collects the money on time, every season.
Commercial model
Simple monthly subscription per technician, with unlimited office users and customer records.
Overview
Built for HVAC contractors who want predictable revenue instead of one-off repair calls. Sell and renew maintenance agreements online, schedule seasonal tune-ups automatically, dispatch technicians from a live board, capture photos and equipment history in the field, and bill customers on autopay. Customers get reminders by text and email, technicians get their day on a phone, and you get a dashboard showing plan revenue, renewals due, and jobs at risk.
The problem
Most HVAC companies live job to job. Maintenance plans are tracked in spreadsheets, tune-ups get missed, renewals slip, and technicians waste hours on paperwork instead of billable work.
The solution
One platform that sells the plan, schedules the visits, runs the truck, and collects the money on time, every season.
Key features
Maintenance agreement plans
Build silver, gold, and platinum plans with included visits, discounts, and priority service, sold online or in the field.
Automatic seasonal scheduling
Spring and fall tune-ups are generated for every active plan so no covered visit is ever missed.
Live dispatch board
Drag jobs onto technicians, see travel time, and reassign in seconds when an emergency call comes in.
Technician mobile app
Techs see the day's route, equipment history, checklists, and capture photos and signatures on site.
Equipment and service history
Every unit tracked by model, serial, install date, warranty, and full repair history at the address.
Autopay and recurring billing
Monthly or annual plan billing on file with automatic retries and failed-payment recovery.
Renewal automation
Plans nearing expiration trigger text and email renewal offers with a one-tap renew link.
Quotes and financing options
Send good-better-best replacement quotes with photos and approve them digitally.
Customer portal
Homeowners view visits, invoices, equipment, and request service without calling the office.
Revenue and plan reporting
See plan revenue, attach rate, renewals due, churn, and technician performance at a glance.
Use cases
Residential HVAC service companies
Sell annual tune-up plans and keep the schedule full year round.
Commercial mechanical contractors
Manage multi-unit sites, contract terms, and recurring PM visits.
Plumbing and electrical add-on services
Bundle multi-trade plans under one agreement and one payment.
New construction and replacement dealers
Convert installs into maintenance members at handoff.
Multi-location franchises
Standardize plans and pricing across locations with rolled-up reporting.
On-call emergency service
Give plan members priority routing and premium after-hours rates.
Frequently asked questions
Can we keep our existing plan pricing?
Yes. Plans, included visits, discounts, and terms are fully configurable to match what you already sell.
Does it work offline in the field?
Technicians can capture work in areas with weak signal and everything syncs when the phone reconnects.
How does billing work?
Cards and bank accounts are stored securely, charged on your schedule, with automatic retries on failures.
Can we import our customer list?
Yes, we migrate customers, equipment, and active agreements during onboarding.
Do customers get reminders?
Yes, automated text and email reminders for upcoming visits, renewals, and past-due invoices.
Can I see technician performance?
Reports cover jobs completed, revenue per tech, plan sales, and callback rates.
Is it mobile friendly for office staff too?
The full dashboard works on tablets and phones, not just desktops.
Benefits
Predictable recurring revenue
Maintenance agreements smooth out slow seasons and raise the value of the business.
Fewer missed tune-ups
Automated scheduling means covered visits actually get delivered and billed.
Higher renewal rates
Timed reminders and one-tap renewals keep plan members from lapsing.
More jobs per truck
Smarter dispatch and mobile paperwork gives technicians back billable hours.
Faster payment
Cards on file and digital invoices cut the wait from weeks to same day.
Happier customers
Reminders, arrival notices, and a self-serve portal reduce inbound calls.
Integrations
Stripe
Card and ACH processing with autopay and saved payment methods.
QuickBooks
Sync invoices, payments, and customers to your accounting.
Twilio
Appointment, arrival, and renewal text messaging.
Google Maps
Routing, travel time, and technician location on the dispatch board.
Resend
Transactional email for quotes, invoices, and reminders.
Google Calendar
Two-way sync for office and technician schedules.
Launch this SaaS with G9
Need this software branded, demonstrated, and sold? We can customize the experience, create the offer stack, and build the acquisition funnel around it.
Product media
Use demo footage and screenshots to show the actual workflow before the call.