Peak season without the pileup.
From the no-cool call to the $50K changeout: seasonal tune-ups, same-day service, and multi-day installs on one board, with the paperwork this trade actually audits.
HVAC
Tue · 7:42
- No cool · 3-ton splitSystem year 12 · plan customer8:00
- Cooling tune-upMaintenance visit · checklist9:30
- Weak airflow · gas furnaceDiagnostic7:45
The changeout crew runs its own days beside this board.
The work
The days this trade runs.
Seasonal
Maintenance plans generate the tune-up visits, renew on stored cards, and carry a checklist for the system type.
Service
No cool, no heat. Urgency first, the nearest truck next, and the customer texted an arrival window.
Install
Changeouts and new construction tracked across their days: crews, equipment, and permits on the same record as the service board.
The old way
What the whiteboard costs.
Two seasons overload one board
Summer and winter peaks bury dispatch while install crews compete for the same trucks.
Renewals slip
Maintenance agreements lapse quietly when renewal is a spreadsheet column somebody forgets.
The paperwork exposure
Refrigerant logs, warranty registrations, and rebates left incomplete are an audit risk and lost money.
HVAC
The call decides the day.
Software for the trades where the phone sets the schedule, and the record has to keep up with the truck.
The quiet revenue
The work that comes back.
Tracked on the record, surfaced on schedule, without anyone chasing it.
next 30 days
Tune-ups coming due
Plan visits schedule themselves into the shoulder season instead of the peak.
past year 12
Aging units
Systems old enough to fail in July become replacement conversations in April.
30 days after install
Warranty check-ins
The follow-up visit that keeps the registration honest and the customer warm.
The book
Loaded before the first job.
A flat-rate price book ships in Core. These are sample entries. Edit them, or load your own book instead.
- CH-143Changeout · 14.3 SEER2, 3-ton split$8,400
- CH-160Changeout · 16 SEER2 + media filter$10,900
- CH-180Changeout · 18 SEER2 + UV + dehumidifier$13,600
On the roadmap
Coming for hvac.
Work in flight, not a commitment to a date. The rest of the plan is on the roadmap.
Customer arrival windows and SLA tracking
Planned
Technician certification matching
Under consideration
Equipment nameplate scan
Under consideration
Other trades
Start
One board for HVAC contractors.
$99 a company. Unlimited people: the whole crew. Plus metered usage. $15 included each month.
Waitlist open. One email when your invite is ready, nothing else.
Coming from a suite? We’ll extract your records.
Rather talk first? Email the team.