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HVAC Software: Job & Schedule Management

Everything you need to run your HVAC business. Manage jobs, staff, customers and invoicing, anywhere. Eliminate paperwork, provide better service, and get paid faster.

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App For HVAC & Refrigeration Businesses
5 star review

"Have been using ServiceM8 for years and don't know how we managed without it. It is now an important integral part of our business."

Alan McInnes
AMC Refrigeration Services
5 star review

"After a long search for a service program we decided to try out ServiceM8. It integrates well with Xero accounting package. We have saved a huge amount of time using ServiceM8 on our mechanic's phones - rather than paper forms."

Vivian Parker
Freezetec
5 star review

"Where do I start?! It does everything we need it to do from first going out to quote for the customer to the customer accepting the quote, booking the job to then sending over the invoice."

Ali Sutor
Smart Heating Solutions Ltd
5 star review

"Keeps control of our busy service company with ease! Lost jobs are a thing of the past."

Blair Mason
AirCool Ltd
5 star review

"Been with ServiceM8 a few years now helps manage our business very well, keeps track of all our customer notes and details very efficiently"

Rami Adra
Snowman Refrigeration
5 star review

"The system integrates so well with MYOB that set up was easy. Once we let go of our old paper work system the ServiceM8 system is so much easier."

Steve Sheehan
SGS Air Conditioning
5 star review

"Overall good, has taken us to the next step of making us almost paperless for our tradesmen on site."

Melanie Timms
K & J Burns Electrical & Refrigeration
5 star review

"We tried other programs before and none offered what service mate does. It is so easy to use from booking jobs all the way through to invoicing. Easy for all our technicians to use on the road saving us time in the office. Highly recommended."

Frozone Air Pty Ltd

Life of a HVAC job in ServiceM8

1
Client calls

A client calls in, wanting their air conditioner replaced.

Client calls up with an HVAC issue
2
Job created

The client and job details are recorded in ServiceM8.

Instead of writing the client and job details onto a piece of paper or a diary, you record the information directly into ServiceM8.

ServiceM8 job card of HVAC work
 
3
Scheduling

The job is scheduled to an HVAC technician in the field.

Your HVAC technician will be instantly notified that they've been scheduled a job with the appointment time. They're then automatically reminded when to leave to ensure they arrive on time.

HVAC Scheduling Software
 
4
Complete job

Your HVAC technician views the job details and completes it.

  • Access to all job details on site
  • Record photos and videos
  • Complete checklists
  • Fill out onsite reports and documents
HVAC Job on iPhone
 
5
Invoice

Your HVAC technician can then add labour and items to produce an invoice.

  • Add materials with up-to-date pricing
  • Add total labour automatically
  • Produce a professionally branded invoice
  • Collect client sign-off for the work
HVAC & Refrigeration Invoice
6
Payment

Your HVAC technician can take payment straight away.

  • Take credit card payments on site; or
  • Let the customer view and pay the invoice online
HVAC Invoice Payment
7
Reconciliation

The invoice is synced to your accounting package.

  • Sync invoices to your accounting package in two clicks
  • Payments are automatically synced so the invoice is ready to be reconciled

Features HVAC businesses love:

Complete safety certificates & forms

Forms let your staff complete comprehensive site audits, procedures, or certificates in the field. Simply working through a list of questions, you can generate professional PDF documents on site.

Electrician Job Safety Analysis

HVAC checklists

With built-in checklists, you can create a list of tasks for a job to improve quality and consistency, ensuring each job’s done right the first time, every time.

Checklist of HVAC Job

Dispatch your HVAC technicians to urgent jobs

Need to respond to urgent callouts? Quickly view the status and location of all field staff to make fast dispatch decisions. Allocate to the closest available staff member and they'll be instantly notified, receive all job details, and be on their way.

Urgent Dispatch of HVAC job

Automated client communication

Set ServiceM8 to automatically email or SMS clients to remind them of their booking time, request payment of an invoice, or follow up a quote.

Estimate job profit

With job costing, estimate how profitable a job will be while you're quoting, then see how much you made after the job is complete.

HVAC Job Cost/Profit

Inbox / work order scanning

Get lots of work via email? In ServiceM8 you can convert email enquiries into new jobs with a single click. All email info and attachments are transferred and saved against the job card.

HVAC Inbox Email

Ready to try ServiceM8?

Start your 14 day free trial below or view a demo account here.

Download the ServiceM8 app and drop straight into a demo account!