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HVAC software for servicing, dispatching, estimating and scheduling

What is HVAC Software?

HVAC software provides solutions to heating, ventilation and air-conditioning contractors and allows them to optimize the management and implementation of the services through automation.

HVAC Software for Scheduling and Management

HVAC scheduling software is an easy to use tool that integrates with QuickBooks. This is a cost-effective option for companies who want to manage their HVAC installation service and schedule it effectively.

Register for 3 free users today.

HVAC Service Software Benefits

HVAC software is a great way to save money and time.

Save customer satisfaction by improving operations with the software.

Technicians are able to increase revenue from the software.

HVAC businesses can streamline their processes with the software too.

Organize your office staff and hvac field technician

Never forget to schedule or invoice jobs. Keep track of everything on your team. See how your business is doing with the connected field tech and office staff.

Sync to QuickBooks

See all your finances in realtime with our seamless quickbooks integration. Avoid delays and double entry of data.

Efficiently dispatch technicians

Efficiently assign, deploy and track technician locations.



Free - 3 Users

ServiceFolder's HVAC business software is a mobile integrated Field Service Software

hvac estimate software

HVAC Estimates/Quotes Software

HVAC estimating Software can send estimates to pre-approve to customers before starting work orders. The hassle of mailing, explaining and approving estimates, dealing with people who don’t pay, and working with lazy customers can make the HVAC services more demanding.

  • Online payments allow for more convenience, expedited payment processing, and better tracking.
  • Create hvac estimates at the office or on the field
  • Send Estimates first, then convert to quote, get customer signature next, followed by invoice creation and receive payments.
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HVAC Equipment tracking software

Continuously keep accurate notes of the maintenance of expensive equipment like generators, ladders, compressors and other tools used for fixing air conditioners or for the ventilation of the field. You can do this with the ServiceFolder HVAC maintenance software.

If your equipment is your company's, the customer's or your own, use a centralized tracking platform like ServiceFolder's HVAC Service Software to maintain information like location and usage. This ensures accurate and vital data for future references while also ensuring that customers can locate and use their belongings.

  • Improve your efficiency, avoid equipment damage, and reduce waste by staying on top of the maintenance process
  • Improve customer value and keep your expensive tools in top shape
  • Help make audits easy
  • Quick Support
Learn more about
Field Service Customer Equipment tracking
New Customer Equipment

HVAC Job Management Software

HVAC service demand and bidding have always been at their peak. ServiceFolder has designed a job management feature to help you relax as demand rises and work orders pile up. You can now sit at the counter, sip your coffee, manage jobs without the use of paper or pens, and ensure that your schedules and dispatching are delivered to customers quickly and easily. Your HVAC field service can outwit all others if you have trained and skilled technicians, a loyal customer base, and an outstanding service team like ServiceFolder.

  • Sort your work orders by date, time, location, and urgency
  • Easily schedule and dispatch
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HVAC software for QuickBooks Integration

With QuickBooks integration, ServiceFolder has been able to function more effectively and smoothly. The accounting software organizes your business’ accounting data for you on the cloud, helps track your sales, import and categorize transactions and even generates reports. HVAC business owners work hard to keep their businesses running smoothly, but often times can get tired. Timely estimates and invoices make the jobs of these successful companies more achievable. Collaborating with our Service Folder software, business owners can access QuickBooks accounting to ensure their company is working billable hours.

  • No need to be an accounting professional to use the software
  • Create Invoices and payments within minutes and sync to QuickBooks
  • Help make audits easy
  • Quick Support
Learn more about
Service Folder QuickBooks - Integration

Free - 3 Users
HVAC Software with QuickBooks Integration
HVAC Software with CRM

HVAC CRM Software

Manage the 360 degree information of your customer in one screen.

  • Site addresss
  • Invoice & Receipts
  • Quotes
  • Jobs
  • Contracts
  • Customer Equipment
  • Files & Photos
  • Job History

HVAC invoicing Software

When the work is finished by the technicians, it's difficult to handle the paperwork and collect the cash. ServiceFolder have a better, more straightforward solution that will save you both time and money. ServiceFolder generates invoices as soon as the work is completed. To avoid physical contact, technicians can upload before and after pictures for reporting purposes, obtain digital signatures from customers, and accept online payments. Digital bills allow for greater social distance while also allowing for more work to be completed in less time.

Learn more about
Invoice & Receipts
HVAC Invoicing Software

Mobile HVAC Software

Technician on the field can do the work better without having to call the office staff

HVAC technicians on the field can quickly create a customers and reduce phone conversation with the back office staff

The technician can collect the customer signature on the mobile. After collecting the signature, the signature is stored in the customers job record for further reference and printing.



Free - 3 Users

Frequently asked Questions

What is commercial hvac software?

Commercial HVAC software is an essential tool for owners and managers of commercial HVAC companies to grow their businesses. This type of software is designed to help increase efficiency and reduce costs while providing a better customer service experience.

What is HVAC Dispatch Software

HVAC Dispatch Software is a tool that gives HVAC professionals the power to schedule their jobs, dispatch digital work orders, track equipment, monitor technician progress, maintain a customer database, and handle every other aspect of running an HVAC company.

What is the cost of HVAC Service Software

The cost of field service software for HVAC contractors generally rises with the depth of functionality.

What is HVAC Management App

HVAC Service Company requires your technicians to be out in the field while your office managers manage the administration from behind a computer. HVAC business owners and teams can manage operations from anywhere with ServiceFolder's HVAC business app for web, which gives your team access to their schedules, work order information, quotes, and turn-by-turn directions to their next job. The ServiceFolder mobile app is free to download for iOS (Apple) and Android devices.

What 3rd party integrations are done by ServiceFolder HVAC software

1. Learn more about Stripe online payments to get paid faster

2. Learn more about online quickbooks for invoice and payments syncing

Is ServiceFolder a free hvac software

Yes, ServiceFolder is free for 3 users for the Silver Edition.

Get started with ServiceFolder

  • Manage Jobs & Staff
  • On Site Quote and Invoice
  • On Site Notes and Photos
  • Sync with Quickbooks Online
  • Print Designer for all Documents
  • Customer Management
  • Leads Management
  • Inventory Management
  • Customer Notifications
  • Customer Fields

Interested In HVAC Inventory Management Software?

ServiceFolder doesn't just handle hvac businesses, we also have inventory management tools for your hvac personnel. This will allow your team to plan their services and offer the correct inventory.

*Click here to learn more about how we can help your inventory tracking needs! *