Call Center & CRM
Caller identification, booking scripts, customer records, properties, equipment, call recordings, tags, notes, and communication history.
Improve call booking
One Connected HVAC Platform
Run calls, jobs, technicians, customers, and revenue from one system.
Replace disconnected calendars, spreadsheets, paper work orders, payment tools, and reporting systems with one operational record from the first phone call through the final payment.
Call Booking & Customer HistoryCapture the call, identify the location and equipment, and see the complete relationship.
Scheduling & DispatchMatch skills, zones, availability, and job priority to the right technician.
Estimates, Invoices & PaymentsPresent options, collect approvals, take deposits, and get paid in the field.
Memberships & ReportingGrow recurring revenue and track the numbers that drive profitability.
Live calls, dispatch, technician status, sales, memberships, and revenue
Best place to start
HVAC Operations Starter
$149per month
For small HVAC teams replacing spreadsheets, paper work orders, and disconnected tools.
- Customer CRM and equipment history
- Scheduling and dispatch board
- Mobile technician work orders
- Estimates, invoices, and payments
- Implementation guidance and support
Technician Mobile App
Give technicians everything they need to finish the job right.
Technicians can see job details, customer and equipment history, service agreements, forms, photos, estimates, parts, signatures, payments, and follow-up recommendations from the field.
Complete Work OrdersJob details, checklists, forms, notes, photos, and customer signatures.
Equipment HistoryModel, serial number, warranty, past repairs, and maintenance records.
Good-Better-Best OptionsBuild professional choices, collect approval, and convert more opportunities.
Collect PaymentTake card or ACH payments, issue receipts, and close the job faster.
Built for the field
Less paperwork. Better documentation. Faster closeout.
Consistent mobile workflows help technicians do better work while giving the office accurate updates in real time.
HVAC Software Features
Start with what you need now. Add more as your company grows.
Use one platform across residential service, replacement and installation, commercial maintenance, and multi-branch operations.
Scheduling & Dispatch
Drag-and-drop scheduling, technician skill matching, zones, capacity planning, recurring visits, alerts, and live job status.
Improve dispatchTechnician Mobile App
Work orders, forms, photos, equipment history, estimates, signatures, parts, payments, notes, and offline-ready capture.
Equip techniciansSales & Estimates
Pricebook-based estimates, good-better-best options, proposal templates, e-signatures, deposits, financing, and sales follow-up.
Increase salesMemberships & Maintenance
Service agreements, recurring billing, visit scheduling, member pricing, renewal reminders, deferred revenue, and retention reporting.
Grow membershipsInventory & Purchasing
Warehouse and truck stock, serialized equipment, min/max levels, transfers, purchase orders, receiving, returns, and job costing.
Control inventoryInvoicing & Accounting
Invoices, deposits, card and ACH payments, refunds, financing, accounting synchronization, reconciliation, and aging.
Get paid fasterReporting & AI
Live dashboards, technician scorecards, marketing attribution, membership performance, job costing, forecasts, and automated summaries.
See performanceCommercial HVAC
Asset-based preventive maintenance, contracts, SLAs, purchase orders, NTE limits, multi-site customers, and consolidated billing.
Manage commercial workConnected Workflow
One record from the first call through payment and retention.
Every handoff updates the same customer, equipment, job, and financial record so the office and field stay aligned.
Built for HVAC
Support the way your HVAC company works today—and where it is going.
Configure teams, pricebooks, forms, workflows, agreements, reporting, and permissions around your operation.
Residential Service
Booking, repair, replacement opportunities, memberships, customer communication, and fast payment collection.
Installation Teams
Equipment ordering, crew scheduling, permits, commissioning, change orders, and project job costing.
Commercial HVAC
Asset-based PM, service agreements, SLAs, purchase orders, NTE limits, and consolidated billing.
Multi-Branch Companies
Shared operating standards with branch-level teams, inventory, pricing, permissions, and performance reporting.
Implementation
A straightforward transition from your current tools.
We map the workflow, prepare the data, configure the software, train your team, and support adoption.
1
Personalized Demo
Review your current operation and see the product workflows that matter most.
2
Implementation Plan
Confirm users, modules, data migration, integrations, training, and launch timing.
3
Configure & Train
Set up the pricebook, forms, roles, workflows, accounting, and team training.
4
Launch & Improve
Go live with support, measure adoption, and add capabilities as your company grows.
Simple, Scalable Pricing
Choose the operating level that fits your HVAC company.
Planning prices can change based on users, modules, migration, integrations, payment processing, and implementation requirements.
Starter
For small HVAC teams replacing spreadsheets and disconnected tools.
$149 / month
Core office and field workflows
- CRM and equipment history
- Scheduling and dispatch
- Technician work orders
- Estimates, invoices, and payments
Growth
For growing service companies building recurring revenue and tighter control.
$299 / month
Membership and growth tools
- Everything in Starter
- Membership management
- Customer portal
- Inventory essentials and dashboards
Pro
For established contractors scaling teams, inventory, and profitability.
$549 / month
Advanced operational control
- Everything in Growth
- Advanced inventory and purchasing
- Fleet and workforce tools
- AI, forecasting, and advanced reports
Need commercial HVAC, project management, multi-branch controls, SSO, or API access? Ask about Enterprise.
Questions
What HVAC business owners usually ask first.
Is ProSuite HVAC only for residential contractors?
No. It supports residential service, replacement and installation teams, light commercial HVAC, preventive maintenance agreements, multiple locations, and growing multi-branch operations.
Can technicians use it from the field?
Yes. The mobile workflow includes jobs, customer and equipment history, forms, photos, estimates, signatures, payments, parts requests, notes, and offline-ready data capture.
Can we move from spreadsheets or another field-service system?
Yes. Customer, property, equipment, membership, pricebook, open-job, estimate, invoice, and balance data can be mapped and imported through a structured migration process.
Does it connect to accounting and payment tools?
The platform is designed for accounting synchronization, card and ACH payments, deposits, financing, refunds, processor reconciliation, and revenue reporting. Specific integrations depend on your selected setup.
Can we start small and add features later?
Yes. Start with CRM, dispatch, field work, estimates, invoices, and payments. Add memberships, inventory, marketing, fleet, AI, commercial workflows, and deeper reporting as you grow.
Request a Personalized Demo
Tell us what you want to improve in your HVAC operation.
We will learn how your company works today, show the most relevant workflows, and explain a practical path to launch.