Industry
Schedule HVAC work without losing track of customer or equipment history.
Manage HVAC repairs, installs, service visits, equipment notes, and invoices.
Best for
HVAC
HVAC teams that need to manage service calls, installs, equipment details, estimates, and follow-ups without scattered records.
Start free trialFrom the HVAC visit to equipment notes you keep
- 1
Book repair, maintenance, or install
Put the visit on the same calendar as other HVAC work and assign who is going.
- 2
Quote equipment and labor
Pull equipment and labor items from your pricebook, then send an approval link when the customer needs to sign off.
- 3
Save equipment notes on the customer
Record model, location, and site details so the next tech is not guessing in the attic.
- 4
Invoice, then book the next visit yourself
Bill the completed work from the job. A membership does not auto-schedule the next tune-up.
Example: A furnace visit that keeps the model on file
A technician services James Thompson's furnace and writes the model on the customer record. Next season the office already has the equipment notes. If he is on a maintenance plan, they still book the visit.
Schedule installs and service on the same calendar
Book repair, maintenance, and install work, assign technicians, and keep upcoming HVAC visits in one place. Follow-ups stay on the job record instead of living only in someone's inbox.
Keep equipment notes with the customer
Save equipment and site details for the next visit, and use equipment and labor items from your pricebook when you quote. Installed equipment history stays with the customer so the tech is not guessing in the attic.
How True Blue Service helps
Schedule repair, maintenance, and install work
Use equipment and labor items when quoting
Save site details for the next visit
Questions HVAC owners ask before they switch
- Does a membership auto-schedule HVAC maintenance?
- No. You still book each visit. Memberships can discount or cover a visit on the invoice; they do not put the job on the calendar.
- Where do equipment notes live?
- On the customer record, with the job history, so the next visit starts from what is installed.
- Can I send an HVAC estimate for approval?
- Yes. Line-item quotes go out as an approval link. The customer does not need an account.
- Is there GPS tracking of trucks?
- No. The calendar shows who is assigned. It does not track vehicles.
See the calendar, the customer record, and the quote
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