HVAC software that remembers every condenser you've ever touched.
Per-customer equipment records, spring/fall maintenance plan automation, dispatch that sees who's free vs. tied up on a two-day install, and on-site invoicing. $39/month flat — no per-tech fees.
What you get
Maintenance plan automation
Spring + fall tune-ups scheduled and billed automatically.
Per-customer equipment record
Model, serial, install date, every service — at the tech's fingertips.
Dispatch view
See the whole crew, drag the call to the right person.
The pain points we built this to fix
Maintenance contracts are buried in spreadsheets
Set up recurring tune-up jobs once. The system reminds you, schedules, and bills.
Equipment history walks out the door with a tech
Per-customer equipment records (model, serial, install date, last service) live in the system, not someone's head.
Service calls compete with installs
Dispatch sees who's free and who's tied up on a 2-day install.
Everything included at $39/mo
One flat price. Up to 10 team members. No feature gates, no upsells, no per-tech fees.
Scheduling & dispatch
Drag-and-drop calendar, route view, and crew assignments that sync to the mobile app.
Estimates & invoices
Branded quotes in 90 seconds. One-click convert to invoice with a 'Pay Now' button.
Payments built in
Credit card and ACH at competitive rates. Money in your account in 1–2 business days.
Customer CRM
Full job history, photos, notes, and attachments on every property — searchable from the truck.
Mobile web app (works like native)
Installable on iPhone and Android — add to home screen. Crews update status, capture signatures, and take payment on-site.
Client portal
Customers approve quotes, view invoices, and pay online without calling you back.
Every property gets its own profile.
Pull up an address and see everything at a glance — every job done, every estimate sent, every invoice paid, with full revenue totals on the right rail. No more digging through email threads or three different apps to remember what you did at 1122 Spanish Moss Dr last spring.
- Jobs, Estimates, and Invoices tabs scoped to the property
- Property photo, map, owner contact, and gate notes in one card
- Activity summary: total estimates, jobs, invoices, lifetime revenue
- Trade-specific tabs: Pool, Chimney, Electrical, Maintenance, AI Insights
Recurring maintenance on autopilot.
Set up recurring service plans per property — quarterly pool service, annual chimney sweep, 5-year panel inspection. CrewOpsPro auto-generates the next job, notifies the customer, and drops it on the right tech's calendar. Predictable recurring revenue without a scheduling coordinator.
AI that predicts the next job.
Every property gets an AI Insights tab that reads its full history — equipment ages, inspection notes, creosote trends, panel condition — and surfaces the next likely service with a suggested timeframe. Stop guessing which customers to call this month; let the data tell you.
"Maintenance-plan members went from 180 to 410 in 18 months. The software actually schedules the spring tune-ups instead of me reminding the office to remind the techs. That's the whole game."
Frequently asked questions
- Yes. Enroll a customer once at, say, $189/year. The system auto-schedules the spring AC tune-up and the fall furnace tune-up, sends reminders, dispatches a tech, and bills against the plan. You see plan member count and renewal rate on the dashboard.
- Each property holds an equipment list — furnace, AC, mini-splits, water heater. Every piece has make, model, serial, install date, refrigerant type, and full service history. When a tech rolls up, the unit specs are on their phone before they open the panel.
- Yes. The dispatch board shows each tech's day at a glance — install jobs blocked out, service capacity remaining. A new no-cool call drops onto the tech with bandwidth, not the one elbow-deep in ductwork at a new build.
- Yes — most HVAC customers run a $89/$129 diagnostic fee and a flat-rate repair book (capacitor, contactor, blower motor, igniter, etc.). Tech taps from the price book at the truck and the homeowner approves before any work starts.
- Yes. Build install quotes with equipment options (good/better/best), financing line, and tax credits broken out. Customer signs on their phone, you collect a deposit, and the equipment order kicks off the same afternoon.
- Each tech profile carries 608 cert type and expiration. Refrigerant added/recovered logs per job for compliance. Not flashy but exactly what an EPA audit asks for.
Also serving other trades
CrewOpsPro runs the same flat $39/mo across every field-service trade. A few you might also be curious about:
Handyman Software
Quote the $80 fan install in the driveway, invoice the $4,200 bathroom remodel from the couch, and never lose a sticky note again. Flat $39/month for the whole crew.
ExploreElectrical Contractor Software
Dispatch a breaker swap, track a 200A service upgrade, log a permit number, and bill the homeowner — all without leaving the app. $39/month flat, no per-electrician fees.
ExplorePool Service Software
Drag-and-drop weekly routes, per-pool chemical logs, auto-billed maintenance plans, and a client portal that cuts the 'is my pool getting serviced?' texts. $39/month for the whole route.
ExploreRun a tighter HVAC business.
Start your 14-day free trial. No credit card. Be scheduling jobs in 5 minutes.
$39/mo flat · No contracts · Cancel anytime