Can I run a real maintenance agreement program (spring AC, fall furnace)?

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.

How does per-customer equipment tracking work?

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.

Can I dispatch around a tech who's stuck on a 2-day install?

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.

Does it handle flat-rate diagnostic + repair pricing?

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.

Can I quote a new system install from the field?

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.

What about EPA 608 tracking and refrigerant logs?

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.

Built for HVAC contractors

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.

Start your 14-day free trial $39/mo · 14-day trial · No card

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.

A day on CrewOpsPro

What a HVAC day actually looks like on it.

6:45 am

Heat wave dispatch

Eleven no-cool calls overnight. Sort by maintenance-agreement members first, assign by proximity, push to phones.

9:15 am

Tech arrives with the history

3-ton Trane, installed 2016, capacitor replaced last August, filter size on file. No re-diagnosing what you already know.

10:40 am

Quote the replacement properly

Good/better/best options with photos, financing note, and equipment specs — sent from the driveway while the homeowner is still sweating.

1:00 pm

Agreement work stays on schedule

Spring and fall tune-ups auto-generate from the plan, so peak season doesn't bury your recurring revenue.

3:30 pm

Parts and margin tracked

Compressor cost against billed price, updating the job P&L as the tech logs it.

5:00 pm

Invoice + next visit

Payment taken on-site, and the fall tune-up is already on the calendar before the truck leaves.

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. Crews update status, capture signatures, and take payment on-site.

Client portal

Customers approve quotes, view invoices, and pay online without calling you back.

How HVAC shops usually run it — and what changes.

	ServiceTitan / Housecall Pro	CrewOpsPro
Entry price	$189–$1,000+/mo	$39/mo flat
Maintenance agreements	Higher tier or add-on	Included
Per-tech fee	Yes	None up to 10
Equipment records	Varies by tier	Make/model/serial/warranty standard

What five techs cost on a per-seat plan

HVAC shops staff up for two peaks a year. Per-seat pricing bills you for that headcount in the shoulder seasons too.

HVAC techs5

1 tech10

CrewOpsPro$39/mo

Jobber (est. all-in)$170/mo

Housecall Pro (est. all-in)$150/mo

Keeping in your business each year

$1,572

That's a recovery machine, gauges for the whole crew, and a month of fuel.

Based on September 2026 published pricing. CrewOpsPro is $39/mo flat for up to 10 users; Jobber and Housecall Pro add per-user fees. Real costs vary by tier and add-ons.

60-second self-audit

How well does your shop survive peak week?

Check everything that's happened during your last busy stretch.

0/6

Check the ones that apply

Most owners we talk to land somewhere between three and five.

Start your 14-day free trial

Property profiles

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

Maintenance tab

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 Insights

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.

Maintenance agreements are the whole business

An HVAC shop that lives on emergency calls is at the mercy of the weather. Two mild seasons in a row and the year is a loss. Maintenance agreements are what turn that into a business you can plan around: predictable spring and fall revenue, first call on replacements, and a customer list that doesn't shop you every time something breaks.

The catch is that agreements only work if the visits actually get scheduled. During a July heat wave, tune-ups are the first thing to slide, and a plan that never gets serviced doesn't renew. Auto-generating the next visit when the previous one closes — and flagging members ahead of one-off callers in dispatch — is the difference between an agreement program that compounds and one that quietly shrinks.

Equipment history is what makes the replacement sale

When a fifteen-year-old system fails in August, the homeowner has to make a five-figure decision in an afternoon. The contractor who can show install date, the capacitor replaced two summers ago, the refrigerant top-off last spring, and the pattern of repair costs isn't selling — they're presenting evidence. The one working from a blank form is negotiating.

Keeping make, model, serial, install date, warranty terms, and full repair history on the property means every tech on your crew has that conversation the same way. It also makes proactive outreach possible: pull every system over twelve years old going into spring and call them before their neighbor's contractor does.

2 peaks

A year — the software bill shouldn't have any

Spring & fall

Maintenance agreements auto-generate

Model + serial

Equipment history on every system

$39

Flat monthly for up to 10 techs

"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."

Mike D. · Owner, residential HVAC, 5 techs

Keep going

HVAC field service management

Deeper dive on dispatch, agreements, and invoicing.

Compare to Housecall Pro

Pricing and features for a small HVAC shop.

Scheduling & dispatch

Peak-season boards that reshuffle in seconds.

Also serving other trades

CrewOpsPro runs the same flat $39/mo across every field-service trade. A few you might also be curious about:

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.

Run a tighter HVAC business.

Start your 14-day free trial. No credit card required. Setup takes minutes.

Start your 14-day free trial Watch the 90-second demo

$39/mo flat · No contracts · Cancel anytime

HVAC software that remembers every condenser you've ever touched.

The pain points we built this to fix

Maintenance contracts are buried in spreadsheets

Equipment history walks out the door with a tech

Service calls compete with installs

What a HVAC day actually looks like on it.

Heat wave dispatch

Tech arrives with the history

Quote the replacement properly

Agreement work stays on schedule

Parts and margin tracked

Invoice + next visit

Everything included at $39/mo

Scheduling & dispatch

Estimates & invoices

Payments built in

Customer CRM

Mobile web app (works like native)

Client portal

How HVAC shops usually run it — and what changes.

What five techs cost on a per-seat plan

How well does your shop survive peak week?

Every property gets its own profile.

Recurring maintenance on autopilot.

AI that predicts the next job.

Maintenance agreements are the whole business

Equipment history is what makes the replacement sale

Keep going

HVAC field service management

Compare to Housecall Pro

Scheduling & dispatch

Also serving other trades

Handyman Software

Electrical Contractor Software

Pool Service Software

Frequently asked questions

Run a tighter HVAC business.