HVAC Software Features Built for Contractors, Technicians & Growing Teams
HVACBase brings CRM, scheduling, dispatch, proposals, HVAC load calculations, invoicing, inventory, and reporting into one connected platform so your team can manage the entire customer lifecycle without switching between tools.
9
tools built into one platform
1 login
for your entire operation
8 hrs/week
saved on scheduling and admin
Same-day
invoicing from the job site
"We replaced our scheduling tool, our CRM, and our invoicing software with HVACBase. Everything connects — job data moves from scheduling through to invoicing without any manual work in between. Our admin time dropped significantly in the first month."
— Operations Manager, full-service HVAC contractor
- Platform
Eight tools.
One login.
Zero patchwork.
Every feature below works together in one connected HVAC software platform, helping teams reduce duplicate data entry, improve visibility, and move jobs from lead to payment more efficiently.
CRM and customer management
Every customer, service history, equipment record, and interaction — one place.
Job scheduling and dispatch
Assign the right technician based on skills, certifications, location, and availability.
Proposals, estimating and system design
Run HVAC load calculations, size equipment correctly, and send professional proposals from the same workflow.
Field service mobile app
Give technicians schedules, customer history, job details, photos, signatures, and payment tools in one mobile app.
Invoicing, billing and payments
Invoice from the job site and sync directly with QuickBooks or Xero.
Inventory management
Track HVAC parts, refrigerant, tools, and equipment across trucks and warehouses in real time.
Every tool your HVAC business needs is already here
Replace disconnected software with one platform that keeps scheduling, dispatch, CRM, estimating, invoicing, and reporting connected from start to finish.
Frequently Asked Questions
Are all these features included in one subscription?
Yes. HVACBase includes CRM, scheduling, dispatch, proposals, HVAC load calculations, invoicing, inventory management, reporting, and mobile field service tools within one platform. There are no separate modules to purchase or manage.
Do I need to use every feature, or can I start with just a few?
No. Many HVAC contractors begin with scheduling, CRM, dispatch, and invoicing, then expand into inventory, reporting, automation, and HVAC design tools as their business grows.
How does data move between features?
Because every feature operates within the same platform, customer information, job records, proposals, invoices, technician updates, and reporting data remain connected throughout the workflow. This eliminates duplicate data entry and reduces administrative work.
Is the mobile app included for field technicians?
Yes. Technicians can access schedules, customer history, equipment records, job details, photos, signatures, invoices, and payment collection tools directly from the HVACBase mobile app.
Can HVACBase replace multiple software tools?
Yes. HVACBase is designed to replace separate scheduling, dispatch, CRM, estimating, invoicing, inventory, reporting, and field service applications with one connected platform built specifically for HVAC contractors.
Does HVACBase support HVAC load calculations and system design?
Yes. HVACBase includes HVAC design and load calculation tools that help contractors perform equipment sizing, system planning, and installation preparation from the same platform they use to manage operations.