Residential HVAC Management Solutions

Deliver 5-Star Home Comfort Service—With Less Admin and More Control

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Built for the Realities of Residential HVAC Work

  • Fast Scheduling for Emergency & Routine Calls
  • Complete Customer History at Your Fingertips
  • Send Quotes, Invoices & Follow-Ups Instantly
  • Mobile Tools for Field Techs
Roofing CRM

Full-service toolkit to run a Residential HVAC business

Manage every appointment, quote, invoice, and follow-up in one system

Smart Scheduling & Dispatching

Quickly assign jobs by tech availability or location. Adjust on the fly when homeowners reschedule or emergencies pop up.

Customer & Equipment Records

See the full history of every HVAC unit, past visits, warranty info, and homeowner preferences before you ring the doorbell.

Fast Estimates & Proposals

Send clean, branded quotes with product options and pricing. Get digital approvals instantly.

Mobile App for Technicians

Techs can view job info, upload photos, update job status, and collect signatures—all from their phones.

Invoicing & On-Site Payments

Create invoices directly from job details and accept payments on-site—credit card, ACH, or financing.

Maintenance & Service Agreements

Create residential service contracts, auto-schedule tune-ups, and remind customers.

Perfect for Residential HVAC Companies

Homeowners expect fast service and clear communication.
HVACBase gives you the tools to deliver just that—without needing a big team or a complicated setup.

One platform. One crew. One seamless experience.

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