HVAC software
HVAC software for maintenance plans and same-day service calls.
Run spring and fall tune-up agreements on autopilot, dispatch service calls as they come in, and collect a deposit before the install truck rolls — all from one app.
Invoice · INV-1042
Riverbend Poolpowered by ClientRoot
Pay invoice INV-1042
Riverbend Pool Co. · Parkway Apartments
Amount due$397.00
Card ···· 424212 / 28
Pay $397.00
Secured by Stripe
Deposits on accepted quotes are collected the same way.
Why ClientRoot
Made for hvac from day one
Maintenance agreements that recur themselves
Sign a customer up for twice-a-year tune-ups and ClientRoot drops both visits on the calendar for the next year. No spreadsheet of who's due in April vs. October.
Deposits on installs, pay-by-link on repairs
A new system is a big ticket — collect a card deposit when the quote is accepted so the job starts funded. Smaller repairs get a pay-by-link on the invoice and settle the same day.
Equipment + notes on every address
Furnace model, filter size, thermostat type, attic access, the dog out back — it all lives on the customer record so the tech shows up with the right part and no surprises.
Dispatch the day, see the week
Emergency no-cool call at 2pm? Slot it in and reassign the tech. The week view shows every job across the crew so you always know who's free.
Workflows hvac businesses use every day
- Spring/fall maintenance agreements materialized a year out
- Service-call scheduling with technician assignment
- Per-address equipment records (model, filter size, install date)
- Quote → deposit → install → final invoice for system replacements
- Pay-by-link invoices for repairs, settled by card on site
- Photo documentation of the work and the nameplate data
- Reports on revenue by service type and outstanding receivables
Common questions from hvac owners
Can I sell and track maintenance agreements?
Yes. Set up a recurring schedule for each agreement — typically two tune-ups a year — and ClientRoot generates the visits and keeps them on cadence. Bill the agreement up front or per visit.
Can I take a deposit on a new system before installing it?
Yes. On any paid plan you can require a card deposit when a customer accepts the quote, then collect the balance on the final invoice. Payments are processed by Stripe.
Does it handle emergency / same-day calls?
Absolutely. Create the job, assign a tech, and it appears on the day and week views immediately. Reassign with a couple taps if priorities change.
Will it work for a one-truck shop?
Yes. The Solo plan covers an owner-operator with unlimited customers and jobs, full quoting and invoicing, and card payments — no technician seats required.
Service areas
Hvac software, city by city
ClientRoot works anywhere in the US. Here are guides tailored to hvac pros in some of the metros we serve.
Keep the trucks full and the invoices paid.
Start free, load in your maintenance customers, and see next season fill itself in.
Also serving: Pool service · Lawn care · Pest control · Cleaning service · Window cleaning · Pressure washing · Snow removal · Landscaping · Carpet cleaning · Gutter cleaning · Junk removal · Handyman · Pet waste removal