A pipeline built for HVAC
Stages that match how HVAC work is won — Contacted, Diagnosis, Quote review, Won — so every replacement quote has a next step.
For HVAC teams
HVAC management software that wins the job and gets you paid
Elite Leads keeps quotes, signed contracts, the crew calendar, maintenance visits and invoices in one place — for a flat monthly price with no per-user fees.
Card required. Cancel anytime.
What HVAC teams get
Contracts and e-signature
Send a service agreement or replacement contract by email or text. Customers sign on their phone (e-signature on Pro and Elite).
Schedule the crew
Day, week and month calendar with drag-and-drop rescheduling. Techs get a “My day” view with addresses that open in maps.
Recurring maintenance visits
Set tune-ups and maintenance plans to repeat weekly, every two weeks or monthly (Pro and Elite).
Invoices and online payments
Turn a finished job into an invoice in one click. Customers pay by card online (Pro and Elite) and get automatic reminders.
Know your margins
Business Analytics (Elite) compares your numbers with typical HVAC margins and shows whether service calls and replacements are priced right.
Starter $39 · Pro $79 · Elite $149 a month
Your whole team is included. Pro adds e-signature, online card payments, automatic reminders and recurring jobs; Elite adds Business Analytics.
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