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HVAC booking
software.

In April your board has holes and in July it has none. Online booking lets members and past customers fill the April holes with tune-ups, and keeps July for the repairs that pay.

Without Booking

of home service businesses don’t ask the lead to book the job
55%
Invoca, 2026 home services benchmarks
of home service leads who reach a person convert on that call
45%
Invoca, 2026 home services benchmarks
of home service pros name no-shows as a limit on growth
12%
Jobber, 2026 Home Service Trends (vendor survey)

Tune-up phone tag

Booking a tune-up takes a call, a callback and a voicemail. Members give up, and the visit they paid for never happens.

Hollow HVAC priority

Your agreement promises priority service, but in a heat wave members wait in the same queue as everyone else.

Absent changeout signers

A replacement estimate needs whoever signs to be home. A reminder that asks for them saves a second trip.

Tune-up weeks

A sample HVAC company’s quiet week between the rushes, played twice: first tune-up requests answered days later, then a text with a price and a window.

Example week of a sample HVAC company's calendar between the rushes, with 29 requests in both versions. Before: 8 visits booked, 28% of requests, 2 missed visits, and no reminders. After each request gets a text with the tune-up price and a booking page with arrival windows, and each visit gets a reminder the day before: 17 visits booked, 59%, 1 missed visit, and 17 reminders sent.

Before Tune-up requests wait days for a reply, and two visits find nobody home.

  1. Before: Tune-up requests wait days for a reply, and two visits find nobody home.
  2. Texted: Same Monday. The request gets a text, the price and real times.
  3. Picked: Lena picks Wednesday, 9:30 to 11, and it lands on the board.
  4. Filled: Tune-ups fill the quiet week, and quotes keep the owner’s slots.
  5. Reminded: The day before, every visit gets its window by text.
  6. Report: Requests booked, week by week, on the monthly report.
  1. Full week, Ferncastle Heating & Air

    ferncastleair.example/tune-up

    A white panel radiator with a thermostatic valve head, close up

    Ferncastle Heating & Air

    Book your tune-up

    Visit
    Fall heating tune-up
    Price
    $139

    Arrival windows

    1. Tue 1311am to 12:30pm
    2. Wed 149:30am to 11amWed 149:30am to 11am
    3. Thu 1511am to 12:30pm
    Book this window

    You’re booked

    Wed 14, 9:30am to 11am

    We text the day before with your window.

    Visit
    Fall heating tune-up
    Price
    $139
    October 2026
    • Tune-ups
    • Repairs
    • Replacement quotes
    Requests
    29
    Visits booked
    17
    Requests booked
    59%
    Missed visits
    1
    Reminders sent
    17
    1. Mon 12
    2. Tue 13
    3. Wed 14
    4. Thu 15
    5. Fri 16
    1. 6 requests3 texted back
    2. 5 requests3 texted back
    3. 7 requests4 texted back
    4. 5 requests2 texted back
    5. 6 requests3 texted back
    • Fall tune-upRae K., Ash Row8am to 9:30am
    • Fall tune-upWes O., Kiln Rd9:30am to 11am
    • Replacement quoteAna L., Mill Ln11am to 12pm
    • Repair visitTom B., Kiln Rd1pm to 3pm
    • Fall tune-upFay C., Larch St3pm to 4:30pm
    • Fall tune-upSid P., Larch St8am to 9:30am
    • Fall tune-upKim D., Pine Rd9:30am to 11am
    • Repair visitCal V., Pine Rd1pm to 3pm
    • Replacement quoteEli N., Oak Ln3pm to 4pm
    • Fall tune-upJoy M., Fen Ct8am to 9:30am
    • Fall tune-upLena H., Birch Ct9:30am to 11am
    • Fall tune-upRon G., Mill Ln11am to 12:30pmMissed visit
    • Repair visitMae S., Oak Ln2pm to 4pm
    • Fall tune-upBo T., Ash Row8am to 9:30am
    • Replacement quoteIra F., Fen Ct9:30am to 10:30am
    • Fall tune-upUma P., Birch Ct1pm to 2:30pm
    • Fall tune-upGus R., Kiln Rd9am to 10:30am
    Mon 12
    Tue 13
    Wed 14
    Thu 15
    Fri 16

    Wed 14

    1. Fall tune-upJoy M., Fen Ct
    2. Fall tune-upLena H., Birch Ct
    3. Fall tune-upRon G., Mill LnMissed visit
    4. Repair visitMae S., Oak Ln
  2. Empty week
    October 2026
    • Tune-ups
    • Repairs
    • Replacement quotes
    Requests
    29
    Visits booked
    8
    Requests booked
    28%
    Missed visits
    2
    Reminders sent
    0
    1. Mon 12
    2. Tue 13
    3. Wed 14
    4. Thu 15
    5. Fri 16
    1. 6 requests3 waiting
    2. 5 requests3 waiting
    3. 7 requests4 waiting
    4. 5 requests2 waiting
    5. 6 requests3 waiting
    • Fall tune-upRae K., Ash Row9am to 10:30am
    • Repair visitTom B., Kiln Rd1pm to 3pmMissed visit
    • Fall tune-upSid P., Larch St10am to 11:30am
    • Replacement quoteAna L., Mill Ln8am to 9am
    • Fall tune-upJoy M., Fen Ct2pm to 3:30pmMissed visit
    • Repair visitCal V., Pine Rd11am to 1pm
    • Fall tune-upBo T., Ash Row9am to 10:30am
    • Replacement quoteEli N., Oak Ln1pm to 2pm
    Mon 12
    Tue 13
    Wed 14
    Thu 15
    Fri 16

    Wed 14

    1. Replacement quoteAna L., Mill Ln
    2. Fall tune-upJoy M., Fen CtMissed visit
  3. Texted
    Lena H.Ferncastle Heating & Air
    1. Tune-up page, Monday 6:41pm
    2. Can we get the furnace checked before it turns cold?

    3. Ferncastle Heating & Air here, thanks for asking. Reply STOP to opt out.

    4. Fall tune-ups are $139. Pick a window here: ferncastleair.example/tune-up

    • Texted back in a minute
    • Tune-up price sent first
  4. Reminded
    RemindersTuesday, for Wednesday
    Lena H.

    Ferncastle Heating & Air: your tune-up is tomorrow, arriving 9:30 to 11. Please clear the space around the furnace. Reply STOP to opt out.

    Wed 14

    1. Joy M., Fen CtSent
    2. Lena H., Birch CtSent
    3. Ron G., Mill LnSent
    4. Mae S., Oak LnSent
  5. Report
    Requests booked, by week

    28%Week 1

    59%Week 8

    Booking on
    Visits booked
    8 17
    Missed visits
    2 1
    Reminders sent
    0 17

What you get

  • Online booking for tune-ups, repairs and replacement estimates, with windows set by job type
  • Priority slots held for agreement members in peak weeks
  • Reminders the day before, asking the decision maker to be home for estimates
  • System type, age and photos attached to each booking
  • On The partnership, Jobber and Housecall Pro on its MAX plan take bookings directly; ServiceTitan and FieldEdge shops get a handoff to dispatch

The cycle

Booking closes Prospect for HVAC: a sorted request becomes a window on your board, and every finished tune-up is a chance to sell the agreement.

  1. Lead

    Everything that gets you a lead.

    More people find you and reach out.

  2. Prospect

    Turn interest into a sale.

    More of them say yes, and you never chase.

  3. Client

    Keep the job moving.

    Jobs run on time, with less of you managing them.

  4. Kept or closed

    What happens after the job.

    Finished work brings in the next job.

  5. Growth

    Feed it back into the machine.

    Every finished job helps bring the next lead.

Then it starts again.

CRM: Customers, conversations, bookings, jobs and employee tasks in one place, across all five.

What we build

The website

A site with AC repair, furnace and maintenance plan pages people can book from.

SEO

AC, furnace and heat pump pages for each town, found the day the system quits.

AEO

Answers on why the AC blows warm that AI tools quote, with your name on them.

Lead generation

A maintenance plan page and a tune-up offer that ask for a name and number.

Social posts

Installs and repairs you finished, posted with the season’s tips.

AI agents

An AI agent asks what the system is doing and how old it is before a tech goes out.

Missed calls

A missed call in a heat wave gets a text back and a repair slot.

Booking

Tune-ups and repair calls book into open slots, with the arrival window.

The dashboard

Every no-cool call, tune-up and plan renewal on one dashboard.

Reviews and referrals

After each visit a text asks for a review and offers a referral link.

Email campaigns

Tune-up reminders go out before summer and winter, to every plan member.

PostHog analytics

PostHog shows which seasonal pages fill the board in a heat wave.

Session replay

Session replay shows where a homeowner left the maintenance plan page.

Monthly numbers

Each month you see no-cool calls, tune-ups booked and plans renewed.

Every call reaches one dashboard, and ServiceTitan or Housecall Pro stays.

What we build

The plan

Less Work

Tune-ups book themselves in the quiet weeks.

Less Time

Your CSR stops trading voicemails over a spring visit.

More Sales

More members get the visits they paid for, and renew.

Free website

Plans from $1,500 a month.

Get a free website

On your site

  • Free website for your HVAC company, kept up by us, with the domain in your name
  • Tap to call on every screen, with your after-hours rate said plainly
  • Pages for repairs, replacements, heat pumps, mini-splits and indoor air quality
  • Financing and current utility rebates explained, with the date they were checked
  • Your maintenance agreement on its own page, with online sign-up
  • Seasonal offers swapped in spring and fall without you asking twice

You always keep your name, logo, photos, copy and domain. We keep the code and the system behind the site.

Automated

$1,500 a month

No lead lost.

Starts hereThe responder pushes each conversation toward a booked estimate

Every lead answered and booked, and we keep it running.

Your website

  • Hosted and kept up by us. Your domain stays in your name
  • Unlimited pages and changes. Send it and it goes live

Answer and book

  • An AI reply in minutes, day or night, aiming for under 5
  • It asks what you would ask, then books the estimate, showing or measure
  • Anything it can’t handle goes straight to you
  • Follow-ups that stop when they book or go cold

Get found

  • Text posts on the platforms you pick, no limits. Image and video are separate

Measure

  • A monthly report: every request, what it became, the money attached

Managed

$4,000 a month

Every stage handled.

IncludedThe responder books, and every booking lands on your dashboard

Everything in Automated, and we run every stage for you.

Every stage

  • Every stage built and run by us, from lead to growth

Get found

  • Content for Google and AI answers, as much as it moves your numbers
  • Unlimited landing pages and lead magnets, with an alert on every form
  • Email campaigns to your lead list, no cap from our side
  • Campaigns on the social platforms your customers use, on your accounts

Measure

  • A dashboard for every lead, job and customer
  • A private site with a stat assistant that keeps watch on your customers

No AI brain or agents of your own.

The partnership

$7,500 a month

We run the whole cycle.

IncludedCustom booking helpers, handing off to a person where needed

Everything in Automated, plus us working it and building on it.

Get found

  • Content for Google and AI answers, as much as it moves your numbers
  • Unlimited landing pages and lead magnets, with an alert on every form
  • Email campaigns to your lead list, no cap from our side
  • Campaigns on the social platforms your customers use, on your accounts

Your AI brain

  • One AI brain on your phone: leads, jobs and customers in one place. Ask it anything
  • Connected to your forms, email, calendar and records, so it does the work
  • Hosting and tech run by us: domain, updates, monitoring. Accounts stay yours
  • Skills for your trade: lead questions, follow-up, booking, review requests

Run the work

  • Custom AI helpers for replies and booking, with a person where needed
  • Internal tools built for how you really run
  • Two builds in progress at any time, in the order you pick

Measure

  • One shared live board: every lead and job, where it came from, what it’s worth

Ad budgets and paid software stay on your accounts. Designed image and video posts start once you’re comfortable with AI drafts.

Your questions

What is the best HVAC booking software?

For dispatch and invoicing, the field service tool you already run. For homeowners booking themselves, what matters is that slots come from your real calendar and the booking reaches dispatch. That front part is what we build.

Should HVAC companies let customers book online?

For tune-ups, routine repairs and replacement estimates, yes. Keep no-heat and no-cool emergencies on the phone or with the AI triage, so a person decides who goes.

Free website

Sample calendar

Wednesday

  • No cooling, Larch St