HVAC software that knows the unit before the tech does
Service calls, installs and maintenance agreements on one board. The model, serial and last five visits are on the ticket before the tech arrives.
One crew free forever · No card to start
What it costs today
The history lives in a filing cabinet
A tech arrives at a rooftop unit with no idea what was replaced in March, so the first twenty minutes are spent diagnosing something the company already diagnosed.
Maintenance agreements quietly lapse
Spring and fall visits are tracked in a spreadsheet, the spreadsheet falls behind in August, and the renewal conversation happens after the customer has already called someone else.
Peak weeks are dispatched by phone
The first hot week of the year turns into a day of calls: who is closest, who has the part, who is certified for that refrigerant.
Built for hvac
The parts of the job your software usually ignores
Equipment records per site
Make, model, serial, refrigerant type, install date and warranty end, attached to the location, not to a job. Every visit writes back to the same record.
Maintenance agreements that book themselves
Define a plan once (two visits a year, filters included, priority response) and the visits appear on the schedule for the life of the contract, with renewal flagged 60 days out.
Certification-aware dispatch
The board knows which techs hold which certifications, and will not assign a refrigerant job to someone who cannot sign for it.
Callbacks tied to the original visit
A callback is linked to the job that caused it, so warranty work is billed as warranty work and your callback rate per tech is a number, not a feeling.
Parts off the van
Consuming a capacitor on a job draws it from that van's inventory and puts it on the invoice at your markup.
Flat rate or time and materials
Price books support both. Pick the pricing model per job type and let the quote build itself from your own catalogue.
How a job runs
Four steps, one record
- 1
The no-cool call comes in
Email, web form or a missed call. The request is matched to the site, and the equipment on file is attached before anyone picks up the phone.
- 2
Dispatch picks the tech that fits
Drive time, certification and what is already on their day. The board proposes the slot, and the customer gets the window by text.
- 3
The tech works the ticket
Readings, photos, parts used and hours all land on the visit from the phone, on or offline.
- 4
The invoice leaves before the truck does
Labour comes off the clock, parts come off the van, and card or ACH is collected on the same link the customer already opened.
Questions
HVAC, specifically
Still unanswered? The docs go deeper, and a reply from us is usually faster than a demo.
- Can Elevate Team handle maintenance agreements with multiple sites?
- Yes. An agreement belongs to a client and can cover any number of sites and units, each with its own visit cadence. Renewals and scope are tracked per agreement, and the visits it generates are ordinary jobs on the board.
- Does it track refrigerant?
- Refrigerant type and charge are fields on the equipment record, and the amount added or recovered is captured on each visit, so the log for a unit is the sum of its visits rather than a separate binder.
- What about installs that run several days with different crews?
- An install is a job with as many visits as it takes. Each visit is scheduled to its own crew, and the labour and materials roll up to one invoice at the end.
- Can it price flat rate?
- Yes. Your price book can hold flat-rate tasks, hourly labour or both, and a job type decides which the quote uses by default.
Run your hvac work on one board.
Free for one crew, forever. Import your price book and book the first job today.