Guide

An HVAC call,
intake to invoice.

The request does not need a 20-line menu. The customer says repair, maintenance, installation, or other, and writes what is wrong. The office does the rest.

Start trial Pricing

14-day trial. Card on file. If you never add a customer, job, quote, or invoice, we don’t charge.

What you get today

The call, then the visit.

The question

The lead lands on the board. You make the customer and the job, and you put a time on the day.

How the shop runs it

The tech gets my-day, clocks in, and can send on-my-way and arrived. Access notes are on the job before they roll.

What to skip

Readings stay available on an HVAC report. Photos go on the visit. You do not hand the customer a blank form.

Where to go next

If the quote asked for a deposit, that invoice goes first. The rest is billed when the work is done. They pay on the portal or a pay link.

What should the customer pick on the request form?

Repair, maintenance, installation, or other. The notes box is where they say the air conditioner is not cooling.

On this site

More pages

Home Pricing Home service HVAC Plumbing Electrical Dispatch Quotes and invoices Customer portal Service reports Jobber Housecall Pro ServiceTitan Job workflow Choosing a CRM Multi-trade HVAC service call HVAC report Small HVAC shop Pricing guide Dispatch checklist Portal checklist Leave paper Three products

Ready this week, not this quarter.

Name, logo, timezone, Gmail. Add a customer. Put a job on the board. That is the first morning.

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