For HVAC companies
HVAC software for service calls and maintenance plans
Dispatch technicians, run seasonal maintenance agreements, and invoice repairs with the parts used, all in one place.
What slows HVAC companies down
Maintenance agreements
Spring and fall tune-ups for every plan member, billed on schedule.
Technicians on the road
Each tech needs the address, the history and what to check.
Parts on the invoice
Filters, capacitors and refrigerant need to be billed every time.
How Gettled helps HVAC companies
Agreements with recurring terms
Your maintenance plan sets the visit schedule and recurring billing when the client signs.
Checklists and photos
Techs follow a checklist on every call and photograph what they find.
Materials used
Parts logged on the job are added to the invoice automatically.
Team hours
See booked and completed hours per technician in Reports (Business plan).
A quote your client can sign today
An example hvac quote built from a price list. Your client opens it on their phone, picks an option, signs and pays the deposit.
QUOTE · Furnace service call
| Item | Qty | Price |
|---|---|---|
| Service call and diagnostic | 1 call | $129.00 |
| Igniter replacement | 1 part | $185.00 |
| Labour | 1.5 hour | $165.00 |
Subtotal$479.00
Example prices. Taxes are added from your own rates.
Everything in one app
What every plan includes, from the first quote to the final payment, on the web and on iPhone.
Quotes clients sign on their phone
Good, better, best options, photos, deposits and your terms. Clients approve and sign online, and you know the moment they open it.
Agreements that do the paperwork
Ready-made terms for one-time jobs, recurring maintenance, guarantees and retainers, filled in for each client and signed with the quote.
A schedule your crew can follow
Book visits, assign people, repeat them weekly or monthly and drag to reschedule. Clients get a reminder the day before.
Track the work on site
Checklists, photos, a time clock for each person, materials used, and the client's signature when the job's done.
Invoices that chase themselves
One click from the quote or job. Deposits, progress billing, credit notes, recurring invoices and automatic reminders.
Get paid online
Card, Apple Pay, Google Pay and bank debit, straight to your Stripe account. Saved cards for repeat work.
A portal for every client
One private page with their quotes, invoices and payments, where they can pay and ask you for new work.
Know where you stand
Money in, what's owed and overdue, work not invoiced yet, quote win rate and team hours, on one dashboard.
HVAC questions
- Can I run maintenance plans?
- Yes. Create an agreement with recurring visits and billing; when the client signs, the visits repeat and the invoice recurs.
- Can technicians use it on their phone?
- Yes. The iPhone app shows their visits, checklists, photos, time clock, materials and the client's sign-off.
- Can I make sure only the assigned tech logs time?
- Yes. Only people assigned to a job's visits can clock in on it.
Run your hvac business from quote to paid.
Try every feature free for 30 days. Cancel any time.