Owner OS for residential HVAC contractors
Alarms for residential HVAC contractors
“Our techs finished the work, but the invoice, the agreement renewal, and the follow-up on that replacement quote all fell through the cracks.”
A residential HVAC shop lives on service calls, maintenance agreements, and a few big replacement jobs that make the month. The work runs through ServiceTitan, Housecall Pro, or FieldEdge, the money lands in QuickBooks, and the gaps between those tools are where dollars slip. Nobody has time to read every report, so the leak shows up weeks later as a thin month.
Eight alarms we build for residential HVAC contractors
- Completed jobs not invoicedFind HVAC jobs marked complete with no invoice, or invoiced below what the tech sold. A morning list of exactly which jobs to bill today.
- Replacement estimates going coldFlag system replacement estimates that were presented but not sold, with no follow-up logged. Know which homeowners to call back today.
- Maintenance agreements lapsingSee which service agreements expire soon with no renewal, a failed autopay card, or unscheduled tune-ups, before members drift away.
- Callbacks creeping upTrack repeat visits for the same issue by technician and job type, and see what callbacks cost before they eat your margin and reviews.
- Equipment price increases on open quotesCompare distributor cost changes against your pricebook and open estimates, so you never sell a system at last quarter's cost.
- Capacity gaps before a heat waveCompare the weather forecast against booked tech hours and unscheduled member tune-ups, so you plan coverage before the phones light up.
- Install jobs over budgetCompare install labor hours, materials, and return trips against what was sold, and see which jobs lost money and why.
- Calls that never got bookedMatch missed and unbooked calls against your schedule, so every caller who wanted service gets a call back the same day.
Reads from the tools you already use
- ServiceTitan
- Housecall Pro
- FieldEdge
- ServiceM8
- QuickBooks Online
- CallRail
- Google Business Profile
Read-only by default. A guardrail layer controls exactly which data the AI can see, and anything that sends, spends, or deletes needs your approval.