HVAC software for contractors
HVAC is a seasonal business with a memory problem. The first hot week of the year produces more calls than the previous month combined, and the technician who arrives has no idea what was installed in 2019 or what failed last August. WorksiteBase keeps the equipment history attached to the address and the maintenance agreements generating their own visits, so the shoulder seasons stay busy and the peak weeks stay dispatchable.
- Peak-season call volume that outruns the whiteboard
- Technicians arriving without the equipment history
- Maintenance agreements that quietly stop being serviced
- Parts on the van unknown until the tech is on the roof
- Emergency calls wrecking the rest of the day’s schedule
Dispatch that survives a heat wave
Emergency calls go to the nearest qualified technician and the rest of the day reflows around them, instead of being rebuilt by hand on a whiteboard.
Calls
Techs
Equipment history at the door
Model, serial, install date, refrigerant type and every prior visit — on the phone before the technician knocks.
Lead
2Estimate
2Job
2Closeout
1Agreements that renew themselves
Maintenance plans generate visits on schedule and remind the customer, which is where the reliable half of your revenue comes from.
Common questions
- Does it handle maintenance agreements?
- Yes — recurring visits, automatic reminders and renewal tracking.
- Can I track refrigerant?
- Yes, per unit and per visit — useful for diagnosis and warranty. EPA leak recordkeeping only kicks in above 50 lb charge, so for residential work this is about knowing the system, not compliance.
- How fast can a new tech start using it?
- Same day. The technician view shows their calls and nothing else.