From a summer service call to a full system replacement, present a professional quote, lock in the agreement, and collect payment without the back-office runaround.
From $25/month · No credit card required
System replacements are big-ticket — the quote has to look trustworthy and itemized.
Financing conversations stall when your paperwork looks unprofessional.
Seasonal rushes mean estimates and invoices pile up and slip.
Maintenance customers should be recurring revenue, but you bill them by hand.
Big-ticket quotes that close
Itemize equipment, labor, and options so a $9,000 install feels justified — not like a scary round number.
Locked-in agreements
Get the install agreement e-signed before you order equipment, so you're never exposed on a big job.
Recurring maintenance billing
Put maintenance plans on recurring invoices so seasonal service becomes predictable, automatic revenue.
Paid without the office
Customers pay by card online and the books update themselves — no trip back to do paperwork.
What software is best for a small HVAC business?
Enterprise HVAC platforms are built for large shops. A solo or small HVAC business is better served by a phone-first tool like Job Assistant — estimates, contracts, invoices, and payments for $25/month.
Can I set up recurring billing for maintenance plans?
Yes. Job Assistant supports recurring billing, so maintenance agreements invoice automatically instead of by hand.
Does it work for both service calls and installs?
Yes. Quick estimates for service and detailed, itemized quotes for full-system installs live in the same app.