HVAC software that keeps every season booked
Fill the shoulder months with tune-ups, get no-heat calls to the nearest tech, and quote replacements your customers can actually choose between.
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Pricebook
HVAC- Diagnostic visit$89
- AC tune-up (seasonal)$129
- Capacitor replacement$245
- 16 SEER heat pump system, installed$11,400
Sound familiar?
What HVAC owners tell us
When the first heat wave hits, the phone doesn't stop. Then spring and fall go quiet and I'm paying techs to sit.
My tech shows up and has no idea what model the furnace is, when it was installed, or what we did last time.
We send one big number for a new system, and the homeowner goes quiet or shops it around.
How ServFlo helps
Built around the way HVAC work gets done
Maintenance plans that fill the slow months
Sell spring and fall tune-up plans with autopay. ServFlo schedules the visits ahead of time, so April and October stay busy.
MembershipsNo-heat calls go to the closest tech
See every truck on the dispatch board map, drop the emergency into the nearest open slot, and the customer gets an on-my-way text.
Scheduling & dispatchEquipment history for every unit
Each property keeps its furnaces, condensers and air handlers with model, serial, install date and past visits, right in the tech's app.
Customers & CRMGood, better, best replacement quotes
Lay out three system options side by side, let the homeowner approve from their phone, and take the deposit online by card or ACH.
Quotes & invoicesHVAC questions
Something else on your mind? Ask us and a person will answer.
Can I track equipment by unit, not just by customer?
Yes. Each property can hold multiple pieces of equipment with model, serial number, install date and notes. Techs see the full service history for that unit before they touch it.
How do maintenance plans get scheduled?
You set the plan's visits, say spring cooling and fall heating checks, and the price. Customers pay by autopay and ServFlo creates the visits so your office can book them before the rush.
Can my techs quote a replacement on the spot?
Yes. Techs build quotes from your pricebook in the mobile app, with several options on one quote, and the customer can sign and pay a deposit before the tech leaves.
Run a tighter HVAC business
Add your services, invite your crew and send your first quote this afternoon. No card needed to explore, no contract.
- 14 days free
- No card needed to explore
- Unlimited technicians