HVAC is equal parts installs and recurring servicing. ServicePilot handles both: quote and schedule installs, and set up service agreements that create jobs automatically so you never miss a maintenance visit.
Win bigger install jobs
Send professional, itemised quotes customers can accept and e-sign online.
Never miss a service
Maintenance plans auto-create the next service job and remind the customer.
Get paid faster
Card payments and Xero sync mean invoices are paid and reconciled without chasing.
Everything a HVAC business needs
Fast quoting
Itemised quotes from your price list, sent by SMS or email, accepted online with e-signature.
Scheduling & dispatch
Drag jobs onto the calendar, assign your team and optimise the day’s route.
Invoicing & payments
One-tap invoices with GST, card payments via Stripe straight to your bank, and Xero sync.
SMS reminders & ETAs
Day-before reminders and “on my way” texts cut no-shows and delight customers.
Automated reviews
Ask for a Google review the moment a job’s done — grow your reputation on autopilot.
Client portal
Customers view their quotes, jobs and invoices, pay online and request new work.
Built for the jobs you do
Start from a ready-made air conditioning & hvac price list — every item pre-loaded so you’re quoting on day one.
Air Conditioning & HVAC — questions
Can I run service agreements?+
Yes — maintenance plans auto-create recurring service jobs and can notify the customer before each visit.
Does it work for a bigger team?+
Yes, assign jobs to technicians, optimise routes, and manage the whole crew with per-seat pricing.