MasterTech Pro HVAC
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MasterTech Pro HVAC is the customer relationship management template we tailor for heating, ventilation, and air-conditioning contractors — residential service companies, commercial maintenance crews, and install/retrofit teams alike. It ships on the same business-class foundation as the rest of the MasterTech Pro series, but every screen is configured around how HVAC companies actually run: seasonal demand swings, maintenance agreements, equipment histories, and same-day dispatch.
What you see in the preview is the template as delivered. Labels, colors, logos, regions, and workflows are all editable before rollout, so the system your techs open in the morning reads like your company built it in-house — not like a generic tool you rented.
What the HVAC template includes
- Maintenance agreements Seasonal service plans with renewal dates, filter-change visits, and automatic reminders before an agreement lapses.
- Equipment & asset history Model, serial number, install date, warranty status, and past repairs recorded per system — not per customer.
- Same-day dispatch board Assign technicians by zone, skill, and workload; track every call from "no cool" to closed invoice.
- Quotes and installs One pipeline for retrofit quotes, system replacements, and emergency service calls, with approvals captured on site.
- Parts and truck inventory Van-stock levels, special orders, and supplier references so a tech never makes a second trip for a $12 part.
- Invoices and payments On-site invoicing with deposits for installs and Stripe-ready online payment links for settled accounts.
- Customer communication log Calls, texts, and emails stored on the customer record so the office and the truck tell the same story.
- Performance reporting Technician productivity, call close rates, upsell acceptance, and agreement renewal trends on one dashboard.
How a service call flows through the system
- Intake. A call, web request, or text lands as a new job with the customer's equipment history already attached.
- Qualify and schedule. The office tags urgency (no-heat in January beats a filter swap), picks the right zone and skill, and drops it on the dispatch board.
- En route. The technician sees the job on mobile with directions, prior visit notes, and warranty status before knocking.
- Diagnose and approve. Findings become a written quote; the customer approves by signature on the tech's device — no callbacks to the office.
- Complete and invoice. Parts and labor post to the job, the invoice prints or emails on the spot, and payment is collected or linked.
- Follow up. The job closes with a maintenance-agreement offer and a review request, both scheduled automatically.
FAQ
Which platforms does the HVAC template run on?
Windows, macOS, Linux, Android, iOS, and the web — the same template deploys to desktops in the office and phones in the truck, with one codebase behind all of them.
Can we manage maintenance agreements and renewals?
Yes. Agreements are first-class records with start and renewal dates, included visits, and reminders, so renewals become a scheduled task instead of something someone remembers.
Can we import our existing customers and equipment?
Yes. Customer, equipment, and open-job data can be imported from CSV exports of your current tools, and we map the fields with you during onboarding.
Is the template branded as our company?
Completely — name, logo, colors, invoice layout, regions, and terminology. Your techs and customers never see the MasterTech Pro brand unless you want them to.
How do we get started?
Start an inquiry and tell us you want the HVAC vertical. We will walk you through the tier options, scope any changes you need, and schedule a walkthrough of the full template before you commit.