Property Managers & Commercial

Commercial HVAC Software
Property Managers, Landlords and Light Commercial Accounts in One Place

A property manager with forty rental homes, a landlord with a small apartment building, a strip-center owner with rooftop units on every suite. These accounts are steady work, but only if you can keep track of every address, every system and every bill. HVACBossPro puts many addresses under one account, keeps equipment records per unit and per building, brings quarterly PM visits due on their own, and sends one monthly statement that covers every property.

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1 Account
Every Address Under It
$59
Plans Start Per Month
1 Statement
Per Account, Per Month
14 Days
Free Trial, No Card
HVACBossPro showing a property manager account with many rental addresses, each with its own HVAC equipment record

Small Shop, Real Accounts.
Handle Property Managers Without an Enterprise Platform.

Plans start at $59/month, and multi-address accounts, monthly statements and equipment records come with every plan. You do not need the big enterprise HVAC platforms to service a rental portfolio or a row of rooftop units. For the residential side, routing and the rest of the platform, start at HVACBossPro, then come back here for the commercial and property manager side.

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One Account, Many Addresses

A property manager is one client. Each rental home, building or suite is its own address under that client, with its own pin on the map.

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Equipment per Unit

System type, brand, model, serial, tonnage, filter size and unit location saved on each address, so every tech walks in knowing the system.

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One Monthly Statement

Set the account to Monthly and the manager gets one statement covering every property, each line labeled with the address.

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PM Visits Come Due

Quarterly or twice-a-year visits come due on their own on the Waiting List, based on the minimum days between visits.

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Proof of Service

Before and after photos saved with each job, so the manager can see the filter changed and the coil cleaned without driving out.

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Online Quote Approval

Send the estimate, the manager approves it online, and the approved estimate becomes the scheduled job.

Every Rental, Every Building and Every System Under One Client

Commercial and rental accounts go wrong when the details live in one dispatcher's head. Which unit is in the attic, which one is on the roof, who holds the key, which suites can only be worked before 10am. HVACBossPro keeps it on each address under the account, and the tech sees it on the phone at every visit.

  • Many addresses under one property manager or business
  • Equipment details on each address: type, brand, model, serial, tonnage, filter
  • Unit location and access notes: roof hatch, lockbox, tenant contact
  • Tags like Commercial and Maintenance Plan, plus your own custom fields
  • Monthly billing with one statement per account
  • Reports by account to see what each customer brings in
Example Account — Property Manager
412 Elm St · Rental Home
Central AC + Furnace · 3 ton · filter 16x25x1 · attic
Due
1890 Ridge Rd · Duplex A
Heat Pump · 2.5 ton · filter 20x20x1 · closet
OK
1890 Ridge Rd · Duplex B
Heat Pump · 2.5 ton · lockbox code in notes
OK
Main St Suite 4 · Retail
Package Unit · roof · hatch key at front desk
PM
Billing
Monthly · one statement, each line by address
Monthly
Illustration of one client with several addresses and their equipment.

Set Up a Property Manager Account in an Afternoon

You do not need a six-month rollout to take on a commercial account. Add the client, bring in the address list, fill in the equipment as your techs visit, and set the billing to Monthly. The same screens you use for homeowners run the commercial side.

01

Add the Account

Create the property manager, landlord or business as one client, tag it Commercial, and add the contacts who approve work.

02

Bring In the Addresses

Add each rental or building by hand or by CSV import. Imported addresses are placed on the map automatically.

03

Record the Equipment

System type, brand, model, serial, tonnage, filter size and location go on each address once and show on every visit after.

04

Bill Once a Month

Set the account to Monthly. Every job across every address lands on one statement, each line labeled with the address.

Spreadsheets and Paper Break Down at the Fifth Rental

One homeowner with one furnace fits on a sticky note. A property manager with thirty addresses, three different filter sizes and a rule that no tenant gets a visit without a text first does not. Most small HVAC shops handle it with a spreadsheet, a pile of invoices and a dispatcher who remembers everything.

Ask any shop that services rentals how it goes: thirty separate invoices a month that the manager has to match to thirty addresses, a tech who drives across town and finds out the lockbox code changed, and a call from the manager asking whether the filters at the Ridge Road duplex were ever changed. Nobody can find the photo. Nobody remembers which unit had the weak capacitor last spring.

That information belongs on the address, under the account, where any tech and anyone in the office can see it. Then the manager gets one clean statement, photos on every job and answers in a text instead of a phone tag.

HVACBossPro keeps the account, the addresses, the equipment and the billing in one place, from the first quote to the paid statement.

Commercial and Property Manager Features

Every tool here is about keeping many addresses, many systems and one demanding customer organized, without hiring another person for the office.

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Many Addresses per Client

Rental homes, duplex sides, apartment units, suites and buildings all sit under one account.

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Equipment Records

Central AC + furnace, heat pump, mini-split, boiler or package unit, with brand, model, serial, year, tonnage and filter size.

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Unit Location

Attic, closet, garage, basement, crawlspace, roof or outside, so the tech knows where to go before parking.

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Access Notes

Lockbox codes, roof hatch keys, tenant contact and gate codes saved on the address and shown on the job.

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Recurring PM Visits

Set minimum days between visits, like 90 for quarterly or 180 for spring and fall, and visits come due on their own.

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Waiting List Map

Every visit that came due on a live map, colored not due yet, due now and overdue past a 7-day grace.

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Dispatch by Van

Assign work to a van and a day, auto-route Closest First or Furthest First, and drag jobs between days.

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Proof-of-Service Photos

Before and after photos taken on the tech's phone stay with the job.

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Quotes With Online Approval

Build estimates from your service list. The manager approves online and it becomes the scheduled job.

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Two-Way Texting

Text property managers and facility contacts from the office, with replies landing in the same thread.

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Monthly Statements

One statement per account per month, every line labeled with the address it belongs to.

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Card on File

Charge on completion or on a schedule, with past-due follow-up for the accounts that drag.

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Tags & Custom Fields

Tag accounts Commercial, Maintenance Plan or VIP, and add your own fields like PO number or unit count.

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Reports by Account

See work and billing per account to decide which customers to grow and which to reprice.

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CSV Import

Bring in a manager's address list. Imported addresses are placed on the map automatically.

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Simple Plans

Start $59, Pro $89 and Crew $199 per month, with commercial accounts on every plan.

PM Visits, Turnovers and Service Calls on One Board

Commercial accounts bring a mix of work: quarterly PM visits that come due on their own, make-ready calls when a tenant moves out, and the occasional no-cooling call that has to go today. The Waiting List shows every PM visit that came due. The dispatch board puts them on a van and a day, routes them from the shop, and the tech's phone shows the same order with the equipment and access notes on every card. For the whole picture, read Commercial HVAC Software: The Complete Guide to Property Manager, Landlord and Light Commercial Accounts.

  • Waiting List map colored not due, due now and overdue
  • Dispatch board by van and day
  • Route order by hand or auto-route from the shop
  • Business-hours notes on each commercial address
  • Equipment and access notes on every tech card
  • Crew GPS on the office map
Example Dispatch Board — Tuesday
Van 1
Repair calls · two rental no-cooling calls first
Van 2
Quarterly PM · strip center rooftop units before opening
Van 3
Make-ready · three vacant rentals for one manager
Owner
Walk-through and quote for a church fellowship hall
Every account, every address, on schedule.
The same order on the board and on the phone.

Managers Get Answers, Photos and One Bill

A property manager does not want to call you. They want to know the work was done, see a photo if a tenant complains, approve the next repair from their phone and pay one bill at the end of the month. Two-way texting keeps the conversation in one thread. Estimates go out for online approval. Photos stay with the job. The monthly statement lists every address, and the customer app shows invoices and takes payment.

  • Two-way texting with managers and facility contacts
  • Estimates approved online, then scheduled
  • Before and after photos on every job
  • One monthly statement with each line labeled by address
  • Invoices, card on file and online payment in the customer app
Example Commercial Address Record
Account
Oakline Property Group (example)
Address
Main St Suite 4, retail
Equipment
Package Unit, 5 ton, roof
Visits
Quarterly PM (90 days)
Access
Before 10am, hatch key at desk

Simple Plans. Commercial Accounts Come With Every One.

Pick the plan that fits your shop. Every plan starts with a 14-day free trial and no credit card.

Compare plans on the pricing page.

Commercial HVAC Software — Common Questions

Can one property manager have many addresses?

Yes. The property manager, landlord or business is one client, and each rental home, unit, suite or building is its own address under that client. Each address has its own equipment details, access notes and map pin, and all of the work rolls up to the one account.

How does monthly billing work for a property manager?

Set the account to Monthly. Instead of a separate invoice after every job, the manager gets one statement each month covering every property, with each line labeled with the address the work was done at.

Can I keep equipment records for each unit?

Yes. Each address holds the system type (including package units, heat pumps, mini-splits and boilers), brand, model number, serial number, year installed, tonnage, filter size, unit location and access notes. The tech sees it on the phone at every visit.

Can I schedule quarterly PM visits?

Yes. Set the minimum days between visits, such as 90 for quarterly or 180 for spring and fall. Each visit comes due on its own and shows on the Waiting List map, where the office puts it on a van and a day.

Is it built for large campuses and chiller plants?

Not really. HVACBossPro is built for residential and light commercial work: rental homes, apartment buildings, offices, retail, restaurants, churches and small warehouses. Large campus or industrial chiller work is outside its typical use, and shops doing mostly that kind of work usually need different tools.

How much does it cost?

Start is $59/month, Pro is $89/month, and Crew is $199/month. Commercial and property manager accounts work on every plan, and every plan starts with a 14-day free trial with no credit card.

Commercial accounts are one piece of how HVACBossPro runs a heating and air company. For residential service calls, maintenance agreements, dispatch, the tech app and billing, see the full HVACBossPro platform overview.

Property Managers & Commercial Guides

Practical reading on winning property manager and landlord accounts, rental portfolios, apartment buildings, light commercial and rooftop units, equipment records, monthly statements, PM visits, turnovers, tenant access, photos, quotes, texting and keeping accounts renewing.

  1. Commercial HVAC Software: The Complete Guide to Property Manager, Landlord and Light Commercial Accounts
  2. Winning Property Manager Accounts as a Small HVAC Company
  3. Landlord HVAC Service: Turning One Rental Owner Into a Steady Account
  4. Servicing a Rental-Home Portfolio: One Client, Dozens of HVAC Systems
  5. Apartment Building HVAC Service: Tracking Equipment Unit by Unit
  6. Light Commercial HVAC Service: Offices, Retail, Restaurants, Churches and Small Warehouses
  7. Rooftop Package Units: Equipment Records for the Commercial HVAC Work on the Roof
  8. One Account, Many Addresses: How HVACBossPro Organizes Commercial and Rental Clients
  9. Equipment Records per Unit and per Building for Commercial HVAC Accounts
  10. One Monthly Statement per Account: Billing Property Managers for HVAC Work
  11. Quarterly PM Visits for Commercial HVAC Customers
  12. Make-Ready and Turnover HVAC Calls Between Tenants
  13. Tenant Access, Lockboxes and Keys: Getting Into Rental Units for HVAC Calls
  14. Scheduling Commercial HVAC Work Around Business Hours
  15. Proof-of-Service Photos Property Managers Actually Want From Their HVAC Company
  16. Tags and Custom Fields for Commercial HVAC Accounts
  17. Reports by Account: Seeing What Each Commercial HVAC Customer Brings In
  18. Quoting Commercial HVAC Work With Online Approval
  19. Two-Way Texting With Property Managers and Facility Contacts
  20. HVAC Service for Restaurants: Hot Kitchens, Early Mornings and Fast Approvals
  21. HVAC Service for Churches: Working Around Services and Building Committees
  22. Retail Stores and Small Offices: Building a Light Commercial HVAC Route
  23. Large Campuses and Chiller Plants: Where HVACBossPro Fits and Where It Does Not
  24. Maintenance Plans for Landlords: Spring and Fall Tune-Ups Across Every Rental
  25. Filter Changes Across a Rental Portfolio: Every Size Known Before the Van Leaves
  26. Importing a Property Manager Address List by CSV for HVAC Service
  27. Mixing Commercial Stops and Residential Calls on One HVAC Dispatch Board
  28. No-Cooling Calls at Rental Properties: Handling Urgent Tenant Calls for Landlords
  29. Keeping Commercial and Property Manager HVAC Accounts Renewing Year After Year
  30. Choosing Commercial HVAC Software for a Small Shop: What to Check Before You Switch

Thirty Rentals.
One Account. One Statement.

Many addresses under one client, equipment records per unit, PM visits that come due on their own, proof-of-service photos and one monthly statement per account. Try HVACBossPro free for 14 days.

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