Three simple plans for heating & air companies — Start $59, Pro $89 and Crew $199 a month. Unlimited customers, addresses and employees on every plan. No add-ons, no surprises.
14-day free trial · No credit card required · Cancel anytime
Works in the US, Canada, Australia, New Zealand and the UK.
Every plan is the same software. The bigger plans lift the limits and turn on the automation — you are never paying for seats you do not have.
Start $59 per month Owner-operator, one van | MOST POPULAR Pro $89 per month Small fleet, fully equipped | Crew $199 per month Multiple vans and routes | |
|---|---|---|---|
Users Office logins - the people who dispatch, invoice and see the money | 2 | 3 | Unlimited∞ |
Employees Tech-app seats - they run the route and complete the jobs, they never see the money. Unlimited on every plan. | Unlimited∞ | Unlimited∞ | Unlimited∞ |
Vans | 1 | 2 | Unlimited∞ |
Customers & addresses | Unlimited∞ | Unlimited∞ | Unlimited∞ |
Texts included (sent + received, US & Canada) 500 extra texts for $15 on any plan. Sent and received both count. A text is 160 characters; a longer one counts as two. | 500 / month500 | 1,000 / month1,000 | 2,000 / month2,000 |
Smart Lasso map selections | Unlimited∞ | Unlimited∞ | Unlimited∞ |
Auto-routing 250 extra auto-routes for $5 on any plan, added automatically when you need them. | 50 / month50 | 100 / month100 | 1,000 / month1,000 |
Tune-up waiting list, live map & dispatch | ✓ | ✓ | ✓ |
Maintenance agreements that come due | ✓ | ✓ | ✓ |
Estimates, templates & follow-ups | ✓ | ✓ | ✓ |
Invoicing | ✓ | ✓ | ✓ |
Card on file & customer payments | ✓ | ✓ | ✓ |
Customer app Your customer signs in by text — sees where they are on today’s route on a live map, sees invoices, pays, and sets their own alert preferences | ✓ | ✓ | ✓ |
Tech app Jobs in route order with one-tap navigation, system type, model, tonnage, filter size and unit location at each address, gate and access notes, start, skip and complete jobs, before/after photos | ✓ | ✓ | ✓ |
Schedule alerts | ✓ | ✓ | ✓ |
Estimate alerts | ✓ | ✓ | ✓ |
Receive customer replies | ✓ | ✓ | ✓ |
Property manager & commercial monthly billing | ✓ | ✓ | ✓ |
Sales tax & reporting | ✓ | ✓ | ✓ |
Customer CSV import & reports | ✓ | ✓ | ✓ |
Multiple addresses per customer Landlords, property managers and businesses with several addresses - every address saved once under the one customer | ✓ | ✓ | ✓ |
Employee time clock & hours | ✓ | ✓ | ✓ |
"On the way" text Your tech sends it with one tap from the tech app | ✓ | ✓ | ✓ |
Reply back to customers | — | ✓ | ✓ |
All other automated alerts Arrived, completed, follow-ups and the rest | — | ✓ | ✓ |
Automated invoice sending | — | ✓ | ✓ |
Automatic card charging | — | ✓ | ✓ |
14-day free trial on every plan · no card to start · cancel anytime · move up or down whenever you like.
Need more? 500 extra texts for $15on any plan · counted sent and received, 160 characters per text.
Here's what HVACBossPro does for a heating & air company. The plan table above shows exactly which plan turns on each automation — nothing hidden.
| Feature | What it does | Available |
|---|---|---|
| Tune-Up Waiting List | Every tune-up and service call that came due — in one list and on a live map, colored not due / due / overdue | ✓ |
| Maintenance Agreements | Spring-and-fall and yearly tune-ups set by minimum days between visits (180 / 365), so addresses come due on their own | ✓ |
| Dispatch Board | The Scheduled list by day and van, with route order and stop and dollar totals per service | ✓ |
| Circle-to-Assign Map | Circle stops on the map or select them, and assign them to a van in one step | ✓ |
| Auto-Routing | Closest First or Furthest First from your shop, or set the route order yourself | ✓ |
| Equipment on Every Job | System type, brand, model and serial #, year installed, tonnage, filter size and unit location under every address | ✓ |
| Access Notes | Gate codes, dogs, attic ladder and thermostat location, right on the job in the tech app | ✓ |
| Before & After Photos | Techs take before and after photos from the tech app, attached to the job | ✓ |
| Estimates & Quotes | Build, email, and track quotes with online approval | ✓ |
| Invoices & Payments | Invoicing, card-on-file billing, auto-billing, online payments, partial payments, payment history | ✓ |
| Two-Way Texting | Send and receive texts with customers inside the app | ✓ |
| Automated Alerts | Night before, on the way, arrived, completed, estimate sent, and more | ✓ |
| Estimate Follow-Up Sequence | 3 automated texts if a customer doesn't respond to a quote | ✓ |
| Payment Follow-Up Sequence | 3 automated texts for unpaid invoices | ✓ |
| Repair & Tune-Up Routes | Agreement tune-ups come due on their own, so one van can run the tune-ups while another handles repair calls | ✓ |
| Property Manager & Commercial Accounts | Property managers, landlords and businesses billed monthly, with one statement covering every rental home and building, each line labeled with the address | ✓ |
| Customers & Addresses | Customer records with as many addresses as they need, tags and custom fields | ✓ |
| Customer App | Live route map ("You’re stop 12 of 20"), invoices, pay online, card on file, request a service, choose alerts | ✓ |
| Tech App | Jobs in route order, equipment details and access notes, start/skip/complete, before/after photos, automatic on-the-way and arrival texts | ✓ |
| Role-Based Access | Owner, Manager, Office, Crew Lead, Mobile — granular permissions | ✓ |
| Vans | Keep your vans on file and assign employees to them | ✓ |
| Time Clock | Employees clock in and out; hours reports by date range | ✓ |
| Ratings & Referrals | Customers rate the visit and refer a neighbor from the customer app | ✓ |
| Dashboard & Reports | Revenue, jobs, money owed — at a glance | ✓ |
| Discount Codes & Sales Tax | Percentage or flat discounts, sales tax on every invoice | ✓ |
| CSV Customer Import | Bring your customer list over from a spreadsheet or your old software; imported addresses are placed on the map automatically | ✓ |
| Unlimited Employees | Tech-app seats for every tech on every plan — never billed per user | ✓ |
| Unlimited Customers & Addresses | No caps on any plan — 50 customers or 5,000 | ✓ |
| Texts (US & Canada) | 500 / 1,000 / 2,000 a month by plan, sent and received; +$15 per additional 500 | ✓ |
14 days of full access. See if HVACBossPro fits your heating & air company before you spend a dollar.