An HVAC day is a string of no-cool calls, tune-ups and repairs, each with its own system, its own filter size, its own attic ladder and its own dog in the back yard. HVACBossPro puts the day's calls in route order on the tech's phone, with one-tap navigation, the equipment card and access notes on every job, past notes, Start / Skip / Complete, before-and-after photos, automatic on-the-way and arrived texts, and a card-on-file charge when the call is done.
Plans start at $59/month, and the tech app is part of every plan. The route, navigation, equipment card, photos, customer texts and payment at completion come with the platform, not as an add-on. To see how the tech app fits with maintenance agreements, the Waiting List, dispatch and billing, start at HVACBossPro and then dig into the tech's side here.
Each tech sees their own calls in the order set on the dispatch board. Finish a call, look at the next card, close up the van and go.
Every job card has a navigation button that opens directions to the address. Nobody types a street name with gloves on.
“Central AC + Furnace · 3 ton · installed 2012 · filter 16x25x1” under the address, with the serial on the next line.
The dirty coil, the clogged drain line and the burnt contactor stay with the job for the day the customer asks what was wrong.
On-the-way and arrived texts go out on their own. Customers pick their alerts, and replies go to the office.
Complete creates the invoice and can charge the card on file before the van backs out of the driveway.
Somebody already wrote down what is in that house: the system type, the brand and model, the serial, the tonnage, the year it went in, the filter size and whether the air handler is in the attic or the hall closet. HVACBossPro keeps that on the address and puts it on the tech's phone, so the tech grabs the right filter from the van and walks in knowing where the unit is.
HVAC techs got into the trade to fix equipment, not to fill out forms. HVACBossPro asks for a few taps per call and gives back the address, the equipment, the way to the unit and a quieter office phone. It runs in the browser on the iPhones and Android phones your techs already carry, with no app store download.
Set up employees with a personal PIN, assign them to vans, and add your customers with their equipment, filter size and unit location.
Maintenance agreements set at 180 days for spring and fall, or 365 for yearly. Each visit lands on the Waiting List map when it comes due.
The dispatch board sets each van's order, by hand or by auto-routing from the shop, and the tech's phone shows the same order.
Log in with company login and PIN, tap navigation, read the equipment card, tap Start, take the photos, tap Complete.
Most field-service apps give a job an address and a notes box. An HVAC call is a system type, a brand and model, a serial number, a tonnage, a filter size and a unit at the top of an attic ladder. An app that only knows the address leaves half of every call on a paper ticket.
Ask any HVAC tech how the day really runs and you will hear the same story: a dispatch text that changed twice before lunch, a gate code buried in a group thread, and a tune-up where nobody wrote down what size filter the house takes. Whether the air handler is in the attic or the garage. Whether the last tech already flagged a weak capacitor. Whether anybody told the homeowner the van was coming this afternoon.
That information belongs on the address, not on a carbon-copy ticket or in one tech's head. When it shows up on the phone, any tech can run any route and the office stops reading model numbers over the phone.
HVACBossPro keeps the call, the equipment, the address and the customer in one place, from the first estimate to the paid invoice.
Every tool here exists to get techs through a full day of service calls and tune-ups with fewer phone calls, fewer wrong filters and fewer trips back.
Techs sign in with your company login and a personal PIN, so every call, photo and clock-in belongs to the right person.
Each tech sees their own calls in the order set on the dispatch board, and the list follows when dispatch moves a job.
One tap from the job card opens directions to the address.
Central AC + Furnace, Heat Pump, AC only, Furnace only, Mini-Split, Boiler or Package Unit, with the brand and model #.
Serial number, tonnage and year installed on the card, entered once and shown on every visit after.
The filter size on every card, so the right filter comes off the van on the first trip.
Attic, closet, garage, basement, crawlspace, roof or outside, plus attic ladder, gate code, dog and thermostat notes.
Three buttons tell the office what is underway, what is done, and what was skipped and why.
Dirty coils, clogged drain lines and burnt contactors, saved with the job.
Sent automatically. Customers choose night before, when they are next, and when the tech arrives.
In the customer app: "You're stop 12 of 20 — the crew is 5 stops away."
Complete creates the invoice and can charge the card on file. Property managers can get one monthly statement.
Techs clock in and out on the same phone, so hours are recorded as they happen.
Crew locations show on the office map, so the office knows which van is closest to the next no-heat call.
Runs in the browser and installs to the home screen. No app store, no special devices.
Start $59, Pro $89 and Crew $199 per month, with the tech app on every plan.
Tune-ups start on the Waiting List, a live map of every maintenance agreement visit that has come due, colored not due yet, due now and overdue. Repair calls go straight onto the board. The office assigns calls to a van and a day, auto-routes Closest First or Furthest First from the shop, and the phone shows the same order. As techs tap Complete, the office sees calls done, photos attached and invoices created. For a full walkthrough of the tech's day, read HVAC Technician App: The Complete Guide for Heating and Air Companies and Their Techs.
Almost every HVAC call needs someone home to open the door, point at the thermostat and clear a path to the attic ladder. Automatic reminders the night before, on-the-way and arrived texts as the tech works the route, and a live map in the customer app all tell the homeowner when to expect the van. Replies come back to the office through two-way texting, and when the call is complete the invoice, online payment and card on file are all in the customer app.
Pick the plan that fits your operation. Every plan starts with a 14-day free trial and no credit card.
Compare plans on the pricing page.
Their calls for the day in route order. Each card has the address with a navigation button, the equipment (system type, brand, model, serial, tonnage, year installed and filter size), the unit location, access notes such as the attic ladder, gate code, dog and thermostat location, and past notes. They tap Start, Skip or Complete, take before-and-after photos, and the customer gets automatic on-the-way and arrived texts.
No app store download. The app runs in the browser on iPhone and Android and can be installed to the home screen. Techs log in with your company login and their own personal PIN.
The office sees the call done with its photos and notes, the invoice is created, and a card on file can be charged. Maintenance agreement tune-ups come due again on the Waiting List on their own, based on the minimum days between visits.
The app needs a data connection to load calls and save updates. Most techs read the card before they climb, do the work, and tap Complete and add photos once they are back where the signal is good, such as the driveway.
The tech writes the system, brand, model, serial, tonnage and filter size into the job notes, and the office saves them on the address. From then on, every visit shows the equipment on the card.
Start is $59/month, Pro is $89/month, and Crew is $199/month. The tech app is on every plan, and every plan starts with a 14-day free trial with no credit card.
The tech app is one piece of how HVACBossPro runs a heating and air company. For maintenance agreements, the Waiting List, dispatch, estimates, property manager accounts and billing, see the full HVACBossPro platform overview.
Practical reading on installing and logging in, route order, navigation, the equipment card, access notes, Start / Skip / Complete, photos, customer texts, payment at completion, the time clock, crew GPS and onboarding new techs.
Calls in route order, the equipment card on every job, before-and-after photos, automatic customer texts and payment at completion on every tech's phone. Try HVACBossPro free for 14 days.