One place for the whole job. Book the call, put it on the right truck, price it from your own price book, and send a branded estimate the customer can sign on their phone. CRM, photo reports, scheduling, invoicing and payments are all in the same subscription, starting at $29/month.
No credit card required. ยท Runs in any browser. ยท Now in English, Spanish & French. ยท Cancel anytime.
HVAC IQ keeps getting better, here's what shipped recently.
Run the whole app, and print your estimates, in English, Spanish, or French. Pick your interface language and your document language separately.
Schedule site visits and inspections with 1-day, 1-hour, and 15-minute reminders that sync to your iPhone, Google, or Outlook calendar.
Get notified when hail or high wind hits your service area, with a map of affected neighborhoods to canvass.
Scan a room or an attic with your iPhone's LiDAR and measure runs in AR, right on the jobsite.
Real-time alerts on iPhone and the web for new leads, signed estimates, appointment reminders, and storms, with per-type controls.
A real business phone number for your company, built in. Place and answer calls, keep a shared call log your whole team can see, and text customers from a number that is not your cell. Incoming calls ring your iPhone like any other call, on the lock screen, whether the app is open or closed. Every paid plan includes a real business phone number, free, with 120 minutes a month.
Track business expenses by job and by Schedule C category, scan a receipt with your camera, and collect a W-9 from every subcontractor you pay. Taxpayer numbers are encrypted and shown only as the last four digits. Paying those subcontractors by direct deposit from inside the app is coming next.
Your crew clocks in and out from the app, picks the job they are on, and logs breaks as they take them. Every punch carries a location stamp. Owners and admins see everyone's time, approve or correct a shift, mark who is hourly and who is salaried, and export the timesheet as a CSV for payroll. Included with Platinum and Enterprise at no charge. On every other paid plan it is a flat monthly add-on for the whole company, not per user, and trials can use it during the trial.
We're not VC-funded. We're not chasing enterprise. We're aimed straight at the working contractor.
Our pricing isn't a loss-leader trick. We keep margins thin because we'd rather see more contractors succeed than squeeze a few large ones.
Every feature comes from a contractor saying "I wish my software did X." If it doesn't actually save time on the job, it doesn't ship.
Measure โ photo โ estimate โ sign โ invoice, all in the same record, on the same customer. Your data doesn't bounce between five disconnected tools.
A short tour of what your $29 unlocks.
Every call lands on a truck and a technician on one calendar. The office sees who is where, the crew sees the day on their phone, and a no-cool call goes to the nearest available tech. The nameplate scan reads the model and serial off the unit and puts the equipment on file.
Build line items once with your own labour and material rates, then reuse them on every estimate. Change a price in one place and next week's bids follow it.
Repairs, tune-ups, replacements and mini-splits are separate line items with your own rates, so a capacitor and a full split system price from the same book. Every unit you touch stays on the customer record with its age and warranty, and maintenance agreements come due on their own.
Auto-priced line items, your logo + tagline + license number, scope-of-work narrative generated by AI if you want it.
Continuous-capture session, voice notes per photo, AI inspector that flags fin damage, corrosion and age. Branded photo report PDF.
Send estimates and contracts for signature. Signed PDFs auto-save to the customer's Documents. No DocuSign needed.
Take deposits and progress payments via Stripe Connect right from the estimate. Manual payment tracking too.
NOAA storm reports plus live MRMS radar hail swaths painted right on the property's satellite map, the forensic footprint others charge for, free and built in. One-click storm-history PDF for the adjuster.
We scan every saved address every day and flag the ones a recent storm actually hit, ranked by hail size and number of properties, so you knock the right doors before competitors show up.
Book inspections and follow-ups with auto reminders, synced both directions with Google and iPhone calendars so your schedule is never in two places.
Homeowners request quotes; leads route to contractors in their area. Not pay-per-click, pay-per-actual-lead.
Short answers, no sales pitch.
Plans start at $29 per month for a single user. Team is $49 per month for up to 5 users, Pro Team is $99 for up to 10, and Platinum is $199 for up to 20. Every plan starts with a 14-day free trial that does not ask for a credit card, and you can cancel at any time.
Yes. There is an AI connector that exposes your account to assistants that support MCP, including Claude, ChatGPT and Perplexity, so you can look up a customer, pull a measurement or start an estimate by asking in plain language. Setup instructions are on the Connect AI page.
Everything runs in a browser on any device, phone included, so there is nothing to install to get started. A native iPhone app is in the works and will use the same login and the same data. The interface is available in English, Spanish and French today.
You send the estimate as a branded PDF from inside the app. The homeowner opens a link, signs electronically in the browser with no account to create, and the signed copy is stored on the job. Change orders and documents use the same signing flow.
That is the reason this exists. Estimating, a CRM, photo documentation, e-signature and invoicing are usually separate vendors and separate invoices, and they do not talk to each other. Here they are one subscription starting at $29 a month, and a measurement becomes a line item without an export step.
The honest answer is that there is no one-click importer today, so switching means exporting your customer list and bringing it in, and running both for a few weeks while open jobs finish where they started. Most contractors move new jobs over first and let the old system empty out rather than migrating everything at once.
Try every feature free for 14 days. No credit card. If it doesn't save you time and money in two weeks, you've lost nothing.
Start your free trial โ$29/month after trial ยท Cancel anytime ยท 30-day money-back guarantee
Ready to commit? Buy now, skip the trial, and get 2 months free on annual billing.
A real business phone number for your company, built in. Place and answer calls, keep a shared call log your whole team can see, and text customers from a number that is not your cell. Every paid plan includes a real business phone number, free, with 120 minutes a month.
Incoming calls ring your iPhone with the standard call screen, on the lock screen, whether the app is open, in the background, or closed. Answer, decline, mute, and switch to speaker or AirPods.
A shared call log and a shared text inbox, so nothing lands on one person's cell and disappears. Every call is filed against the customer it came from.
Turn on the AI receptionist and she answers when you cannot. She knows your services, your hours and your service area, books estimates straight onto your calendar, takes a message when the caller needs a person, and emails you the recording and a summary. Both sides are told the call is recorded, and recording can be switched off.
Track business expenses by job and by Schedule C category, so profit per job is a number you can see rather than one you work out in January.
Photograph a receipt and let it fill in the vendor, the amount and the category. Attach it to the job it belongs to.
Request a W-9 from every subcontractor you pay, signed on their phone and kept on file. Taxpayer numbers are encrypted and shown only as the last four digits.
Schedule C category totals in one place at year end, instead of a shoebox and a weekend.
Your crew clocks in and out from the app, picks the job they are on, and logs breaks as they take them. Every punch carries a location stamp, so the timesheet says where the day started as well as when. Included with Platinum and Enterprise at no charge. On every other paid plan it is a flat monthly add-on for the whole company, not per user, and trials can use it during the trial.
Clock in, start a break, end it, clock out. The app records the time and the location of each punch and shows the clock-in time on the card, so nobody is guessing at the end of the week.
A shift is submitted when it ends. Owners and admins see everyone and can edit or approve any shift; a team leader sees and approves the people under them. An employee who spots a mistake requests a correction rather than editing the record.
Mark each person hourly or salaried and choose whether salaried hours are tracked at all. Approved hours per person, per day, export as a CSV today and feed the payroll feature when it arrives.