You can manually track annual maintenance for customer’s HVAC equipment with a calendar, or by using a basic spreadsheet to list customer details and service dates.

Or, use Jobber’s field service management software to automatically track annual maintenance plans. Here’s how it works:

When you sign a customer up for an annual maintenance plan, create a recurring job in Jobber. Set the date for the first maintenance and then schedule it to recur annually. Then set up automatic visit reminders in Jobber to remind customers when it’s almost time for their annual maintenance and ask them to confirm their upcoming service.

Jobber’s HVAC software keeps a detailed record of all customer interactions, services provided, and notes from previous jobs. This helps you keep track of when a customer’s annual maintenance is due and any specific details about their HVAC system that you need to remember.

Jobber lets you customize your user permissions so you’re in control of what information each HVAC technician can access—whether they do installations, maintenance, service, or all of the above.

Learn more about Jobber’s team management features and user permission settings.

You can use the pen-and-paper method or a free estimate template to manually create and send separate estimates for each of your HVAC service packages. Or, use HVAC field service software like Jobber to offer a range of maintenance package service levels directly in the quote.

Your customers can select the maintenance package or HVAC unit that best fits their needs, and watch their quote total update automatically before they approve—without any back-and-forth revisions.

To keep work moving forward, Jobber’s HVAC invoicing software automatically follows up with customers you haven’t heard back from, so you can be sure you’re never leaving work on the table. Learn more about Jobber’s quoting features.

Yes. Jobber’s HVAC software offers convenient payment processing options to help you get paid faster. When it’s time to pay an invoice, customers can visit their client hub to enter their debit or credit card information and add an optional tip.

You can also accept credit card payments right from the job site with one tap on the Jobber Card Reader.

Plus, Jobber’s instant payouts means you’ll be able to access your funds just seconds after a customer pays—even on weekends and holidays. Learn more about Jobber’s payment processing.

Jobber’s HVAC software has different plans for all of your business’s needs. Each plan offers a set of features designed to help you better run your service business. All plans include full HVAC management software, online customer portal, quoting, invoicing and payments. Learn more about our plans and pricing.

Whether you’re checking us out for the first time, or you’re one of our oldest customers, we’ve got your back when it comes to support. Phone support, email support, and online chat are available to you for free and included in all Jobber HVAC software plans. Plus, Jobber offers free 1-on-1 product coaching to get you started and smoothly integrate with your current business operations.