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HVAC Software

Jobber helps your HVAC business run smoothly, with quoting, scheduling, invoicing, and payments—all in one place.

HVAC professional performing an HVAC service after HVAC business software
hands holding a mobile phone with the screen showing a field service software business app

What is HVAC business software?

Field service software like Jobber provides everything you need to seamlessly manage your operations and grow your HVAC business. You can use it to estimate work, schedule and dispatch jobs, invoice, and get paid—all through one easy-to-use platform.

Jobber takes care of all the nitty-gritty admin stuff so you can focus on what you do best—keeping things comfortable for your clients.

Here’s how Jobber helps your HVAC business run smoothly for you, your field technicians, and your customers:

  • Win more and bigger jobs with quotes that include optional service packages and consumer-friendly financing.
  • Dispatch your HVAC technicians with one click and generate the fastest, most fuel-efficient route.
  • Keep organized records of client details, serial numbers, license numbers, and warranty information.
  • Get paid in person or online with convenient credit card processing. 

Plus, Jobber integrates with your HVAC accounting software, including QuickBooks Online, to sync timesheets for payroll and manage customer, invoice, and payment information.

Making HVAC service run smoothly for you

Running an HVAC business can be challenging. Between juggling your team and customers, work inefficiencies or disorganized paperwork can turn managing your business into an overheated mess.

Jobber is your digital toolbox, making daily tasks like scheduling and dispatching jobs, talking to customers, and collecting payments super easy. It’s powerful field service software that helps you send estimates, schedule installs or repairs, track jobs, and get paid—everything you need to seamlessly manage your HVAC business and grow.

With Jobber’s HVAC service software, you can say goodbye to the chaos of paperwork, missed appointments, and financial headaches.

illustration of a sent quote and mobile device that says quote approved using Jobber's quoting software

HVAC Estimating Software

Create, send, and track professional looking estimates from the field, fast. Estimates in Jobber are professionally designed and interactive, letting your customers add on the services or packages they want and approve the updated total. Once the estimate is approved, you can quickly convert quotes into jobs to be dispatched immediately or scheduled for a later date.

See All Quoting Features
two mobile devices displaying business quoting software. The first shows a service business quote and the second shows an optional line item to upgrade the service.

Optional line items

Suggest premium HVAC units or add-ons like maintenance or tune-up packages. Customers can select the options that best fit their needs and watch their estimate total automatically update before they approve.

See All Estimating Features
Quote follow-up message settings and SMS previews in Jobber

Quote follow-ups

Keep work moving forward and improve your win-rate by scheduling automated follow-up emails or texts to remind customers of quotes that need their attention.

See All Estimating Features
A mobile phone displaying business quoting software with a quote that has been signed and approved by the customer in the app.

Quote approvals

Let customers approve your HVAC quotes, pay a deposit, or provide their signature online through Jobber’s client hub.

See All Estimating Features
image of consumer financing powered by Wisetack in Jobber

Consumer financing

Win more (and bigger) jobs with consumer-friendly financing, powered by Wisetack. Your customers get the work order they want done now, but pay over time, while you get paid upfront and worry-free.

See All Consumer Financing Features
Illustration of a calendar full of scheduled jobs

HVAC Scheduling Software

Scheduling work orders and coordinating with your estimators, field technicians, and customers has never been easier. Jobber’s HVAC dispatch software lets you view your team’s availability at a glance to avoid overbooking, underbooking—or the dreaded double booking. Job scheduling and dispatching in Jobber gives you the flexibility you need to book work faster.

See All Scheduling Features
Two mobile devices displaying Jobber's scheduling software. A calendar shows new appointments scheduled and a confirmation message with appointment details.

Drag and drop calendar

Easily reschedule HVAC maintenance or commercial HVAC jobs, or reassign jobs to a different field service technician. It’s as simple as clicking, dragging, and dropping.

See All Scheduling Features
A tablet and mobile phone displaying Jobber's scheduling software. Both devices show screenshots of a map with route optimization.

Map and routing

Automatically generate the fastest, most fuel-efficient route for your technicians with HVAC routing software in Jobber. And when a customer calls about an emergency HVAC system repair, assign it to the closest technician based on their GPS waypoint.

See All Scheduling Features
A mobile phone displaying Jobber's scheduling software, with a timer to track a job. Next to the phone, a tablet displays a full view of the day's appointments for full progress tracking.

Progress tracking

View a timeline of each field technician’s appointments for the day and check how they’re progressing to help you get ahead of delays.

See All Scheduling Features
A mobile phone displaying two push notifications from Jobber's scheduling software. The notifications signal a change to the day's schedule.

Team push notifications

When you make a schedule change to an HVAC contractor’s workday, they’ll receive an automatic notification to their phone with all the details.

See All Scheduling Features
Illustration of a completed job management form. Next to it, a mobile phone displays a screenshot of Jobber's job management software

HVAC Job Management Software

Share details about jobs and customers with your HVAC contractors in one place—without anything slipping through the cracks. Use Jobber’s HVAC management software to provide field technicians with all the information they need in the field to get the job done right.

When the job is complete, automatically send follow-up emails to gather feedback on your HVAC services, ask for a review, or thank customers for their business.

See All Work Order Features
A mobile phone displays Jobber's on-my-way text message feature with a preview of what the message looks like for customers.

On-my-way texts

Send a standardized text message with a couple clicks in the Jobber mobile app, to let customers know you’re on your way (or running late). 

See All Customer Communication Features
Mobile phone displaying a screenshot of Jobber's job details screen. The job details includes a description, job checklist, and image.

Job details

Quickly access important HVAC work and client details in Jobber’s mobile app, like job type, customer history, and service agreements, so visits can be completed without a hitch.    

See All Job Details Features
A mobile phone displays Jobber's job checklist feature with a detailed checklist for a service job. Next to it, a printed job order form shows the same checklist.

Job forms & checklists

Create HVAC service authorization or site inspection forms to record key information for your service calls—like service authorization date, a breakdown of services, client approval, and more.

See All Job Form Features
Mobile tablet displaying Jobber's job follow-up settings screen. Next to it, a mobile phone displays an example of a feedback survey sent to a customer from the Jobber app.

Job follow-ups

Once the HVAC work is complete, send customers an automated follow-up email to gather feedback, ask for a review, or just say thanks.

See All Customer Communication Features
Illustration of an invoice paid by credit card next to a mobile phone with a paid icon.

HVAC Invoice Software

Ditch the paper invoices and instantly generate a professional invoice that’s ready to send to your customer. Jobber’s invoice software lets you view, track, and send invoices in just a couple clicks.

Customize your HVAC invoice templates with your company branding and contact information and offer convenient online payment experiences to get paid 4x faster.

See All Invoicing Features
Two mobile phones with screenshots of Jobber's invoicing software. One shows an invoice and the other shows a report of invoice payments.


Use Jobber’s HVAC billing management to instantly generate a professional invoice when the job is done, in seconds flat. Or, select the jobs you’d like to create invoices for and send them all at once with batch invoicing.

See All Invoicing Features
Mobile tablet displaying Jobber's invoice follow-up settings screen. Next to it, a mobile phone displays an example of a invoice follow-up SMS message sent to a customer from the Jobber app.

Invoice follow-ups

Stop chasing customers for payments. Schedule automated email or text follow-ups that remind customers to pay their outstanding invoices.

See All Invoicing Features
Two mobile phones with screenshots of Jobber's online card payment software

Online card payments

Make it fast and easy for customers to pay you by offering convenient online payment options. Customers can pay a HVAC invoice by entering their card details manually or with Apple Pay or Google Pay. 

See All Credit Card Processing Features
A mobile tablet and phone with screenshots of Jobber's auto payment feature.

Automatic payments

Get paid for service agreements without lifting a finger. Jobber automatically charges customer cards saved on file—perfect for recurring maintenance jobs.

See All Credit Card Processing Features

Make it easy for your customers

Improve your customer service with professional online experiences and reliable communication to keep work moving from initial estimate to final payment—from the field or in the office.

Integrations built for your workflow

Jobber saves you time by seamlessly integrating with your favorite apps and software to help you do more with your HVAC company. 

Availability depends on location and plan


Have any additional questions about how field service management software can help your business? Contact our customer support team and we’ll be happy to help.

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 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 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 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 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 a CRM, 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 plans. Plus, Jobber offers free 1-on-1 product coaching to get you started.