Keep daily priorities in one place.
Bring service calls, parts, quotes, maintenance contracts, construction work, reminders, and appointments into a clearer daily workflow.
Calls & assignments
Track service calls from intake through assignment and completion.
Parts & quotes
Organize parts, compare vendor quotes, and keep due dates and follow-ups visible.
Contracts & calendar
Track maintenance agreements and see scheduled work and appointments on a unified calendar.
A practical operations workflow.
- Add customers and locations or import a compatible QuickBooks CSV export.
- Create calls, parts records, quotes, contracts, or scheduled work.
- Review priorities, follow up, and share supported PDF lists.
Frequently asked questions
Is this accounting or invoicing software?
No. HVAC Service Manager is an operations tracking and recordkeeping tool. It is not accounting, payroll, tax, or emergency-dispatch software.
Does it connect directly to QuickBooks?
The app can import customer records from a compatible QuickBooks CSV export. This does not imply a live accounting integration. QuickBooks is a trademark of Intuit Inc.; this app is not affiliated with Intuit.
Are records shared live with technicians?
The public app description specifies local on-device records. Do not assume multi-user cloud synchronization or live dispatch.
Is a subscription required?
Some record-management features require Pro. Apple determines introductory-offer eligibility. See the App Store and in-app purchase screen for current options.
