app.workboss.com
HVAC Software
Emergency calls stacking up, maintenance contracts you can’t track, and invoices buried in your truck. Sound familiar? WorkBoss puts your entire HVAC operation in one app — so you can focus on the work, not the paperwork.
Built for HVAC
Most business software doesn’t understand seasonal rushes, maintenance agreements, or emergency dispatch. WorkBoss was built by tradespeople who know what it’s like to juggle installs, repairs, and tune-ups all in the same day.
Every customer’s equipment details, service history, and maintenance schedule in one place. When they call about a no-heat, you already know their furnace model, install date, and warranty status.
Build professional estimates on-site — system replacements, ductwork, add-ons, all itemized. Send it before you leave. When they approve, convert to an invoice in one tap and get paid the same day.
Schedule installs, maintenance visits, and emergency calls. Dispatch your techs and handle the rush when the first cold snap hits. Your crew sees their schedule with customer details, equipment info, and job scope.
Estimates
Assess the existing system, size the replacement, and build a professional estimate right on your phone — new furnace, AC unit, thermostat, ductwork modifications, labor, all itemized. Send it before you drive away.
Customers approve estimates online with one click. The install goes straight to your schedule. No phone tag, no “let me think about it” that drags on for weeks.
Customer Details
The Wilsons have a 15-year-old Carrier furnace, you replaced their AC compressor last summer, and their maintenance agreement renews in October. All of that lives on one screen.
Total spend, service history, outstanding balance, equipment notes — the kind of context that turns a repair call into a full system replacement sale.
Sound familiar?
Your pipeline shows every open estimate with its stage and dollar value. Set follow-ups, resend quotes, and stop letting $10K installs walk out the door.
Equipment model, install date, past repairs, and part numbers are visible on your tech’s phone the moment a job is scheduled. No wasted trips.
Track every service agreement, see who’s overdue, and schedule seasonal tune-ups in bulk. Never let a maintenance customer fall through the cracks.
CRM, estimates, invoices, scheduling, payments, and customer management — all in one platform. Built to handle the seasonal rush. With QuickBooks sync built in.
“Last summer we handled twice the call volume with the same crew. Everything’s in one place — estimates, scheduling, invoicing. We stopped losing jobs to our own disorganization.”
— Mike R., Owner, Summit Heating & Cooling
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Explore the full list
Join HVAC pros who ditched the paperwork and started closing more jobs. Full access, 14 days free, no credit card required.
Ready to work like a boss?
Join thousands of trade professionals who switched to WorkBoss and never looked back. Full access to every feature, no credit card required.
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