Service and replacement
Declare both as activities and report on them separately.
By trade
HVAC service software for the whole call
Service calls and replacements are different animals. Both run the same cycle here, with equipment and labor priced from your own pricebook.
For HVAC, service calls arrive as leads, are dispatched to a technician, priced with pricebook equipment and labor lines, and invoiced from the accepted estimate.
How the cycle runs for this trade
Pricebook equipment
Keep units, parts and labor rates in one catalog reused on every estimate.
Dispatch board
Move calls through the day with crew assignment and conflict warnings.
Recurring maintenance
Model recurring visits as jobs on the same property record.
From first call to payment
- 1
The request arrives as a lead with its source, contact and property.
- 2
You measure it with the template that matches the work and review the priced lines.
- 3
The customer accepts on the share link and the estimate version is frozen.
- 4
The job is scheduled and assigned, with the timeline kept on the record.
- 5
The invoice is issued from the accepted scope and payment is recorded.
Questions
Set it up for your shop
Declare this activity, seed your pricebook and send a measured estimate.
Create an account- Multi-trade
- EN / ES
- Role-based access
- Tenant isolation