HVAC CRM software built for contractor teams
Furnace and AC installs, seasonal maintenance, and repair-vs-replace calls — all from one HVAC CRM. JobWorks365 tracks equipment per address, schedules your crew, and keeps maintenance customers from falling through the cracks.
No credit card required · Free plan available · Cancel any time
What hvac contractors tell us
The day-to-day headaches JobWorks365 was built to remove.
- ✕Maintenance customers slipping through the cracks every spring and fall.
- ✕Quoting a full furnace or AC install from memory and missing line items.
- ✕No clean place to track equipment model, serial number, and service history per address.
- ✕Techs showing up to a job without knowing what unit is already installed.
Built around the HVAC workflow
One app for leads, scheduling, quotes, invoices, payments, and client messaging.
Install & maintenance scheduling
Book furnace and AC installs and seasonal maintenance visits on HVAC scheduling software your whole crew can see.
Seasonal maintenance reminders
AI smart reminders nudge you to reach out to maintenance customers before the season hits, so visits don't get missed.
Repair vs. replace estimates
Build itemized estimates comparing a repair against a full system replacement, and send for e-signature on the spot.
Deposits & milestone payments
Collect a deposit before ordering equipment, then bill milestone payments on bigger installs.
Client messaging & follow-ups
Keep all customer conversation tied to the job — not lost in a personal text thread.
Equipment & serial history
Track what unit, model, and serial number is installed at each address, and when it was last serviced.
Everything a contractor team needs
No per-user pricing. No enterprise complexity. Just the tools hvac contractors use every day.
- Lead capture & follow-up
- Share to JobWorks365 from your phone (iOS + Android)
- Mobile-first job scheduling
- Milestone assignments across the crew
- Employee time off & working hours
- Quotes & contracts with e-signature
- Invoices & online payments
- Client portal & messaging
- Internal @mentions & private job notes
- GPS time clock with geofences
- Hourly wages, overtime & payroll ledger
- Elite includes your first 5 users — extra workers are $1/month
- Roles & per-job sharing (hide financials from field staff)
- AI smart reminders
- On-site sketchpad for notes
- Customer history in one place
How hvac contractors use JobWorks365 day to day
Scheduling installs and seasonal maintenance
Full-system installs and quick maintenance visits need very different amounts of crew time. HVAC scheduling software from JobWorks365 lets you see both on the same mobile-first calendar, assign the right tech, and avoid double-booking a crew that's already on a multi-day install.
Repair-or-replace estimates that close the same visit
When a furnace dies in January, homeowners want an answer fast. Build a repair vs. replace estimate on-site with itemized options, and send it for e-signature before you've left the driveway.
Save common jobs — furnace replacement, AC install, ductless split — as templates so estimating doesn't slow down your day.
Tracking equipment and serial numbers per address
Every install and service visit gets attached to the customer's address, so the next tech who shows up knows exactly what unit, model, and serial number is already there — no digging through old invoices or calling the office.
Keeping maintenance customers coming back
AI smart reminders flag maintenance customers who are due for a spring or fall tune-up, so those recurring visits get booked before a competitor's flyer beats you to the mailbox.
Related pages
FAQs for hvac contractors
Is JobWorks365 a good CRM for small HVAC contractors?+
Yes. JobWorks365 is built for HVAC teams of every size who want HVAC CRM software for installs, service, estimating, invoicing, and maintenance reminders — without ServiceTitan-level pricing.
Does JobWorks365 help with seasonal maintenance plans?+
Yes. AI smart reminders help you stay in front of maintenance customers each season, and you can keep equipment and service history per address.
Can I quote repair vs. replace and send contracts for full system installs?+
Yes. Build itemized estimates for repairs or full replacements, send contracts for e-signature, and collect deposits and milestone payments online.
How is JobWorks365 different from ServiceTitan?+
ServiceTitan is built for large HVAC enterprises. JobWorks365 is built for contractor teams who want the essentials — leads, scheduling, estimates, contracts, invoices, and a client portal — with simple CAD pricing.
Do I need to install an app?+
No. JobWorks365 runs in your browser and as a Progressive Web App on iOS and Android.
Looking for the full feature list? See the JobWorks365 homepage.