Made for HVAC contractors
Job software for HVAC contractors
HVAC jobs mix equipment, permits, ductwork and follow-up service. GetProSpace keeps the equipment details, the signed agreement, the install photos and the warranty certificate for every system you put in. Start free for 14 days. No card needed.
A heat pump installation, from the first call to the final payment
This is how a typical HVAC job goes in GetProSpace. Your jobs will differ, and the steps bend to fit.
The request and the site visit
Capture the request, then on the visit photograph the existing equipment, the label plates, the ducts and the space where the new system goes.
An estimate with options
Offer a standard and a higher-efficiency system as options, with add-ons such as a thermostat or an air cleaner. List the equipment makes and models so the price is for something specific.
The agreement and the deposit
The customer signs online and you bill the deposit to order equipment. Record the deposit when it arrives.
The install
Schedule the crew and any inspection. Photograph the install, the electrical and line set connections, and log each day. Surprises in the ducts or the panel go through a change order.
The final bill and the warranty
Invoice the balance, record payment, and issue the equipment warranty with the model and serial numbers, kept with the job.
Photos worth taking on every HVAC job
Photos protect you if the work is questioned later. They are kept with the job by phase, with the time they were taken, and you choose which ones the customer sees.
- The existing equipment and its label plates
- The space, the pad and the electrical panel
- Ductwork you will connect to or replace
- The new equipment's label with the serial numbers visible
- Line set and electrical connections before they are covered
- The finished install and thermostat
What changes mid-job for HVAC contractors
Each of these can change the price or the schedule once the work starts. A change order writes it down, sends it for approval and adds the approved amount to the job's price.
- Ductwork that is damaged or undersized
- An electrical panel that needs an upgrade
- A pad or support that needs rebuilding
- Equipment prices that change before an order is placed
What HVAC contractors use most
Estimates and e-signed agreements
Build the estimate with packages and add-ons, send it by text from your business line or by email, and have it accepted and signed online. The HVAC estimate template shows the layout.
Photos, marks and before-and-afters
Take photos on the job, draw arrows and circles on them, pair a before with an after, and make a PDF photo report.
Schedule and crews
Put each day on the calendar, assign people, and see warnings before anyone is double-booked.
Invoices and payment records
Bill deposits and balances, record each payment you receive, and see what is owed.
Changes to the price
Write up extra work, send it for approval, and keep the job's price and schedule honest.
Warranties
Issue a warranty certificate in your own words. For example: "We cover parts and labor on the installed system for ten years when it is serviced once a year, and the serial numbers are on this certificate."
Free HVAC templates
HVAC estimate template
A sample HVAC estimate with the lines, quantities and options HVAC contractors use, and what to put in it.
HVAC invoice template
A deposit invoice and a final invoice, including a change order and the deposit already paid.
Help center
Short answers to how things work, from sending an estimate to recording a payment.
Questions from HVAC contractors
Can I record equipment model and serial numbers on the warranty?
Yes. Warranty types are your own wording with blanks you define, such as make and model and serial number. When you issue one, you fill the blanks and the certificate shows them.
Can the customer choose between two systems?
Yes. Put each system in a package on the estimate, and optional extras as add-ons. The customer picks on their own page and the total updates.
Can I schedule the install and the inspection?
Yes. The schedule has entries for work, inspections, deliveries and meetings, with crews and warnings if someone is double-booked.
Is GetProSpace only for HVAC contractors?
No. It is made for any trade that quotes, schedules and bills jobs. The estimates, documents, warranties and roles are written in your own words.
Do I need a card to try it?
No. Every new company starts a 14-day Pro trial with no card.
Run your next HVAC job in one place
Start a 14-day free trial of Pro. No card needed.