HVAC software for the owner who also runs the calls
Keep the next appointment, the equipment record and the invoice in reach while you move between jobs. Start with a free account and evaluate the workflow one visit at a time.
Up to 3 users. 20 work orders per month. Free forever. Unlock 50 by processing payments for 5 work orders through ClimaCall Payments in that monthly cycle.
From the first call to the invoice
Record the customer and property when you book the visit. Schedule the work, keep equipment details with the job, and add the field notes you will need when preparing the invoice. The getting-started guide and work-order instructions show the sequence.
Use a sample visit first. Check the steps from your phone, including the information you need to find when a customer calls back.
Will the free plan cover your workload?
Free Forever allows up to 3 users and 20 work orders per month. It has no expiration and requires no credit card. If you process payments for 5 work orders through ClimaCall Payments, the allowance becomes 50 for that monthly cycle. See how to evaluate it in the free HVAC software guide.
Count your monthly work orders before choosing a plan. A solo operator who needs Core pays $49.99 per technician/month, with a maximum of 2 free back-office seats. The back-office allowance belongs to Core; Free remains limited to 3 users in total. See all pricing details.
Move off paper in manageable steps
Begin with the next scheduled job and a small set of accurate customer records. Keep your original records. Free migration assistance covers organized customer, property and basic service-history data from supported spreadsheets or system exports.
If your history is on paper or in photos, ask about cleanup and manual-entry scope before assuming it is included. Discuss your starting point.
Check the economics as well as the software
Use the labor-rate calculator with your own costs and the work-order builder to plan the details you need to record. These free browser tools can be used without a ClimaCall account. Their locally saved entries do not automatically transfer into the application.
When you hire, revisit technician and office access, monthly job volume and the small-team workflow.
Inspect the product before signing up
Read the work-order instructions, review invoice preparation, or watch the ClimaCall walkthrough. A demonstration shows a workflow; it is not a customer-results study. Current pricing and feature availability take precedence over older video screens.
Published by ClimaCall. Buying information reviewed September 7, 2026. Questions about your requirements? Contact the team.
Try the workflow before changing your routine
Create a free account, work through a sample visit, and decide whether the job record and invoice process fit your day.