HVAC service management software for the whole call, from intake to payment
ClimaCall gives a small HVAC team one connected workflow while narrower pages explain scheduling, dispatch, work orders, estimates, and invoices in detail.
Free Forever includes up to 3 users and 20 work orders per month. Process payments for 5 work orders through ClimaCall Payments and the monthly allowance increases to 50. No credit card or contract is required for Free Forever. Core is $49.99 per technician per month and includes up to 2 free back-office seats.
One service call, six accountable handoffs
- Record the customer, property, equipment context, issue, priority, and access details.
- Choose a time and technician on the schedule.
- Dispatch the work and manage status changes.
- Document diagnosis, authorization, work, parts, notes, and attachments.
- Prepare the estimate or invoice from the job record.
- Record payment and any remaining follow-up.
Use the focused workflow guides
Review HVAC scheduling for booking, HVAC dispatch for day-of changes, HVAC work orders for the job record, HVAC estimates for scope and approval, and HVAC invoicing for the billing handoff.
Manage exceptions instead of reconstructing the day
The shared record should show what is unassigned, running late, on hold, waiting on a decision, completed but unbilled, partially paid, or ready for the next visit. The team still needs a procedure for updating statuses and documenting exceptions.
Fit for a small service operation
ClimaCall is built for owner-operators and small HVAC teams. A large multi-branch operation may require deeper permissions, reporting, call-center controls, fleet tools, or integrations. List those needs and verify them instead of assuming a broad “service management” label covers them.
What to verify before you switch
GPS technician tracking and financing prompts are in development. Route optimization and automatic estimate follow-up are available. Job-profit reporting is basic. Current feature availability and published plan terms take precedence over older marketing pages, videos, and screenshots.
Questions HVAC shops ask
What does HVAC service management software cover?
It connects the operating steps around a service call: customer and property records, scheduling, dispatch, work orders, estimates, invoices, payments, and follow-up.
Is ClimaCall built for enterprise fleets?
ClimaCall is positioned for owner-operators and small service shops. Larger operations should verify reporting, permissions, integrations, and fleet requirements directly.
Test the whole call, not a feature list
Run one representative visit from intake through payment and note every place your office or technician has to leave the record.