Professional Software for HVAC Contractors

HVAC Contractor Software ThatKeeps Your Business Cool

Built specifically for HVAC contractors. Manage service calls, maintenance agreements, equipment tracking, and grow your business with software that understands the heating and cooling industry.

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10+
Hours Saved Weekly
30%
Faster Invoicing
95%
Maintenance Renewal Rate
$19.99
Per Month

We Understand HVAC Business Challenges

Running an HVAC business means juggling seasonal demand, emergency calls, compliance requirements, and customer expectations. ThePocketBoss was built to solve these specific challenges.

Seasonal Demand Swings

The problem: Summer AC rush and winter heating peaks create scheduling chaos and cash flow gaps

Our solution: Smart scheduling shows technician availability at a glance. Analytics help you plan for seasonal peaks and forecast revenue.

Emergency Service Calls

The problem: No-heat and no-AC emergencies need immediate dispatch but disrupt scheduled work

Our solution: Color-coded priority scheduling lets you slot emergency calls while protecting routine appointments. Customers get real-time arrival updates.

EPA Compliance Tracking

The problem: Refrigerant logs, disposal records, and certification tracking create paperwork headaches

Our solution: Built-in refrigerant tracking logs usage automatically. Generate compliance reports in seconds for EPA audits.

Maintenance Agreement Management

The problem: Tracking hundreds of service contracts, renewal dates, and covered equipment is overwhelming

Our solution: Automatic reminders for upcoming maintenance visits. Never miss a renewal opportunity or let a contract lapse.

Everything Your HVAC Business Needs

Service Scheduling

Manage installations, repairs, and maintenance appointments with smart scheduling that accounts for job complexity and travel time

Service Agreements

Track maintenance contracts, warranties, and recurring service plans with automatic renewal reminders

Equipment Tracking

Monitor HVAC units, parts inventory, refrigerant usage, and complete equipment service history for every customer

Instant Invoicing

Create professional invoices with flat-rate pricing, material markups, and labor calculations in minutes

Customer Database

Store equipment specs, service history, warranty info, and customer preferences all in one place

Performance Analytics

Track technician productivity, job profitability, seasonal revenue trends, and customer retention

Built for HVAC Professionals

We understand the unique challenges of running an HVAC business. That's why we built features specifically for heating and cooling contractors.

Seasonal service reminders
Equipment warranty tracking
Refrigerant usage logs
Load calculation tools
Parts inventory management
Emergency call dispatch
Technician GPS tracking
Mobile app for field techs
Customer portal access
Energy efficiency reports
Maintenance contract management
Quote-to-invoice conversion
Online payment acceptance
Digital signatures
Photo documentation
Service history lookup

Stop Overpaying for HVAC Software

Most HVAC software charges per user, per feature, or both. With ThePocketBoss, you get everything for one flat price - no surprises, no hidden fees.

SoftwareMonthly CostNotes
ServiceTitan$200-500+/moPer user, long contracts, implementation fees
Housecall Pro$65-229/moPer user fees add up quickly
Jobber$39-599/moFeatures locked behind higher tiers
FieldEdge$150-300+/moComplex setup, training required
ThePocketBossBEST VALUE$19.99/moAll features included, no per-user fees

Save $500-$5,000+ per year compared to other HVAC software

See detailed pricing comparison →

Compare HVAC Contractor Software

See how ThePocketBoss compares to other HVAC business software options.

FeatureThePocketBossServiceTitanHousecall Pro
Monthly Price$19.99$200+$65+
Service Scheduling
Invoicing & Estimates
Equipment Tracking
Mobile App
No Per-User Fees
No Long-Term Contract
Quick Setup (5 min)
Maintenance Agreements
Customer Portal

Prices as of 2025. See our ServiceTitan alternative and Housecall Pro alternative pages for detailed comparisons.

Grow Your HVAC Business with Data

ThePocketBoss gives you the insights you need to make smart business decisions and grow your HVAC company profitably.

Revenue Tracking

See exactly how much you're making per job, per technician, and per service type. Identify your most profitable work and focus on it.

Customer Retention

Track maintenance agreement renewals, identify at-risk customers, and build lasting relationships that generate recurring revenue.

Service Area Analysis

See where your customers are concentrated, optimize routing, and identify neighborhoods ripe for marketing campaigns.

What HVAC Contractors Say

"We switched from ServiceTitan and saved over $400/month. ThePocketBoss does everything we actually need without the complexity. My techs love how easy it is to use in the field."

— Mike R., HVAC Contractor, Phoenix AZ

"The maintenance agreement tracking alone is worth it. We used to miss renewals all the time. Now we have a 95% renewal rate and our recurring revenue has doubled."

— Sarah T., HVAC Business Owner, Dallas TX

"I was skeptical about $19.99/month - figured there had to be a catch. But it really does everything I need. Invoicing, scheduling, customer tracking. No hidden fees. Just works."

— James W., HVAC Tech, Atlanta GA

Frequently Asked Questions

How does ThePocketBoss help HVAC contractors specifically?

ThePocketBoss is designed with HVAC contractors in mind, featuring equipment tracking, maintenance agreements, seasonal scheduling, refrigerant logs, and automated service reminders that keep your customers comfortable year-round. We understand the unique challenges of running an HVAC business - from seasonal demand swings to EPA compliance requirements.

Can I track maintenance agreements and warranties?

Yes! Track unlimited service agreements, equipment warranties, and maintenance contracts. Get automatic reminders for upcoming services and never miss a renewal opportunity. You can see at a glance which customers are due for seasonal tune-ups and which warranties are expiring soon.

Does it work for both residential and commercial HVAC?

Absolutely! ThePocketBoss scales from residential service calls to large commercial installations. Manage multiple properties, building systems, and commercial maintenance contracts all in one platform. Whether you're servicing a single home unit or a multi-zone commercial rooftop system, we've got you covered.

Can my technicians use it in the field?

Yes! Field technicians can access customer history, equipment specs, create invoices, capture photos, and collect signatures directly from their phones or tablets - even offline. When they're back in cell range, everything syncs automatically.

How much does HVAC contractor software cost?

ThePocketBoss costs $19.99/month with no per-user fees. Compare that to ServiceTitan at $200+/month or Housecall Pro at $65+/month. We keep pricing simple and affordable for small to medium HVAC businesses. No hidden fees, no contracts, no surprises.

What is the best software for HVAC contractors?

The best HVAC software depends on your business size and budget. For small to medium HVAC contractors looking for affordable, easy-to-use software with all essential features, ThePocketBoss offers the best value at $19.99/month. Larger enterprise operations may need ServiceTitan's complexity, but most HVAC businesses find it overkill.

Can I calculate HVAC job profit margins?

Yes! ThePocketBoss includes reporting tools to track job profitability, labor costs, material markups, and overhead. We also offer a free HVAC Profit Margin Calculator to help you price jobs correctly and maintain healthy margins on every service call.

How do I switch from ServiceTitan or Housecall Pro?

Switching is easy - sign up for a free trial, add your clients, and start using ThePocketBoss immediately. Most HVAC contractors are fully operational within a day. You can run both systems during your trial to ensure a smooth transition. No data migration required - just start fresh and grow from there.

Can I track refrigerant usage for EPA compliance?

Yes! Track refrigerant additions, removals, and disposal for every service call. Generate compliance reports for EPA Section 608 requirements. Never scramble to find records during an audit again.

Does ThePocketBoss handle HVAC estimates and proposals?

Absolutely! Create professional estimates for system replacements, new installations, and major repairs. Include good-better-best options, equipment photos, and detailed line items. Convert approved estimates to invoices with one click.

Can customers book appointments online?

Yes! Set up an online booking page where customers can request service appointments 24/7. You control your availability, and all bookings sync to your schedule automatically. Great for capturing after-hours emergency requests.

How do I handle seasonal tune-up campaigns?

Use the customer database to filter by last service date, equipment type, or service agreement status. Send bulk reminders for spring AC tune-ups or fall heating inspections. Track which customers respond and book, so you know your campaign ROI.

Ready to Simplify Your HVAC Business?

Join HVAC contractors who save time and money with ThePocketBoss. Start your free trial today with instant access.

$19.99/month • No per-user fees • No contracts • Cancel anytime