Record the system
First visit: photograph the equipment and data plate, note the condition, and start the history. Every later visit adds to the same record instead of starting over.
Crewkat for HVAC
An HVAC company runs on memory: which system is in that house, what was replaced, when the last tune-up happened. Crewkat turns that memory into a record — every visit, photo, and invoice kept per client and system, with seasonal maintenance scheduled instead of remembered.
Free to start · No credit card · Works on your phone
What it does
When the first heat wave hits, the companies that win are the ones whose records are already in order. Crewkat keeps a service history for every system you touch — equipment photos, notes, repairs, and invoices — and puts maintenance visits on the schedule so they happen on time, every season.
How it works
First visit: photograph the equipment and data plate, note the condition, and start the history. Every later visit adds to the same record instead of starting over.
Put maintenance visits on the schedule ahead of the rush and set the invoicing to recur with them, so your best customers are booked before the phones melt down.
Options approved in writing, the install logged day by day, and the final invoice paid from its link — the whole job reads like one story.
Repair or replace, without the fog
The hardest HVAC conversation is the honest one: this repair buys a year, a new system buys fifteen. Estimate options put both numbers in front of the client in writing, with the extras priced separately — so the decision, whichever way it goes, is documented and nobody re-litigates it at the next breakdown.
The office side of HVAC
In Crewkat Office, the board shows every call and install by stage, the money dashboard shows what the season has invoiced and collected, and promotions can email past clients when it is time to book a tune-up — using the service history you already have, not a bought list.
Common questions
As scheduled work: recurring maintenance visits go on the job schedule, and recurring invoices can match the plan's billing. The visits land on the client's service history as they happen, so the plan and the record stay together.
Yes. Each job records the equipment photos, notes, and work for that visit against the client and address, so a house with two systems builds a history you can open on any later call.
With Premium, the invoice link carries Pay Now — card or bank transfer (ACH) from the link, recorded automatically against the job. Deposits and progress payments record the same way.
Straightforward pricing
Full toolkit
Premium
$19/ month
The full Crewkat toolkit for running your hvac work in one app.
Office founding — first 100 companies
Crewkat Office
$49/ month
One flat rate for the whole company — unlimited users, or $490/year on annual billing. Free while the founding period lasts — no card to start.
Less admin. More building.