Crewkat for HVAC

Every system, every visit, one service history.

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

Built for the way HVAC work actually runs.

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.

  • Service history per system. Photograph the data plate, log the model and the work done, and file it to the client's record. The next tech — or you, two years later — opens the job and knows the system before the panel comes off.
  • Seasonal maintenance, scheduled. Build maintenance plans the practical way: recurring visits on the job schedule and recurring invoices to match, so spring and fall tune-ups are booked work, not a scramble.
  • Repair or replace, approved in writing. Price both paths as options on the estimate — the repair, the new system, the upgraded filtration — and let the client tick and approve the one they choose.
  • Install documentation, complete. New system photos, line sets, pads, permits paperwork, and the old unit's haul-off — logged on the job, with load records for what left the site and what it cost.
  • Daily logs across the install. Multi-day installs get a dated log and photos per day, which roll into a client-ready work summary at handover — what was installed and what was done, in one link.
  • Get paid from the invoice link. Convert the job to an invoice in a tap. With Pay Now on Premium, clients pay by card or bank transfer from the link — handy on big-ticket installs with a balance due at startup.
The season, on one board Sample workflow — generic labels only; your jobs show here

Three steps, from first call to final payment.

1

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.

2

Schedule the seasons

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.

3

Price, install, get paid

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.

Both prices, one signature.

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.

Built for the seasonal rush.

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.

HVAC, answered.

How do maintenance plans work in Crewkat?

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.

Can I keep a history for each system a client has?

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.

How do clients pay for a big install balance?

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.

Start free. Upgrade when the tools earn their keep.

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.

  • Everything in Premium
  • The full desktop Office: pipeline, production board, money dashboard
  • Unlimited team logins included
  • Office founding rate: the first 100 companies lock $39/month for life
  • Promotions, review tools, and QuickBooks sync (coming soon)
  • 100-day money-back guarantee
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Start the next service history today.

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