Visual job pipeline
Lead → Booked → In Progress → Done → Paid. Drag a job across, and everything downstream follows.
HVAC software for service contracts and breakdowns
Annual services, emergency breakdowns and installs in the same pipeline, each with its own margin. Offer a breakdown to the team and the first engineer free takes it.
No card required · Cancel in one click
- Services scheduled a year ahead
- Engineers included in the plan
- Record on every visit
- Margin by type of work
What HVAC work does to a schedule
“Every breakdown means ringing engineers until one answers.”
Offer it out. The whole team is notified at once and the first person free takes it — one broadcast instead of five calls.
“Annual services creep up and half get missed.”
Schedule the next service when this one is done. It exists as a job from that moment rather than as a note to self.
“Breakdowns wreck the day and I re-plan by phone.”
Move what has to move; the engineers see it. Displaced work goes back to the pool and whoever has room takes it, without anyone being double-booked.
“I don’t know whether contracts or installs make the money.”
Costs and hours attach to each job, so services, breakdowns and installs each carry their own margin instead of averaging into one figure.
“Every engineer is another licence.”
Not here. Seats come with the plan, so growing the team does not grow the software bill.
“Somebody needs to know what the plant looked like before we touched it.”
Photos and notes attach to the visit with the time and the engineer.
A week with a breakdown in it
- MondayFour services on the calendar, booked last year when the last ones were done.
- Tuesday 08:20No heat at a commercial site. Offered to the team; taken in two minutes.
- Tuesday 09:00A displaced service goes back to the pool. Another engineer picks it up.
- WednesdayInstall quoted on site with photos of the plant room.
- FridayInvoices out, and what each kind of work made this week is a report.
The real problem is not knowing what is going on in your own business
Everything else follows from that. If you cannot see it, you cannot price it, chase it, or tell who is carrying the work.
- Do you actually know what you made last month?
- Not turnover — what was left. Income, costs and the margin on every job in one place, so the answer is a screen rather than an evening with a bank statement.
- You pay a manager. Can you see what they did?
- Leads handled, how fast they answered, what converted. From the record, not from their summary of it.
- Which of your clients are still short?
- One definition of unpaid across every screen, and the late ones chased on a schedule with the message already written.
- Did anybody actually go to that job?
- When it was taken, when it started, when it finished, and the photos from while they were there.
- Are you pricing the work right?
- What you quoted sits next to what it took. After a dozen jobs you are pricing from your own history instead of hoping.
Numbers from what people did, not from what they reported
Most tools tell you what somebody typed into them. These figures come off the work itself: the moment a job was taken, the moment it was started, the moment it was finished, the hours that fall out of that, and the photos attached while the person was standing there.
Nobody writes their own report card. That is the difference between a dashboard you believe and one you argue with.
Per-person performance reporting is on the Business plan. Job records, timings and photo proof are on every plan.
For anyone running a crew
Stop ringing round to fill a job
The job goes to the whole crew at once and the first person free takes it. No calls, no group chat you have to keep track of afterwards.
- 01
You add the job
Client, address, time, price. Thirty seconds, from the van.
- 02
The whole crew sees it
One offer to everyone instead of five messages sent one at a time. Their phone buzzes.
- 03
The first one free takes it
Exactly one person gets it, however many tap at once — and nobody can take a job on top of one they already have.
- 04
You find out without asking
It shows who took it. If nobody does, you hear about it in hours, not on the day.
And your crew does not cost extra
Most tools in this category price per user, and “user” means anyone with a login — your crew, your subcontractors, the person in the office. The bill grows every time you hire.
Here the seats come with the plan. €99 a month covers up to 20 people, and the price is the same whether 20 of them are working today or two.
Everything the job needs, in one app
Stop paying for five tools that do not talk to each other.
Clients that remember
Every job, quote and invoice against the client, with what they still owe you on the same screen.
Money in and money out
Income and expenses, split by job or general, receipts photographed and attached as you go.
Reports your accountant can use
Tax report, profit by job and client, exported to Excel, CSV or PDF at the end of the quarter.
See the trend, not just today
Revenue, expenses and profit by day, week, month or year — so a bad week reads as a bad week, not a crisis.
A crew, when you have one
Invite people, set what they can see, and let workers claim jobs, run a timer and upload proof from their own phones.
Built in, not sold separately
An assistant that has read your books
It sees your pipeline, your invoices, your expenses and your crew — and answers the questions a good business partner would.
- “Who owes me money and how late are they?”
- “Which of these leads should I ring first?”
- “Am I actually making anything on recurring cleans?”
- “Photograph this receipt and file it against yesterday's job.”
Ask by typing, by voice, or by photographing something. It advises and drafts — you stay the one who decides. Included from the €19 plan, not held back for an enterprise tier.
Simple pricing. No surprises.
14 days free on Autopilot, no card required. Change plan or cancel any time.
Solo
Work, instead of doing paperwork
€19/mo
€16/mo billed yearly
One person
- Clients, pipeline and calendar
- Quotes, invoices and expenses
- AI assistant — ask, dictate, or photograph a receipt
- Reports and export for your accountant
Most popular
Autopilot
The app does the chasing, not you
€49/mo
€41/mo billed yearly
Up to 5 people
- Everything in Solo
- Chases unpaid invoices for you, on a schedule
- Confirms tomorrow's jobs with the client
- Pay-now link on every invoice
Team
Keep everyone pointed the right way
€99/mo
€83/mo billed yearly
Up to 20 people
- Everything in Autopilot
- Worker app — claim, timer, photos
- Permissions per person
- Shared calendar and who is free when
Business
See where the money leaks
€199/mo
€166/mo billed yearly
Up to 50 people
- Everything in Team
- Profit by service, client, worker and location
- Manager performance — leads handled, response time, conversion
- Worker performance — on time, complaints, rework
HVAC software — questions
Does it track parts and stock?
No. Parts are logged as costs against the job so margin is right, but there is no parts catalogue or van stock. Worth knowing before you sign up if inventory is the reason you are shopping.
Can I schedule annual services in advance?
Yes. Book the next one when the current visit is finished and it exists as a job from then on.
How do emergency breakdowns get to engineers?
Offer the job and everyone is notified at once; the first person free takes it. Exactly one engineer gets it, and nobody can take work that overlaps their day.
Does it produce gas or F-gas certificates?
No. Certification is regulated and separate. This covers the commercial side — scheduling, quotes, invoices, costs and records.
Is there a per-engineer charge?
No. Each plan includes seats and the price does not move when you hire.
Can I see margin by type of work?
Yes. Services, breakdowns and installs each carry their own costs, so they do not average into one number.
Stop running the business
out of your head
14 days of the Autopilot plan, free. No card, no call, no setup project — you can have your first quote out this afternoon.
Or try the demo logins first — they run on sample data and never touch a real account.