Dispatch Software for HVAC

HVAC Dispatch Software

Service techs vs install crews vs maintenance season — HVAC dispatch handles all three with route optimization + parts inventory check baked in.

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Smarfle CRM - HVAC Dashboard
Open Service Calls

9

Maintenance Agreements

137

Revenue This Month

$18,450

Agreements Expiring Soon

11

Recent Jobs

Hartmann Residence

AC Refrigerant Recharge

In Progress

Westfield Medical Center

Annual HVAC Maintenance Agreement

Scheduled

Torres Family Home

Furnace Repair

Completed

Where hvac dispatch breaks down

The day-to-day friction every hvac owner recognizes.

Service tech sent without the right refrigerant

R-410A vs R-454B — wrong refrigerant in the truck means a return trip. Dispatch + parts inventory tagging fixes it.

Install crew tied up when emergency call drops

All your service techs are out, install crew is on a 2-day install — emergency no-cool call needs someone. Dispatch board shows the constraint immediately.

Maintenance season overload

Spring AC tune-ups + fall furnace inspections double call volume. Without optimized routes you under-staff or over-promise.

How Smarfle handles hvac dispatch

Live dispatch board, drag-to-reassign, route optimization, and field mode all in one place.

Drag-to-reassign Kanban board

Two views: by technician (swimlanes per crew member) or by status (Scheduled → In Progress → Completed). Drag any job to reassign or change status — no menus.

Live job map

Every scheduled job shows as a status-colored pin on Google Maps. Click a pin for job details + Navigate link. Spot a gap, drag a job to a closer tech.

Route optimization

One click reorders a tech's day to minimize drive time using Google Directions API. Multi-stop navigation link sent to their phone.

Field mode for technicians

Mobile-optimized PWA. Techs see today's jobs, tap to navigate, mark arrived, log photos, capture signatures — all without calling the office.

On-the-way + arrival SMS

Tap 'I'm on the way' or 'I've arrived' from the field — customer gets an automatic SMS with the tech's name. Cuts customer-asks-where-is-the-tech calls.

Top feature for hvac

Live dispatch board, drag-to-reassign, route optimization, and field mode all in one place.

Service techs vs install crews vs maintenance season — HVAC dispatch handles all three with route optimization + parts inventory check baked in.

Equipment ProfilesService HistoryRefrigerant LogsWarranty Tracking

Plans that grow with your hvac business

All plans include a 7-day free trial. No credit card required.

Starter

Solo operators & small teams

$99/mo
  • Up to 3 users (1 owner + 2 techs)
  • Up to 100 clients
  • 1 GB storage
  • Unlimited work orders & invoices
  • Client portal
  • Scheduling calendar
  • Reports & analytics
  • Review requests
  • Voice AI receptionist (usage-based)
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Most Popular

Professional

Growing service businesses

$199/mo
  • Up to 10 users
  • Up to 500 clients
  • 3 branch locations
  • 5 GB storage
  • Everything in Starter
  • AI email & SMS drafts
  • GMB rank tracking
  • Voice AI receptionist (usage-based)
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Business

Multi-location operations

$349/mo
  • Up to 30 users
  • Up to 1,000 clients
  • 10 branch locations
  • 20 GB storage
  • Everything in Professional
  • Priority support
  • Voice AI receptionist (usage-based)
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SMS, email, AI, and voice are billed pay-as-you-go. See full pricing breakdown →

HVAC Dispatch Software CRM questions

Pick By Technician (swimlanes per tech, jobs stacked under each) or By Status (Scheduled → In Progress → Completed → Invoiced columns). Drag any job card to move it. Drops update assignment + status instantly. Works on tablet + desktop.
Yes. Select a date + technician on the Routes page and click 'Optimize Route'. Smarfle calls Google Directions API with all the day's stops as waypoints, returns the optimal order, reorders the schedule, and generates a multi-stop Google Maps navigation link the tech opens on their phone.
No. Smarfle is a Progressive Web App (PWA) — they open the URL in Safari/Chrome and 'Add to Home Screen' once. From then on it works like a native app with offline sync, push notifications, and camera access for job photos.
Tag each truck with its current refrigerant + key parts. Dispatch suggestions filter by what's loaded, so a R-454B call goes to the truck that has it.
Yes. Each tech has a role (Service, Install, Both). Dispatch suggestions filter by role — service emergencies don't get routed to a tied-up install crew by mistake.
Recurring tune-up WOs auto-generate at the start of the season. Routes page batches by zone + date + tech, optimizes the order, + sends the multi-stop nav link.

Ready to run your hvac business from one place?

Join service businesses that book more jobs, get paid faster, and grow their reputation with Smarfle.

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