HVAC work order software
HVAC work order software for the ticket a technician fills in between the attic and the condenser. Tune-up checklists open with the job, refrigerant type and pounds are logged with the parts, the unit's warranty status shows on screen, and the homeowner signs before the tech leaves.
14 days free · No credit card · Built in Florida
HVAC work order example
A no-cool repair as the technician fills it in, parts and refrigerant included.
Job
AC not cooling, upstairs unit
Thursday, 1:30 PM
Homeowner
Gloria Benavides
318 Palmetto Bay Dr, Kissimmee FL 34746
AC repair, diagnostic
Service
Run capacitor 45/5
Part
R-410A added
Refrigerant
Coil and drain line checked
Checklist
Condenser and nameplate
Photos
Example with sample data
Tune-up checklists
Give Maintenance Tune-Up its own list, from filter and coil to amp draw, and each tune-up opens with it. The office sees how many items are ticked.
Job checklistsRefrigerant and truck parts
Material entries carry refrigerant type and pounds added, plus model and serial. Capacitors and contactors added from stock lower the count on the shelf.
Inventory and partsUnits and warranty status
Each condenser, furnace or air handler is a unit on the customer with make, model, serial and install date. Link the job to it, and the screen says whether the warranty is still running.
Customer recordsSignature, then the invoice
Nameplate photos and the homeowner's signature stay on the job. Completing it turns the services into an invoice, saved as a draft or sent, as you choose.
Job photosInside the HVAC work order software
What it does
- Tune-up checklistsProgress the office sees
- Refrigerant type and poundsOn each material entry
- Unit warranty statusOn the linked job
- Photos and homeowner signatureBefore the tech leaves
What it doesn't do
- Twice-yearly agreementsReminders, not automatic jobs
- Flat-rate price bookYour service list prices
- Refrigerant compliance reportsFields only
- Printable work orderInvoice PDF instead
Smarfle vs Housecall Pro for HVAC
| Smarfle | Housecall Pro | |
|---|---|---|
| Entry plan | Solo $19, 1 user | Basic $79, 1 user |
| Mid plan | Starter $99, 5 users | Essentials $189, 5 users |
| Work orders | Yes | Yes |
| Equipment or unit records per customer | Yes | Limited |
| Answers your phone without a paid add-on | Yes | No |
HVAC work order pricing
Checklists, unit records and parts tracking are on every plan; technicians each need a login.
Starter
Small teams adding tools and growth
- Up to 5 users (1 owner + 4 techs)
- Up to 2,000 clients
Professional
Growing service businesses
- Up to 10 users
- Up to 5,000 clients
SMS, email, AI, and voice are billed pay-as-you-go. See every plan and usage rate →
What HVAC owners ask about work orders
Is there work order software for HVAC companies?
Can techs log refrigerant added?
Does it produce EPA refrigerant reports?
Can I see if a unit is under warranty?
Can maintenance agreements repeat?
Can a checklist be required before closing?
Do technicians see what the job costs?
Can I print a work order?
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