HVAC Job Management Software
Installs, Service Calls, and Maintenance Visits. Track Them All From One Dashboard.
JobPulse365 is hvac job management software that puts every job on one visual pipeline board. See which jobs need estimates, which are approved, which are in progress, and which invoices are unpaid. Drag and drop to move jobs forward. Recurring jobs auto generate on schedule. Every job management feature is included on every plan starting at $29/month.
The HVAC Job Tracking Problem
Peak season arrives without warning. One week you have a manageable schedule. The next week, every homeowner in your service area needs their AC looked at. Leads pile up. Estimates stack. Your techs are booked solid and new calls go to voicemail. By the time you circle back, half those homeowners have already called someone else. The problem is not that you lack work. The problem is that your system for handling the surge is your phone and your memory.
And when the rush ends, the real cost becomes visible. Estimates you never followed up on. Maintenance agreements you forgot to schedule. Customers who had a great experience but never got a review request. The feast or famine cycle is not just a revenue problem. It is a systems problem.
How It Works in JobPulse365
Every job on one visual board.
A drag and drop Kanban board shows every job by status: new lead, estimate sent, approved, scheduled, in progress, invoiced, paid. One screen. Every job. No scrolling through text messages trying to remember what needs attention.
Know instantly what needs follow up.
The board makes stale jobs visible. An estimate you sent eight days ago that has not been accepted is sitting in Estimate Sent, waiting for your follow up. A completed job with no invoice sent is in Completed, reminding you to bill.
Recurring jobs auto generate on schedule.
Set up seasonal tune up agreements, quarterly filter changes, annual maintenance plans. JobPulse365 creates the job automatically 7 days ahead. It appears on your pipeline like any other job. No spreadsheet reminders.
Technicians see their jobs from the field.
Your HVAC technician opens Field View on their phone and sees their assigned jobs: customer address, job notes, contact info, and service history. They update the status when the job is done. No app download required.
HVAC Job Management Software Features — All on Every Plan
Every feature described on this page is included on Starter ($29/month) through Business ($199/month).
- ✓Drag and drop Kanban pipeline with 7 default stages (customizable)
- ✓Job cards with customer info, service type, value, notes, and linked estimates/invoices
- ✓Recurring job templates with weekly, biweekly, monthly, quarterly, and annual schedules
- ✓Seasonal scheduling bounds for services that only run part of the year
- ✓Automatic job creation 7 days ahead for recurring services
- ✓Pipeline to invoice flow: jobs link to invoices automatically
- ✓Auto complete on payment: when the customer pays, the job moves to Paid
- ✓Field View for technicians on mobile
- ✓Job notes and photo attachments
- ✓Completed jobs archive and stay reportable
HVAC Job Management Software Questions
Your Next No Cool Call Is Already on Its Way.
Start a free 14 day trial. All features included. Setup takes under 3 minutes. Your HVAC service catalog is pre configured with 15 common services and default pricing.
Get Started Free for 14 Days →No credit card required. No onboarding call. No commitment.
Questions? Email hello@jobpulse365.com