HVAC service and sales software, built by the trades.
One system for the tech in the attic, the sales engineer at the kitchen table or the rooftop, and the office keeping it all moving. Readings, refrigerant, quotes, dispatch, agreements and stock in one place, with margin in plain sight.
Phone app for techs and sales engineers, an office website, and a customer app. In development now.
Commercial and residential, one platform.
Some shops run rooftop units and chillers on service contracts. Some run split systems and furnaces with a membership plan. Plenty do both. ClimateSystem HQ is set up for either side of the business, or both at once.
Contracts, sites and equipment lists
- PM agreements by site, with scheduled visits that build themselves
- Multi-unit equipment lists and service history per unit
- Walk-and-bid ductwork and replacement quotes with labor and margin
- Dispatch matched to tech skills and certification levels
Homeowners, memberships and replacements
- Good, better, best options the homeowner can approve on the spot
- Repair or replace comparisons that keep the conversation honest
- Membership plans with tune-up reminders and member pricing
- A customer app that shows when the tech is on the way
Everything an HVAC company handles in a day.
Built around how calls actually run: the first look, the diagnosis, the price, the approval, the parts, the visit report and the invoice.
In the field
Today screen and work orders
Each tech opens to their day: calls in order, site notes, equipment and history. Work orders capture readings such as pressures, temperatures and amps so the next visit starts with real numbers.
Refrigerant log
Record charge added and recovered per unit, by refrigerant type and cylinder. Leak rate is tracked over time and flagged when it crosses the trigger your company sets.
Ask a Tech
Troubleshooting help that works by process of elimination. Describe the symptom, answer a few checks, and narrow it down one possibility at a time, the way a senior tech would walk you through it.
Quotes and sales
Good, better, best quotes
Build tiered options and repair or replace choices from your own price book. Your team sees margin on every line before anything goes to the customer.
Sales engineer pipeline
Track opportunities from first visit to signed job. Replacement radar points out aging or high-repair equipment already in your customer base, so the next sale is easier to find.
Load calc and system builder
Work through a load calculation, then build matched systems with the equipment, accessories and labor that go with them, ready to drop into a quote.
Walk-and-bid ductwork
Walk the job, lay out the runs and fittings, and get a material list with labor and margin attached. No re-keying from a notepad back at the shop.
In the office
Dispatch board
See who is where and what they are qualified for. Tech skills and levels sit on the board, and if a call is assigned to someone outside their level, the board asks "are you sure?" before it goes out.
PM agreements and memberships
Commercial maintenance agreements and residential membership plans in one place, with visit schedules, renewals and the pricing that comes with each.
Van and warehouse stock
Know what is on each van and on the shelf. Set minimum and maximum levels and get a restock list when parts run low.
Team playbook
Write down how your company does things: call scripts, start-up checklists, quoting rules. New hires and veterans work from the same page.
For your customers
Customer app
Your customers get their own app to keep up with the work you do for them.
- "Tech on the way" notice when the visit starts
- Review and approve quotes from their phone
- Send service requests without a phone call
- Visit reports and invoices kept in one place
What customers never see
Costs, margins and internal notes stay inside your company. Customers only see the features you choose to turn on.
One login for HVAC and compressed air.
ClimateSystem HQ is the HVAC sister product of AirSystem HQ, the platform for compressed-air service and sales companies. Both are built by Moore Managed IT, Inc. on the same foundation.
Compressor company adding HVAC
Already on AirSystem HQ? Turn on HVAC for the same customers, sites and team. No second system to learn.
HVAC company adding compressed air
Many plants you already service run compressors too. Add the compressed-air side when you are ready.
Same people, same customers
One login, one customer list and one office website, whichever trades your company works in.
Help shape ClimateSystem HQ.
We are lining up a small group of HVAC companies, commercial and residential, to use it first and tell us what to fix. Early-access companies get founding pricing.