High-value, low-cost HVAC software pays for itself in days!
Manutea Bittner photo
The biggest plus is the reduction of paper. I really like being able to view the schedule at a weeks glance for ease of scheduling other appointments. Having the technicians able to view history, equipment information and their schedules is very helpful.

Manutea Bittner

Office Manager
Software-Suite for HVAC Business
HVAC Job Booking Software

SmartServ provides the visibility to your HVAC business to optimize dispatching technicians faster and more efficiently. Emergency HVAC jobs or schedule changes can be transmitted instantly to the assigned technician. The right HVAC technician with the right skills and experience gets the job, cutting down on costly repeat visits. With one of the most advanced – yet easy to use – HVAC dispatch systems in the industry, SmartServ has already helped hundreds of HVAC companies to be more productive and efficient.

HVAC Dispatching Software

We’re getting rid of your paperwork orders, making your entire customer base and HVAC history searchable so you can keep track of sales/maintenance jobs. 

  • Simply drag-and-drop jobs on the dispatch board and track technicians in the field.
  • Communicate with field techs by adding notes and reminder tasks on the work order.
  • Filter based on groups and departments of technicians to assign the job to the right tech.
HVAC Software with Quickbooks Integration

The days of paper invoices and forms are over. SmartServ lets your techs create estimates, invoices, and any other form straight from their app making your office-workers job a lot easier.

  • Cut down on manual data entry tasks in your Quickbooks.
  • Collect payments for your HVAC service or install jobs from the field and update in your Quickbooks.
  • Run P&L reports with accounts integrated within SmartServ
HVAC Software with Reports and Analytics

Find out who your top-performing technicians are. Know exactly how much revenue your departments are bringing in with granular detail. With SmartServ, knowing where and how to grow your business becomes second-nature.

  • Technician and CSR Leaderboard.
  • Custom Dashboard which speaks metrics.
  • Repository of reports for keeping a track of business health.
HVAC Software built for growth

Discover which marketing campaigns are yielding revenue and which types of services are being sold the most.

  • Track equipment replacement and renewal opportunities.
  • Professional Estimates help convert much faster.
  • Create custom checklists, forms, service agreements, estimates and invoices from the field
HVAC Software to increase CX

SmartServ helps you stay connected with the homeowner through intuitive and real-time engagement touch points.

  • Send customer pre-job, job, and post-job greetings and alerts.
  • Let customers know when their technician is dispatched and arrival time.
  • Send them emails with attachments to their invoice or collect feedback forms.
How does HVAC software speed up revenue and productivity?

Increase Sales

Allow your entire team to convert more calls into booked jobs and increase the average job ticket size by allowing your HVAC techs sell more estimates in the field.

Connect Office and Field

With real-time notifications and cloud sync functionality. Keep your field and back office personnel updated on a single platform

World Class Experience

Keep your customers in the loop with pre-job, job and post-job alerts which can be configured to give them the best experience.
Try us. You will love the SmartServ experience.
Sign up for a free personalized demo. 
Dayco Heating & Cooling photo

Dayco Heating & Cooling

Ken Day
We needed scheduling software for our HVAC business. SmartServ is so much more! Field techs can pull up directions to navigate Seattle's confusing streets and now I can manage the business from anywhere, I'm much more available to customers and techs.
Smith Mechanical photo

Smith Mechanical

Jared Smith
Change can be hard. Overall it has been a great transition! The biggest plus is the reduction of paper. I really like being able to view the schedule at a weeks glance for ease of scheduling other appointments. Having the technicians able to view history, equipment information and their schedules is very helpful.
MM Comfort Systems photo

MM Comfort Systems

Ryan Rastetter
SmartServ understands what HVAC contractors need for long-term success. They’re dedicated to providing the training and tools to help their customers grow – and that’s why we’ve chosen to partner with them.