HVAC Business Software For Service, Installs, And Maintenance
HVAC businesses deal with extreme seasonality—slammed in summer and winter, slower in between. You need software that helps you manage the rush without dropping balls, and maximize revenue during the slow months with maintenance agreements. Most tools handle one or the other, not both.
Sitewise is built for HVAC companies that do service calls, equipment installations, and recurring maintenance. Schedule seasonal demand, track every unit you’ve ever touched at a customer site, and build predictable revenue with service contracts—all from one platform.
Pre-configured with HVAC-specific templates including equipment types, maintenance checklists, and service categories. Your team can be operational in days.
Seasonal Scheduling & Demand Management
Handle Peak Season Without The Chaos
Visual scheduling board with capacity indicators
Drag-and-drop dispatching by skill and location
Priority queuing for emergency calls vs. maintenance
Customer communication with real-time arrival updates
Waitlist management for overflow periods
Historical demand data helps predict busy periods
Natural Language
Send funds at a regular frequency.
Smart Learning
Providing personalized experiences
Seamless Human Handoff
Easily connect with a human when needed.
Equipment Tracking & Customer History
Know Every Unit You’ve Ever Touched
Customer equipment profiles with model, serial, install date
Complete service history by unit
Warranty tracking with expiration alerts
Equipment age analysis for replacement recommendations
Photos and documentation attached to equipment records
Filter and parts recommendations based on equipment
Service Contracts & Recurring Revenue
Build Steady Revenue With Maintenance Contracts
Maintenance contract templates (annual, semi-annual, quarterly)
Auto-scheduled tune-ups based on contract terms
Renewal tracking with proactive outreach reminders
Contract profitability analysis
Recurring billing automation
Prioritized scheduling for contract customers
Tue
20
Success Rate
%
Time Used
56 min
Some other
8h 45m
Jun
17
Success Rate
%
Time Used
30 min
Some other
6h 45m
Graph
Last Month
$ 1
FAQs
Questions About Sitewise For HVAC Companies
1. Can technicians see equipment history before arriving at a job?
Yes. The mobile app shows all equipment at the customer location with model info, service history, and any notes from previous visits.
2. How does seasonal scheduling work?
The scheduling board shows technician capacity by day and week. During peak periods, you can see who's overbooked and manage waitlists for non-emergency work.
3. Can I track different types of service contracts?
Yes. Create multiple contract types—residential maintenance, commercial service agreements, VIP priority contracts—each with different terms, pricing, and service schedules.
4. Does it handle both residential and commercial work?
Yes. You can separate residential and commercial in reporting, pricing, and scheduling. Many HVAC companies use Sitewise for both sides of their business.
5. Can I send customers reminders for seasonal maintenance?
es. Automated reminders go out based on contract schedules or equipment service intervals. Customers can confirm appointments directly from the reminder.
Ready To Run Your HVAC Business On One Platform?
Start your free 30-day trial. No credit card required. Pre-configured for HVAC companies—be up and running this week.
