Custom Tools for HVAC & Plumbing
ServiceTitan charges you $400/month for features you don't use. We build a custom system around YOUR dispatch, maintenance plans, and service workflows.
Book a Free ConsultationHVAC and Plumbing Businesses Need Dispatch-First Software
HVAC and plumbing companies are dispatch operations at their core. Every minute a tech sits idle, every callback that could've been prevented, every maintenance plan that lapses — it's money left on the table. But the big-name software vendors like ServiceTitan charge $400+ per month and force you into workflows designed for their biggest customers, not yours.
Your business has unique needs: equipment-level service histories, maintenance agreement tracking, warranty management, seasonal demand spikes, and emergency dispatch that can't wait for a scheduler to log in. Generic tools bolt these on as afterthoughts.
HVAC and plumbing companies that build custom platforms with AI-powered dispatch, predictive maintenance reminders, and intelligent customer communication will dominate their service areas. The technology is ready — the only question is who moves first.
Sound Familiar?
- ServiceTitan or Housecall Pro costs $300-$500/mo per tech
- Emergency dispatch requires manual coordination every time
- Maintenance agreements tracked in spreadsheets or forgotten entirely
- Equipment service history lives in a tech's memory, not the system
- No automated way to upsell replacements when equipment ages out
What We Build for You
- Custom dispatch board with priority-based routing
- Equipment-level service history and warranty tracking
- Maintenance agreement management with auto-scheduling
- Flat-rate pricing book integrated into mobile app
- Customer portal with service history and booking
- Automated seasonal tune-up campaigns
- Real-time technician tracking and ETAs
- Financial reporting with job costing and revenue by service type
A CRM Built for How HVAC & Plumbing Actually Work
Not another generic dashboard. Every module is designed around your real workflows, your terminology, and the way your team actually operates.
Equipment & Asset Tracking
Track every unit by model, serial number, install date, warranty status, and full service history. When a tech arrives, they see the equipment's complete story.
Priority Dispatch Board
Visual dispatch with emergency flags, tech availability, skill matching, and proximity-based assignment. Drag and drop to reassign. Techs get instant push notifications.
Maintenance Agreement Manager
Track all active agreements, auto-schedule seasonal visits, send renewal reminders, and bill automatically. Never let a maintenance plan lapse again.
Flat-Rate Price Book
Mobile-accessible pricing guide with parts, labor, and markup calculated automatically. Techs present professional options on-site and close on the spot.
Customer & Property Records
Full customer profiles with every property, every unit, every service call, and every invoice. Your team has complete context before they knock on the door.
Revenue & Performance Dashboard
Track revenue by tech, by service type, by time period. See close rates on recommended repairs, average ticket values, and maintenance agreement metrics.
AI Is the New Competitive Edge for HVAC & Plumbing
Most businesses in your industry haven't even started with AI. That's your window. We build intelligent automation directly into your custom tools — so you're not just keeping up, you're leading.
AI-Powered Dispatch
AI assigns the right tech to the right job based on skill set, proximity, current workload, and job priority. Emergency calls get routed instantly without waiting for a human dispatcher.
Predictive Maintenance Alerts
AI analyzes equipment age, service history, and manufacturer data to predict when units are likely to fail. Trigger proactive outreach before the customer's AC dies in July.
AI Phone System (IVR)
Intelligent phone routing that handles appointment scheduling, provides ETAs for dispatched techs, and triages emergency vs. routine calls — reducing office phone volume and capturing every after-hours lead.
Automated Replacement Proposals
When equipment reaches end-of-life, AI generates a personalized replacement proposal with financing options and efficiency comparisons. Your techs present it on-site with confidence.
Smart Seasonal Campaigns
AI triggers tune-up campaigns before peak seasons — AC checks in spring, furnace inspections in fall — targeting customers by equipment type, last service date, and agreement status.
See What a Custom Platform Looks Like in Action
Case Study — luxury gift packaging
A luxury gift packaging company was juggling customer inquiries across email and phone, managing complex custom orders on spreadsheets, and losing track of project timelines across disconnected tools. Their team spent hours each day on tasks that should have been automatic.
Result: Consolidated 4 separate tools into one custom platform, cut average response time by 60%, and gave customers real-time visibility into every order — all for less than they were paying in annual SaaS subscriptions.
Built with Modern, Scalable Technology
We use the same technologies that power apps at companies like Netflix, Uber, and Shopify — tailored to your budget and scale.
Connects with the Tools You Already Use
Your custom platform plugs into the services your hvac & plumbing business relies on — no manual data entry, no copy-paste between apps.
Communication
Appointment reminders, tech ETA notifications, and AI phone system
Maintenance reminders, seasonal campaigns, and invoice delivery
Payment
On-site payments, financing applications, and recurring billing
Invoice sync, expense tracking, and payroll integration
Operations
Tech tracking, proximity-based dispatch, and route optimization
Warranty verification, parts lookup, and technical documentation
AI
Replacement proposals, customer communications, and review response drafts
Analytics
Review monitoring, response automation, and local ranking tracking
Frequently Asked Questions
Related Services
Explore Other Industries We Serve
Ready to Ditch the SaaS?
Let's build custom tools that fit your hvac & plumbing business perfectly — and save you thousands per year.