AI-Powered Field Service

Run every job.
Grow every crew.

Dispatch, schedule, invoice, and get paid — all in one bright, modern platform. Built for outdoor service pros who want to spend less time on paperwork and more time in the field.

No credit card required No contracts Cancel anytime
JR
KM
DT
AL
SG
★★★★★ 4.9/5
from 2,400+ service crews
90-sec walkthrough
See jobs, schedules, invoices, and payments in under a minute.
0+
Service crews
$0M+
Invoices billed
0%
Faster A/R
0.0/5
Customer rating
The crews we serve

Real crews. Real work.
One platform.

From lawn care at dawn to pool chemistry at dusk — we run every job in between.

HVAC
H
Heating · Cooling · Refrigerant

HVAC

Service calls, tune-ups, refrigerant charges, and full system installs — dispatch to invoice.

Plumbing
P
Pipes · Fixtures · Drains

Plumbing

Service tickets with photo receipts, urgent-call dispatch, and one-tap online payment.

Roofing
R
Shingle · Repair · Inspect

Roofing

Quote from drone photos, storm-response dispatch, and multi-crew scheduling.

Tree Service
TS
Trim · Remove · Stump

Tree Service

Bucket work, climbing crews, stump grinding, and 24/7 storm-response dispatch.

Everything you need

One platform to run every visit — from quote to invoice.

Cut your admin time in half. Ship jobs on time, get paid faster, keep clients happier.

01
Smart Dispatch

Drag-drop calendar, live GPS, and one-tap reassignments powered by route optimization for service businesses. Your crew hits every stop with the fewest miles between them.

  • Drag-drop weekly calendar
  • Live crew GPS map
  • Auto route optimization
02
Built-in CRM

A true field service CRM: every conversation, quote, invoice, and job site lives on one client timeline. No more spreadsheets or scattered notes.

03
Get Paid Faster

Stripe checkout, auto-reminders, and dunning that recovers 12% of late payments on average.

04
AI Assistant

Voice-to-estimate, smart follow-ups, Google-review boosters, and Profit Max going-rate pricing.

  • Voice-to-estimate on site
  • Smart follow-up drafts
  • Profit Max going-rate pricing
05
Field Mobile App

Techs update jobs, capture signatures, and collect payments — from any phone, even offline.

06
Live Reports

Revenue, jobs, hours, and profit — always current. Slice by tech, service, or client.

  • Revenue & A/R live
  • Crew profitability
  • Export to CSV / QuickBooks
Get running in an hour

Three steps. No IT project.

01
Sign up in 60 seconds

No credit card. Full Enterprise features for 14 days.

  • No credit card required
  • Every feature unlocked
60 seconds
02
Import your clients

CSV upload or QuickBooks/Xero sync. We de-dupe automatically.

  • CSV or QuickBooks / Xero
  • Duplicates removed for you
5 minutes
03
Dispatch your first job

Assign, send the ETA, get paid — with the same platform your techs already use.

  • Auto on-my-way texts
  • Card payment on the glass
Same morning
Start step one now 2,400+ crews already run on ServeToro.
What owners say

Real crews. Real hours saved.

★★★★★4.9 / 5from 2,400+ service crews
I cut my dispatch admin from 90 minutes to under 30. My crew leaves on time now.
★★★★★
James R.
James R.
Owner · Green Blade Lawn
Nashville, TN
Recurring billing used to eat my Sundays. Now it runs itself and I have my weekend back.
★★★★★
Kayla M.
Kayla M.
Founder · Blue Pool Co.
Franklin, TN
Aged invoices used to disappear into a shoebox. The dunning engine wrote off my dead $12K in one click.
★★★★★
Dennis T.
Dennis T.
Owner · Palm Air HVAC
Palm Beach, FL
Simple, honest pricing

Flat plans. Your whole team included.

You only pay for the crew on the road. Start free for 14 days — no card required.

Starter
1 technician · solo pros
$49/month
  • 5 users included · $15 per additional user
  • Jobs · Quotes · Invoices
  • SMS + On-my-way
  • Recurring visits + Client portal
Start 14-day trial
Most popular
Professional
8 users · growing crews
$129/month
  • 8 users included · $15 per additional user
  • AI Assistant · Voice-to-Quote
  • Job Templates · Memberships · Follow-ups
  • Google Review Booster · Fleet · Inventory
Start 14-day trial
Enterprise
17 users · multi-crew ops
$249/month
  • 17 users included · $15 per additional user
  • Profit Max AI Pricing · Payroll
  • Permit Pro · Warranty Pro · Crew profitability
  • QuickBooks Deep Sync · BYO AI keys · Multi-site
Start 14-day trial
Common questions

Common questions

Do I need a credit card to start?

No — signup starts a 14-day free trial with full Enterprise-tier features and no credit card required. After 14 days your account and data stay safe in read-only mode until you pick a plan.

What outdoor services do you support?

Lawn care, landscaping, pressure washing, pool service, tree care, pest control, snow removal, and any custom services you add. The wizard pre-seeds a catalog based on what you pick.

Can I import my existing clients?

Yes. The Import/Export center accepts CSV files for clients, jobs, and invoices. Templates are downloadable and errors surface row-by-row.

How do recurring invoices work?

Each client can be set to per-job or monthly billing. On your chosen day-of-month, the system rolls every completed job into one invoice per monthly client. You can also run the batch on demand for any date.

What happens with aged invoices?

The Aged Invoices frame highlights anything over 90 days. Configurable per-bucket rules auto-remind, auto-archive, or auto-write-off — you set the cadence and the scheduler does the rest.

Is ServeToro good field service management software for small businesses?

Yes. ServeToro is priced per technician (starting at $49/month for a solo operator), ships every AI feature and integration in the base plan with no add-ons, and works out of the box for solo owner-operators as well as multi-crew shops. If you're comparison-shopping affordable field service management software for a 1–10 tech business, we're built for you.

Does the platform double as HVAC dispatch software, plumbing service software, or roofing estimate software?

Yes — each of the 16 supported verticals gets a preloaded catalog, industry-specific pricebook, and workflow templates. HVAC dispatch software mode surfaces same-day emergency queueing and refrigerant tracking. Plumbing service software mode adds urgent-call dispatch and photo receipts. Roofing estimate software mode includes drone-photo estimating and storm-response dispatch.

Is there a route optimization mode for service businesses with mixed routes?

Yes. Route optimization for service businesses is built into the dispatch board — every morning the platform reorders each crew's stops by shortest total drive time, respects time windows and skill requirements, and re-optimizes on the fly if you add or drop a stop mid-day. It handles mixed portfolios (residential recurring + commercial + T&M) on the same board.

Does it support emergency dispatch for after-hours calls?

Yes. Emergency dispatch runs on the same board as scheduled work — configure on-call rotations per skill, and the platform SMS-pages the closest on-shift tech the moment a priority-1 job hits the queue. The customer gets a live-ETA link, the tech gets the full service history on their phone, and the after-hours rate schedule auto-applies to the invoice.

ServeToro

Ready to run every job like a pro?

Try ServeToro free for 14 days. Enterprise features included, no credit card, no contract.

HVAC

HVAC Management Software for Service & Install Contractors.

Maintenance-agreement recurring service, per-unit history, AI part identifier, multi-tech dispatch, and EPA 608 refrigerant tracking on one board.

No credit card required Cancel anytime 4.9/5 from 2,400+ crews
Maintenance plans, service tickets, aging-fleet visibility.
All-in-one platform. Zero per-user pricing traps.
35%
callback reduction
2 min
avg service-ticket dispatch
EPA 608
refrigerant compliant
Overview

The all-in-one hvac platform for operators who want to grow.

ServeToro is HVAC dispatch software purpose-built for residential and light-commercial heating and cooling contractors. From same-day service tickets to multi-year maintenance agreements, the platform gives your dispatchers a single board, your techs a mobile app with full per-unit history at every address, and your books an automatic recurring-invoicing engine tuned for HVAC. Same-day service calls are where the dispatch board earns its keep: the emergency queue surfaces every 92°F-in-the-house call in priority order, route optimization finds the closest available tech in one click, and the customer gets a live-ETA SMS before the truck rolls. Maintenance-plan auto-scheduling turns spring/fall PM contracts into a self-regenerating calendar — every plan customer's next tune-up is on the board 30 days out, with a customer-portal reminder that reduces re-booking friction to zero. Refrigerant tracking (R-410A, R-32, R-454B) is a first-class citizen: every recovery, charge, and disposal is logged with weight, cylinder ID, and tech ID for EPA Section 608 compliance and CFC recovery reporting. Equipment history rolls up per-unit — model, serial, install date, filter size, and every prior service — so a new tech on an unfamiliar system already knows what's on the roof before they climb up. HVAC dispatch software should feel like a co-pilot, not a filing cabinet.

Sound familiar?

Every hvac operator hits these walls.

1
Tracking maintenance agreements manually
Recurring HVAC service auto-schedules per contract. Techs see remaining PM visits on the job screen — no more mid-summer scramble.
2
"What's the age of the compressor?" during a callback
Per-address HVAC unit history: install date, make, model, serial, refrigerant, and every prior service ticket.
3
Managing service techs vs install crews
Skill-based dispatch — service, install, duct, and commercial techs auto-route to the right job type.
Built for hvac

The features that matter for your trade.

Maintenance agreements
Set a plan (2 visits/year, 4 visits/year, semi-annual PMs) — the HVAC schedule regenerates automatically each year.
Per-unit history
Every AC unit, furnace, air handler, and water heater tracked with age, model, serial, refrigerant, and full service history.
AI Part Identifier
Photo of a capacitor, contactor, or blower motor → identified with OEM part # + live pricing from three sources.
Refrigerant tracking
Per-unit refrigerant type + weight-in/weight-out logs. EPA 608 compliant with PDF export for audits.
Skill-based dispatch
Service, install, duct, commercial — job types filter to the right skill and route automatically.
Same-day booking
Emergency HVAC calls jump to the top of the board with automatic re-optimization of the whole day.
Permit Pro (Enterprise)
Track every HVAC changeout permit — jurisdiction, inspector contact, fees, inspection results, and file attachments. Included in Enterprise for HVAC tenants.
Warranty Pro (Enterprise)
Register every installed AC / furnace / water heater with model, serial, install date, and warranty duration. Automatic upsell 60 days before expiration.
From call to cash

How it works for HVAC

1
Book the tune-up
Seasonal maintenance agreements auto-generate spring AC and fall furnace visits — the calendar fills itself before the rush hits.
2
Dispatch the certified tech
ServeToro shows which techs hold EPA 608 certification before you assign the job, so refrigerant work never lands on the wrong truck.
3
Invoice with compliance built in
Refrigerant usage is logged per visit, flat-rate pricing is applied from your price book, and payment is collected on the glass.
Compliance, handled

EPA 608 Compliance Module

Auto-log refrigerant handling per technician on every job, track certification levels per tech, and generate claims-ready compliance reports on demand — no spreadsheet audits before inspection season.

Try it free
Why ServeToro

Chosen by hvac pros over Jobber, ServiceTitan & Housecall Pro.

Built for HVAC (not adapted from generic FSM)
Per-unit tracking, refrigerant logs, and maintenance-plan renewals ship out of the box.
EPA 608 refrigerant compliance
Type, weight-in/weight-out, and technician-cert lookup on every service — audit-ready PDF exports.
Same platform for service + install
Toggle a job type; the workflow, required checklists, and billing style change automatically.
Flat monthly HVAC software pricing
No per-tech seat fees. Add capacity without stacking $35-per-user charges (typical on Housecall Pro MAX / ServiceTitan).
Side by side

ServeToro vs. generic FSM software for hvac.

CapabilityServeToroGeneric FSM
Refrigerant logging Per-visit, per-tech, report on demand Paper logs and spreadsheets
Maintenance agreements Auto-scheduled seasonal visits + renewal alerts Manual renewal chasing
Certification tracking Tech credentials visible at dispatch Stored in a filing cabinet
Seasonal demand spikes Capacity view + priority queue Overbooked calendar chaos
Just getting started?

How to start an HVAC business in 2026

Whether you're transitioning from a wrench-turner role at a big HVAC shop or starting cold, this is the shortest reliable path from license to first booked service call.

  1. 1

    1. Get your HVAC license + EPA 608

    Most states require an HVAC contractor license (2-4 years' documented experience + exam). EPA 608 Universal cert is federal and mandatory to handle refrigerant — costs ~$150 and takes a weekend.

  2. 2

    2. Register the HVAC business

    LLC or S-corp in your state, EIN from the IRS, business bank account, and $1M general liability + workers' comp. Most residential HOAs and property managers require both COIs before you're allowed on site.

  3. 3

    3. Choose service, install, or both

    Service (repairs + maintenance) has faster cash flow but requires 24/7 coverage. Install has bigger tickets but longer sales cycles. Pick one for year 1 — ServeToro handles both when you're ready to add the second.

  4. 4

    4. Stock a service-truck starter kit

    Recovery machine, vacuum pump, gauges, capacitors 5-70 uF, universal contactors, common blower motors, and ~$2K of universal parts. Add to inventory after every callback so you never dead-head twice.

  5. 5

    5. Sell maintenance agreements from day one

    Recurring HVAC maintenance plans stabilize cash flow, book winter/summer prep visits automatically, and are the #1 predictor of a healthy 3-year-old HVAC company. Set up your plan structure in ServeToro during the 14-day free trial.

Ready to invoice your first customer? Start the 14-day free ServeToro trial — no credit card required — and follow the setup wizard for hvac.

Start free trial
HVAC operator
★★★★★
“Per-unit history is a callback-killer. Techs walk in knowing the compressor is 8 years old and priced the replacement before they take the panel off.”
MR
Miguel R.
Owner · Cool Air HVAC · Phoenix, AZ
Questions

Frequently asked by hvac owners.

What is the best HVAC management software?
The best HVAC management software combines maintenance agreements, per-unit history, EPA-compliant refrigerant tracking, dispatch, and recurring invoicing. ServeToro includes all five in a flat monthly subscription — no per-tech seat fees.
How much does HVAC software cost?
ServeToro HVAC software starts at $49/month for Starter (1-2 techs) and scales to $249/month Enterprise for unlimited techs plus multi-location. No hidden per-unit or per-user charges.
Does the HVAC software track EPA 608 refrigerant charge logs?
Yes. Per-unit refrigerant type, weight-in / weight-out, and tech certification number are logged on every service. Export as PDF for EPA audits.
Can I handle both residential HVAC service and commercial installs?
Yes. Job types (residential service, commercial install, duct cleaning) each have their own workflow, required checklists, skill match, and billing style — all on the same dispatch board.
Does the HVAC dispatch software work offline in a customer's basement?
Yes. The tech mobile app caches jobs, photos, and forms locally and syncs when signal returns. Common on multi-story commercial and basement service calls.
Does it integrate with Nest or Ecobee for smart-thermostat callouts?
Direct thermostat integrations are on the 2026 roadmap. You can log thermostat model + install date per unit today, and use the AI Assistant to search prior installs.
How to start an HVAC company from scratch?
See the "How to start an HVAC business" guide above. Short version: get your HVAC license + EPA 608, form an LLC with $1M liability + workers' comp, choose service or install for year 1, stock a service-truck starter kit, and sell maintenance agreements from day one.
Does the platform handle emergency HVAC dispatch after hours?
Yes. On-call rotations, SMS pager alerts, and priority queueing power emergency HVAC dispatch 24/7. When a 92-degree emergency call comes in at 8:47 p.m., the closest on-call tech gets an SMS with the address, a live route, and the customer's system history from the last five visits — no phone chain, no scramble.
Ready to try it?

Run your hvac business on ServeToro.

Built for hvac pros. No credit card. No contracts. Cancel anytime.