ServeToro
ServeToro
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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.

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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.
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.

35%
callback reduction
2 min
avg service-ticket dispatch
EPA 608
refrigerant compliant
Sound familiar?

Every hvac operator hits these walls.

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.
"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.
Managing service techs vs install crews
Skill-based dispatch — service, install, duct, and commercial techs auto-route to the right job type.
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).
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.
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.

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Real 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.
Also serving

Related field-service industries.

Plumbing Software
Fast dispatch, per-fixture history, flat-rate books.
Electrical Software
Permit-ready invoicing, panel history, licensed-tech dispatch.
Handyman Services Software
Small jobs, big margins, on-the-truck quoting.
Ready to try it?

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

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