“During a summer heat wave, we handled 40 emergency calls in one week without missing a single one. Before Agiled, that would have been impossible.”
CN
Chris Navarro
Owner, Navarro HVAC
For HVAC Companies
Business Management Software Built for HVAC Companies
HVAC business management software that puts your sales pipeline, technician dispatching, and invoicing in one place. Handle seasonal surges, schedule service calls, and collect payments without the admin overhead.
No credit card requiredFree 14-day trial
Tech dispatching
Techs drive all over town without optimized routes, emergency calls throw off the schedule, and no-call-no-shows waste everyone's time.
Dispatch techs with full job details. Slot emergency calls without chaos and fill cancellation gaps automatically.
Invoicing & maintenance plans
One-off repairs, big installs, and monthly maintenance plans all need different billing—and tracking them in spreadsheets leads to missed revenue.
Invoice one-off jobs instantly and manage recurring maintenance billing automatically. Track all payments in one dashboard.
System estimates
Quoting furnace replacements or ductwork over the phone leads to sticker shock on-site and lost deals when customers feel misled.
Build detailed estimates with equipment options, installation labor, and permit fees after the assessment. Send for approval and convert accepted quotes into projects and invoices.
Appointment booking
Peak season calls flood in faster than your office can answer—customers who hit voicemail call the next HVAC company on the list.
Let customers book available service and install slots online 24/7. Fill your technicians' calendars even when the phones are ringing off the hook.
Parts & refrigerant expenses
Compressors, capacitors, refrigerant, and duct materials get purchased on the fly—without per-job tracking you're guessing at profitability.
Track every part, refrigerant charge, and material cost against the job. See real-time margins and catch profit leaks before they become a pattern.
Automated service workflows
Seasonal tune-up reminders, filter change alerts, and warranty follow-ups generate easy recurring revenue—but only if someone remembers to send them.
Set up automated workflows that trigger seasonal maintenance reminders, post-service follow-ups, and warranty expiration alerts without any manual work.
How it works
How HVAC businesses use Agiled
See how Agiled fits into your daily operations.
1
Capture the service call
A homeowner or building manager calls about a broken AC or furnace. The request enters your pipeline instantly.
2
Dispatch the technician
Assign the call to the nearest available tech with the right certifications and parts on the truck.
3
Diagnose and estimate
The tech assesses the system, documents findings, and sends a repair estimate for customer approval.
4
Complete the repair and invoice
Once approved, complete the fix, log parts used, and send a digital invoice with an online payment link.
Done
Built for HVAC companies
Everything you need to grow your HVAC business
From the first seasonal call to the last maintenance visit, Agiled keeps your HVAC operation efficient and profitable.
Lead pipeline
Manage seasonal demand spikes without losing leads. Track every inquiry from first call to completed job.
Tech dispatching
Assign calls with full job details. Handle emergencies without derailing the rest of the day's schedule.
Instant invoicing
Send invoices on-site the moment a repair or install is done. Accept online payments for faster collection.
Maintenance plans
Set up recurring maintenance contracts with automatic scheduling and billing. Build predictable revenue.
Equipment records
Log unit models, install dates, and service history per customer. Deliver faster diagnostics on return visits.
Seasonal reminders
Automatically remind customers when it's time for seasonal tune-ups. Fill your calendar before the rush starts.
System estimates
Send detailed estimates with equipment options, labor, and permits. Convert approved quotes into projects and invoices instantly.
Online booking
Let customers book service and install appointments online 24/7. Fill your schedule without drowning in phone calls.
Expense tracking
Track parts, refrigerant, and material costs per job. Know your true margins and catch profit leaks in real time.
Testimonials
Trusted by hvac who value their time.
“Maintenance agreements used to be a filing cabinet of contracts. Now everything is automated: reminders go out, customers book, and invoices send themselves.”
JC
Jennifer Cole
Office Manager, Comfort Zone Heating & Air
“Sending estimates from the basement and collecting payment before I drive away changed my cash flow overnight. No more 30-day waits.”
RM
Ray Mitchell
Lead Technician, Mitchell HVAC Services
Integrations
Connects with tools you already use.
QuickBooksStripeGoogle CalendarGmailZapierGoogle MapsOutlook+100 more
FAQ
Common questions about Agiled for HVAC
Yes. The pipeline manages high volumes of incoming leads during peak seasons so nothing falls through the cracks.
Absolutely. Set up recurring service schedules and billing cycles. Agiled reminds you when service is due and generates invoices automatically.
Slot emergency calls into the dispatch board instantly. Reassign other jobs with drag and drop so the emergency gets handled fast.
Yes. Log unit models, serial numbers, install dates, and service history. Technicians arrive prepared with the right parts.
Yes. Agiled works for one-truck operations and large multi-team HVAC businesses alike. Start with what you need.
Yes. Every invoice includes an online payment link so customers can pay instantly from their phone or computer.
Ready to take the heat off your admin?
Agiled brings your leads, dispatching, and invoicing into one platform. Start free and keep every system running.
No credit card requiredFree 14-day trialCancel anytime