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HVAC software
for installs and service calls

Answer the call, quote the system, schedule the install and route the techs. ECHOPS runs HVAC replacements as projects and repairs as service calls, with the day planned on a map.

14-day free trial · No credit card · Plans from $149/mo

A technician reading refrigerant gauges at an outdoor unit
The driver's day, sent to chat

Built for HVAC contractors

HVAC business software,
for the office and the techs

A replacement runs as a project and a repair as a service call, and each keeps its quote, schedule and route in one place.

01

Calls that ring the team

A business number that rings the people you choose, with recordings, summaries and texts.

02

System quotes

Good, better and best equipment as options, with financing and a payment plan.

03

Installs as projects

Equipment ordered from the quote, the install crew scheduled, the client updated.

04

Service calls

Tickets from new to closed, with the warranty worked out from the completion date.

05

Routes for the day

Stops in order, supplier pick-ups included, sent to the tech's chat.

06

Invoices and payments

Invoices from the payment plan, and payments recorded on the spot.

How it works

How HVAC software runs a replacement job

  1. The call comes inWeb forms, Google Ads lead forms, CallRail calls and forwarded lead emails land on one board. With Phone & texts, calls and texts to your number come in too.
  2. Book the visitPick an appointment type, answer its questions and put a comfort advisor on an open time. Homeowners can also book online.
  3. Quote the systemPrice equipment, labor and add-ons from your price book with your markups. Show good, better and best as options, with a payment plan or lender financing.
  4. Get it signedSend the quote link and see when it’s opened, or have the homeowner sign in person.
  5. Schedule the installThe won job becomes a project with stages, a weekly schedule, the equipment order tracked to delivery and photos from the phone.
  6. Bill it and stand behind itBill the deposit and balance from the payment plan and ask for a review. Callbacks get a service ticket with the warranty answer.

Features HVAC contractors use most

HVAC service software,
nothing extra to buy

Does ECHOPS handle maintenance agreements?

Yes, as service plans: visits repeat on a schedule, each one is placed on the calendar ahead of time, and the plan bills per visit or monthly. There are no membership discounts.

Can techs see their day on a phone?

Yes. The route goes to the tech's chat with stops, tasks, directions and a call button.

Can customers book online?

Yes. Your booking page offers the appointment types you choose from your team's open times.

Straight answers

What HVAC shops ask about and where ECHOPS stands

Shipped, not promised. Here’s where ECHOPS stands today.

  • Card payments in the field or online: online, yes. Clients pay invoice links by card, Apple Pay, Google Pay or ACH; there’s no card reader.
  • App-store apps: not yet. ECHOPS runs in the phone’s browser and adds to the home screen; an iPhone app is on the way. It needs a connection.
  • GPS tracking: no. The route planner plans the day; it doesn’t track trucks.
  • Maintenance agreements: service plans repeat visits and bill per visit or monthly; no membership discounts.
  • Equipment records: no model and serial number list per home.
  • QuickBooks Online: live; clients, jobs, invoices, payments and job costs go to your books on their own. Google Calendar and Outlook sync are live too.

Invoices come from a signed quote’s payment plan, so if your day is mostly one-visit repairs, try that flow in the trial first. Price: from $149 a month with 3 users. See every plan.

Questions

HVAC software questions

What is the best HVAC software for a small business?

Look for leads in one place, quotes with options, scheduling, invoicing and published prices, then check card payments, apps and maintenance agreements. ECHOPS covers the lead through the invoice, with online payments, service plans and warranty calls; it has no native app yet. See ECHOPS vs ServiceTitan and ECHOPS vs Housecall Pro.

How much does HVAC software cost with ECHOPS?

Solo is $149 a month with 3 users, Crew $299 with 8 and Company $599 with 20; extra users are $25 a month. Paying yearly costs 10 months. Phone & texts adds $79 a month on Solo and Crew. No setup fee; 14-day free trial, no card.

Can customers pay by card through ECHOPS?

Yes. ECHOPS makes invoices from the payment plan, and customers pay the invoice link by card, Apple Pay, Google Pay or ACH. Payments taken another way are recorded by hand.

What is HVAC software?

Software that runs an HVAC company’s calls, quotes, installs, service tickets, routes and invoices in one place; some call it HVAC field service management software. ECHOPS runs replacements as projects with stages and equipment orders, repairs as service calls with warranty dates, maintenance visits as service plans, and sends the day’s route to the tech’s chat.

Can ECHOPS work as HVAC dispatch software?

Yes, for planned days. The office books visits on the calendar by appointment type, the route planner puts the day’s stops and supply-house pick-ups in order, and the route goes to the tech’s chat with tasks, directions and a call button. There’s no GPS tracking of trucks. More on field service scheduling.

Does ECHOPS handle HVAC work orders?

Service calls play that role. Each one is a ticket that moves from new to closed, with the customer’s notes, the intake answers and the warranty worked out from the completion date, and closing it records what fixed it. Installs run as projects with stages, a checklist and the equipment order. For a printable form, use the work order template.

Is there a CRM made for HVAC companies?

Yes. Calls, texts and website forms land on one lead board, every follow-up is counted, and the estimate visit books straight from the lead. See how it works on the HVAC CRM page.

Can I quote HVAC jobs with Good, Better and Best options?

Yes. Build the quote from your own price book, add options the homeowner chooses between, add a payment plan, and send it to sign online. More on HVAC estimating software.

Your next job,
from one place

Try ECHOPS free for 14 days with your own leads and jobs. No credit card, and your workspace is ready in minutes.

Special price: your first 2 months from $49/mo. Limited spots, so sign up today.