For HVAC contractors
Software for HVAC contractors
The first hot week of summer brings every lead at once, and the slow months live on tune-ups. Northdesk answers the rush and books the maintenance, with techs, trucks and invoices in one place.
Feast and famine
HVAC companies get buried in the first heat wave and the first cold snap, and spend the shoulder seasons looking for work. Maintenance agreements and yearly tune-ups smooth that out, but only if someone actually calls every customer when they are due.
Every no-cooling call answered
When leads email your company, Dex answers right away in your company’s name and collects the address, the system and photos; with the Texts add-on, they can text too. Each ready lead lands in Leads with a push to your phone, so none waits until tomorrow. AI lead response.
Tune-ups that book themselves
Put customers on service follow-ups (spring cooling check, fall heating check, filter changes). Northdesk shows who is due and Dex reaches out to book the next visit, so the slow season fills up.
Techs, trucks and parts
- Techs clock in by job from their phones; your Dashboard shows who is where.
- The crew map shows who is closest while they’re on the clock.
- Parts and equipment counted in the shop and each truck, with low-stock warnings.
- “On my way” texts with the Texts add-on.
Installs run as projects
A system replacement is a small project: an estimate with your logo approved online, equipment ordered from your supplier inside the project and confirmed on a link, photos of the install, and an invoice with reminders. Charges from the supply house come in through the bank feed and Dex suggests which job they belong to.
The free slope calculator helps with condensate lines, and Dex answers job-site math on the calculators page.
Questions people ask
Can Northdesk handle HVAC maintenance agreements?
Service follow-ups track repeat visits (yearly, twice a year, monthly), show who is due, and Dex reaches out to book.
Can I see where my techs are?
Yes, on the crew map while they are clocked in.
Can I track equipment and parts by truck?
Yes, inventory is counted by place with low-stock warnings.
Does Dex answer leads in a rush?
Yes, every email lead gets an answer right away; texts too with the Texts add-on.
How do we get started?
Schedule a demo. Companies sign up through Managed Softwares, and the team sets Northdesk up around your company: your name, logo, colors and only the parts you use.
Free calculators for this work
Related
- Plumbing contractorsA leak at 9 PM, a water heater swap in the morning, rough plumbing on a new build in the afternoon.
- Electrical contractorsService calls in the morning, rough-in on a new build in the afternoon, an inspection Thursday, and a van that never has the right breaker.
- AI lead responseThe contractor who answers first usually gets the job.
- Crew GPS trackingNorthdesk’s crew map shows who is on the clock and where, live, from their phones.
Run the day from one desk.
We’ll set Northdesk up around your company: your name, your logo, only what you use. Dex will book you a walkthrough with our team.