For HVAC business owners
HVAC software that turns a busy day into a clear plan.
ClickUp is HVAC software that turns every service call into one task on a shared board, moving from estimate to scheduled visit, invoice, and review.
From call to close
Teams at these companies run on ClickUp
- Amazon
- NVIDIA
- Wayfair
- Verizon
- Spotify
- Stanford
The short answer
What does HVAC software do?
It keeps each service call in one record, from phone call to paid invoice. In ClickUp that record is a task.
- One task
The job holds its history
The call, the $4,850 estimate, the visit, and the invoice live on Job #8761. Nobody digs through texts.
- Statuses
Stages become columns
New lead, Estimate, Scheduled, and Complete are Board columns. Drag a card and the office sees it.
- Automations
Complete starts the paperwork
Marking a job Complete creates the invoice task and sends the review form.
HVAC workflows
Every step of the job runs on one task
Quote, schedule, invoice, and track from the same record, so nothing gets retyped.
Estimating software for HVAC companies
Techs price the repair at the unit. Brain drafts line items from site notes.
- Can an estimate list parts and labor?
- Yes. Each line is a subtask or a Currency field that rolls up to one total.
- Can techs quote on site?
- The mobile app opens the same task, photos included.
Scheduling and dispatch software for HVAC companies
Calendar view shows every tech's day. Drop a job on an open slot to set its time and assignee.
- Which tech is free Tuesday?
- Filter by assignee. Marcus K. is open 8:00 to 10:00 AM.
- Can I reroute a late job?
- Drag it to Jordan T. The notes and estimate move with it.
Invoicing software for HVAC companies
ClickUp tracks invoices; it does not process payments. An automation opens the invoice task when a job is done.
- Who gets the invoice task?
- Dana R., due in 14 days. Payment runs in your accounting tool.
- How do I see unpaid invoices?
- Filter a List view to Unpaid and sum the column.
Job tracking software for HVAC companies
Dashboards turn the same tasks into live numbers, so owners skip the weekly report.
- What should the dashboard show?
- Jobs by status and visits per tech. Cards update as tasks move.
- Can customers rate the visit?
- A Form collects a 1 to 5 rating as a task Dashboards can chart.
ClickUp vs. ServiceTitan and Housecall Pro
Both are built only for trades and priced like it. ClickUp gives the whole office one workspace for a fraction of the cost.
| Compared on | ClickUp | ServiceTitan | Housecall Pro |
|---|---|---|---|
| 5-person office | $35/mo on Unlimited | Custom quote, per technician | $149/mo (up to 5 users) |
| Free plan | Free Forever, unlimited members | None; demo first | None; 14-day trial |
| Get started | Sign up and build today | Sales demo before pricing | Self-serve trial |
| Beyond the job | Docs, Chat, Dashboards, and Brain AI | Field-service tools | Field-service tools |
| Payments | Tracked; paid through your accounting tool | Built in | Built in |
Prices billed yearly, from each vendor's public pricing page, checked Sep 29, 2026.
Pricing
What does ClickUp cost an HVAC company?
Start free. A five-person office on Unlimited pays $35 a month, billed yearly.
Free Forever
$0
For the whole team
- Unlimited tasks
- Board view and Docs
- 1 Form, 60MB storage
UnlimitedFits 5 people
$7
Per user/mo, billed yearly
- Unlimited storage and Forms
- Time tracking
- Integrations
Business
$12
Per user/mo, billed yearly
- Unlimited dashboards
- 5,000 automations/mo
- Google SSO
Brain AI from $9 per user/mo.
HVAC team questions
Can ClickUp replace ServiceTitan?
For scheduling, dispatch, and tracking, yes. Keep a payments tool beside it.
Can I import my job list?
Yes. Each CSV row becomes a task with mapped fields.
Is customer data secure?
ClickUp is SOC 2 compliant, with US, EU, and APAC data residency.