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HVACBase
What it is
HVACBase is business software for HVAC contractors that brings customer management, scheduling, dispatch, estimates, work orders, field service, invoicing, inventory, and recurring maintenance together. Its scheduling tools include drag-and-drop dispatch, conflict detection, GPS technician tracking, job assignment by skill and availability, and route optimization. Contractors can build branded proposals from templates, set tiered pricing, collect e-signatures, track views and approvals, and turn accepted quotes into scheduled work. The mobile app gives technicians access to schedules, customer and equipment records, job details, photos, signatures, invoices, and payment collection tools. HVACBase also provides load calculations for equipment sizing, system planning, and installation preparation. Inventory tools track parts and equipment across warehouses and service vehicles, with barcode scanning and reorder alerts. The service says it syncs invoices and financial records with QuickBooks and Xero. Customers can pay invoices by card, ACH transfer, or financing. HVACBase is available on Android, iOS, and the web; pricing is available on request, and visitors can request a demo.
For and against
For
- Combines scheduling, dispatch, estimates, and invoicing.
- Tracks technician locations and optimizes routes.
- Technicians can access job records in the mobile app.
- Inventory tools include barcode scanning and reorder alerts.
- Syncs financial records with QuickBooks and Xero.
Against
- Pricing is available only on request.
- Users are asked not to upload highly sensitive personal information.
The verdict
HVACBase covers office, field-service, proposal, and inventory workflows for HVAC businesses. Prospective customers can request a demo and pricing details.
Who it suits
HVACBase is aimed at residential and commercial contractors, installers, service and repair firms, and multi-location franchises. Its field app and dispatch tools suit businesses coordinating technicians and service jobs.
Plans and prices
Custom quote
Pricing is quote-based; request a demo for pricing.
Read 8 Oct 2026 · hvacbase.ai
On the record
- Accounting integrations
- HVACBase says it syncs invoices and financial records with QuickBooks and Xero.hvacbase.ai · read 8 Oct 2026
- Company identity
- The HVACBase privacy policy identifies the service as HVACBase.ai; the contact page uses the Sunbase name and Sunbase Data email address.hvacbase.ai · read 8 Oct 2026
- Field app
- The mobile app gives technicians access to schedules, customer and equipment records, job details, photos, signatures, invoices, and payment collection tools.hvacbase.ai · read 8 Oct 2026
- Inventory
- Inventory tools track parts and equipment across warehouses and service vehicles, with barcode scanning and reorder alerts.hvacbase.ai · read 8 Oct 2026
- Load calculations
- HVACBase includes HVAC design and load calculation tools for equipment sizing, system planning, and installation preparation.hvacbase.ai · read 8 Oct 2026
- Payments
- Customers can pay invoices by credit or debit card, ACH transfer, or financing, according to the invoicing page.hvacbase.ai · read 8 Oct 2026
- Product
- HVACBase is HVAC business software connecting customer management, scheduling, dispatch, estimates, work orders, field service, invoicing, inventory, and recurring maintenance.hvacbase.ai · read 8 Oct 2026
- Proposals
- Contractors can create branded proposals from templates, use tiered pricing and e-signatures, track views and approvals, and convert approved quotes into scheduled jobs.hvacbase.ai · read 8 Oct 2026
- Scheduling and dispatch
- Its scheduling tools include drag-and-drop dispatch, conflict detection, GPS technician tracking, job assignment by skill and availability, and route optimization.hvacbase.ai · read 8 Oct 2026
- Security
- The privacy policy says data is encrypted at rest and in transit, transfers use TLS/SSL, and the service uses firewalls, access controls, regular security assessments, backups, and U.S. data centers.hvacbase.ai · read 8 Oct 2026
- Sensitive data limit
- The privacy policy asks users not to upload highly sensitive personal information such as Social Security numbers or health information.hvacbase.ai · read 8 Oct 2026
- Support and contact
- The contact page lists [email protected] and 1-888-678-6227 and invites visitors to request a demo.hvacbase.ai · read 8 Oct 2026
- Target customers
- The site describes the product for residential and commercial HVAC contractors, installers, service and repair firms, and multi-location franchises.hvacbase.ai · read 8 Oct 2026
