Field service ERP — built by an HVAC operator
Dispatch, jobs, invoicing, inventory, and a real job-cost P&L — in one platform priced for shops doing $5M and up. No per-tech tax. No 18-month implementation. No spreadsheet you swore you'd retire.
Why we built this
Most HVAC software is sold to enterprise. The rest is sold to one-truck startups. If you're a $5M-and-up shop preparing for the next stage — growth, a recap, a sale — you're stuck. Paying for features you'll never use, or stitching together five tools that don't talk. We've been there.
Six-figure annual contracts. Eighteen-month rollouts. Implementation specialists. A pricing page that says "contact sales." Features for a 200-truck operation you don't run.
A scheduling app. A separate invoicing tool. A QuickBooks export. A spreadsheet you swore you'd retire two years ago. Job costing that lives in your head.
What's inside
Everything you need to dispatch the truck, finish the job, send the invoice, and see the margin. Nothing you don't.
Drag-and-drop dispatch board. Tech locations. Today's route, optimized. Reschedule with a swipe — the customer gets the text.
Every call from inquiry to close. Photos, notes, parts pulled, time on site, customer signature. One thread per truck visit.
Invoice on-site from the truck. Card on file. Memberships. AR aging that tells you who's about to ghost you.
Every house, every system, every filter size. Service history per piece of equipment. Callback tracker that doesn't lie.
Truck stock, warehouse stock, parts pulled per job. Low-stock alerts before your tech is standing in a customer's basement empty-handed.
Margin per job, margin per tech, margin per truck. Real labor burden, real overhead. The number you actually need to run the business.
From the operator who built it
"I was the Director of Finance at a regional GC. I watched our techs run the HVAC division off three spreadsheets and a clipboard. The software we paid for wasn't built for them. So I built one that was."
Samuel Carson · founder, Carson Systems