HVAC Contractor Software
Solutions for HVAC companies
PlanOps supports heating, ventilation and air conditioning companies in their growth.
HVAC contractors live through two peak seasons: AC and heat pump installs when the heat arrives, then no-heat emergency calls when the first cold snap hits. In between, preventive maintenance agreements, air handler replacements and system startups keep the calendar full.
Customers expect fast response, clear pricing and technicians who already know their equipment. PlanOps helps you dispatch calls, track equipment history, quote installs and invoice the same day. Your technicians get the address, equipment details and notes on their phone, clock in when they arrive and leave with the invoice already sent, so the office isn't chasing paperwork at the end of the week.
Challenges HVAC contractors face
Emergencies that wreck the schedule
A dead furnace or a failed AC in a heat wave comes first. You need to rearrange technicians' days in minutes.
Tracking installed equipment
Brand, model, serial number, install date and past service: that information needs to be at hand in the field.
Annual maintenance agreements
Reminding each customer at the right time for preventive maintenance is a recurring revenue stream that often gets neglected.
Complex install quotes
Equipment, ductwork, electrical, permits and labor: an incomplete quote can wipe out the margin on an install.
PlanOps tools built for your business
Emergency Calls
Efficiently manage emergency calls. Quickly dispatch your available technicians.
Maintenance Contracts
Manage your annual maintenance contracts. Automatically schedule preventive visits.
Intervention Reports
Your technicians fill out their reports on mobile. All information is centralized.
Mobile App
Your technicians access their schedule, clock in with geolocation and document their interventions directly in the field.
Quotes & Invoicing
Create professional quotes and invoice your clients with QuickBooks integration and progressive billing.
Built for every type of job
PlanOps is built for companies that install and service ductless and central heat pumps, air conditioners, electric, gas or oil furnaces, air handlers and residential or light commercial ventilation. Refrigeration technicians, geothermal installers and duct cleaning companies also get the tools to manage service calls and maintenance agreements.
How it works with PlanOps
- 1
Take the call
The install, maintenance or repair request is created in the CRM alongside the customer's history.
- 2
Quote the install
Build a quote with the proposed equipment, options and labor, then email it to the customer.
- 3
Dispatch technicians
Place the job on the calendar by urgency and availability; the technician sees it in the mobile app.
- 4
Service and document
The technician clocks in, checks the customer's equipment, adds photos and notes, and logs parts used.
- 5
Invoice and retain
The invoice syncs with QuickBooks, the customer gets a Google review request and the next maintenance visit can be scheduled.
Frequently asked questions
Can I keep each customer's equipment history?
Yes. The customer record holds past jobs, notes, photos and details about installed equipment. Technicians can review it in the mobile app before they arrive.
How do I handle emergency calls in peak season?
The calendar shows each technician's day so you can drop the urgent call in the right slot. The technician gets the update on their phone.
Does PlanOps help me sell maintenance agreements?
Yes. You can schedule recurring preventive maintenance visits and bill per visit or for the whole agreement, however you prefer to work.
Do my invoices go into QuickBooks?
Yes. Invoices created in PlanOps sync with QuickBooks, so there's no double entry for your bookkeeping.
Ready to simplify your operations?
Quotes, scheduling, time tracking and invoicing in one app built for contractors.
All-in-one management software for contractors, built in Mascouche, Quebec.
Gestion Planifix inc.
3235 avenue de la Gare,
Mascouche, Québec, J7K 3C1
(450) 300-7077
[email protected]
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