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Shape
Built for HVAC technicians

For HVAC technicians, managing emergency calls, maintenance schedules, and complex installations is essential for keeping customers comfortable and growing your business efficiently.

Emergency Call Management

  • Prioritize emergency HVAC calls based on severity and customer type
  • Automatically route urgent repairs to available technicians with the right skills
  • Track response times for emergency services

Maintenance Scheduling & Customer Management

  • Automated maintenance reminders for filters, tune-ups, and seasonal inspections
  • Customer portal for scheduling routine maintenance and viewing service history
  • Digital service reports with photos and recommendations for future maintenance

Installation Project Management

  • Track complex HVAC installation projects with detailed timelines
  • Manage materials lists and coordinate with suppliers for large installations
  • Generate detailed proposals and track project profitability

Seasonal Service Optimization

  • Plan seasonal maintenance campaigns for heating and cooling systems
  • Optimize technician schedules for peak seasonal demand periods