HVAC Software for Service Calls, Contracts and Van Stock, Built by Describing It
Mythex lets an HVAC company build service booking with arrival windows and unit details, a CRM that lists maintenance contracts due for renewal, invoices written on site, three-option replacement quotes and stock tracked per van. Describe your service area and how dispatch works, check it in the preview and publish.
Two seasons of chaos and two quiet ones
The first cold snap brings no-heat calls by the dozen, and the first heatwave does the same for air conditioning. In between, installations and tune-ups fill the diary if someone remembered to book them. Dispatch runs on phone calls, a job board and technicians' mobiles. Parts get ordered for one job and used on another. The spreadsheet of service dates goes unchecked, so maintenance contracts lapse until the customer calls with a breakdown and a complaint. A technician arrives without the right capacitor and has to come back. Software earns its keep by getting the unit details before the visit, renewing contracts automatically, and putting the invoice in the customer's hand before the van leaves.
- Arrival windows instead of exact times
- Emergency calls kept apart from routine service
- Unit make, model and age on every job
- Contract renewals listed a month ahead
- Technician certifications checked per job
- Stock per van and refrigerant by cylinder
What you can build for hvac companies
Service booking that asks for the rating plate
Customers choose a service type and a morning or afternoon window, give the unit make and model, and add a photo of the rating plate. Emergency calls go to a separate queue. Bookings outside your service area are refused at the zip code.
Build a booking system for my HVAC company. Customers choose furnace tune-up, AC service, repair or installation estimate, pick a morning or afternoon window, enter unit make and model and upload a rating plate photo. Only accept zip codes in our area and keep emergency no-heat and no-cool calls in a separate queue.
Contracts that renew before they lapse
Customers are linked to properties and the units at each one. Maintenance contracts carry renewal dates and visit frequency, and a list shows renewals due next month. Technicians flag old or repeatedly repaired units as replacement leads.
Make a CRM for my HVAC company. Customers have properties, and each property has units with model, serial and install date. Maintenance contracts have visit frequency and renewal date, with a list of renewals due in the next 60 days. Technicians can flag a unit as a replacement lead.
Invoices built on site from the job
Technicians add parts and hours as they work, and the invoice builds itself with parts, labor and call-out fees on separate lines. The customer pays from a link on their phone. Installations take deposits and stage payments; contracts bill monthly or yearly.
Build HVAC invoicing where technicians record parts and labor on the job and generate the invoice on site with a pay link. Show call-out fees separately, bill maintenance contracts monthly or annually, and take deposits on installations.
Good, better, best replacement quotes
Three options side by side: like-for-like, higher efficiency and premium. Each lists equipment, labor, removal of the old unit and permits, with survey photos attached. Rebates and financing are noted as subject to eligibility.
Create replacement quotes for my HVAC company with three options (standard, high efficiency, premium), each listing equipment, labor, old unit removal and permits, with site survey photos. Customers accept one option online and pay a deposit.
Every van stocked from the same list
Stock per van and in the warehouse, common parts like filters, capacitors and thermostats with reorder points, refrigerant by cylinder and quantity per job, and parts on order for specific jobs.
Make an inventory app for my HVAC company with warehouse and per-van stock, filters, capacitors, contactors and thermostats with reorder points, refrigerant tracked by cylinder with amount used per job, and parts reserved for booked jobs.
The right technician, a fair on-call rota
Jobs matched to technicians by certification, jobs grouped by area to cut driving, multi-day crews for installations and an on-call rota for nights and weekends published well ahead.
Build a technician schedule for my HVAC company. Jobs need certain certifications and the schedule warns if a technician lacks them. Group daily jobs by area, book install crews for multi-day jobs, and rotate on-call nights and weekends fairly.
Run the tune-up campaign before the season
A furnace check page in early autumn and an AC service page in spring fill the shoulder weeks and catch failing units before they turn into emergency calls you cannot fit in. Collect system age, fuel type and the problem on the form, and send existing contract customers a booking link first.
Refrigerant and certifications
In many places, refrigerant handling and gas work come with licensing and record-keeping duties. Record each technician's certifications and the refrigerant used per job, and check the rules that apply where you operate.
Questions
Can customers book their annual HVAC service online?
Yes. They pick a time window and the booking lands on your job board. Text reminders need an SMS account you connect yourself.
Can a property manager see all their buildings in one login?
Yes. An account can hold several sites, each with its own units and service history.
Can technicians use it on their phones?
Yes, the published app works in a phone browser. On Pro, Mythex can also turn it into Android and iPhone apps that open your published app.
Do I need to code?
No. You describe how your company works and change it by chatting.
What does it cost?
The Free plan needs no card and lets you build and publish. Pro is $25 a month for a custom domain, code editing, export and more credits.
More for hvac companies
- HVAC Booking System: Service Windows, Unit Details and Emergency Calls
- HVAC CRM: Customers, Properties, Units and Maintenance Contracts
- HVAC Invoicing App: Bill Parts and Labor Before You Leave the Job
- HVAC Inventory App for Van Stock, Parts and Refrigerant
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