HVAC business software

HVAC Business Software for Service Calls, Truck Stock & Invoices

First 100 businesses get a full year free. No card.

850 Work helps HVAC and refrigeration businesses manage service calls, installations, equipment details, schedules, estimates, invoices, truck stock, equipment serial numbers, warranties, and refrigerant pounds. Internal cost remains separate from the customer-facing document. The base 850 Work workspace is $10 per month with unlimited team members.

What this workflow needs to keep connected

Short calls and long installs

Schedule flexible durations from a quick inspection through a seven-hour replacement.

Truck parts and tools

Assign stock to trucks, transfer items, record serials, and print physical-count sheets.

Refrigerant accountability

Track type, starting pounds, used, recovered, remaining, cylinder, technician, job, date, and invoice deduction.

Equipment history

Keep model, serial, warranty information, service location, job notes, and customer documents connected.

A practical job-to-payment workflow

  1. Select the customer and exact equipment location.
  2. Schedule the technician, duration, and buffers.
  3. Record the customer concern and technician service notes separately.
  4. Use truck inventory and refrigerant records for materials used.
  5. Generate the estimate or invoice with warranty terms and send the PDF.

Send the exact branded HVAC invoice PDF with a secure 850 Payments link for a repair or installation. Customers pay through Stripe-hosted checkout, while approved monthly billing can support signed maintenance contracts after the customer reviews the amount and authorizes it.

Built around records the business will need later

HVAC work combines customer service, equipment records, measured refrigerant, stocked trucks, and documents. The workflow keeps those records related without presenting refrigerant tracking as a substitute for regulatory obligations.

From a no-cooling call to a stocked truck for tomorrow

A residential A/C repair can start as a short diagnostic visit and turn into a parts replacement. Keep the customer's concern separate from the technician's findings, record the equipment model and serial, and update the work description before invoicing.

  1. Before dispatch: choose the exact service location, technician, start time, and expected duration. A replacement install can need a much longer block than a diagnostic visit.
  2. At the equipment: record findings, before-and-after photos, and the actual parts used. If refrigerant is used or recovered, retain the type, amount, cylinder, and technician in the refrigerant record.
  3. At invoicing: keep customer prices separate from actual parts and labor costs. Include an optional 850 Payments link with the branded invoice PDF.
  4. Before the next shift: count remaining truck stock, flag shortages, and record approved replenishment from the warehouse.

This is an illustrative workflow, not a customer result or a substitute for required refrigerant records. Online payments use Stripe-hosted checkout with applicable Stripe processing fees plus a 0.5% platform fee.

Frequently asked questions

Can 850 Work track refrigerant pounds?

Yes. The refrigerant tracker records type, starting pounds, used pounds, recovered pounds, remaining pounds, cylinder or tank, technician, job, date, and invoice deduction.

Can it track HVAC equipment warranties and serial numbers?

Yes. Inventory and equipment records can store serial numbers, warranty dates, providers, notes, and original files.

Try 850 Work with sample data first.

The demo does not require a credit card. Full access is managed from inside the app.

Start free - no card