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The app for HVAC & Refrigeration

Ditch paperwork, improve productivity & provide great service. ServiceM8 will transform how you manage jobs, scheduling, customers & invoicing.

Start 14 day trial
HVAC job card on ServiceM8 iPhone app
HVAC technician working on air conditioner

"From where we were this time last year, to where we are this year, it’s like night and day."

Tony Johanson

H&D Air Conditioning, Sussex

Watch Clint's Story

Life of a HVAC job in ServiceM8

1
Client calls

A client calls needing their AC serviced

Client calls up with an HVAC issue
2
Job created

The client & job details are recorded in ServiceM8

Instead of using paper, diaries, calendars or spreadsheets, capture all details directly in ServiceM8.

ServiceM8 job card of HVAC work
 
3
Scheduling

The job is scheduled to a HVAC technician

Your technicians can view their schedules anywhere, and receive notifications of new jobs & schedule changes.

HVAC Schedule in ServiceM8
 
4
Complete job

The technician has all the info & completes the job

  • Access all job details on site.
  • Record job notes, photos & videos.
  • Complete checklists.
  • Complete PDF service reports on site.
HVAC job checklist on ServiceM8 iPhone app
 
5
Invoice

The HVAC technician adds labour & items, then produces a PDF invoice

  • Add materials with up-to-date pricing.
  • Track time on site.
  • Produce a professional, branded invoice.
  • Collect client sign-off for the work.
HVAC & Refrigeration Invoice
6
Payment

The technician can take payment straight away

  • Take credit card payments on site; or
  • Let the customer view & pay the invoice online.
HVAC invoice card payment processing in ServiceM8
7
Reconciliation

The invoice is synced to your accounting package

  • Sync invoices to your accounting package in two clicks.
  • Payments are automatically synced so the invoice is ready to be reconciled.
Xero and QuickBooks logos

Simple, Affordable Pricing

14 day free trial, no credit card required.

Learn more about pricingTry ServiceM8 Free

Free

£
0
/mo
    1 User
    30 Jobs per month
    10 AI uses per day
    5p per SMS

    Starter

    £
    25
    /mo
      Unlimited Users
      50 Jobs per month
      Unlimited AI uses per day
      100+ SMS per month

      Growing

      £
      59
      /mo
        Unlimited Users
        150 Jobs per month
        Unlimited AI uses per day
        300+ SMS per month

        Premium

        £
        119
        /mo
          Unlimited Users
          500 Jobs per month
          Unlimited AI uses per day
          1000+ SMS per month

          Premium Plus

          £
          269
          /mo
            Unlimited Users
            1500+ Jobs per month
            Unlimited AI uses per day
            3000+ SMS per month

            Popular features

            PDF forms & reports

            Complete forms, service reports or certificates in the field, electronically. Simply working through a list of questions, you can generate professional PDF documents on site.

            HVAC Job Safety Analysis form in ServiceM8 on iPad

            Job checklists

            Create checklists of job requirements for quality & consistency, ensuring each job’s done right the first time.

            Checklist of HVAC Job in ServiceM8 app

            Real time technician status

            See real-time staff locations & job status to make smart scheduling decisions. Urgent call-outs can be dispatched immediately — the technician will be instantly notified, receive all job details, and be on their way.

            Urgent Dispatch of HVAC job in ServiceM8 app

            Automated client communication

            Automatically email or SMS clients to remind them of their booking time, request payment of an invoice, or follow up a quote.

            Automated communication to customers

            Job profitability

            Estimate how profitable a job will be while you're quoting, then see how much you made after the work's done.

            Profit estimating for HVAC jobs

            Asset management

            Catalogue the details & locations of appliances, equipment, installations, devices or machinery, then record and track each asset’s service history.

            ServiceM8 asset management for HVAC on iPhone

            Try ServiceM8 free

            • No credit card required
            • Getting started guide
            • Help videos to follow
            • 24/7 chat & email support
            • Professional setup partners
            Start 14 Day Free Trial
            ServiceM8 on iPhone, iPad, Mac