ServeHub helps HVAC contractors quote installs, dispatch service calls, and run recurring maintenance plans — without juggling spreadsheets and texts. Built for heating and cooling teams.
More customers on yearly invoices means steady cash flow.
Equipment options, each priced in its own section.
Assign a tech in two taps when the unit is down.
Sell, schedule, and service every HVAC job with the same workflow.
Quote furnaces, ACs, heat pumps, and ductwork with the brand and model written into each section, and your photos with the proposal.
Sell spring and fall tune-ups and bill them with a recurring invoice. You place each visit on the calendar.
Send a tech with the job notes, and a payment link on the invoice.
Techs photograph install conditions and add notes on the job, so each visit is on record.
What goes wrong, and the part of ServeHub that handles it. Plus and Pro both include everything here, unless it says Pro. Card links and recurring invoices run through your connected Stripe account.
The first cold snap hits, and every no-heat call lands on one phone.
An AI answers your dedicated ServeHub number day and night, books visits, gives prices from your service list and saves each caller as a lead, so the list is waiting for you in the morning.
A homeowner wants a heat pump price by Friday, and your site visit still isn't written up.
Describe the install and add up to five photos. The AI drafts priced sections from your service templates for you to correct, and you send it for signature when it's right.
Annual maintenance customers get billed from a spreadsheet, when someone remembers.
Make the maintenance invoice recurring and ServeHub sends a new one every year or month with a card link. It bills; booking the tune-up visit on the calendar stays your call.
The model and serial number are on a sticker in a crawlspace, and nobody wrote them down.
Photograph the nameplate and add the model in the photo's note. It stays on the job with the time it was added, next to your Before and After shots, for the warranty call.
Partly. A recurring invoice bills the plan every year or month until you stop it, and each tune-up goes on the calendar as its own time slot, which you place. ServeHub doesn't book the next visit for you.
Yes. Write each option (furnace, AC, heat pump) with its brand and price into its own section, and bill a deposit and progress invoices as the job goes. There's no financing product.
Only on the job itself. Put the model and serial number in a job note or a nameplate photo, and the assigned tech reads them on that job. There's no equipment record on the customer.
Yes. Assign a tech, and the office sends the invoice with a payment link the customer pays by card from their phone.
ServeHub gives small HVAC shops quotes, scheduling, invoicing and an AI phone line with unlimited users, no implementation fee and no per-seat pricing. It does far less than ServiceTitan, so compare what you need.
Give your HVAC business a recurring-revenue engine that runs all year. Start your 14-day trial today.
14-day free trial, card required, cancel anytime. Free onboarding support and branded templates included.