01
System installs
Quote furnaces, ACs, heat pumps, and ductwork with brand selection, financing options, and clean visual scopes.
- Equipment & brand catalog
- Financing line items
- Multi-stage deposits
Built for HVAC
Sell more installs and lock in maintenance contracts year round.
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.
Recurring revenue
Maintenance plans with auto-renewals built in.
Faster close
Equipment options and financing in every quote.
Furnace installs
AC installs
Service calls
Maintenance contracts
Maintenance plans
+47%
More customers on annual contracts means steady cash flow.
Install close rate
+33%
Equipment options and financing built into every quote.
Faster dispatch
2.8x
Closest tech routed in two taps when the unit is down.
Signature services
From service calls to full system installs.
Sell, schedule, and service every HVAC job with the same workflow.
02
Maintenance contracts
Sell spring/fall tune-up plans with auto-renewals, scheduled visits, and recurring invoicing.
- Auto-renewing contracts
- Scheduled visit reminders
- Recurring invoices
03
Service calls & emergency
Dispatch the closest tech with full job history, equipment notes, and customer payment on file.
- Map-based dispatch
- Equipment history per customer
- Card on file payment
Field-ready proof
Site photos, equipment notes, and signed approvals.
Techs capture install conditions, attach them to estimates or service tickets, and keep an audit trail for every visit.
- 1Tech captures site, equipment, and serial number photos
- 2Drops them into the estimate or service ticket
- 3Customer signs and pays — record stays clean for warranty claims
ServeHub · Estimate
Estimate #1042
Acme Service Co.
Initial deposit$250.00
Service line items$1,820.00
Photos attached4 files
Total$2,070.00
Pay deposit
DW
Our maintenance plan revenue tripled in the first season. The auto-renewal alone is worth the switch — used to lose 20% of customers each year just because we forgot to call them.
Derek Walsh
Owner, Walsh Heating & Cooling
FAQ
Frequently asked questions
Can ServeHub run my maintenance plan program?
Yes. Sell spring/fall tune-up plans with auto-renewal, scheduled visit reminders, and recurring invoicing. The auto-renewal alone keeps customers you used to lose to forgetting to call.
Does it support equipment catalogs and financing?
Yes. Build install quotes with brand selection (furnaces, ACs, heat pumps), financing options as line items, and milestone deposits as the job progresses.
Can my techs see equipment history per customer?
Absolutely. Customer profiles include serial numbers, install dates, warranty status, and prior service notes — so the tech walks in already knowing the system.
Does ServeHub work for emergency service calls?
Yes. Map-based dispatch routes the closest tech, payment on file means instant billing, and equipment history travels with the customer record.
How does ServeHub compare to ServiceTitan?
ServeHub gives small and mid-sized HVAC contractors most of the workflow horsepower of ServiceTitan with unlimited users at a fraction of the cost — no implementation fees, no per-seat pricing.
Ready to grow
Sell more installs. Lock in more maintenance plans.
Give your HVAC business a recurring-revenue engine that runs all year. Start free today.
Free onboarding support and branded templates included.