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%
- Install close rate
- +33%
- Faster dispatch
- 2.8x
More customers on annual contracts means steady cash flow.
Equipment options and financing built into every quote.
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.
Maintenance contracts
Sell spring/fall tune-up plans with auto-renewals, scheduled visits, and recurring invoicing.
- Auto-renewing contracts
- Scheduled visit reminders
- Recurring invoices
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.
- 1 Tech captures site, equipment, and serial number photos
- 2 Drops them into the estimate or service ticket
- 3 Customer signs and pays — record stays clean for warranty claims
"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
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.