HVAC Business Management Software

All-in-one software to run your HVAC company

Revenue Sol is all-in-one HVAC business management software. A 24/7 AI receptionist answers every call and books jobs, while the same platform handles scheduling, dispatch, maintenance plans, quoting, invoicing, card payments, and review growth — so you capture more emergency calls and keep repeat revenue flowing. Plans start at $99/month, AI receptionist from $199/month.

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Supported connections

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Availability and setup requirements vary by plan and provider account.

Run the whole company

From the service call to the maintenance plan

HVAC is seasonal, phone-driven, and repeat-revenue heavy. Revenue Sol combines a 24/7 front office with dispatch, maintenance plans, invoicing, and reviews in one platform.

Answer every service call

The AI receptionist answers 24/7 and texts back missed calls, so no-heat and no-AC emergencies get booked.

Scheduling & dispatch

Book installs and service calls and dispatch techs from a board, with reminders that keep the day on track.

Maintenance plans

Auto-generate recurring jobs and seasonal tune-up reminders so repeat revenue runs on autopilot.

Quote, invoice & get paid

Send estimates customers e-sign, invoice the work, and collect card payments with text-to-pay.

Grow your reviews

Automatically request a Google review after each job and reply with AI to win local HVAC searches.

Mobile for techs

Field techs see jobs, update status, and message customers from the mobile app.

Why HVAC companies run on Revenue Sol

HVAC demand comes in waves, and the phone is unforgiving when it does. A customer with no heat or a dead AC calls the next company on the list if you don't answer — and during a heat wave or cold snap, your team simply can't pick up everything. Those missed calls are jobs you never knew you lost.

Revenue Sol fixes the leak at the front of the business. The AI receptionist answers every call and text 24/7, qualifies the emergency, and books it, absorbing the seasonal surge. From there the platform schedules and dispatches techs, manages maintenance plans, handles quoting and invoicing, and collects card payments on site.

Because every customer's history lives in one CRM, follow-ups on open estimates and automatic review requests drive the repeat revenue HVAC depends on, with a full automations engine on the Growth plan for seasonal tune-up reminders at scale. It's the operating system for a modern HVAC company, with AI a straight $199/month upgrade instead of sold as separate add-ons.

FAQ

Frequently asked questions

The best HVAC software captures every service call and runs the whole operation — scheduling, dispatch, maintenance plans, invoicing, and reviews. Revenue Sol does that from $99/month, and its Professional plan adds a 24/7 AI receptionist that answers calls and books jobs automatically from $199/month, so you never lose a lead during a heat wave or cold snap.

When demand spikes, the AI receptionist absorbs the surge — answering every call and texting back missed ones in seconds — so emergency and after-hours leads get booked instead of going to a competitor. Automations then keep follow-ups and reminders flowing.

Yes. Recurring jobs and invoices can be generated automatically for maintenance-plan customers, and automations can send seasonal tune-up reminders — so repeat HVAC revenue runs without manual chasing.

Yes. Schedule and dispatch techs from a dispatch board with a mobile app, send quotes customers e-sign, invoice the work, and collect card payments on site with text-to-pay — all connected to each customer's record.

Revenue Sol starts at $99/month for solo operators (scheduling included); payments, reviews, and the AI receptionist unlock together on the $199/month Professional plan for growing HVAC teams. You bring your own phone number for usage at carrier cost. Every plan includes guided onboarding.

Run your HVAC company on autopilot

Capture every call, manage maintenance plans, and get paid on site — included with a paid plan.

Product evidence

Inspect the workflow before you buy

No invented customer stories or performance promises. Use the live demo to evaluate the actual product and decide where automation fits your team.

See the full workflow

Explore how an inquiry moves from conversation to contact, booking, estimate, invoice, payment, and review request.

Use one customer record

Calls, messages, appointments, jobs, and billing activity stay connected to the same CRM record.

Keep people in control

Configure business rules, approval points, and human handoff for conversations that should not be automated.

Core CRM plans start at $99/month. AI Employee availability begins on Professional. 14-day trial for approved, verified businesses. Facts last verified September 4, 2026.