Built for independent HVAC techs

HVAC Business Software for Independent Technicians

Service scheduling, maintenance contracts, detailed quotes, and invoicing — everything an independent HVAC tech needs without the ServiceTitan price tag. $29/month.

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Free plan available — no credit card, no contracts.

Sound Familiar?

You're great at HVAC. The business paperwork? Not so much.

You went independent to do the work your way. But the admin side is eating into the time you should be spending on service calls.

🌡️

Seasonal demand is impossible to manage

Summer hits and your phone rings off the hook with AC emergencies. Winter comes and it's furnace calls nonstop. In between, maintenance contracts keep the lights on — but tracking who's due when is a full-time job on its own.

📋

Maintenance contracts fall through the cracks

You promised Mr. Henderson a spring tune-up. That was six weeks ago. He hasn't called, you forgot, and now he's wondering if he should find a different tech. Recurring service is the bread and butter — you can't afford to forget it.

💰

Quoting equipment installs is slow and messy

A customer needs a new system. You scribble notes at the house, drive home, put together a quote in Word, email it two days later. The customer already got three other quotes while you were formatting yours.

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Service history lives in your head

A customer calls about a problem you fixed last year. What was the model number? Which part did you replace? Was it still under warranty? You can't remember, and there's no record to check.

How CrewBooks Helps

Run your HVAC business from your van.

No bloated enterprise software, no $245/month ServiceTitan subscription. Just the tools an independent HVAC tech actually uses every day.

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Customer Service History

Every service call, every part replaced, every note — logged under each customer. When they call back, you know exactly what equipment they have and what you've done before.

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Recurring Maintenance Scheduling

Set up seasonal maintenance for each customer — spring AC tune-ups, fall furnace checks. CrewBooks reminds you when service is due so nothing slips through the cracks.

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Detailed Quotes with Line Items

Build professional quotes on-site with separate line items for equipment, labor, materials, and permits. Share via email or text instantly. Convert approved quotes to jobs with one tap.

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Job Documentation with Photos

Photograph the unit, the model plate, the problem, and the fix. Attach photos to the job record. Invaluable for warranty claims, customer communication, and CYA documentation.

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Professional Invoicing

Generate PDF invoices with itemized labor and parts. Email them on the spot or at the end of the day. Track who's paid and who still owes — no more chasing checks.

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Service Calendar

See your entire week and month at a glance — scheduled service calls, maintenance appointments, follow-ups. Know exactly what's ahead without flipping through a paper planner.

Compare

ServiceTitan is built for big companies. You're not a big company.

Enterprise HVAC platforms charge enterprise prices because they're built for multi-truck operations with dispatchers and call centers. If it's you and your van, you need something simpler.

	CrewBooks	ServiceTitan	Housecall Pro	Jobber
Monthly Price	$29	$245+	$69–199	$79–189
Customer Management	✓	✓	✓	✓
Service Scheduling	✓	✓	✓	✓
Invoicing & PDFs	✓	✓	✓	✓
Detailed Quotes	✓	✓	✓	✓
Works on Any Device	✓	✓	✓	✓
No Per-User Fees	✓	Per tech	Per user	Per user
No Long-Term Contract	✓	Annual required	Annual discount only	Annual discount only

Switch from ServiceTitan and save $2,592+/year. That's a recovery machine or a new set of gauges.

Simple Pricing

$29/month. Everything you need. Nothing you don't.

$29/mo

Customers, service history, scheduling, invoicing, quotes, calendar, job photos, cloud sync — all included. No feature gates, no per-tech charges, no annual contracts. Start free and upgrade when you're ready.

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FAQ

Questions from independent HVAC techs.

Can CrewBooks handle seasonal scheduling for HVAC work?

Yes. Set up recurring maintenance schedules for each customer — spring AC tune-ups, fall furnace checks, quarterly filter changes. CrewBooks tracks the schedule so you never miss a maintenance window or forget to reach out when it's time.

Can I track service history per customer and equipment?

Yes. Every job you complete is logged under the customer's record with full details — what you did, what parts you used, and any notes. When a customer calls about their unit acting up again, you can pull up their entire service history in seconds.

Can I send detailed quotes for equipment installs?

Yes. Build quotes with individual line items — equipment, labor, materials, permits, whatever you need. Share professional PDF quotes via email or text. When the customer approves, convert the quote to a job with one tap.

Does CrewBooks work on my phone during service calls?

CrewBooks is a web app that works on any device — iPhone, Android, tablet, or laptop. Look up customer history, create quotes, send invoices, and document jobs with photos right from the field. It works offline too and syncs when you're back in range.

How is CrewBooks different from ServiceTitan?

ServiceTitan starts at $245+ per month and requires annual contracts — it's built for large HVAC companies with multiple trucks, dispatchers, and office staff. CrewBooks is $29/month with no contracts, built for independent techs who need customers, scheduling, invoicing, and quotes without the enterprise overhead. You save over $2,500 a year.