Built for HVAC contractors
The CRM HVAC techs
actually use.
No-cool dispatch. Scheduled installs. Maintenance plans. Estimating. Invoicing. Crew routing. Run all of it — from your phone, your laptop, or by telling ChatGPT and Claude what you need done.
No setup fees · No per-user paywalls · Cancel from settings anytime
A modern alternative to Jobber · Housecall Pro · ServiceTitan — built specifically for HVAC crews under 10.
What you get
Built for the way HVAC techs work.
01 / AI integration
Run your business by chat.
Tell ChatGPT to dispatch the Garcia no-cool call to the closest tech. Tell Claude to draft a $7,800 estimate for the Henderson 3-ton condenser swap and email it. The AI you already use can drive the entire app.
02 / Automated follow-ups
Replacement quotes that don't go cold.
A homeowner gets a quote for a full system replacement and doesn't reply? The system sends three personalized follow-ups on a schedule you control. You only step in when they actually respond.
03 / Day routes
Five tune-ups, shortest order.
Day map groups every visit by truck and sequences them for the shortest drive. Tap a stop to get directions. Drag to reschedule when a no-heat emergency blows up the morning.
04 / Field tasks + time
Crews check off, hours roll up.
Tasks attach to each job — pull permit, set air handler, run lineset, charge system, commission. Techs check them off from their phone, log hours with one tap, snap photos of nameplate and finished work, and it all rolls into the project budget.
Pricing
Pick a tier. Pay nothing for 14 days.
Sized by crew. Cancel from settings anytime.
Annual billing shown · toggle to monthly on any card
14-day free trial · No credit card required to start
Solo
1 user
One operator. Everything to run jobs end-to-end.
$39/mo
$468 billed yearly · save $240/yr vs monthly
- Unlimited projects, contacts, estimates, invoices
- Service catalog + estimate builder
- Client-facing share links + email delivery
- Mobile field view
- MCP / AI integration
Crew
Up to 3 users
Up to 3 team members. For the operator who just hired help.
$119/mo
$1,428 billed yearly · save $360/yr vs monthly
- Everything in Solo
- Up to 3 team members
- Role-based access (owner / admin / sales / technician)
- Team scheduling
Team
Up to 8 users
Up to 8 team members. For the growing crew running multiple jobs.
$279/mo
$3,348 billed yearly · save $840/yr vs monthly
- Everything in Crew
- Up to 8 team members
- Per-user MCP keys with role scoping
- Pipeline / revenue / profitability reports + CSV
- Time tracking
- Priority support
Pro
Unlimited (fair use)
Unlimited team — fair use. White-label email + Google integrations.
$499/mo
$5,988 billed yearly · save $1800/yr vs monthly
- Everything in Team
- Unlimited team (fair use; 25+ → contact us)
- Custom domain on outbound email
- Google Drive + Calendar integration
- Bring-your-own MCP via OAuth
- Dedicated onboarding
Need more than 25 seats or multi-location?
Custom pricing for franchises, multi-location operators, and 25+ user teams.
Common questions from HVAC contractors
Answers up front.
What's the best CRM for HVAC contractors?
Service Agent OS is built for HVAC contractors running crews of 1 to 10. It dispatches no-cool and no-heat emergencies in the same pipeline as scheduled installs and tune-ups, integrates estimating with a customizable service catalog (system replacements, mini-splits, ductwork, thermostats, maintenance plans), tracks technician hours per job, and lets you drive the whole app by chatting with ChatGPT, Claude, or Gemini. Starting at $59/month for solo HVAC techs.
Can ChatGPT or Claude help me dispatch HVAC service calls?
Yes. Service Agent OS connects to any AI assistant via the open MCP protocol. Tell ChatGPT to dispatch the Garcia no-cool call to whichever technician is closest, draft an estimate for the Henderson 3-ton condenser swap, send an invoice, or text the homeowner an ETA — and it just does it. No proprietary AI lock-in, no separate AI subscription.
Does it handle emergency no-cool / no-heat calls AND scheduled installations?
Yes — both flows live in the same pipeline. Emergency calls move fast (S1 New Call → S2 Diagnosis → S3 Quote → S4 Schedule); installs and replacements run on the project pipeline (O1 Equipment Selection → O2 Permits → O3 Production → O4 Closeout). A shop running same-day no-cool repairs alongside a furnace replacement plus a new-construction ductwork rough-in manages everything in one place.
Can my technicians use it from the truck?
Yes. The mobile app (iOS and Android) lets every tech see their day's stops, check off tasks, log time, snap photos of nameplate data and finished installs, and call or text the customer in one tap. Routes are optimized so a tech driving between five service calls gets the shortest order automatically — no more zig-zag dispatching across the service area.
How does it handle estimating for HVAC work?
Build a service catalog with your standard items — full system replacement, condenser swap, air handler swap, mini-split install, ductwork rebuild, thermostat upgrade, refrigerant recovery, coil cleaning, annual tune-up — each with default cost and markup. New estimates pull from the catalog so a quote for a no-cool diagnosis takes minutes, not hours. Markups are configurable per line item; client-facing PDFs show only descriptions and amounts (no internal hours or cost).
Can I switch from Jobber, Housecall Pro, or ServiceTitan?
Yes. Service Agent OS includes a CSV import for contacts, projects, and active jobs. Most HVAC shops are running daily within 48 hours of import. The data model maps one-for-one with what Jobber and Housecall Pro track (jobs, customers, invoices, payments). ServiceTitan exports work too, and the price difference is significant — $59 to $649/month versus thousands.
How much does Service Agent OS cost for an HVAC business?
Solo $59/mo (1 user — solo tech), Crew $149/mo (up to 3 users — small crew), Team $349/mo (up to 8 users — multi-truck shop), Pro $649/mo (unlimited). Every tier includes AI integration, automated follow-ups, route management, estimates, invoicing, payments, and the mobile app. No per-feature paywalls.
Why I built this
I’m Tyler Thompson. I’ve been running a small service business for seven years, and the most frustrating thing about software in our industry is that it’s built by people who’ve never worked in it. Service Agent OS exists because nobody else was building software that actually helps you do the work instead of getting in the way.
Tyler Thompson — Founder · Contractor
Start your 14-day trial
Get to work. Today.
Workspace spins up in about a minute. Got a promo code? Pick the last option and you skip the wait.