Installs, maintenance contracts, and 2 a.m. no-cool calls — all on one platform. Built for HVAC crews that need to move fast in peak season and keep every customer comfortable.
Four moves that turn a chaotic peak-season week into a board your dispatcher can actually run.
When the first heat wave hits and 30 no-cool calls land before noon, the drag-and-drop board keeps every tech full and no emergency double-booked. Surge windows can be pre-blocked so overflow goes to on-call crews automatically.
Every service agreement auto-populates on the calendar at the right interval. Renewal reminders go out on their own — so your spring and fall tune-up revenue stops slipping through the cracks.
Model numbers, install dates, warranty windows, filter sizes, refrigerant type — attached to the property, not stuck in a tech's head. Your crew shows up already knowing what's in the basement.
Build a Good / Better / Best quote on the tailgate, offer financing, and e-sign it before you leave the driveway. Standardized line items mean every tech quotes the same job the same way.
Run a mixed trade book? See Plumbing →
Averages across HVAC crews on BossCrew after their first 90 days.
Tighter routing and a board that auto-fills cancellations turns windshield time into billable visits.
An emergency no-cool call goes from phone to the closest qualified tech in seconds, not minutes.
Auto-scheduled visits and renewal reminders mean fewer agreements quietly lapse between seasons.
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We were paying for three different tools and still losing jobs to missed calls. BossCrew replaced everything, and our bookings went up 40% in the first month.The maintenance contracts run themselves now — that's revenue we used to leave on the table every spring.
Marcus Reynolds
Owner · Reynolds HVAC
Six native integrations connect HVAC jobs to your accounting, payments, financing, and marketing stack. Everything else flows through Zapier or webhooks.
Invoices, deposits, and contract billing reconcile straight into QuickBooks — no double entry at month-end.
Take card and ACH payments on-site or online. Deposits on system replacements clear before the truck leaves.
Offer pre-qualified financing on big-ticket installs right inside the quote. More yeses, fewer stalled bids.
Job, contract, and invoice events trigger 6,000+ downstream apps — from review requests to inventory alerts.
Track which ads drive your no-cool calls. Inbound numbers tie back to the job and the campaign that won it.
Two-way sync keeps the dispatch board and every tech’s personal calendar in lockstep.
BossCrew isn't a point tool. Scheduling, field work, quoting, and call handling all talk to each other.
Every tech, every call, every open slot on one drag-and-drop board that survives peak season.
Techs pull equipment history, capture photos, and collect signatures — even in a basement with no signal.
Build Good / Better / Best replacement quotes, convert to invoices, and get paid before you leave.
An AI receptionist answers every no-cool call 24/7 — routes emergencies, books the routine work.