Service calls, installs, and the books — one record.
Dispatch the day's calls, quote installs as clean line items, bill completed work without retyping, and keep recurring maintenance plans on the calendar — all on one customer record.
Where the day goes sideways
The day's calls live on one schedule with crew availability and double-booking checks — dispatch from the calendar, not your memory.
Line-item estimates with an approval flow go out from the field — the yes lands on the record.
Recurring schedules carry the cadence, so seasonal tune-ups land on the calendar instead of slipping.
What hvac teams use most
Scheduling & Dispatch
Dispatch service calls with crew availability and conflict checks.
Estimates & Approvals
Line-item install quotes with a client approval flow.
Invoices & Payments
Completed calls and installs become invoices — per job or on a plan.
CRM & Pipeline
Every customer, their notes, and service history on one record.
Client Portals
Customers see upcoming visits and approve work.
Accounting
Optional double-entry books wired to invoices and expenses.
Still quoting by hand? Grab the free hvac estimate template or invoice template — no email required.
Common questions
Is Stairkey a good fit for HVAC businesses?
Yes. Dispatch service calls with crew availability and conflict checks, quote installs as clean line-item estimates, invoice completed work, and keep recurring maintenance plans on the calendar — all on one customer record, with optional double-entry accounting.
Can I schedule recurring maintenance agreements?
Yes. Recurring schedules carry the cadence, so seasonal tune-ups land on the calendar automatically instead of lapsing.
How much does HVAC software cost?
From $20/month per owner seat, capped at $100/month; member seats are $10 (capped $30). The first month is free with no credit card, and the optional Accounting add-on is +$20/month.
Run a different kind of business?
Same workspace, framed for the work you actually do.
Every step. Handled.
From $20/mo per seat, usage allowance included, capped at $100 — no surprise bills.