Build hvac project management software with AI
Track jobs, schedule techs, and manage parts in an AI-powered system built with AI to fit your hvac team's specific field workflow.
Tailor your software to your needs
Customize hvac project management software with the exact steps and views your team needs. Add features as processes evolve—no code needed.
Service work order creation
Technician job scheduling
Project status tracking
Equipment & parts inventory
On-site file uploads
AI-powered job summaries
Unify your project data in real time
Connect work orders, technician schedules, and parts inventory with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your business.
Custom access for every role. No dev time.
Let techs, managers, and clients log in to a fully branded portal. Set up permissions and personalized access in minutes—no code needed.
Works on any device
Automate your field operations with Softr Workflows for dispatching, job status updates, and parts alerts that trigger instantly based on job progress.
Automations
Automate your field operations with Softr Workflows for dispatching, job status updates, and parts alerts that trigger instantly based on job progress.
User groups
Assign roles for field techs, project managers, or clients—each gets access to only the hvac projects and schedules they need.
Advanced permissions
Control who can view, complete, or assign work orders—down to specific fields like equipment notes or pricing.
Security
Keep customer and project data safe. Softr is fully compliant with SOC2 and GDPR regulations for secure field operations.
Conditional forms
Capture on-site job details, parts usage, or customer approvals using flexible form blocks tailored to each specific hvac installation or repair task.
Why Softr vs other software
No more one-size-fits-all tools or costly custom builds. Softr is easy to use and fully customizable, so you can launch faster, adapt as you grow, and skip the complexity of traditional software.
Easy, fast setup
Build your hvac project management software in minutes with AI—no dev time or complex configuration needed.
Consolidate your stack
Add features like on-site file uploads, scheduling, or equipment logs as your needs evolve—no rebuild needed.
Flexible as you grow
Start with project tracking, then add technician portals or client forms—all in one place with no extra tools.
Generate a custom hvac project management software
Co-build with AI
Simply describe what you need. Let Softr handle everything - Interface, database, workflows.
Iterate with AI or visually
Control most critical parts of your app yourself - roles, permissions, security.
Ship the same day
Invite team members or external clients and partners right away. No developer handover.
The go-to platform for business operations
Use drag-and-drop blocks to build a portal that looks sleek and modern out of the box. Add only the features you need, and iterate as your workflows evolve.
Minerva Network increased athlete registrations by 50% with a custom CRM and portal
Celonis built a GTM knowledge base for 1,500+ team members
Urban's Group increased productivity by 25% with a custom ERP system
Frequently asked questions
Build your hvac project management software
Describe what you need. Softr's AI builds your project management tool in minutes.