Streamline scheduling, monitor tasks, and enhance team coordination with a customizable app tailored for your HVAC business needs


Set up work management software designed for HVAC companies. Add only the features your teams need now, and adjust as your workflow changes.
Connect spreadsheets, job management tools, and invoicing systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your HVAC workflows.
Give HVAC techs, managers, and clients secure access to work orders and updates through a branded portal. Set up roles and permissions quickly—no code needed.
Connect with your scheduling and notification tools to automate work order dispatch, reminders, and status updates.
Connect with your scheduling and notification tools to automate work order dispatch, reminders, and status updates.
Assign roles for field technicians, office staff, or clients—each gets access to only what they need for HVAC projects.
Control who can view, complete, or assign HVAC work orders—down to individual fields and records.
Keep customer and work order information secure. Softr meets SOC2 and GDPR standards for HVAC businesses.
Capture job details, equipment info, or approvals using form blocks tailored to each HVAC service call.
HVAC teams can ask AI about work orders, schedules, or invoices—getting instant answers within your management 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.
Launch your HVAC work order system in minutes with drag-and-drop blocks and ready-made templates.
Add scheduling, dispatch, or reporting features as your HVAC business and team needs change.
Manage work orders, customer info, and field team tools—all in one place, no extra software needed.
Integrate with your spreadsheets and databases, including Airtable, SQL, Hubspot, Google Sheets, Supabase, BigQuery, and more—in just a few clicks. Your data is always secure and in sync.
Drag and drop customizable building blocks with various views and functionalities. Granular permissions allow you to control what data each user can access, and which actions they can take.
Ship applications that your team will love in minutes or hours, instead of days or weeks. Deploy on both desktop and mobile.












Work management software for HVAC companies is a digital platform designed to help HVAC businesses track jobs, schedule appointments, manage customer information, and organize tasks all in one place. It streamlines communication between office staff and field technicians, making it easier to handle work orders, share updates, and keep everyone on the same page.
Softr makes it simple to build work management software tailored specifically for your HVAC company. You can integrate your existing data from tools like Airtable, Notion, HubSpot, or monday.com, and create a platform where technicians, dispatchers, and office staff can log in, view schedules, update job statuses, and share important files—all in one organized place.
You don’t need to code anything. You can start with a template or design the software from scratch, set up custom views, decide who can access what, and add your company branding. It’s quick to set up, easy to maintain, and flexible enough to grow with your business needs.
You can include a wide variety of features in your HVAC work management software, depending on how your team operates. Some useful options include:
\- User logins – so technicians, office staff, and managers can access relevant information
\- Custom dashboards – to display job statuses, upcoming appointments, or outstanding invoices
\- Forms – for job intake, maintenance requests, or customer feedback
\- File sharing – for uploading service reports, manuals, or equipment photos
\- Search and filters – to quickly find jobs, customers, or equipment records
\- Tables, lists, and detail views – to track work orders, parts, customer info, and more
\- Comments or status updates – to keep team communication centralized
\- Charts – for visualizing job completion rates, revenue, or equipment usage
\- Calendar view – to track service appointments, maintenance schedules, or project deadlines
\- Permissions and roles – so each team member only sees what’s relevant to them
All these features can be added using Softr’s drag-and-drop tools, without any coding. And if your processes change, you can easily update your software to match.
No coding is needed. You can build your HVAC company’s work management software entirely with Softr’s visual editor. Everything from the layout to user permissions can be customized without writing a single line of code.
Yes. You can manage multiple customers or field teams within a single work management platform for your HVAC business. Each user—whether they're a technician, dispatcher, or customer—only sees the information and tasks relevant to them, based on their role and login. This is perfect for HVAC companies that handle service calls, installations, or maintenance for many customers and want to keep everything organized in one place.
Softr supports a wide range of data sources, making it easy to set up your HVAC work management system. You can connect to Airtable, Google Sheets, Notion, Coda, monday.com, HubSpot, Clickup, Xano, Supabase, PostgreSQL, MySQL, SQL Server, MariaDB, BigQuery, and more. You can also integrate other data using the REST API.
You’re not limited to a single source, so your HVAC portal can display and manage data from several places at once. Most integrations support real-time, two-way sync, so updates in your software or in your data source stay perfectly in sync automatically.
Yes, Softr gives HVAC companies full control over the user experience and permissions in their work management software. You can tailor the interface—layout, navigation, and content—to match your company’s branding and daily workflow. Each page or block can be shown or hidden based on who’s logged in, so a technician, office manager, or customer only sees what’s relevant to them.
You can set up different user roles, like technician, dispatcher, admin, or customer, and define exactly what each can view or update. For example, customers can view their job status or invoices, while your team manages all work orders and schedules. You can even create custom dashboards and views filtered by user. This helps keep your data secure and the experience personalized for everyone involved.
Yes, you can. You don’t need to have your HVAC data in another system to get started with Softr. If you’re building your work management software from scratch, you can use Softr Databases, which is integrated right into the platform and works seamlessly with your HVAC workflow.
If you already track jobs, customers, or schedules in tools like Airtable, Google Sheets, HubSpot, Notion, Coda, monday.com, Supabase, or SQL, you can connect those as well. There’s also a REST API connector to pull in other data. Either way, you have full control over how your HVAC records and schedules are organized and displayed.
Yes, you can fully white-label your HVAC work management software built in Softr. You can add your own logo, brand colors, fonts, and use your custom domain to ensure your platform looks and feels like an extension of your HVAC business. You also have the option to remove all Softr branding, so your team and customers only see your company’s identity throughout their experience.
Absolutely! Softr gives you plenty of flexibility to control the design and layout of your HVAC work management software. You can adjust colors, fonts, spacing, and page structure to match your brand. You can also decide how each page is structured, choose where different blocks go, and set what your technicians, office staff, or customers see when they log in.
To display your data, you can use different types of blocks based on your needs:
\- Table blocks – to organize job schedules, service requests, or invoice lists
\- List or Card blocks – to showcase customer profiles, equipment records, or service plans
\- Detail View – for showing individual job details or customer dashboards
\- Forms – for collecting job requests or feedback
\- Charts – to visualize performance metrics
\- Calendar blocks – for tracking appointments and maintenance schedules
If your needs change, it’s easy to update your design anytime right in the visual builder.
Softr is designed with security in mind. All data is encrypted both in transit (TLS) and at rest, and your HVAC work management platform is hosted on secure, reliable infrastructure. You have full control over user access—set up role-based permissions for technicians, office staff, and customers, manage users directly in your connected data source, and apply visibility rules or global restrictions to protect sensitive information across your system.
If you connect Softr to external databases like Airtable, Notion, or SQL, Softr doesn’t store your data—it displays it in real time based on your access levels. You’re always in control of who can view or edit your data.
Softr also follows industry best practices for authentication, access control, and platform monitoring to keep your HVAC business information secure.
You can start building your HVAC work management software for free. Softr’s Free plan lets you publish one app with up to 10 users and 2 user groups, with support for all standard data sources like Softr Databases, Airtable, and Google Sheets.
If your software needs to support more users or advanced features, there are paid plans available to scale up as your HVAC business grows.
Softr is designed to let you easily build fully functional, user-facing solutions—like work management software for HVAC companies—without writing code or needing developers. What makes Softr stand out is how quickly you can turn your workflow ideas into a working platform, and how seamlessly it connects to your existing data.
Unlike some no-code tools that focus on mobile apps (like Glide) or are more developer-focused (like Retool), Softr is built for non-technical teams who need control over layout, user experience, and permissions. You can use real-time data from sources such as Airtable, Google Sheets, Softr Databases, or SQL to create secure, branded tools that your team and clients can access.
Everything is customizable—from content and design to access controls. And with built-in features like user roles, forms, conditional logic, and API support, you won’t need to stitch together multiple products to launch a professional solution.
Yes! Softr supports a wide range of integrations so your HVAC work management software can connect with the rest of your toolset. You can integrate payment providers like Stripe, enable customer communication via Intercom, and automate tasks using Zapier, Make, or N8N. Softr also supports REST API and webhooks for advanced workflow automation.
Whether you want to sync job data to another system, trigger notifications based on service requests, or display information from other platforms, you can easily build these automations into your HVAC management software—no coding required.