Job management software · Built for HVAC companies
Job management software for HVAC companies
Run the whole job in one place — quote, schedule, invoice, photos, and customer history — so nothing slips between the truck and the office.
Built for HVAC companies, where heating and cooling demand swings hard with the seasons, and a no-heat or no-AC call is an emergency that can’t wait.
Why HVAC companies use Crew Rivet as their job management software
The whole job in one place
Quote, schedule, notes, photos, and invoice all live on the same job, so you’re never digging through texts and paper to find a detail.
A record for every customer
Full history — past jobs, what you charged, what you photographed — is a tap away, which makes repeat work and warranty calls effortless.
Nothing falls through the cracks
From first call to paid invoice to review request, each step hands off to the next automatically instead of relying on memory.
How it works
- Every lead becomes a job with its quote, schedule, and notes attached.
- Work the job from the field — add photos, update status, log materials.
- Close it out: invoice, collect payment, and trigger the review request.
One platform. Every size. No per-seat penalty.
Add crews, dispatchers, and office staff without adding to your bill. Every plan includes a 60-day free trial. No credit card required. Cancel anytime.
Solo
Start solo today — upgrade when you bring on crew
- Unlimited contacts
- Invoicing + auto-reminders
- Good/Better/Best quoting
- Recurring invoices
- QuickQuote (voice-to-estimate)
- Review Machine (autopilot reviews)
- Lead Catcher (missed call auto-text)
- Online booking + customer portal
- Schedule + dispatch
- Basic reports (revenue, jobs)
- Custom branding (logo, colors)
- Autopilot mode
- Milestone invoicing
- Job stage tracking
- Professional proposals
- 1 user
Crew
Built for growing teams
- Everything in Solo, plus:
- AI Voice Receptionist (included free)
- Up to 5 team members
- Payment plans
- Full reports (P&L, cash flow, tax)
- Receipt OCR (photo → expense)
- Route optimization
- Time tracking + GPS
- Job costing & profitability
- AI Photo-to-Quote
- Profitability scoring
- Tax intelligence (Schedule C)
- Neighborhood marketing
- Deposit collection
- Profit margin alerts
- AI review reply drafts
Boss
Unlimited scale + integrations
- Everything in Crew, plus:
- Unlimited team members
- AI revenue forecasting
- Team leaderboards & gamification
- White-label (your brand only)
- QuickBooks / Xero sync
- Google Calendar sync
- Zapier & Make (via webhooks)
- Priority support
Grow your team, not your bill.
Per-seat tools charge for every login. CrewRivet doesn't — Boss includes unlimited team members at one flat price. The math on the pricing model:
- 60-day free trial
- No credit card
- Cancel anytime
- No contracts
- Your data stays yours
Does "unlimited team members" really mean no per-user fees, ever?
Yes — on Boss, add your whole crew, office staff, and seasonal hires at no extra cost.
What happens after the 60-day trial if I don't pick a plan?
Nothing's charged — there's no card on file. You pick a plan when you're ready.
Can I cancel anytime? Any contract?
No contracts — cancel anytime, and your data is yours to export.
Which plans include the AI receptionist?
Crew and Boss — included free, not a paid add-on.
Is there a setup or onboarding fee?
No setup fee — you're up and running in a day.
Questions from HVAC companies
Is there job management software made for HVAC companies?
Yes — Crew Rivet is built for HVAC companies, where heating and cooling demand swings hard with the seasons, and a no-heat or no-AC call is an emergency that can’t wait. It handles job management software alongside quoting, scheduling, invoicing, and reviews in one place.
Does it replace juggling separate quoting, scheduling, and invoicing apps?
Yes — CrewRivet is one system for the whole job, so a quote flows into a scheduled job and an invoice without re-entering anything.
More Crew Rivet tools for HVAC companies
Job management software for other trades
HVAC companies: put job management software to work today
Start free for 60 days. No credit card required.
Start Your Free Trial