For HVAC businesses

HVAC Field Service Software

GridBoss is HVAC field service software for residential and light-commercial HVAC contractors. It handles scheduling and dispatch, recurring maintenance agreements, branded estimates and invoices, online payments, SMS notifications, and an AI phone assistant — all on a flat monthly plan with no per-technician fees.

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What hvac teams keep telling us

  • ✕Maintenance contracts tracked in spreadsheets that never get reviewed
  • ✕Per-technician software fees that punish you for adding installers in summer
  • ✕Customers calling for emergency no-cool while the office is closed
  • ✕Missed PM visits because nobody updated the renewal calendar
  • ✕Equipment history scattered across job notes you can't search

How GridBoss helps hvac teams

Purpose-built features that map directly to how your business runs day-to-day.

Recurring service intervals and PM agreements

Set monthly, quarterly, or seasonal maintenance schedules per customer. The calendar pre-populates the next visit and SMSes the customer to confirm.

Equipment notes per service address

Each property carries the AC, furnace, mini-split, model number, install date, and prior service history. Techs see the right info before they roll up.

Drag-and-drop dispatch with technician lanes

See your install crew, your service crew, and your maintenance techs in separate lanes. Reassign a job in one drag.

AI phone assistant for emergency cooling calls

When everyone's on a roof, the AI answers, identifies the customer, checks if they're under contract, and books the next available service slot — or escalates to on-call.

Estimates with good/better/best for system replacements

Quote a replacement with three system options, online signature, and a one-click conversion to job + invoice when the customer accepts.

Online payments and financed-payment links

Take card or ACH from a payment link the moment the install is signed off. Processing as low as 1.9% on Business — the lowest in field service software.

HVAC FAQ

Does GridBoss handle PM contracts and recurring service plans?
Yes. You can set recurring service intervals on each customer or property — monthly, quarterly, seasonal — and the calendar pre-populates the next visit. SMS confirmations go out automatically before each visit.
How does GridBoss compare to ServiceTitan for an HVAC company?
GridBoss is flat-priced from $49–$199/month with no per-technician fees, while ServiceTitan typically runs hundreds per technician per month and requires a long-term contract. GridBoss covers the same core workflows (scheduling, dispatch, estimates, invoicing, online payments, recurring service) and adds a built-in AI phone assistant. ServiceTitan's deeper enterprise feature set may make sense for very large operations.
Does GridBoss support multiple service addresses for one customer?
Yes. A single customer can have unlimited properties, each with its own equipment notes, gate codes, and service history. That makes property managers, condo associations, and multi-location commercial customers easy to manage.
Can I take payments and process refunds on the same platform?
Yes — Stripe-powered card and ACH payments are built in, with processing as low as 1.9% on Business. Refunds, partial payments, and deposits are supported from the invoice page.

More questions? See the full GridBoss FAQ.

Ready to upgrade your hvac ops?

Start a 14-day free trial — no credit card required — or book a 30-minute demo and we'll tailor the walkthrough to your shop.

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