Is ServiceFlowOS suitable for air conditioning and HVAC companies?

Yes. ServiceFlowOS can help air conditioning and HVAC businesses manage customers, servicing, breakdowns, installations, engineers, quotes, invoices and payments.

Can ServiceFlowOS manage planned air conditioning servicing?

Yes. Planned servicing, maintenance visits, inspections, reactive repairs and installation work can all be managed from the same platform.

Can HVAC engineers use ServiceFlowOS from their phones?

Yes. ServiceFlowOS works on phones, tablets and computers so engineers can access customer, site and job information while working in the field.

Can ServiceFlowOS manage commercial and domestic air conditioning customers?

Yes. Residential customers, businesses, landlords and commercial sites can all be managed from the same ServiceFlowOS platform.

Can air conditioning companies create quotes and invoices?

Yes. ServiceFlowOS supports professional quotations, invoices, payment records, outstanding balances and customer receipts.

Industries Built for air conditioning & HVAC companies

Air conditioning CRM & HVAC job management software.

Manage air conditioning customers, servicing, breakdowns, maintenance visits, installations, engineers, quotes, invoices and payments from one connected platform.

Book a Free Demo See How It Works

£40 per month

Unlimited users

UK support

HVAC job workflow

ServiceFlowOS

Customer Apex Offices Ltd Air conditioning breakdown

Priority

01 Breakdown Issue logged

✓

02 Scheduled Engineer assigned

✓

03 Repair Engineer on site

04 Invoice Ready after completion

AIR CONDITIONING HVAC SERVICING BREAKDOWNS INSTALLATIONS ENGINEER SCHEDULING INVOICING AIR CONDITIONING HVAC SERVICING BREAKDOWNS INSTALLATIONS ENGINEER SCHEDULING INVOICING

Servicing, breakdowns & installations

HVAC job management without disconnected admin.

Air conditioning businesses handle a mixture of planned servicing, reactive breakdowns, inspections and larger installation projects.

ServiceFlowOS keeps customer information, sites, appointments, engineers, quotations, job notes, invoices and payments connected from start to finish.

Enquiry

Record the customer, site and air conditioning work required.

→

Quote

Prepare a quotation for installations or additional work.

→

Schedule

Book the visit and assign the appropriate HVAC engineer.

→

Complete

Carry out the service, repair or installation.

→

Invoice

Raise the invoice using the connected customer and job.

→

Payment

Record payment and keep customer balances clear.

HVAC customer & site management

Know the customer. Know the previous work.

Keep customer details, site addresses, previous servicing, breakdowns, quotations and invoices together in one searchable system.

Keep residential and commercial customer details organised.

Maintain a clearer history of servicing, repairs and previous installation work.

Keep jobs, quotes, invoices and payment history connected to the customer.

Explore customer management

HVAC customer record

ServiceFlowOS air conditioning quotation displayed on a tablet

Professional HVAC quotations

HVAC engineer schedule ServiceFlowOS air conditioning engineer scheduling software

Planned Service Commercial AC servicing

Thursday · 08:30

JM LT Engineers assigned

HVAC jobs & engineer scheduling

Breakdown calls and planned servicing on one schedule.

Organise reactive AC repairs, planned servicing, maintenance visits and installations while keeping engineers and office staff working from the same schedule.

Schedule planned air conditioning servicing and maintenance visits.

Fit urgent HVAC breakdown jobs into the same operational schedule.

Assign engineers and keep upcoming work visible across the business.

Explore HVAC job management

Built for HVAC engineers in the field

Put the customer and job history in your engineer's pocket.

ServiceFlowOS works on phones and tablets so engineers can access customer, site, schedule and job information while attending air conditioning work.

✓

Service complete Updated on site

✎

Customer sign-off Captured digitally

Customer & site details

Access the correct contact and location information before the engineer arrives.

HVAC job information

Keep the service, breakdown or installation requirements attached to the correct job.

Previous work history

See previous servicing and repairs when returning to a customer site.

Digital completion

Update the job and completion information without waiting for paper records to return.

HVAC quotes, invoices & payments

From installation quote to paid invoice.

Create professional quotations for installation and repair work, then keep invoices, balances and payment records connected to the same customer and job.

Invoice & payment

Example ServiceFlowOS air conditioning quote

01 Quote For repairs or installs

02 Invoice After completion

Example ServiceFlowOS air conditioning payment receipt

03 Receipt When payment arrives

Air conditioning business software

Built around the way HVAC businesses actually work.

Keep servicing, repairs and installations connected.

Customer information, job history, engineer assignments, quotes, invoices and payments remain connected whether the work is reactive, planned or project-based.

Planned servicing.

Keep maintenance and servicing work visible alongside everyday customer jobs.

Reactive breakdowns.

Log urgent air conditioning faults and assign engineers without losing the customer's existing history.

Unlimited users.

Add engineers, office staff and managers without paying another monthly licence for every user.

Residential & commercial work.

Manage home installations, commercial HVAC customers, offices and larger sites from the same system.

One platform for different HVAC work

Manage the services your AC business delivers.

Air conditioning companies often manage installation projects, routine servicing and urgent breakdowns within the same working week.

ServiceFlowOS provides one customer-to-payment workflow for different HVAC services so your operational information stays connected.

Air Conditioning Servicing

Manage planned service visits and keep previous customer work easy to find.

AC Breakdown Repairs

Log reactive faults, schedule engineers and keep the resulting repair history connected.

Air Conditioning Installations

Manage quotations, installation jobs, assigned engineers and invoicing from one platform.

Commercial HVAC

Keep commercial clients, sites, maintenance work and financial records organised.

Residential Air Conditioning

Manage domestic customers from initial quotation through installation, servicing and future repairs.

Simple monthly pricing

Your HVAC business. One system.

Customers, sites, jobs, schedules, engineers, quotes, invoices, payments and more — all included.

✓ Unlimited users ✓ No setup fee ✓ UK support ✓ Ongoing updates

£ 50

per month for your business

Book a Free Demo See ServiceFlowOS working around your air conditioning business.

Air conditioning CRM FAQs

Questions? Start here.

Common questions from air conditioning and HVAC businesses looking for a better way to manage customers, servicing, breakdowns and engineers.

Ask us something

Is ServiceFlowOS suitable for air conditioning companies? +

Yes. ServiceFlowOS can support self-employed AC engineers, small HVAC companies and larger businesses with multiple engineers and office staff.

Can it manage planned air conditioning servicing? +

Yes. Planned service work can be organised alongside breakdowns, repairs and installation projects.

Can we manage emergency HVAC breakdowns? +

Yes. Reactive jobs can be logged and scheduled while keeping them connected to the customer's previous work history.

Can engineers use ServiceFlowOS from their phones? +

Yes. ServiceFlowOS works on phones, tablets and computers so engineers can access customer and job information while working on site.

Can we create HVAC quotes and invoices? +

Yes. Create professional quotations and invoices, record full or partial payments, track balances and generate customer receipts.

Do you charge extra for additional HVAC engineers? +

No. ServiceFlowOS uses one monthly price for the business rather than charging another monthly licence for each engineer or office user.

HVAC

See it for yourself

Ready to run your HVAC business from one place?

Book a free demonstration and see how ServiceFlowOS can help manage air conditioning customers, servicing, breakdowns, installations, engineers, invoices and payments from one connected platform.

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Direct, UK-based support

Work directly with the developer behind the platform.

No anonymous software company, outsourced support team or complicated chain of account managers. ServiceFlowOS is developed and supported directly by Michael Wood | Web & Automation.

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Reviews displayed above were left for Michael Wood | Web & Automation, the independent UK business responsible for designing, developing and supporting ServiceFlowOS.

The complete all-in-one business management platform for trades and service companies. Save time, reduce paperwork and stay organised wherever your team is working.

Hi, I'm Michael

Questions about ServiceFlowOS?

I'm usually available on WhatsApp if you'd like to ask anything before booking a demo.

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