Does ServiceGrid handle refrigerant tracking for EPA Section 608?

Yes. Each work order can log refrigerant added or recovered with type (R-410A, R-32, etc.), quantity in pounds or ounces, and the technician's certification level. The customer's equipment record retains the full history, so when an audit asks for refrigerant disposition on a specific unit, the data is one search away. We don't act as the certifying authority — your tech still has to be Section 608 certified — but we keep the documentation a regulator wants to see.

How do maintenance plans work?

You define a plan at the customer or equipment level: cadence (annual, biannual, quarterly), scope (number of visits, included tasks), price, and renewal date. The system auto-creates work orders on the next due date, sends customer reminders, and triggers billing events. Renewals can be set to auto-renew or require explicit acceptance. The dashboard shows overdue plans so nothing rots silently for six months.

Can I send branded quotes by text message?

Yes. Quotes are built on the truck or in the office, branded with your business logo, and delivered by SMS, email, or both. The customer taps to view the quote in a mobile-friendly page and signs electronically. Accepted quotes convert to scheduled work orders with the parts list and pricing locked. Our operators see 30–50% faster quote acceptance versus PDF-by-email.

Does it work for both residential and light commercial?

Yes. The core dispatch, quoting, and invoicing surface is the same; what differs is the customer record. A residential customer has one home and one HVAC system; a light-commercial customer has multiple units across multiple locations, each with its own service history and SLA. ServiceGrid models both. We don't ship enterprise-grade multi-location procurement workflows — if you're running a 100-truck multi-state commercial operation, we're not the right fit.

How does dispatch handle skill-matching across techs?

Each tech gets tagged with their skills (heat pump, gas furnace, mini-split, commercial RTU, refrigeration, install vs. service). Each job gets tagged with what it needs. The dispatch board surfaces a warning if you try to assign a job to a tech without the matching skill. It's a soft warning, not a block — dispatchers can override when they need to — but it catches the mistake before the truck rolls.

Can I track parts and inventory on the truck?

Yes, at the basic level. Each job pulls parts from a service menu; the parts come off a shared inventory pool when the job completes. We don't ship full multi-warehouse inventory with reorder points and barcode scanning — operators running that level of inventory complexity typically need a dedicated inventory system. For the 1–10 truck shop, the built-in inventory keeps you honest about what's on the truck without becoming a second job to maintain.

How do customer-supplied photos and signatures get captured?

Photo capture is built into every work order. Techs snap before-and-after, equipment nameplate, and any conditions worth documenting. The job page on the customer's phone (or signature pad on the tech's tablet) captures sign-off. Photos and signature live with the work order forever and surface in the customer portal so they can see exactly what was done.

What does the customer see when I send them a quote?

They see a mobile-friendly page with your business logo, the line items, the total, the expiration date, and an Accept button. They can ask a question, request a change, or sign off. Once they sign, the system creates the scheduled job and notifies the office. No PDF download, no email forwarding, no missed approvals because the quote got buried in their inbox.

Does ServiceGrid integrate with QuickBooks?

Yes — invoices, payments, and customer records sync to QuickBooks Online. Payment processing through Stripe means card and ACH transactions auto-reconcile. We don't replace your accounting system; we feed it the operational data so your books stay clean without manual data entry.

Can techs see the customer's previous service history on the truck?

Yes. The job page on the tech's phone shows the customer's full equipment history — what was installed, when, by whom, what's been serviced, what was replaced. Means a tech walking into a return visit isn't asking 'what did we do last time?' on the phone with the office.

How does pricing work compared to ServiceTitan?

ServiceTitan is enterprise-tier — designed for HVAC operators in the 20-truck-and-up range with sophisticated commercial workflows. Their pricing is typically 5–10x ServiceGrid's. We're built for the 1–10 truck residential and light-commercial operator who wants the operational rigor without the enterprise overhead. If you're growing past 20 trucks, ServiceTitan may be the right move; below that, ServiceGrid is the cleaner fit.

Does it handle the seasonality of HVAC demand?

Yes. Capacity planning, surge pricing, and seasonal staffing live outside the software, but the dispatch board and recurring-service generators handle the operational reality: a maintenance-plan-heavy spring, an emergency-service-heavy summer, and a tune-up-heavy fall. The reporting view shows revenue mix and tech utilization by month so you can plan the next season's hiring against last season's data.

For hvac operators

HVAC software that closes the gap between the office and the truck

Dispatch, quote, capture photos, collect payment, and run maintenance contracts — without the call-everyone-back-twice phone tag that kills your margin.

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What's costing you time and money

These are the patterns we hear over and over from operators in your trade.

Diagnosis-only truck rolls eat margin

Half your trips end with a quote the customer hasn't approved yet. Until the parts are on the truck and the work is signed off, you're paying for the visit twice.

Maintenance plans rot in spreadsheets

Annual tune-ups slide a month. Then two. By the time someone calls, the plan is six months overdue and the customer questions whether they renewed at all. Recurring revenue evaporates.

Refrigerant logs and EPA records live on paper

Section 608 documentation, refrigerant inventory, leak rates — all tracked in clipboards that disappear when a tech changes trucks. Audit risk and inventory drift compound.

Quotes have to compete with the guy down the street

A homeowner getting two estimates picks the one that's clearer, branded, and arrives by text within an hour. If your quote shows up in three days as a Word doc attachment, you've already lost.

Built for the way the work actually happens

Dispatch board built for HVAC dispatch reality

Drag-and-drop calendar grouped by tech and skill (install vs. service vs. maintenance). Tag jobs with system type (heat pump, gas furnace, mini-split) so dispatch can match the right tech without phone tag.

Cut second-trip rate by 15–25% with skill-matched dispatch

Branded quotes by SMS in minutes

Build a quote on the truck from a service-and-equipment menu. Send by SMS or email with a one-tap accept link. Approved quotes auto-convert to scheduled jobs with the parts list intact.

Win more quotes by being the first branded estimate in the customer's inbox

Maintenance plans that actually run themselves

Annual or biannual contracts that auto-generate the next visit on the right cadence. Customer reminders go out by email and SMS. Renewals trigger a billing event without office intervention.

Capture 90%+ of recurring revenue without manual follow-up

Photo and refrigerant capture as part of the job

Every job has a built-in photo step (system before/after, model and serial, refrigerant pressures). Refrigerant added/recovered logs to the work order. EPA-relevant data stays attached to the customer record forever.

Pass any refrigerant audit; settle any chargeback with documented proof

Up and running on ServiceGrid in 5 days

Most HVAC operators move from paper or a single-purpose dispatch tool in under a week — without dropping calls.

01
Import your customer + equipment book (day 1)
Export customer list with addresses and equipment notes from your current tool or spreadsheet. ServiceGrid imports name, address, phone, email, and free-form notes; equipment-specific fields (system type, install date, model/serial) live in a structured equipment record per customer.
02
Build your service menu and quote templates (day 2)
Translate your standard service rates and common equipment swap-outs into a service menu with line items. Build 3–5 quote templates for the most common jobs (install, repair, maintenance plan signup) so techs spend two minutes building a quote, not twenty.
03
Roll the dispatch board live (days 3–5)
Move the next-day schedule into ServiceGrid's dispatch board. Onboard one tech first, then the rest. Photo capture, signature capture, and on-the-way SMS turn on as the team gets comfortable. By end of week, paper goes in a drawer.

HVAC software that closes the gap between the office and the truck

What's costing you time and money

Diagnosis-only truck rolls eat margin

Maintenance plans rot in spreadsheets

Refrigerant logs and EPA records live on paper

Quotes have to compete with the guy down the street

Built for the way the work actually happens

Dispatch board built for HVAC dispatch reality

Branded quotes by SMS in minutes

Maintenance plans that actually run themselves

Photo and refrigerant capture as part of the job

Up and running on ServiceGrid in 5 days

Import your customer + equipment book (day 1)

Build your service menu and quote templates (day 2)

Roll the dispatch board live (days 3–5)

HVAC questions

Also built for

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