Workeey is field service software for self-employed HVAC techs — the ones who run the truck, the phone, and the books alone. Schedule the day's no-cool calls, invoice a finished tune-up before you leave the driveway, and take payment on the spot. Built around your scheduling and invoicing.
The HVAC day rarely goes to plan. A no-cool call jumps the queue, a maintenance visit runs long, and by three o'clock the schedule you wrote at breakfast is fiction. Workeey's scheduling is built for that: every job sits in a from/to time slot, the day view auto-expands so you can see the whole run at a glance, and moving a call is a drag, not a retype. When you add the job, that's also where the client's address and your notes go — one screen, no double entry.
The part that saves real time is the two-way Google Calendar sync. Edit a call in Workeey and it writes back to Google in seconds; move it in Google from the kitchen table and Workeey already knows. That's genuinely more than the big names give a solo tech — Jobber and Housecall Pro push one direction only, and ServiceTitan doesn't sync a personal calendar at all. When it's time to roll, Workeey routes you to the next address or optimizes the whole day's stops in Google Maps, Waze, or Apple Maps.
Finish a tune-up and the invoice is basically already written. Because the invoice is born from the job, it already knows the client, the address, and the work — you add line items for the parts you actually used, a run capacitor, a pound of refrigerant, a condenser fan motor, plus your labor, apply your tax rate, and send. It's numbered automatically, so your paperwork stays in order without a spreadsheet. If you'd rather start clean for a quick diagnostic fee, a blank invoice is two taps away.
Photos do the arguing for you. The before-and-after shots from the job — the burnt contactor, the clean coil, the model and serial plate on the condenser — attach straight to the invoice as proof of work, so a client who questions the bill sees exactly what you did. Send it by email from the app while you're still in the driveway, and it lands before you've loaded the ladder rack. No invoice book, no 'I'll write it up tonight,' no forgotten ticket.
Getting paid shouldn't take a second trip. Connect your own Stripe account and every invoice carries a pay link, so the homeowner can pay by card or straight from a US bank account (ACH) while you pack up. Fees are what you'd expect from Stripe — roughly 3% plus 30c on cards and about 1% on bank transfers — and the money lands in your account, not ours. Took a check or cash in the driveway? Mark it paid and move on. See payments for the full picture.
For everything that doesn't get paid on the spot, Workeey does the chasing. Every invoice tracks its own status — draft, sent, paid, or overdue — and unpaid ones trigger automatic reminder emails to the client on a schedule until the bill is settled or you switch them off. You pick the tone once and forget it. Text reminders are coming as carrier verification clears; today the email reminders are live and doing the work. The Free plan includes 10 reminders a month, Pro 30, and Premium removes the cap — see pricing.
HVAC is a repeat business — the furnace you serviced in November is the AC you'll service in June. Workeey's client records keep every home's full story in one place: contact details, the address with Google autocomplete so you never mistype it, your notes on the equipment, and the backed-up photos of each unit's model and serial plate. The whole history — every job, every invoice, every payment — sits on the client's card, so you walk in already knowing what you did last time and what it cost.
That history is what makes maintenance agreements and seasonal tune-up reminders easy to run. When a homeowner calls in July, you pull up their card and see the filter size, the refrigerant type, and the note you left about the aging compressor. Nothing lives on a clipboard in a truck that another tech is driving. It's all on the phone in your pocket, and it's backed up, so a dropped device doesn't take a season of records with it.
When a fifteen-year-old system finally quits, the homeowner wants a number. In Workeey, an estimate lives inside the job — enter the work and Workeey suggests a price, or ask the built-in AI for one based on what you describe. You can talk it through the way you'd explain it to the customer: a three-ton replacement, new line set, permit, a day of labor. There's no separate estimate file to manage and no fake 'estimate becomes a scheduled job' button — just a clear number you can hand over on the spot.
The AI button sits on every screen, and for HVAC it earns its keep on the writing. Ask it to draft the email that explains why the capacitor failed, or to turn your rough voice note into a tidy list of what the tune-up covered, or to write the follow-up that nudges a homeowner toward the replacement they've been putting off. Type it or speak it. It's there to save you the twenty minutes at the end of the day you'd rather spend anywhere else. See how estimates fit inside a job.
The places HVAC techs actually work are the places signal dies — a basement mechanical room, an attic in August, a crawlspace under a raised house. Workeey doesn't stall. Write the invoice or log the job offline and it queues safely on your phone through a durable outbox, then sends itself the moment you're back on signal. Nothing is lost if the app closes between the crawlspace and the truck. Capturing photos and video of the work is built into the app on Android, with iOS on the way.
Your dashboard is the first thing you see when you open Workeey: today's calls, the money you're owed, and anything overdue, with widgets you can arrange to match how you run. And if you keep books in QuickBooks, the Pro plan syncs your invoices across automatically, so there's no re-typing every ticket at the kitchen table on Sunday. One app holds the schedule, the money, and the history — instead of four.
The big field-service suites can do a lot, but they're priced and built for a shop with a dispatcher and a fleet — $50 to $200 a month, and a week of setup before you send a single invoice. Workeey is built for the one-truck operation. The Free plan is genuinely free forever, invoicing has no cap, and you can learn the whole app in an afternoon. Try it in guest mode with one tap — just a username and your trade, no account, no card. See pricing.
See how Workeey fits the rest of the trade too: invoicing built for HVAC, or the way it works for plumbers, electricians, and handymen. If you're weighing the alternatives, we lay it out plainly against Jobber and Housecall Pro — including the calendar sync most of them can't match.
Yes. The Free plan is $0 forever, with unlimited invoicing and no per-job charge. Paid plans add more automatic reminders, QuickBooks sync, and higher limits — but you can run a real one-truck business entirely on Free.
Yes. Mark the job finished and turn it into an invoice in one tap — the client, address, work, and job photos carry over. Add your parts and labor line items, apply tax, and email it before you leave the driveway.
Yes. Edit a call in Workeey and it writes back to Google in seconds; change it in Google and Workeey updates. That two-way sync is more than Jobber, Housecall Pro, or ServiceTitan give a solo tech.
Connect your own Stripe and each invoice carries a pay link for card or US bank (ACH) payment. Fees are roughly 3% plus 30c on cards and about 1% on bank transfers. Took cash or a check? Mark it paid in a tap.
Yes. Every home's client card holds the equipment notes, model and serial photos, and the full job, invoice, and payment history — so a July AC call opens with everything you did last winter.
Yes. Invoices and jobs you create offline queue on your phone through a durable outbox and send automatically when signal returns. Nothing is lost if the app closes in between.