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HVAC software

One app for the whole HVAC day — calls, invoices, and cash.

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.

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Your schedule, from the first no-cool call to the last

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.

On Pro, the Google Calendar sync saves real time. Every call you book lands in its own Workeey calendar in Google within seconds; drag it to a new time in Google from the kitchen table and Workeey picks up the new time. Your other Google calendars show inside Workeey, so the family calendar and the work calendar stop fighting. 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.

  • From/to time slots, day view that auto-expands
  • Google Calendar sync on Pro — move a call in Google and Workeey follows
  • Route to the next call or optimize the whole day
  • Client address and notes entered as you book

Invoice the tune-up before you pull out of the driveway

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.

  • Line items for parts and labor, your tax rate applied
  • Attach model-plate and before/after photos as proof
  • Numbered automatically, editable any time
  • Send by email straight from the phone

Get paid for the service call on the spot

Getting paid shouldn't take a second trip. Connect Stripe and every invoice carries a pay link, so the homeowner can pay by card, Apple Pay, Google Pay or straight from a US bank account (ACH) while you pack up. A small processing fee applies to online payments — you choose whether you cover it or add it to the homeowner's total — and the money pays out to your bank, 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 text reminders to the client, pay link included, on a schedule until the bill is settled or you switch them off. You pick the tone once — friendly, short or firm — and forget it. Texts only go out in the daytime, and a client who replies STOP is never texted again. The Free plan includes 10 reminders a month, Pro 30, and Premium removes the cap — see pricing.

  • Card or US bank (ACH) payment on your own Stripe
  • Money owed and money paid, totaled for you
  • Automatic text reminders until it's paid
  • Mark cash and checks paid in one tap

Every unit's history on one client card

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.

  • Every unit's model, serial, and notes on the client card
  • Address autocomplete — no mistyped service addresses
  • Full job, invoice, and payment history per home
  • Photos backed up, not stuck on one truck's phone

Quote a system replacement without leaving the job

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 the AI itemizes it from your own rates, or talk it through the way you'd explain it to the customer: a three-ton replacement, new line set, permit, a day of labor. Parts are priced from the web with your markup on top. Then send it as a quote PDF with your deposit on it, and when the homeowner says yes, the same job carries the price all the way to the invoice.

The AI button sits on every screen, and it does the work, not just the writing. Ask it to book the tune-up, invoice the capacitor swap, or text the homeowner a payment reminder; ask it to write up what the tune-up covered as a PDF, or the note that nudges a homeowner toward the replacement they've been putting off. Type it or speak it — it runs almost anything in the app. 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.

Works in the mechanical room, the attic, the crawlspace

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. Photos of the work are taken right in the app and upload when you are back on signal.

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.

Priced for one truck, not a fleet

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.

Is Workeey really free for HVAC techs?

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.

Can I invoice straight from a service call?

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.

Does it sync with Google Calendar both ways?

Yes, on Pro. Every call you book goes into a Workeey calendar in Google within seconds, and if you move it to a new time in Google, Workeey updates the time. Your other Google calendars show inside Workeey as well.

How do homeowners pay?

Connect Stripe and each invoice carries a pay link for card or US bank (ACH) payment. A small processing fee applies, and you choose whether you or the homeowner covers it. Took cash or a check? Mark it paid in a tap.

Does it keep each unit's service history?

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.

Will it work in a basement or crawlspace with no signal?

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.

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