--- title: "HVAC software: estimates, tune-up plans, invoices | LocoTap" description: "HVAC software for small contractors: repair-or-replace estimates, each home's equipment, tune-up plans, and invoices with refrigerant by the amount." url: "https://locotap.com/hvac-software" --- For HVAC contractors # Repair or replace? Let them choose. Estimates with options, invoices and tune-up plans, each job kept together. [Start free](https://locotap.com/sign-in?back=%2Fstart%3Ftrade%3Dhvac) [Try an estimate first](https://locotap.com/tools/estimate-builder/use?work=hvac) - Repair or replace on one page - Tune-ups every spring and fall J-0057 Furnace replacement (Sample) Alex Sample · 8 Cedar Court 1. **Estimate** 3 options, high-efficiency picked, 4,850.00 (Accepted) 2. **Change order** New thermostat, +260.00 (Signed) 3. **Photos** 8, old unit, new unit, nameplate (Kept) 4. **Invoice** 5,110.00 and your tax (Paid) 5. **Warranty** Parts 10 years, labour 2 (Given) 6. **Maintenance plan** Tune-up every fall (Reminder) Estimates ## Three options. They pick one. Repair, replace or a heat pump, side by side. [Start free](https://locotap.com/sign-in?back=%2Fstart%3Ftrade%3Dhvac) Air conditioner not cooling (Sample) - Repair New capacitor and a refrigerant top-up **390.00** - Replace New air conditioner, same size **5,200.00** - Heat pump Cools in summer, heats in winter **7,400.00** One page, three prices, their pick Price book ## A price for the calls you run every week. Quote the furnace before you pull the panel. [Start free](https://locotap.com/sign-in?back=%2Fstart%3Ftrade%3Dhvac) Service and installs (Sample) - Furnace tune-up Clean, test, new filter **175.00** - Air conditioner tune-up Coils, drain, refrigerant check **150.00** - Replace a capacitor Part and labour **150.00** - Replace a blower motor Part and labour **720.00** - Furnace, high-efficiency Old furnace hauled away **4,850.00** Your prices, for service calls and installs Home profiles ## Know the system before you knock. The unit's age, the filter size and last time's work. [Start free](https://locotap.com/sign-in?back=%2Fstart%3Ftrade%3Dhvac) 8 Cedar Court (Sample) - Furnace Gas, high-efficiency **New** - Air conditioner Outside by the deck **14 yrs** - Filter 16 × 25 × 1 - Next Talk about replacing the air conditioner **Soon** On each tech's phone before the van parks Maintenance plans ## Fill the slow months with tune-ups. Cooling in spring, heating in fall: see who's due. [Start free](https://locotap.com/sign-in?back=%2Fstart%3Ftrade%3Dhvac) Tune-ups due this month (Sample) - Mia Chen Furnace tune-up **Fri** - Omar Haddad Heat pump check **Mon** - Rosa Diaz Furnace tune-up **Tue** - Ben Novak Filter change **Thu** Copy each reminder, send it from your phone HVAC · two techs, two vans · Example ## The first cold week, the phone doesn't stop, and nobody waits for a price. A cold Monday 1. 7:45 am Calls Four no-heat calls before the vans left the yard. Two each. **4 calls** 2. 8:40 am Home profiles First house, last visited two winters ago. Furnace age and filter size on file. **16 × 25 × 1** 3. 9:20 am Estimates Repair, replace or high-efficiency: they picked high-efficiency. **4,850.00** 4. 3:10 pm Invoices New furnace in, and the thermostat they added. Billed while the house warmed up. **5,110.00** 5. 3:15 pm Maintenance plans Spring and fall tune-ups, signed on the spot. **2 visits** One install, and two visits a year after it ## Tools for every stage of the job. 1. **Before the job** No-heat and no-cool calls first, prices ready. - [Calls](https://locotap.com/tools/calls): Every no-heat and no-cool call, with who to ring back - [Price book](https://locotap.com/tools/trade-price-book): One price for a tune-up, a capacitor, a furnace - [Estimates](https://locotap.com/hvac-software/estimate-template): Repair, replace or high-efficiency, side by side (Try now) - [Hourly rate](https://locotap.com/hvac-software/hourly-rate-calculator): A rate that carries the slow weeks between seasons (Try now) 2. **On the job** Installs and service calls on one board. - [Jobs](https://locotap.com/tools/jobs): Each install and service call, from booked to paid - [Change orders](https://locotap.com/tools/change-order): Ductwork needs fixing? Signed before you start - [Job photos](https://locotap.com/tools/job-photos): The old unit, the new one and its nameplate - [Van stock](https://locotap.com/tools/van-stock): The filters, capacitors and fittings each van carries 3. **Get paid** Billed the day the system runs again. - [Invoices](https://locotap.com/hvac-software/invoice-template): Diagnosis, parts and refrigerant on their own lines (Try now) - [Money chase](https://locotap.com/tools/money-chase): A nudge for the install that's still owed - [Job profit](https://locotap.com/tools/job-profit): What the install made after equipment and hours 4. **After** So they call you for the next service. - [Home profiles](https://locotap.com/tools/home-profile): Each home's furnace, air conditioner and filter size - [Warranties](https://locotap.com/tools/warranty-certificate): Your warranty on the unit you put in - [Maintenance plans](https://locotap.com/tools/maintenance-plan): Who's due for a spring or fall tune-up - [Review replies](https://locotap.com/tools/review-replies): A calm answer to an upset customer's review Also in LocoTap - [Rebates](https://locotap.com/tools/rebate-finder) - [Missed call guide](https://locotap.com/tools/missed-calls) - [Customers](https://locotap.com/tools/customers) - [Hours](https://locotap.com/tools/hours-log) - [Tax set-aside](https://locotap.com/tools/tax-set-aside) - [Business cards](https://locotap.com/tools/business-cards) ## Questions **Can I quote repair and replace together?** Yes. Put repair, replace and high-efficiency side by side, and they pick one. **Can I sell maintenance plans?** Yes. Set the visits and the price; see who's due each spring and fall, and remind them from your phone. **Can I keep each home's equipment?** Yes. The furnace, air conditioner, heat pump and filter size, by address. **Can I bill refrigerant by the amount?** Yes. Each top-up goes on its own line with how much went in. **Can my techs use it?** Yes. Add each tech, and tick the screens they use. **Does it know the rebates and rules where I work?** No. You type your own rates, tax and rebates. Check the rule where you work. ## Your next repair-or-replace quote can go out today. [Start free](https://locotap.com/sign-in?back=%2Fstart%3Ftrade%3Dhvac)