Generate invoices, track payments, and streamline billing with a custom solution tailored to your HVAC business processes.


Build a billing system that matches the way your HVAC team works. Add features as your workflow changes—adapt your setup whenever you need, no code required.
Connect spreadsheets, accounting systems, and service management tools with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your HVAC business.
Let technicians, managers, and clients access billing and invoicing in a secure, branded portal. Set up roles and permissions in minutes.
Connect your favorite tools to automate invoice creation, payment reminders, and billing updates.
Connect your favorite tools to automate invoice creation, payment reminders, and billing updates.
Assign roles for HVAC techs, office staff, and customers—each gets access to only what they need.
Control who can create, edit, or view invoices—down to the field level.
Keep all billing and customer data secure. Softr is compliant with SOC2 and GDPR regulations.
Capture billing details, approvals, or service notes with flexible, customizable forms.
Let teams ask AI about invoices, payments, or clients—get instant answers from within your billing software, powered by Softr.
No more one-size-fits-all tools or costly custom builds. Softr is easy to use and fully customizable, so you can launch faster, adapt as you grow, and skip the complexity of traditional software.
Launch your HVAC billing app in minutes with drag-and-drop blocks and ready-made templates.
Add features like automated invoicing or payment tracking as your HVAC business scales—no rebuild needed.
Start with billing, then add job tracking or customer portals—all in one place, no extra tools required.
Integrate with your spreadsheets and databases, including Airtable, SQL, Hubspot, Google Sheets, Supabase, BigQuery, and more—in just a few clicks. Your data is always secure and in sync.
Drag and drop customizable building blocks with various views and functionalities. Granular permissions allow you to control what data each user can access, and which actions they can take.
Ship applications that your team will love in minutes or hours, instead of days or weeks. Deploy on both desktop and mobile.












Billing software for HVAC is a secure online platform where HVAC contractors and their customers can manage invoices, view service history, and handle payments all in one place. It centralizes all your billing and account information, reducing the need for paper invoices or back-and-forth emails. This helps HVAC businesses stay organized and deliver a more efficient, professional experience to their customers.
Softr makes it simple to build billing software tailored for your HVAC business. You can connect your existing customer or job data—whether it’s in Airtable, HubSpot, Notion, or other tools—and set up a portal where customers can log in, view their invoices, make payments, and track service appointments.
You don’t need to write any code. Start with a template or build from scratch, customize the layout, control who sees what, and brand it to match your HVAC company. It’s quick to launch, easy to manage, and flexible enough to keep up as your business grows.
You can include a variety of features to streamline your HVAC billing and customer management. Some useful options include:
\- Customer logins – so each client can access their own invoices, service records, or quotes
\- Custom dashboards – to display payment status, service appointment details, or account balances
\- Online payment forms – for quick and secure payments
\- File sharing – for downloading invoices, receipts, or maintenance contracts
\- Search and filters – to help customers quickly find past invoices or service dates
\- Tables and lists – for displaying equipment histories, work orders, or outstanding payments
\- Status updates – to notify customers about upcoming services or due invoices
\- Charts – for visualizing payment history or service usage
\- Calendar view – to keep track of scheduled maintenance or installation dates
\- Permissions and roles – so technicians, office staff, and customers only see the information relevant to them
All these features are easy to set up with Softr’s drag-and-drop builder. If your needs change, you can easily update your software as your HVAC business evolves.
No coding is needed. You can build your HVAC billing software completely with Softr’s visual editor. Everything—from customizing layouts to setting user permissions—can be done without writing a single line of code.
Yes. You can manage multiple HVAC customers or service teams in a single billing portal. Each user only sees the invoices, service records, and data assigned to them based on their login and role. This is especially helpful for HVAC companies serving lots of customers or coordinating work between different teams.
Softr supports a wide range of data sources for your HVAC billing portal. You can connect to Airtable, Google Sheets, Notion, Coda, monday.com, HubSpot, Clickup, Xano, Supabase, PostgreSQL, MySQL, SQL Server, MariaDB, BigQuery, and more. You can also use the REST API to bring in data from other software systems your HVAC company might use.
You’re not limited to just one. You can combine several data sources in the same portal, so your HVAC billing platform can display information from both Airtable and HubSpot, for example. Most sources offer real-time, two-way sync, so updates in your portal or your data source stay in sync automatically.
Yes, Softr lets you fully customize how users interact with your HVAC billing portal. You can adjust the layout, navigation, and information shown to match your company’s branding and workflow. Each section or page can be visible only to certain users, so every HVAC customer or technician sees only what’s relevant to them.
You can also define user roles, like customer, office admin, or field technician, and decide exactly what each role can access or change. For example, customers can view their own invoices and job history, while internal staff can manage all billing records. You can even set up personalized views based on who’s logged in.
This customization makes it simple to manage multiple customers, teams, or locations within the same HVAC billing portal, keeping everything secure and tailored to your needs.
Yes, you can. You don’t need to bring your HVAC billing data from another tool to start using Softr. If you’re starting fresh, you can use Softr Databases, which are built right into the platform and work seamlessly with your HVAC billing portal.
If you do have data in tools like Airtable, Google Sheets, HubSpot, Notion, Coda, monday.com, Supabase, or SQL, you can connect those too. You can also use the REST API connector to bring in data from other platforms. No matter how you start, you have full control over how your HVAC billing information is organized and displayed.
Yes, you can fully white-label your billing software for hvac built with Softr. You can use your HVAC company’s logo, brand colors, fonts, and even a custom domain so your billing portal feels like a true extension of your business. You can also remove all Softr branding, ensuring your customers and service teams only see your company’s identity throughout their experience.
Absolutely. Softr gives you the flexibility to control the design and layout of your HVAC billing software. You can adjust colors, fonts, spacing, and page structure to reflect your brand. You get to decide how each page is organized, which blocks go where, and what different users—like your office staff, field technicians, or customers—see when they log in.
To display your HVAC billing data, you can use different types of blocks depending on your needs:
\- Table blocks to show invoices, payment histories, or work orders
\- List or Card blocks for customer profiles, service agreements, or equipment tracking
\- Detail View to display a single invoice or customer account at a time
\- Forms for collecting payments or service requests
\- Charts for visualizing revenue or outstanding balances
\- Calendar blocks to track billing cycles or payment due dates
If your setup needs change, it’s easy to update your billing portal directly in the visual builder.
Softr is designed with security in mind. All data used by your HVAC billing software is encrypted in transit (TLS) and at rest, and your apps are hosted on secure, reliable infrastructure. You have full control over who can access your billing portal and what they can do. Role-based permissions, user management tied directly to your data source, visibility rules, and global restrictions help keep sensitive financial and customer data protected.
For portals connected to data sources like Airtable, Notion, or SQL, Softr doesn’t store your data—it simply displays it in real time based on your security settings. You remain in full control of your billing information and who can view or edit it.
Softr also follows industry best practices for authentication, access control, and platform monitoring to safeguard your data.
You can get started for free. Softr’s Free plan lets you publish one billing portal app with up to 10 users and 2 user groups, and supports standard data sources like Softr Databases, Airtable, Google Sheets, and more.
If your HVAC billing software needs to support more users or advanced features, you can review the paid plans for additional capacity and functionality: <http://softr.io/pricing>
Softr is built to make it easy to create fully functional, user-facing apps like billing software for hvac—no coding or developer help required. It stands out for how quickly you can turn your billing workflow ideas into a working app, and how seamlessly it connects to your data.
Unlike some no-code tools that focus on mobile apps (like Glide) or are more developer-centric (like Retool), Softr is designed for non-technical teams who want full control over layouts, user permissions, and the user experience. You can build on top of real-time data from Airtable, Google Sheets, Softr Databases, or SQL, and create a secure, branded billing portal for your HVAC company and customers.
Everything is visually customizable—from content to design to who sees what. Softr also includes user roles, forms, conditional logic, and API support out of the box, so you don’t need to stitch together multiple tools.
Yes. Softr supports a wide range of integrations, making it easy to connect your HVAC billing software to the rest of your tech stack. You can sync with Stripe for payments, connect to chat tools for customer support, and automate processes using Zapier, Make, or N8N. Softr also supports REST API and webhooks for advanced workflow automation.
Whether you want to send billing data to your accounting system, trigger reminders or follow-ups when invoices are overdue, or display information from other tools, you can automate these processes within your HVAC billing portal—no coding required.