Schedule appointments, optimize routes, and manage client data with a custom app tailored to your HVAC business needs and processes.


Build an HVAC appointment tool with only the views and features your team needs. Adjust your setup as your business and workflows grow—no code needed.
Connect calendars, service tools, and customer databases with real-time sync—or manage everything in Softr Databases. Create a single source for your appointments.
Let HVAC techs, dispatchers, and clients log in to a secure portal for scheduling and managing appointments. Set up roles and permissions in minutes.
Connect with your scheduling tools to automate appointment reminders, dispatch updates, and job notifications.
Connect with your scheduling tools to automate appointment reminders, dispatch updates, and job notifications.
Assign roles for technicians, office staff, and customers—each gets access to just their appointments and tasks.
Manage who can schedule, dispatch, or update appointments—control is flexible down to each role.
Keep client and job information protected. Softr is fully compliant with SOC2 and GDPR standards.
Capture appointment info, job notes, or approvals with flexible form blocks tailored to HVAC service needs.
HVAC staff can ask AI about appointments or schedules and get quick answers, right inside your scheduling app with 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.
Set up your HVAC scheduling app in minutes with drag-and-drop blocks and ready-made templates.
Add features like technician calendars or notifications as your scheduling needs change—no rebuild needed.
Start with appointment scheduling, then add client portals or job tracking—all in one place, no extra tools.
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.












An HVAC appointment scheduling software is a secure online platform where your customers can request, view, and manage their heating and cooling service appointments. It brings all appointment details, service history, and communication into one place—so you don’t have to rely on phone calls or scattered emails. This helps HVAC teams stay organized and deliver a smoother, more professional scheduling experience for both staff and customers.
Softr makes it easy to build HVAC appointment scheduling software that fits the way your service company operates. You can connect your existing data—like customer records, job logs, or calendars in Airtable, HubSpot, Notion, and more—and set up a portal where customers can book appointments, view service updates, and manage their information, all in one place.
You don’t need to code anything. You can start with a template or build from the ground up, adjust the layout, decide who sees what, and brand it to match your HVAC business. It’s quick to launch, easy to update, and flexible enough to grow as your needs change. It just keeps everything organized and running smoothly.
You can create a range of features tailored to your HVAC business’s workflow. Some popular capabilities include:
\- Customer logins – so each customer can manage their own appointments and service requests
\- Custom dashboards – to show upcoming appointments, past service history, or invoices
\- Appointment booking forms – for new service requests or maintenance calls
\- File sharing – so customers and technicians can exchange service reports or equipment photos
\- Search and filters – to quickly find appointment slots or customer records
\- Tables, lists, and detail views – to display jobs, technician schedules, or equipment details
\- Comments or status updates – to keep everyone in the loop about service progress
\- Calendar view – for tracking all scheduled jobs and technician availability
\- Permissions and roles – so staff and customers only see what’s relevant to them
All these features can be built using Softr’s drag-and-drop blocks, so you don’t need to write any code. If your scheduling process changes, it’s easy to update your software whenever you need.
No coding is required. You can build your HVAC appointment scheduling software entirely using Softr’s visual editor. Everything from the layout to user permissions can be customized without writing a single line of code.
Yes. You can manage multiple customers or technician teams in a single hvac appointment scheduling portal. Each user only sees the appointments and information assigned to them, based on their login and role. This is especially helpful for HVAC service companies that coordinate schedules for different technicians or manage appointments for multiple clients from one place.
Softr supports a wide range of data sources, making it easy to connect and manage your hvac appointment details. You can integrate with 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 scheduling or CRM tools.
You’re not limited to one source—you can combine multiple, so your hvac appointment scheduling software can pull in technician schedules from one platform and customer data from another. Most sources support real-time, two-way sync, so updates in your app or data source stay in sync automatically.
Yes, Softr gives you full control over how users interact with your hvac appointment scheduling software. You can tailor the layout, navigation, and content to fit your company’s branding and workflow. Each page or section can be shown or hidden based on the user’s role, so customers, technicians, and admins only see what’s relevant to them.
You can also create different user roles, such as customer, technician, dispatcher, or admin, and specify exactly what each can view or edit. For example, customers can see and book their own appointments, while technicians can access their route and schedule, and admins can manage all bookings. You can also filter views and data based on the logged-in user.
This level of customization is ideal for hvac companies managing many appointments, teams, and customers in one system, keeping everything organized, secure, and easy to use.
Yes, you can. You don’t need to import data from another tool to start building your hvac appointment scheduling software with Softr. If you’re starting from scratch, you can use Softr Databases, which is built right into the platform and integrates perfectly with your scheduling app.
But if you already have client or appointment data in tools like Airtable, Google Sheets, HubSpot, Notion, Coda, monday.com, Supabase, or SQL, you can connect those as well. You can also use the REST API connector to bring in appointment data from other sources. Either way, you have complete control over how your hvac data is structured and displayed in your software.
Yes, you can fully white-label your HVAC appointment scheduling software in Softr. You can add your HVAC company’s logo, brand colors, fonts, and even set up a custom domain so your scheduling portal feels like a direct extension of your business. You can also remove all Softr branding, ensuring your customers only see your company’s identity throughout the entire scheduling experience.
Absolutely! Softr gives you plenty of flexibility to tailor the look and layout of your HVAC appointment scheduling software. You can adjust colors, fonts, spacing, and structure to match your brand. You decide how each page is arranged—choose which blocks go where, and specify what homeowners, technicians, or admin staff see when they log in.
To display your scheduling data and manage appointments, you can use a variety of blocks depending on your needs:
\- Table blocks – to show appointment lists, service histories, or job assignments
\- List or Card blocks – to highlight upcoming bookings, technician profiles, or available services
\- Detail View – to drill down into a specific appointment or customer record
\- Forms – for new appointment requests or customer info collection
\- Calendar blocks – to display and manage scheduled jobs or available slots
If your needs change, you can easily update your portal’s design right in Softr’s visual builder.
Softr puts security first. All your HVAC appointment data is encrypted in transit (TLS) and at rest, and your scheduling portal is hosted on secure, reliable infrastructure. You have full control over who can access different features—set role-based permissions, manage user access directly from your data source, and use visibility rules to protect sensitive customer and appointment information.
For portals connected to external sources like Airtable, Notion, or SQL, Softr doesn’t store your data—it simply displays it in real time based on your access settings. You’re always in control over who can view or edit your scheduling and customer data.
Softr also follows best practices for authentication, access control, and platform monitoring to keep your HVAC business’s information safe.
You can start for free. Softr’s Free plan lets you publish one app for your HVAC appointment scheduling software with up to 10 app users and 2 user groups, plus support for standard data sources like Softr Databases, Airtable, Google Sheets, and others.
If your scheduling portal needs to support more users or advanced features, you can explore Softr’s paid plans here: <https://softr.io/pricing>
Softr is designed to make it easy to build powerful, user-friendly apps like HVAC appointment scheduling systems—no coding required. What sets it apart is how quickly you can go from concept to working portal, and how easily it connects with your existing data sources.
Unlike some no-code platforms that focus on mobile apps or are highly technical, Softr is ideal for non-developers who want control over layout, user experience, and permissions. You can build right on top of live data from tools like Airtable, Google Sheets, Softr Databases, or SQL, and provide a secure, branded scheduling portal for both your HVAC team and your customers.
Everything is customizable in the visual builder, from appearance to user roles. With Softr’s built-in forms, conditional logic, and API support, you don’t need to stitch together multiple tools to deliver a seamless scheduling experience.
Yes, you can! Softr supports a wide range of integrations so your HVAC appointment scheduling software can connect with the rest of your tech stack. Integrate with tools like Stripe for payments, Intercom for customer chat, and automate appointment reminders or follow-ups using Zapier, Make, or N8N. Softr also offers REST API and webhook support for more advanced automations.
Whether you need to sync appointment data to another system, trigger notifications when a new booking is made, or display information from other tools, you can set it up in your scheduling portal—no coding needed.