Generate invoices, manage payments, and track customer accounts with a custom billing app tailored to your HVAC business needs.


Set up billing tools tailored for your HVAC business. Add just the features and views you need, and adapt your setup as your processes evolve.
Connect spreadsheets, accounting systems, and job management tools with real-time sync—or manage everything in Softr Databases. Streamline your HVAC billing processes.
Give HVAC technicians, office staff, and clients the access they need for billing and invoicing. Set up roles and permissions in minutes—no code required.
Integrate with your billing tools to automate invoice creation, reminders, and payment tracking—no manual entry needed.
Integrate with your billing tools to automate invoice creation, reminders, and payment tracking—no manual entry needed.
Assign roles for techs, office staff, or clients—each group can access only their relevant billing and invoicing features.
Control who can create, view, or update invoices and payment records—customize access down to the record level.
Secure sensitive billing data for clients and your team. Softr is fully SOC2 and GDPR compliant.
Capture billing details, approvals, or payment updates using flexible form blocks tailored for HVAC invoicing.
Billing staff can ask AI about invoices, payments, or client accounts—answers appear instantly inside your billing portal.
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 system in minutes with drag-and-drop blocks and ready-made templates.
Add invoice tracking, payment reminders, or customer portals as your HVAC business needs change.
Manage billing, client records, and service requests all in one place—no extra tools needed.
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.












HVAC billing software is a secure platform where your HVAC customers can log in to view their invoices, track payment history, access service reports, and manage account information. It centralizes all your billing and communication in one place, reducing the need for scattered emails or paperwork. This helps HVAC businesses stay organized and provide a more efficient experience for both your office team and your customers.
Softr makes it easy to create HVAC billing software that’s tailored to the unique needs of your company. You can connect your existing billing data, such as records in Airtable or payments in Stripe, and set up a portal where customers can log in, view invoices, manage payment methods, and download receipts—all from one dashboard.
No coding is needed. Start with a template or build it from scratch, customize the interface, control who sees what, and brand the portal for your HVAC company. It’s quick to set up, simple to update, and flexible enough to grow with your business. Everything stays organized and looks professional.
You can add a variety of features to your HVAC billing software to match your workflow. Common options include:
\- Customer logins – so each customer can securely access their billing and service information
\- Custom dashboards – showing outstanding invoices, recent payments, and account status
\- Forms – for submitting service requests or updating payment details
\- File sharing – customers can download receipts, reports, or warranty documents
\- Search and filters – to help users quickly find past invoices or service calls
\- Tables, lists, and detail views – displaying jobs, invoices, or maintenance schedules
\- Status updates or comments – keeping communication in one place
\- Charts – to visualize payment trends or outstanding balances
\- Calendar view – for upcoming service appointments or payment due dates
\- Permissions and roles – so only authorized users see sensitive information
All features are built using Softr’s drag-and-drop tools, with no coding required. If you need to make changes later, updating your portal is easy.
No coding is needed. You can create your HVAC billing software entirely with Softr’s visual editor. Everything from the layout to user permissions can be set up and customized without writing a single line of code.
Yes. You can manage multiple HVAC customers or service teams in a single billing software portal. Each user only sees the invoices, service requests, and account information assigned to them, based on their login and role. This is especially helpful for HVAC companies that work with different clients or manage several field teams simultaneously.
Softr supports a wide range of data sources—making it easy to manage your HVAC billing data. 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 connect additional sources using the REST API.
You’re not limited to just one. You can integrate multiple data sources into your HVAC billing software and display them side by side. For example, your portal can pull in invoice data from Airtable and customer details from HubSpot simultaneously. Most sources offer real-time, two-way sync, so updates are reflected instantly across your system.
Yes, Softr gives you complete control over how users interact with your HVAC billing portal. You can customize the layout, navigation, and content to match your company’s brand and processes. Each page or section can be shown or hidden depending on who’s logged in, so customers, technicians, and admins only see what’s relevant to them.
You can set up different user roles, such as customer, technician, or admin—and specify exactly what each role can access or modify. For example, customers can only view their invoices and service history, while internal users can manage all client accounts and billing records. You can also create personalized dashboards by filtering data based on the logged-in user.
This level of customization is especially useful when managing multiple clients, teams, or service projects in your HVAC billing software. It helps keep the experience organized, secure, and tailored to each user group.
Yes, you can. You don’t need to import data from another system to start building your HVAC billing software with Softr. If you’re starting from scratch, you can use Softr Databases, which is built into the platform and integrates seamlessly with your application.
If you already have client or billing 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 data from other sources. Either way, you have full control over how your HVAC data is organized and displayed for customers and technicians.
Yes, you can fully white-label your HVAC billing software in Softr. You can apply your own company logo, brand colors, fonts, and use a custom domain so the software looks and feels like an extension of your HVAC business. You also have the option to remove all Softr branding, ensuring your customers see only your identity throughout their experience.
Absolutely. Softr gives you a lot of flexibility to customize both the design and layout of your HVAC billing software. You can tailor colors, fonts, spacing, and page structure to align with your branding. You have complete control over the arrangement of each page, the placement of different blocks, and what your users see when they access the software.
To display your billing data or service information, you can use different block types:
\- Table blocks – ideal for lists of invoices, payment records, or scheduled jobs
\- List or Card blocks – perfect for showcasing customer details, equipment, or service plans
\- Detail View – to present a detailed look at a single invoice or customer account
\- Forms – for collecting new service requests or payment information
\- Charts – to visualize revenue or outstanding balances
\- Calendar blocks – to show upcoming maintenance appointments or payment due dates
If you need to change your content or layout later, you can easily update it anytime using the visual builder.
Softr is designed with security as a top priority. All data within your HVAC billing software is encrypted both in transit (TLS) and at rest, and the platform uses secure, reliable hosting infrastructure. You have full control over user access and permissions, allowing you to define which staff or customers can view or modify billing data. Role-based permissions, direct management of users within your data source, visibility rules, and global restrictions help you protect sensitive information across your software.
If your software integrates with external data sources like Airtable, Notion, or SQL, Softr doesn't store your data—it displays it in real time based on your permissions. You always retain control over your HVAC business data and who accesses it.
Softr follows industry best practices for authentication, platform monitoring, and access control to keep your data safe.
You can get started for free. Softr’s Free plan lets you launch one HVAC billing app with up to 10 users and 2 user groups, supporting all standard data sources like Softr Databases, Airtable, Google Sheets, and more.
If your billing software needs to handle more users or additional features, you can review the paid plans for further options: <http://softr.io/pricing>
Softr is built to make it easy to create robust, user-facing apps—like HVAC billing software—without any coding or reliance on developers. Its major advantage is how quickly you can go from concept to a functioning solution, with seamless connections to your existing data.
Unlike some no-code tools focused on mobile apps (like Glide) or those geared towards developers (like Retool), Softr is designed for non-technical teams who want hands-on control over layout, user experience, and permissions. You can build your HVAC billing software using real-time data from Airtable, Google Sheets, Softr Databases, or SQL, creating a secure, branded platform for your team and customers.
Everything is customizable visually—content, design, and permissions. With user roles, forms, logic, and API support built in, there’s no need to combine multiple tools to get a polished result.
Yes. Softr supports a wide range of integrations, making it easy to connect your HVAC billing software to your existing tools. Integrate with Stripe for payments, connect to chat tools like Intercom, and automate routine tasks using Zapier, Make, or N8N. Softr also supports REST API and webhooks for advanced workflow automation.
Whether you need to send data to other systems, trigger automations when a payment is received, or pull in information from other business tools, you can automate and streamline your HVAC billing processes—no coding required.