Build your own hvac billing software with AI
Generate invoices, manage payments, and track job costs in an AI-powered system built with AI to fit your field service workflow.
Tailor your hvac billing software to your needs
Customize your hvac billing software setup with the exact steps and views your team needs. Add features as processes evolve—no code needed.
On-site job documentation
Automated invoice generation
Field technician scheduling
Client payment portal
AI-powered billing summaries
Service approval workflow
Unify your billing and job data in real time
Connect job reports, customer records, and payment data from multiple tools—or manage everything directly in Softr Databases. Create one integrated system for updates.
Custom access for every role. Built-in security.
Let techs, managers, and clients log in to a fully branded portal. Set up permissions and personalized access in minutes—no code needed.
Works on any device
Automate your field operations with Softr Workflows for automated invoice generation, status updates, and client payment notifications.
Automations
Automate your field operations with Softr Workflows for automated invoice generation, status updates, and client payment notifications.
User groups
Assign roles for field techs, office managers, or clients—each gets access to only the billing and job data they need to see.
Advanced permissions
Control who can view, edit, or approve work orders and invoices—down to the field level to ensure financial data remains secure.
Security
Keep customer and billing data safe. Softr is fully compliant with SOC2 and GDPR regulations, ensuring enterprise-grade protection.
Conditional forms
Capture job details, inspections, or equipment parts used with flexible form blocks tailored to each specific HVAC repair or installation task.
Why Softr vs other software
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.
Easy, fast setup
Build your hvac billing software in minutes with AI—no dev time or complex configuration needed.
Consolidate your stack
Add features like client approval workflows or technician scheduling as your needs evolve—no rebuild needed.
Flexible as you grow
Start with billing, then add client portals or dispatch dashboards—all in one place, with no extra tools.
Generate a custom hvac billing software with AI
Co-build with AI
Simply describe what you need. Let Softr handle everything - Interface, database, workflows.
Iterate with AI or visually
Control most critical parts of your app yourself - roles, permissions, security.
Ship the same day
Invite team members or external clients and partners right away. No developer handover.
The go-to platform for business operations
Use drag-and-drop blocks to build a portal that looks sleek and modern out of the box. Add only the features you need, and iterate as your workflows evolve.
Minerva Network increased athlete registrations by 50% with a custom CRM and portal
Celonis built a GTM knowledge base for 1,500+ team members
Urban's Group increased productivity by 25% with a custom ERP system
Frequently asked questions
Build your hvac billing software in minutes
Describe what you need. Softr's AI builds your custom billing tool in minutes—for free.