Generate invoices, track payments, and streamline billing with a customizable invoicing app tailored for your hvac business needs.


Create an HVAC invoice solution that matches your workflow. Start with the basics, then add or update features as your business grows—no coding needed.
Connect spreadsheets, accounting software, and other systems with real-time sync—or manage everything in Softr Databases. Create one source of truth for your HVAC invoices.
Let HVAC technicians, office staff, and clients manage invoices and payments in a secure portal. Set up access and permissions for each group in minutes.
Connect with your accounting tools to automate invoice reminders, payment updates, and record keeping.
Connect with your accounting tools to automate invoice reminders, payment updates, and record keeping.
Assign roles for techs, office staff, and clients—each can access only their relevant invoicing information.
Control who can create, approve, or view invoices—customize permissions for every role.
Keep client billing data secure. Softr is fully compliant with SOC2 and GDPR regulations.
Capture service details, approvals, or payment info with forms tailored to HVAC invoicing needs.
Let teams ask invoice questions or find payment info—AI answers instantly, right inside your HVAC billing app from 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 HVAC invoicing in minutes with drag-and-drop blocks and ready-made billing templates.
Easily add features like automated reminders, service logs, or custom workflows as your business expands.
Manage invoices, customer info, and payment tracking—all in one place, with 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 invoice software is a secure platform designed specifically for HVAC companies to manage their invoicing needs. Technicians and office staff can use it to create, send, and track invoices for HVAC services, as well as organize customer information, job details, and payment records—all in one place. This helps your team stay organized, reduces paperwork, and makes billing much more efficient for both your staff and your customers.
Softr makes it easy to build HVAC invoice software that fits the way your company operates. You can connect your existing data—like customer lists or job records from Airtable, Notion, or other sources—and set up a portal where your team can create invoices, update job statuses, and track payments, all from one centralized platform.
You don’t need to code anything. You can use templates or build from scratch, adjust layouts to fit your workflow, assign different permissions to technicians or office staff, and brand everything with your company’s logo and colors. It’s quick to set up, easy to update as your business grows, and helps you keep your invoicing process organized and professional.
You can build a wide range of features into your HVAC invoice software, depending on your company’s needs. Some of the most popular include:
\- User logins – so each technician or manager can securely access their own jobs or invoices
\- Custom dashboards – to show open invoices, completed jobs, or payment status
\- Forms – for creating new work orders, collecting service details, or gathering customer feedback
\- File sharing – to upload and download job photos, service reports, or signed agreements
\- Search and filters – to quickly locate invoices, customers, or service records
\- Tables, lists, and detail views – for displaying job logs, payment histories, or customer profiles
\- Comments or status updates – to keep internal notes or share updates on service jobs
\- Charts – to track revenue, outstanding invoices, or technician performance
\- Calendar view – to schedule upcoming jobs, follow-ups, or billing reminders
\- Permissions and roles – so technicians, office staff, and managers only see what they need
All these features can be created using Softr’s drag-and-drop editor, so you don’t need to write any code. And if your workflow changes, it’s simple to update your software later.
No coding is required. You can build your HVAC invoice software entirely using Softr’s visual editor. Everything from the layout to user permissions is customizable without writing a single line of code.
Yes. You can manage multiple customers or teams within a single hvac invoice software portal. Each user only sees the invoices, service history, and records relevant to them, based on their login and role. This is especially helpful for HVAC companies serving multiple clients or managing several technicians from one central system.
Softr supports a wide range of data sources for your hvac invoice software. 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 integrate additional data sources using the REST API. You can bring in multiple sources at once, so your invoicing portal can pull job and client information from different platforms. Most sources support real-time, two-way sync, so your records and invoices stay up to date automatically.
Yes, Softr gives you full control over how users experience your hvac invoice software portal. You can customize the layout, navigation, and content to fit your company’s workflow and branding. You can show or hide pages based on who’s logged in, so each customer or technician only sees what’s relevant to them.
You can set up different user roles—such as customer, field technician, or admin—so everyone has the right level of access to invoices, work orders, and job history. For example, customers see only their own invoices, while managers have a complete overview. You can also create tailored views by filtering data based on the logged-in user, keeping your HVAC invoicing experience secure and user-friendly.
Yes, you can. You don’t need to transfer your HVAC invoicing data from another tool to get started. If you’re starting from scratch, you can use Softr Databases, which are built into the platform and work seamlessly with your hvac invoice software. If you already keep information in tools like Airtable, Google Sheets, or other sources, you can connect those as well. You have complete control over how your job, client, and invoice data are organized and displayed in your portal.
Yes, you can completely white-label your HVAC invoice software built with Softr. You can use your own company logo, brand colors, fonts, and even set up a custom domain, so your software looks and feels like a true extension of your HVAC business. All Softr branding can be removed, ensuring your clients only see your company’s identity throughout the entire experience.
Absolutely. Softr gives you plenty of flexibility to tailor the design and layout of your HVAC invoice software. You can adjust colors, fonts, spacing, and the overall page structure to match your branding. It’s easy to choose how each page is arranged, decide where different blocks go, and control what different users see when they log in.
To showcase your data, you can add blocks based on your needs:
\- Table blocks for displaying invoices, payment history, or service records
\- List or Card blocks for highlighting customers, service plans, or equipment
\- Detail View blocks for individual client or invoice details
\- Forms for collecting information from customers
\- Charts to visualize financial data or service trends
\- Calendar blocks to display upcoming maintenance or scheduled service calls
If your requirements change, you can quickly update the design using Softr’s visual builder.
Softr is designed with security as a top priority. All data in your HVAC invoice software is encrypted both in transit (TLS) and at rest, with hosting on secure, reliable infrastructure. You control who can access and modify data in your software by setting up role-based permissions, managing users through your data source, configuring visibility rules, and applying global restrictions to protect sensitive business data.
When you connect external data sources like Airtable, Notion, or SQL, Softr doesn’t store your data—instead, it displays information in real time according to your access settings. You stay in control of your data and who can view or update it.
Softr also adheres to industry best practices for authentication, access control, and platform monitoring to keep your HVAC business data safe.
You can get started at no cost. Softr’s Free plan lets you publish one HVAC invoice app with up to 10 app users and 2 user groups, supporting standard data sources like Softr Databases, Airtable, and Google Sheets.
If you need more users or advanced features for your HVAC invoice software, you can explore Softr’s paid plans here: <http://softr.io/pricing>
Softr is designed to help you build fully functional, user-facing apps—like HVAC invoice software, service management platforms, and client portals—without any coding or developer support. What really sets Softr apart is how quickly you can go from an idea to a live, working app, and how seamlessly it connects to your existing data sources.
Compared to other no-code tools that might focus more on mobile apps or developer-first features, Softr is great for non-technical teams who want control over layout, user experience, and permissions. You can connect to tools like Airtable, Google Sheets, Softr Databases, or SQL, and create secure, branded apps that your clients or technicians can log into.
Everything is customizable, from content and design to user permissions. Plus, with built-in roles, forms, conditional logic, and API support, you don’t have to piece together multiple tools to launch a professional HVAC invoice solution.
Yes! Softr offers a variety of integrations so you can connect your HVAC invoice software with the rest of your tech stack. You can integrate with Stripe for payments, automate notifications or processes using Zapier, Make, or N8N, and use REST API or webhooks for more advanced automations.
Whether you want to send invoice data to your accounting system, trigger reminders when a payment is due, or pull in data from other tools, you can build these automations into your HVAC invoice software—no coding required.