Manage schedules, track progress, and streamline operations with a custom app designed for your hvac business and team needs.


Build an HVAC project management workflow that fits your team. Add only the views and features you need. Adapt and update as projects evolve.
Connect spreadsheets, project management tools, and scheduling systems with real-time sync—or manage everything in Softr Databases. Create one source of truth for your projects.
Give technicians, project managers, and clients secure access to HVAC projects in a branded portal. Set roles and permissions in minutes—no coding needed.
Connect with your HVAC tools to automate project updates, dispatching, and reminders—reducing manual work.
Connect with your HVAC tools to automate project updates, dispatching, and reminders—reducing manual work.
Assign roles for HVAC techs, managers, and clients—each sees just the project info and tasks they need.
Control who can view, update, or assign HVAC work orders—down to each project or team.
Keep client, asset, and project data safe. Softr is compliant with SOC2 and GDPR regulations.
Capture project details, site inspections, or approvals using flexible forms tailored for each HVAC job.
Let teams ask AI about job status, schedules, or budgets and get answers instantly—right inside your project management app.
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 project management app in minutes with drag-and-drop blocks and templates.
Add features like scheduling, client tracking, or job logs as your HVAC projects evolve.
Start with project tracking, then add job portals, forms, or reports—all in one place.
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 project management portal is a secure online space where your team and clients can log in to track project progress, access important documents, view schedules, and communicate in real time. It keeps all your HVAC project information organized in one place, so you don’t have to juggle emails or spreadsheets. This streamlines your workflow and helps deliver a better experience for both your staff and your HVAC clients.
Softr makes it easy to create an HVAC project management portal tailored to your company’s needs. You can connect your existing data—like job schedules, client details, or project files from Airtable, Notion, Hubspot, and more—and build a portal where technicians, project managers, and clients can log in, check updates, share files, and fill out forms, all in one place.
There’s no need to code. You can start from a template or create your portal from scratch, adjust the layout, control who sees what, and match your company branding. It’s quick to launch, simple to update, and flexible enough to grow with your business. Everything stays organized and professional, so your HVAC projects run smoothly.
You can include a variety of features in your HVAC project management portal to support your workflow. Common examples are:
\- User logins – so each technician, project manager, or client can access their own information
\- Custom dashboards – to show project status, work orders, or job schedules
\- Forms – for job completion reports, service requests, or feedback
\- File sharing – to upload and download project documents, diagrams, or permits
\- Search and filters – to help users quickly find specific projects or clients
\- Tables, lists, and detail views – to display tasks, appointments, or equipment logs
\- Comments or status updates – to keep project communication in one place
\- Charts – to visualize project timelines, budgets, or workload
\- Calendar view – for service appointments, deadlines, or follow-ups
\- Permissions and roles – so team members and clients only see the information relevant to them
All these features are built using Softr’s drag-and-drop blocks without needing to write code. You can easily update your portal as your HVAC business evolves.
No coding is required. You can create your HVAC project management portal entirely with 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 HVAC clients or teams within the same project management portal. Each user only sees the projects, work orders, and documents assigned to them, based on their login and role. This is especially helpful for HVAC companies managing several commercial or residential clients, subcontractors, or in-house teams all in one place.
Softr supports a variety of data sources for your HVAC project management needs. 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 job tickets, asset records, or other data from your existing HVAC tools.
You’re not limited to just one source. You can combine data from multiple platforms—so your HVAC management portal might show job details from Airtable and customer records from HubSpot at the same time. Most integrations offer real-time, two-way sync to keep everything up to date automatically.
Yes, Softr lets you fully customize the user experience in your HVAC project management software. You can tailor the dashboard, menu, and project pages to match your company’s branding and process. Visibility settings let you control exactly who can see each job, schedule, or document, depending on their login and role.
You can create user roles for HVAC technicians, project managers, dispatchers, or clients—and set permissions for each group. For example, technicians might only see their assigned tasks, while managers oversee all open projects. Personalized views and filters help everyone quickly find the information that’s most relevant to them. This level of customization helps streamline collaboration while keeping sensitive project data secure.
Yes, you can. You don’t need to migrate your HVAC project data from another tool to start using Softr. If you’re starting fresh, you can use Softr Databases, which is integrated into the platform and works seamlessly with your HVAC project management workflows.
If you already track jobs, clients, or schedules in tools like Airtable, Google Sheets, HubSpot, Notion, Coda, monday.com, Supabase, or SQL, you can connect those too. The REST API connector also lets you bring in data from other systems. However you set it up, you’re in control of how your HVAC project information is organized and displayed.
Yes, you can fully white-label your HVAC project management software built with Softr. You can add your own company logo, brand colors, fonts, and set up a custom domain to make the software look and feel like a seamless extension of your HVAC business. All Softr branding can be removed, so your team and clients only see your company’s identity throughout the platform.
Absolutely! Softr gives you extensive flexibility to control the design and layout of your HVAC project management software. You can tailor colors, fonts, spacing, and page structure to suit your company’s branding. You also have control over how pages are organized, which blocks are displayed, and what information different users see when they log in.
To display your HVAC data, you can add different types of blocks:
\- Table blocks – great for project schedules, maintenance logs, or invoice lists
\- List or Card blocks – to highlight jobs, team assignments, or equipment
\- Detail View – for an at-a-glance look at a specific project or work order
\- Forms – for submitting new service requests or work reports
\- Charts – to monitor project metrics or team performance
\- Calendar blocks – to visualize upcoming jobs, deadlines, or appointments
If your needs change, you can easily update your software right in the visual builder.
Softr is built with security in mind. All data in your HVAC project management software is encrypted in transit (TLS) and at rest, hosted on secure and reliable infrastructure. You have full control over who can see or edit information through role-based permissions, user management, visibility rules, and global restrictions—perfect for protecting sensitive job and client data.
If you connect to external data sources like Airtable, Notion, or SQL, Softr doesn’t store your data; it just displays it in real time based on your access rules. Your team stays in control of all information.
Softr also follows industry best practices for authentication, access control, and monitoring to keep your HVAC data safe.
You can get started building your HVAC project management software for free. Softr’s Free plan lets you publish one app with up to 10 app users and 2 user groups, and supports all standard data sources like Softr Databases, Airtable, Google Sheets, and more.
If your software needs to support more users or advanced features, you can review the paid plans and choose what’s best for your HVAC business: <https://softr.io/pricing>
Softr is designed to make creating powerful, user-facing apps—like HVAC project management software, team portals, or internal tools—quick and code-free. What sets it apart is how fast you can launch a working solution and how easily it connects to your existing data.
Unlike some no-code tools that focus on mobile apps (like Glide) or are more developer-oriented (like Retool), Softr is built for non-technical teams who want control over layout, user experience, and permissions. You can build directly on top of real-time data from Airtable, Google Sheets, Softr Databases, or SQL, and create secure, branded software that your team and clients can access.
Softr’s visual builder lets you customize everything—from job tracking and project overviews to who gets access to which information. With features like user roles, forms, conditional logic, and API support, you get a comprehensive toolkit to run your HVAC operations smoothly.
Yes. With Softr, you can automate tasks and integrate your HVAC project management software with the rest of your toolkit. Softr supports integrations with tools like Stripe for payments, Intercom for chat, and you can automate processes using Zapier, Make, or N8N. REST API and webhook support allow for even more advanced automations.
Whether you want to sync job data with another system, trigger notifications based on project status, or display information from other business tools, you can build these workflows into your HVAC software without writing any code.