Schedule services, assign technicians, and streamline operations with a customizable app tailored to your HVAC business needs.


Build an HVAC scheduling and dispatch system tailored to your workflows. Add only the features you need, and update as your processes change.
Connect spreadsheets, dispatch tools, and scheduling systems with real-time sync—or manage everything in Softr Databases. Create one source of truth for your HVAC operations.
Let HVAC techs, dispatchers, and clients access schedules and work orders in a secure, branded portal. Set up roles and permissions in minutes.
Connect with your existing tools to automate HVAC dispatching, work order updates, and client notifications.
Connect with your existing tools to automate HVAC dispatching, work order updates, and client notifications.
Assign roles for technicians, managers, and clients—each sees only their relevant schedules and work orders.
Control who can view, complete, or assign HVAC work orders—permissions can be tailored to each role.
Keep customer and job data secure. Softr is fully compliant with SOC2 and GDPR regulations.
Capture service details, job updates, or approvals with flexible form blocks tailored to HVAC tasks.
Techs and dispatchers get instant answers from AI about jobs, schedules, or parts—all inside your work order 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 work order manager in minutes with drag-and-drop scheduling and dispatch blocks.
Add features like technician tracking, status updates, or custom workflows as your needs change.
Manage scheduling, dispatch, and work orders in one place—no extra apps or logins 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.












An HVAC scheduling and dispatch portal is a secure online platform where your team and customers can schedule service appointments, check technician availability, view job statuses, and communicate in real time. It helps keep all scheduling, dispatch, and customer communication organized in one place, reducing the need for phone calls or scattered emails. This streamlines your operations and provides a smoother experience for both your HVAC technicians and customers.
Softr makes it simple to build an HVAC scheduling and dispatch portal tailored to your company’s workflow. You can connect your job data from platforms like Airtable, Notion, or Google Sheets, and set up a portal where your team can manage schedules, assign jobs, and track service requests—all in one place.
There’s no coding required. You can start with a template or customize as needed, control what each user sees, and easily match the portal to your company’s branding. It’s quick to launch, straightforward to update, and flexible enough to grow as your HVAC business changes.
You can add a variety of features to your HVAC scheduling and dispatch portal depending on your workflow. Some common options include:
\- User logins – so technicians, dispatchers, and customers can securely access their information
\- Job scheduling – to book, reschedule, or cancel service calls
\- Technician dashboards – showing daily routes, assigned jobs, and job details
\- Real-time status updates – to track progress and completion
\- Forms – for new service requests, feedback, or job notes
\- File uploads – such as work orders, photos, or invoices
\- Search and filters – to quickly find specific jobs or customers
\- Calendar views – to display upcoming appointments or technician availability
\- Permissions and roles – making sure users only see information relevant to their role
All features are built using Softr’s drag-and-drop tools, so you can easily modify or expand your portal whenever you need.
No coding is needed. You can build your HVAC scheduling and dispatch 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 customers, service locations, or technician teams within a single hvac scheduling and dispatch portal. Each user only sees the schedules and job information relevant to them, based on their login and role. This is especially helpful for HVAC companies coordinating work across multiple service teams or managing different customer accounts from one place.
Softr supports a wide range of data sources, making it easy to power your hvac scheduling and dispatch portal. 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 pull in data from other systems using the REST API.
You’re not limited to just one source. You can combine multiple data sources in the same app and see them side by side—so your scheduling portal, for example, can show technician availability from Airtable along with customer contact info from HubSpot. Most sources support two-way sync, so changes in your app or data source are updated automatically.
Yes, Softr gives you full control over how users interact with your hvac scheduling and dispatch portal. You can tailor the layout, navigation, and content to match your company’s workflow and branding. Each section or feature can be shown or hidden depending on who’s logged in, so technicians, dispatchers, and customers only see what’s relevant to them.
You can also set up roles such as technician, dispatcher, admin, or customer, and define exactly what each role can view or edit. For example, customers can only see their own service requests, while dispatchers can manage all job assignments. You can also filter schedules and job data by user for personalized views. This level of control keeps the experience secure, efficient, and tailored to each role in your HVAC operation.
Yes, you can. You don’t need to import your customer, job, or scheduling data from another source to get started with Softr. If you’re starting fresh, you can use Softr Databases, which is built-in and integrates seamlessly with your hvac scheduling and dispatch application.
If you already track your data in systems like Airtable, Google Sheets, or other platforms, you can connect those too. The REST API connector also lets you bring in information from other tools. Either way, you have full control over how your scheduling, dispatch, and customer data is organized and displayed in your portal.
Yes, you can fully white-label your hvac scheduling and dispatch portal in Softr. You can use your company’s logo, brand colors, fonts, and custom domain to make the portal feel like a natural extension of your HVAC business. You can also remove all Softr branding, so your customers and technicians only see your company’s identity throughout their experience with the portal.
Yes, you can. Softr gives you a lot of flexibility to control both the design and layout of your hvac scheduling and dispatch portal. You can adjust colors, fonts, spacing, and page structure to match your branding. You can also choose how each page is organized, decide which blocks go where, and set what different users—like dispatchers, technicians, or customers—see when they log in.
To display your data, you can add different types of blocks depending on what you need:
\- Table blocks – to show structured data like job lists, work orders, or technician assignments
\- List or Card blocks – to highlight service requests, equipment details, or customer profiles
\- Detail View – to show one record at a time, like a job ticket or dispatch summary
\- Forms – for scheduling requests or technician updates
\- Calendar blocks – to display upcoming appointments or shift schedules
If your content or design needs change later, it’s easy to go back and make updates right in the visual builder.
Softr is built with security in mind. All data is encrypted in transit (TLS) and at rest, and your hvac scheduling and dispatch portal is hosted on secure, reliable infrastructure. Softr gives you full control over who can see and do what in your portal. You can set up role-based permissions, manage users directly within your data source, set visibility rules, and apply global restrictions to protect sensitive scheduling and dispatch data across your entire portal.
For apps connected 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 settings. You’re always in control of your scheduling, dispatch, and service information, and who can view or edit it.
Softr also follows industry best practices for authentication, access control, and platform monitoring to help keep your information safe.
You can get started for free. Softr’s Free plan lets you publish one app with up to 10 app users and 2 user groups, and includes support for all standard data sources like Softr Databases, Airtable, Google Sheets, and more.
If your scheduling and dispatch portal needs more users or features, here’s how the paid plans stack up: <http://softr.io/pricing>
Softr is built to make it easy to create fully functional, user-facing apps—like hvac scheduling and dispatch portals, customer management tools, and internal operations dashboards—without needing to write code or rely on developers. What sets it apart is how quickly you can go from idea to working portal, and how well it connects with your existing data.
Unlike some no-code tools that focus on mobile apps or require developer skills, Softr is designed for non-technical teams who want full control over layout, user experience, and permissions. You can build on top of real-time data from tools like Airtable, Google Sheets, Softr Databases, or SQL, and create secure, branded portals that your office staff, technicians, or customers can log into.
You can customize everything visually—from content and design to who sees what. And because Softr includes features like user roles, forms, conditional logic, and API support out of the box, you don’t need to patch together multiple tools to launch something professional and ready for your HVAC operation.
Yes. Softr supports a wide range of integrations so you can connect your hvac scheduling and dispatch portal to the rest of your workflow. You can automate tasks using Zapier, Make, and N8N, and integrate with tools like Stripe for payments or Intercom for support. Softr also supports REST API and webhooks for more advanced automations.
Whether you need to send job data to another system, trigger automations based on scheduling updates, or display information from other tools, you can build it into your hvac scheduling and dispatch portal without writing code.