Streamline task assignments, track job progress, and enhance efficiency with a custom solution tailored for your HVAC service operations.


Set up a work order system for your HVAC team with only the features and views you need. Adjust and expand your setup as your workflow changes.
Connect spreadsheets, field service tools, and scheduling systems with real-time sync—or manage everything in Softr Databases. Create a centralized hub for your HVAC operations.
Let HVAC techs, dispatchers, and clients access work orders in a secure, branded portal. Set up user roles and permissions in minutes—no coding required.
Trigger automated dispatches, updates, or notifications using your preferred workflow tools.
Trigger automated dispatches, updates, or notifications using your preferred workflow tools.
Assign tailored access for field techs, office staff, and clients—each sees only their relevant work orders.
Control who can assign, edit, or complete HVAC work orders—right down to the field level.
Keep HVAC job and customer data secure. Softr meets SOC2 and GDPR compliance requirements.
Capture job details, equipment data, or approvals using flexible form blocks specific to HVAC tasks.
HVAC crews and managers can ask AI about work orders or schedules—answers come instantly, right in your work order 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.
Build your HVAC work order system in minutes with drag-and-drop blocks and prebuilt templates.
Add features like scheduling, tracking, or approvals as your HVAC workflows change—no rebuild needed.
Manage work orders, customer info, and schedules—all in one place, with no extra software required.
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 work order software is a secure online tool that allows your HVAC team and customers to manage service requests, track work orders, and view job updates in one place. It centralizes communication, so you don’t have to rely on scattered emails or paperwork. This helps HVAC businesses stay organized, respond faster, and provide a better experience for both technicians and customers.
Softr makes it simple to create HVAC work order software that fits how your company operates. You can connect your existing job data—such as records in Airtable, customer info in HubSpot, or schedules in Notion—and set up a platform where technicians and customers can log in, see service updates, submit requests, and access important documents all in one spot.
No coding is needed. You can start with a template or create your own design, adjust the layout, set different permissions for staff and customers, and brand the software to match your HVAC business. It’s fast to launch, easy to maintain, and flexible enough to adapt as your workflow changes.
With Softr, you can build a wide range of features tailored to your HVAC workflow. Some common ones include:
\- User logins – so technicians and customers each access only their own work orders or information
\- Custom dashboards – to show job status, invoices, schedules, or work history
\- Forms – for new service requests, feedback, or job completion reports
\- File sharing – for uploading and downloading work order documentation, photos, or manuals
\- Search and filters – so users can quickly find specific work orders or service requests
\- Tables, lists, and detail views – to display jobs, equipment records, or customer info
\- Comments or status updates – to keep all communication about a job in one place
\- Charts – to visualize maintenance metrics, completion rates, or workload
\- Calendar view – for tracking appointments, job deadlines, or scheduled maintenance
\- Permissions and roles – so office staff, technicians, and customers only see what’s relevant to them
All of these features use Softr’s drag-and-drop blocks, so you can add or update them as your needs change—without any coding.
No coding is required. You can build your HVAC work order software entirely with Softr’s visual editor. Everything from the overall layout to who can access which features can be set up without writing a single line of code.
Yes. With our HVAC work order software, you can manage multiple clients or teams all in one place. Each user only sees the work orders and project data assigned to them, based on their login and role. This is especially useful if your HVAC company handles jobs for multiple clients or coordinates several teams in the field.
Softr supports a wide variety of data sources, making it easy to connect your HVAC work order software to the tools you already use. You can integrate with Airtable, Google Sheets, Notion, Coda, monday.com, HubSpot, Clickup, Xano, Supabase, PostgreSQL, MySQL, SQL Server, MariaDB, BigQuery, and more. You can also bring in work order or customer data from other systems using the REST API.
Multiple data sources can be combined and shown in a single HVAC portal, so you can pull in work order info from Airtable while tracking customer communications in HubSpot. Most sources support real-time, two-way sync, keeping your data up to date automatically.
Yes, our HVAC work order software gives you full control over the user experience. You can customize the layout, navigation, and content to match your company’s branding and workflow. Each page or section can be shown or hidden based on who’s logged in, so every technician or client only sees the work orders and details relevant to them.
You can set up different user roles—such as technician, dispatcher, admin, or client—and decide what each role can view or update. For example, clients can see only their own service requests, while your internal team can access all jobs and schedules. You can also create filtered views so each user sees the data most relevant to their responsibilities.
This level of customization is especially helpful when managing multiple clients, teams, and projects, ensuring that every user has a clean, secure, and tailored experience.
Yes, you can. You don’t need to import your work order data from another tool to get started with our HVAC work order software. If you’re starting fresh, you can use Softr Databases, built right into the platform and fully integrated with your HVAC portal.
Of course, if you already track work orders or customer info in tools like Airtable, Google Sheets, HubSpot, Notion, Coda, monday.com, Supabase, or SQL databases, you can connect those as well. You can even use the REST API to bring in data from other systems. Either way, you’re in control of how your HVAC data is organized and displayed.
Yes, you can fully white-label your HVAC work order software built with Softr. You can use your own company logo, brand colors, fonts, and custom domain to make the platform feel like a seamless extension of your HVAC business. All Softr branding can be removed, so your technicians and customers only see your company’s identity throughout their experience.
Absolutely. Softr gives you plenty of flexibility to control the design and layout of your HVAC work order software. You can adjust colors, fonts, spacing, and how each page looks to match your company branding. Layouts are completely customizable—you decide which sections go where and what different users (like office staff, field technicians, or customers) see when they log in.
To organize your data, you can use blocks for specific needs:
\- Table blocks – display work orders, equipment lists, or maintenance logs
\- List or Card blocks – highlight technician profiles, customer accounts, or service requests
\- Detail View – show individual work order details or technician job histories
\- Forms – collect new service requests or maintenance updates
\- Charts – track service trends or completion rates
\- Calendar blocks – visualize job schedules and upcoming appointments
If your needs change, you can update the setup quickly using the visual builder.
Softr places a strong emphasis on security. All data in your HVAC work order software is encrypted during transmission (TLS) and while stored, and your app operates on secure, robust infrastructure. You have full control over who can access or modify information—set up role-based permissions for technicians, office staff, or customers, manage user lists, and set visibility rules to ensure sensitive job details are protected.
If you connect external data sources like Airtable, Notion, or SQL, Softr doesn’t store your data; it just displays it in real time according to your permissions. You remain in control of your data and who can view or edit it.
Softr follows industry best practices for authentication, access control, and platform monitoring to safeguard your business information.
You can start building your HVAC work order software for free. Softr’s Free plan allows you to publish one app with up to 10 app users and 2 user groups, and you can use common data sources like Softr Databases, Airtable, Google Sheets, and more.
If your software needs more users or features, you can explore paid plans for greater flexibility and added functionality: <https://softr.io/pricing>
Softr is designed to make building fully functional, user-facing apps—like HVAC work order software, internal tools, or customer portals—simple and accessible, even if you don’t code. Its standout features are how quickly you can launch a working solution and how smoothly it connects with your existing data.
While other no-code platforms might focus on mobile apps (like Glide) or are more technical (like Retool), Softr is ideal for field service teams and office staff who want control over layout, permissions, and experience. You can build your app on top of live data from Airtable, Google Sheets, Softr Databases, or SQL, and create secure, branded portals for team members or customers.
Everything is customizable visually, from the way information is displayed to who sees what. With built-in features like user roles, forms, and API support, you don’t need to piece together multiple tools to create a streamlined HVAC workflow.
Yes, Softr makes it easy to automate workflows and connect your HVAC work order software to the rest of your tech stack. You can integrate with tools like Stripe for payments, Intercom for support, and automate tasks using Zapier, Make, or N8N. Plus, Softr supports REST API and webhooks for more advanced integrations.
Whether you want to send job updates to your CRM, trigger automatic notifications when a work order is created, or sync schedules with other platforms, you can set up these processes without needing to write any code.