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For HVAC companies

HVAC software for the rush. And the shoulder season.

When it's 100 degrees, every call gets answered and every tech goes to the right job. When it's 70, your maintenance memberships and equipment records keep the board full. One system for both, at a price on the website.

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  • 14-day free trial
  • No card needed
  • No contract or setup fee
Inbox, Texts tab: Jenna Ellis texts that the furnace bangs when it kicks on and asks for Tuesday; the AI receptionist offers 7:00–9:00 or 9:00–11:00 AM, Jenna picks 9:00, and it replies that she's booked.
  • Memberships that run themselves Plans bill on start and renewal, discounts apply on their own, and the maintenance visits are created for you.
  • Every unit on file Make, model, serial number, install date and warranty, with a data-plate photo from the tech app.
  • Calls answered in the rush An AI receptionist that books open times, moves visits and hands over to your team.

Maintenance agreements

Memberships that fill the slow months.

Sell a maintenance plan once and let Tandem do the rest: it bills the member, books their tune-ups and takes their discount off every invoice, so spring and fall stay busy without anyone working a list.

  • Plans priced by the month or the year, with visits per year and a member discount
  • Billed on start and renewal by a pay link, or charged to a saved card, with a week of retries and a link to update it
  • Maintenance visits created for every member, and the discount taken off automatically
  • Members see their plan, renewal and visits in their portal; techs can sign customers up on site when you allow it
On every plan
The Reports page: an Ask about your business box, totals for invoiced, collected, jobs completed, average ticket, estimate close rate and membership revenue, and a chart of invoiced against collected by day.

Equipment & warranties

Every furnace and condenser, with its history.

Your techs add a unit from the job with a photo of the data plate, even with no signal. The next tech sees what it is, when it went in, whether it's under warranty and every visit that serviced it.

  • Make, model, serial number, install date, warranty end and where it is in the home
  • A service interval per unit or per type, with Maintenance due on Today and an optional customer reminder
  • A text and email to the customer before a warranty ends
  • Find every unit by serial number or model across customers, and export the list for a recall
Job #1024 in the tech app: Frank Nolan's AC tune-up and address, buttons to navigate, call or message, and the job's notes.

Repair or replace

Good, better, best, signed at the kitchen table.

Price the repair and the replacement side by side from your price book, with pictures, and let the homeowner pick and sign on their phone or yours. A deposit invoice goes out with the signature.

  • A starter HVAC price book (tune-ups, capacitors, blower motors, refrigerant by the pound, smart thermostats) adjusted to your market
  • Options priced independently, with a discount in dollars or percent and a deposit
  • Follow-ups that stop as soon as the customer answers
  • Approval books the job with the option they chose
A customer's phone showing estimate #1003 from Wight HVAC, Choose an option, starting with Good: leak repair and recharge for $800.65.

Peak season

The phones ring all day. Somebody answers every one.

The AI receptionist answers calls and texts, looks up the caller, books an open arrival window and hands over to a person when it should. On the board, auto-schedule places the waiting jobs by skill and drive time.

  • Texts answered in your customer's language, English or Spanish
  • Auto-schedule matches required skills and drive time, and says why it chose each tech
  • Optimize route re-orders a tech's day while keeping the windows you promised
  • On-my-way texts with a live map, so customers stop calling to ask
AI receptionist: On Level
Today in the office app: the day's jobs, booked revenue, the To schedule tray and the dispatch board with each technician's jobs laid out by hour.

Also in the box for HVAC shops.

A tech app that works offline

Today's and tomorrow's jobs saved on the phone, photos, checklists, estimates and payments with no signal, synced when it's back.

Estimates by voice

Say "a tune-up, a capacitor and two filters, 10% off the capacitor" and the estimate is built from your price book.

On Level

An HVAC website

Start from an HVAC starter on its own template and edit the site right on the page.

On Crew or Level

Review requests from the tech

Asked from the job, credited to the tech who did the work, by text or email.

On Crew or Level

QuickBooks Online

Customers, invoices and payments synced, income by price-book category.

On Crew or Level

Membership revenue in Reports

Invoiced against collected, average ticket, close rate, tech revenue per hour and membership revenue.

Not yet, to be straight with you

  • Customer financing and Tap to Pay on the phone are on the way, not available yet.
  • Inventory and purchase orders (truck stock) aren't built.

One flat price for your team size.

Every feature on this page is in the plan, unless it says which plans have it. No add-ons to price out.

  • Solo $59/month 1 people included
  • Crew $149/month 5 people included
  • Level $299/month 15 people included

Every plan starts with a 14-day free trial. Pay yearly and get two months free.

Compare plans

HVAC software: questions

Does Tandem handle HVAC maintenance agreements?

Yes, on every plan. Create plans with a monthly or yearly price, visits per year and a member discount. Tandem bills members on start and renewal, can charge a card they saved, creates their maintenance visits and applies the discount to their invoices. Members see their plan and visits in their portal and can cancel at renewal.

Can I track equipment, serial numbers and warranties?

Yes. Each customer's equipment has its type, make, model, serial number, install date, warranty end, location and photos, with the jobs that serviced it as its history. Techs add units from the job in the tech app, offline too. You can set a service interval, see Maintenance due on Today, remind customers before a warranty ends, and search every unit by serial number or model.

Does it come with an HVAC price book?

Yes: a starter flat-rate HVAC price book with diagnostics, tune-ups, repairs and replacements, with labor minutes, adjusted by a market multiplier. Edit it, add pictures, or import your own price book from a Housecall Pro or Jobber export.

Can it answer the phone when we're slammed?

The AI receptionist answers calls and texts on Level: it looks up the caller, books open arrival windows, moves or cancels visits by your rules, takes callback requests and logs leads, and hands the call to your team when it should. Level includes 1,000 AI minutes a month, then $0.29 a minute. Calls are answered in English for now; texts in the customer's language.

The AI receptionist

How much does HVAC software cost with Tandem?

Solo is $59 a month, Crew $149 and Level $299. Pay yearly and get two months free. Every plan starts with a 14-day free trial with no card, and there's no contract or setup fee.

See pricing

Can I bring my customers over from Housecall Pro or Jobber?

Yes, on every plan. Export your customers, price book and job, estimate, invoice and payment history as CSV or Excel and import them under Settings → Import. You see every row, and any customer you already have, before anything is saved, and nothing is texted, emailed or charged to your customers.

How switching works

Keep reading.

More jobs. Paid faster.

Try it on your next job, with your own customers and your own price book.

Start free trialSee pricing
  • 14-day free trial
  • No card needed
  • Bring your customers from Housecall Pro or Jobber