The CRM for air conditioning and HVAC engineers.

Installs in summer, services all year: every unit logged with its refrigerant, service history and next due date.

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An electrician in a hard hat installing wiringReady for air conditioning engineers

Less paperwork. More paid work.

The jobs that eat your evenings, handled for air conditioning engineers.

F-gas records kept on paperF-gas records as branded PDFs on every visit
Maintenance contracts forgottenRepeats every quarter or six months with reminders
Units with no historyAsset register for every indoor and outdoor unit
Built for air conditioning engineers

Everything set up for your trade.

Choose air conditioning and hvac when you sign up and all of this is ready to go.

  • F-gas records as branded PDFs
  • Asset register with service due dates
  • Quarterly and six-monthly maintenance repeats
  • Approval step for big commercial quotes
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Your starter price list

  • Split system install, single room£1,450.00usually 8 hours
  • Air con service£120.00 per item
  • Leak test and re-gas£220.00usually 2 hours
  • Breakdown call-out£110.00usually 1 hour
  • Commercial maintenance visit£250.00 per visitusually 3 hours

Example UK prices before VAT, loaded so you can send a quote straight away. Change them to your own, in any currency.

On site

A checklist your team ticks on every job.

The air conditioning and hvac starter pack includes this checklist. Make photos compulsory on any step, or add your own.

  1. Isolate and check electrics
  2. Clean filters and coils
  3. Leak check and record refrigerant
  4. Record pressures and temperatures
  5. Photo of indoor and outdoor units

Certificates, reports and proof of work

Certificates and reports are completed on site, signed on screen and sent as branded PDFs on the Pro plan. Photos, signatures and timesheets come with every plan.

F-gas recordRefrigerant log
Job sheetWork done, photos, signature
Risk assessment and RAMSMethod statement
Before and after photosTime-stamped, every plan

Plus everything else you need.

Every plan includes unlimited customers, quotes, jobs and invoices.

Quotes and e-signaturesDispatch boardCard payments and Direct DebitWhatsApp and SMS inboxOnline bookingOffline staff appReportsXero and QuickBooks

Questions from air conditioning engineers

Can I keep F-gas records?

Yes. On the Pro plan, F-gas records are a built-in certificate type, completed on your phone and stored against the asset.

Can I manage maintenance contracts?

Yes. Set visits to repeat quarterly or every six months and invoice them in batches.

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Helpful guides

Quoting and pricing

How to write a quote customers say yes to

Most quotes are lost before the customer reads the price. Here is how to write one that is clear, trusted and easy to accept.

7 min readTax and VAT

CIS and the domestic reverse charge explained

Two sets of rules that confuse almost every builder, electrician and plumber who works for contractors. Here is how they fit together, with worked examples.

8 min read

Put the kettle on. We'll do the paperwork.

Set up in fifteen minutes, send your first branded quote today.

Start your 14-day free trialSee pricing