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HVAC
HVAC contractor software
HVAC contractors need software that protects technician time and keeps the office responsive. Sophiie handles the intake, booking, communication, quote, and invoice workflow around the technical work.
Learn more about Sophiie's AI office manager.
Contractor workflows Sophiie can carry
Built for the customer and admin side of HVAC contracting, from call to payment.
01
Front-desk coverage
Sophiie answers calls and messages, captures job details, and keeps prospects from landing in voicemail during busy site days.
02
Service and install scheduling
Book diagnostics, maintenance, quote visits, installs, and callbacks using availability and assignment rules.
03
Dispatch with context
Urgent calls can transfer to on-call staff, and scheduled jobs can include address, symptom, access, and customer notes.
04
Quotes and proposals
Create branded quotes from saved services, track approvals, follow up pending work, and convert accepted quotes into jobs.
05
Invoices and payment follow-up
Generate invoices, sync invoice data with Xero, track payment status, and send overdue reminders.
How it works
Set up Sophiie once, then let the work flow
Document contractor rules
Add your service areas, call priorities, technician assignments, booking buffers, quote requirements, and invoice settings.
Let Sophiie handle intake
Calls, chat, forms, emails, and texts become structured customer and job records.
Move work into the field
Sophiie books, routes, assigns, or queues jobs based on the workflow you define.
Close the admin loop
Quotes, invoices, customer updates, and payment reminders stay tied to the original job.
Contractors need control without more admin
HVAC contracting has a lot of moving parts: incoming calls, service appointments, quotes, install planning, urgent faults, team assignment, invoices, and customer follow-up.
Sophiie gives contractors a way to manage the office workflow around those moving parts without turning technicians into admin staff.
Designed around the contractor handoff
The handoff from customer call to technician is where mistakes happen. If the symptom, location, access note, or urgency is missing, the technician starts behind.
Sophiie captures and carries that context into the booking, dispatch, job record, quote, and invoice.
Useful contractor scenarios
- After-hours breakdown routed to the on-call technician.
- Maintenance customer booked into the right recurring slot.
- Replacement lead turned into a quote visit and proposal follow-up.
- Completed repair invoiced and synced to Xero.
Services & features
Related Sophiie services for HVAC
6 services
HVAC CRM
Keep HVAC customer details, system notes, job history, calls, messages, quotes, invoices, reminders, and maintenance follow-ups in one CRM.
Learn more about HVAC CRMAI Invoicing for HVAC
Create branded HVAC invoices, add GST and line items, sync to Xero, track payment status, and send overdue reminders with Sophiie.
Learn more about AI Invoicing for HVACJobs Manager for HVAC
Track HVAC jobs, status, schedules, staff assignments, notes, photos, reminders, and customer updates in Sophiie.
Learn more about Jobs Manager for HVACSmart Scheduling for HVAC
Sophiie checks calendars, applies booking rules, assigns the right technician, and manages HVAC appointments, reschedules, and reminders.
Learn more about Smart Scheduling for HVACAI Quoting for HVAC
Create branded HVAC quotes from your service list, captured scope, pricing, GST, and terms, then follow up and convert accepted work.
Learn more about AI Quoting for HVACHVAC Inventory Management Software
Organise HVAC parts requests, job material notes, photos, supplier follow-ups, quote handoffs, and customer updates around your existing stock process.
Learn more about HVAC Inventory Management Software
Other businesses we serve
Whichever trade you're in, learn more about Sophiie's tools for trade and service businesses.
Electricians
Calls, quotes and scheduling on autopilot.
Plumbers
Emergency and routine calls, handled 24/7.
Landscapers
Quotes and site visits locked in fast.
Carpenters
Inquiries and jobs booked while you build.
Cleaners
Recurring and one-off bookings, all handled.
Fire services
Compliance visits and callouts, booked for you.
Flooring
Quotes and installs booked while you lay.
Painters
Quotes and bookings sorted while you paint.
Handymen
Every small job captured and scheduled.
Plasterers
Inquiries answered while you're on the trowel.
Pool care
Regular services and callouts, scheduled.
Fencing
Site visits and quotes locked in fast.
Concreters
Pour dates and quotes, no phone tag.
Roofers
Urgent leak calls answered around the clock.
Bricklayers
Quotes and schedules handled between lays.
Arborists
Tree work quoted and booked while you climb.
Builders
Calls and job admin handled at every stage.
Frequently asked questions
Yes. Sophiie can help with job assignment, scheduling, smart transfers, customer records, and shared job history.
Yes. You can train Sophiie to capture property type, urgency, equipment notes, contacts, and different next steps.
Yes. Sophiie can convert approved quotes into scheduled jobs with quote details attached.
Yes. Job records can include notes, photos, address, scheduled time, assignment, and communication history.
Give your HVAC contracting office more control
Use Sophiie to answer, book, dispatch, quote, invoice, and follow up with context attached.