Can Sophiie handle both residential and commercial calls?

Yes. You can train Sophiie to capture property type, urgency, equipment notes, contacts, and different next steps.

Can accepted quotes become jobs?

Yes. Sophiie can convert approved quotes into scheduled jobs with quote details attached.

Can technicians see job context?

Yes. Job records can include notes, photos, address, scheduled time, assignment, and communication history.

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.

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HVAC technician servicing an outdoor condenser unit on site

Speak to Sophiie

A live demo call from Sophiie. Two minutes, no sales pitch.

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Missed call from Sarah ChenNew booking confirmed for 1pmVoicemail transcribedWebsite form: bathroom downlightsInvoice #1042 marked paidDeposit received from Amy WuText reply sent to Toby Mercer

Quote request: switchboard upgradeText: are you free Thursday?After-hours call answeredFollow-up sent to Raj PatelCallback scheduled for 9amMissed call returned in 30sAppointment reminder sent

Emma Davies: power out in kitchenNew job card createdMarco Reyes: needs a quoteReminder sent to Tom BradleyPriya Sharma: hot water faultQuote approved: $2,400Review request sent to Dana Lee

Front-desk coverage

Sophiie answers calls and messages, captures job details, and keeps prospects from landing in voicemail during busy site days.

Australian tradesperson on a phone call while crouched at the entry of a house

Service and install scheduling

Book diagnostics, maintenance, quote visits, installs, and callbacks using availability and assignment rules.

Smiling Australian tradesperson speaking on a phone while fitting a sliding window

Dispatch with context

Urgent calls can transfer to on-call staff, and scheduled jobs can include address, symptom, access, and customer notes.

Australian tradesperson crouching in a doorway on site using a smartphone

Quotes and proposals

Create branded quotes from saved services, track approvals, follow up pending work, and convert accepted quotes into jobs.

Australian tradesperson taking a phone call while crouched beside a glass door on site

Invoices and payment follow-up

Generate invoices, sync invoice data with Xero, track payment status, and send overdue reminders.

Australian tradesperson in a hi-vis shirt on a phone call outside a brick house

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.