Can I assign jobs to staff or crews?

Yes. Sophiie can keep assigned people visible on the HVAC job record so everyone knows who owns the next step.

Can the team add photos and notes?

Yes. Job photos, access notes, documents, and updates can be attached so the record is useful in the field and office for HVAC work.

Does it replace my trade software?

Sophiie is designed to organise customer communication and job workflow. Where integrations are part of your setup, it can work alongside the systems you already use for HVAC work.

Can customers get job updates?

Yes. Sophiie can help send updates, reminders, and status messages so HVAC customers are not left wondering what happens next.

HVAC

Jobs manager for HVAC specialists

Sophiie turns a no-cooling call, split-system fault, ducted maintenance request, or commercial service enquiry into organised job records with status, schedule, notes, reminders, and customer context in one place.

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HVAC technician servicing an outdoor condenser unit on site

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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

Turns no-cooling call enquiries into complete job records

A no-cooling call or split-system service can carry customer details, site notes, required work, and timing from the first conversation.

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

Tracks HVAC status across the day

HVAC teams can use pending, scheduled, in progress, completed, or your own workflow labels so office and field staff can see where each job stands.

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

Assigns the right technician or crew

Keep the technician, address, schedule, and job requirements together so work is not reallocated by memory at the end of the day.

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

Stores notes, photos, and access details

Attach photos, documents, gate codes, material notes, and customer requests to the HVAC job record before anyone arrives on site.

Australian tradesperson crouching in a doorway on site using a smartphone

Sets reminders for follow-up

Callbacks, quote checks, return visits, and completion notes can be tracked without leaving the HVAC team in a notebook or personal phone.

Australian tradesperson standing in a doorway reading a message on a phone

How it works

Set up Sophiie once, then let the work flow

Set up statuses, team, and job types
Match Sophiie to how your HVAC team tracks filter clean, maintenance visit, thermostat issue, or split-system quote, urgent work, and follow-ups.
Create jobs from enquiries
Calls, emails, chats, texts, or manual entries can become HVAC job records with customer and site context attached.
Update the record as work moves
Add status changes, schedule notes, photos, documents, and reminders while the job is active for HVAC work.
Use the history for callbacks and billing
The completed HVAC job record keeps the context needed for quotes, invoices, customer updates, and future work.

HVAC jobs move through diagnosis, parts, and return visits

A no-cooling call may need urgency triage, system details, a technician assignment, a quote, parts ordering, and a return visit. If each step sits in a different app or someone's phone, the office cannot answer a simple status question with confidence.

Sophiie gives the HVAC job one record for customer and site notes, assigned staff, schedule, status, photos, attachments, and reminders. The technician can see access details and symptoms before arriving, while the office can see what is pending after the visit.

Track the work around the appointment

Use statuses and reminders for arrival windows, quote follow-up, maintenance plan checks, warranty actions, completion notes, and customer updates. The Jobs Manager adds operational context around the calendar entry.

Services & features