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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.
Learn more about Sophiie's job management software.
Jobs Manager built for HVAC work
HVAC businesses juggle moving parts across sites, crews, materials, and callbacks. Sophiie keeps the job record clear from enquiry to completion.
01
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.
02
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.
03
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.
04
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.
05
Sets reminders for follow-up
Callbacks, quote checks, return visits, and completion notes can be tracked without leaving those details in the HVAC team's notebooks or personal phones.
How it works
Set up Sophiie once, then let the work flow
Set up your job types, statuses and team
Match Sophiie to how your HVAC team tracks filter cleans, maintenance visits, thermostat issues, and split-system quotes, as well as 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 job 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
Related Sophiie services for HVAC
6 services
Smart 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 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 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 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 CRMHVAC 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 SoftwareAI Email Responder for HVAC
Sophiie helps hvac manage email enquiries, draft replies from approved knowledge, ask for missing details, and keep threads organised.
Learn more about AI Email Responder for HVAC
Other businesses we serve
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
HVAC customer details, address, schedule, status, assigned team member, notes, photos, attachments, reminders, and job history can stay together.
Yes. Sophiie can keep assigned people visible on the HVAC job record so everyone knows who owns the next step.
Yes. Job photos, access notes, documents, and updates can be attached so the record is useful in the field and office for HVAC work.
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.
Yes. Sophiie can help send updates, reminders, and status messages so HVAC customers are not left wondering what happens next.
Bring HVAC jobs into one working view
HVAC teams can use Sophiie to keep status, schedule, notes, reminders, and customer context attached from first enquiry to final follow-up.