Why HVAC contractors run their business on Clevra
You're an HVAC tech. You spend your day on rooftops, in attics, and inside mechanical rooms — not in front of a computer. But the service calls keep coming, the quotes pile up, and somebody has to send the invoices.
Clevra is HVAC software that handles the back office from your phone. Schedule service calls, quote changeouts, invoice on-site, and get paid — all without going back to the shop. Solo AC guy? Running a crew of twelve with seasonal hires? Clevra fits both.
The free plan covers one seat with unlimited customers. Enough for a one-truck operation to run everything without paying a dime.
Schedule service calls, installs, and emergencies — without losing your mind
HVAC scheduling software needs to handle two realities at once: the planned work (tune-ups, maintenance agreements, installs) and the calls that come in hot ("no cool" in July, "no heat" in January — everybody wants you NOW).
Clevra's drag-and-drop schedule lets you book jobs, assign techs, and shuffle the board when a comfort call jumps the queue. Your techs see their day on their phone. You see every truck from yours.
Summer rush? The schedule handles volume spikes without breaking. A cancellation opens a slot? Fill it in two taps.
Seasonal crew? HVAC shops hire 3 extra techs in summer and scale back in fall. Clevra's banded seat pricing means you don't pay per-user when team size changes. Pro covers up to 5 seats for $39/mo. Business covers up to 15 for $79/mo. Same price whether it's July or January.
Quote changeouts on-site. Stop leaving money on the table.
Homeowner wants a price on a new system. You're standing in their garage looking at a 15-year-old unit.
Open Clevra, pull up a quote template, adjust the line items: 3-ton vs 4-ton, SEER rating, ductwork, permit. Andsend it for digital signature. The homeowner signs on your tablet. Done before you've loaded the van.
Your techs quoting too low on installs? Build a price book with pre-set line items so every quote is consistent. No more guessing. No more margin erosion.
Invoice the moment the job's done. Stop chasing.
The changeout's in. The tune-up's complete. Instead of driving back to the office to type up an invoice, tap "Convert to invoice." The quote line items carry over. Send it by text or email.
The customer pays on the spot — card, ACH, or a link they open later. Automatic reminders go out if they don't pay on time. You stop chasing. The software handles follow-up.
Warranty callbacks kill margins? Track warranty status per equipment and per property so you know what's covered before the tech rolls.
Crew management without the spreadsheet
Running a crew means tracking certifications, EPA cards, PTO, and time — on top of the schedule. Most HVAC software makes you buy a separate HR tool.
Clevra's built-in HR handles onboarding, certifications, time tracking, and crew records in the same app your techs already use for scheduling. Your new hire's EPA 608 is expiring? You'll see it in Clevra before the state reminds you.
Track every lead. Know your pipeline.
An HVAC business lives and dies by the pipeline — especially on the install side. A comfort advisor runs a lead, quotes a system, and follows up three times. Without a pipeline, that lead is a sticky note on a dashboard.
Clevra's CRM gives you a real sales pipeline. Every lead gets a stage: new, quoted, follow-up, won, lost. You see at a glance how many open changeout quotes are out and which ones need a nudge.
Maintenance agreements are recurring revenue. Track them in Clevra alongside your install pipeline so you see the whole picture — service and sales in one view.
Capture readings and photos on-site. Send the report same day.
Temperature splits, refrigerant pressures, equipment tags, airflow readings. Your techs already collect this data. Clevra's work forms put it in a structure that turns into a branded PDF. No more clipboards sitting on the dashboard for three days.
The customer gets a professional document. You get a searchable record tied to the job.
Pricing
Built for HVAC budgets. No per-user fees. No setup fees.
PlanPriceSeatsBest forFree$0 forever1Solo HVAC tech, one truckPro$39/moUp to 5Small crew, growing shopBusiness$79/moUp to 15Multi-crew HVAC company with seasonal hiresCustomTalk to usUnlimitedEstablished HVAC operations
No per-user fees. No setup fees. Payments processed via Stripe at standard card rates.
Simple Scalable Pricing for Every Team
Built Specifically for Small but Powerful Teams.
Four AI Agents. Built for the Trades. Coming Soon.
AI Receptionist
Answers calls when your crew is in the field. No more missed leads.
AI Office Manager
Handles dispatch, customer ETAs, and end-of-day invoices.
AI Quote Closer
Follows up on unsigned quotes until the customer signs or says no.
AI Field Copilot
A voice-first assistant your tech can talk to on the job.
All-in-one operations platform for subsurface scanning and utility locating. Schedule. Report. Invoice.
You run a crew, not a tech company. Clevra handles the office stuff so you can stay on the tools.
FAQ
Integration questions contractors actually ask.
Is Clevra good for HVAC contractors?
Yes. Clevra is HVAC software built for service calls, changeouts, maintenance agreements, emergency dispatch, and crew management. It works for solo techs and multi-crew shops with seasonal hiring.
Does Clevra handle recurring maintenance agreements?
Yes. You can schedule recurring jobs for maintenance agreements and set automated reminders for customers and techs. Maintenance agreements show up alongside your install pipeline in the CRM.
Can I track what equipment is installed at each property?
Yes. Each customer record stores property details, equipment history, and job notes. Your tech can see what system is on-site before they roll.
How does Clevra handle summer rush scheduling?
Clevra's drag-and-drop schedule handles volume spikes. When cancellations open a slot, you fill it in two taps. Banded seats mean you can add seasonal techs without per-user cost increases.
How much does Clevra cost for HVAC businesses?
The free plan is $0 forever with one seat. Pro is $39/mo for up to 5 seats. Business is $79/mo for up to 15 seats. No per-user fees. No setup fees.
Can I switch from Jobber to Clevra?
Yes. Moving your data takes about an hour. Start a free account, and we'll walk you through it.
Does Clevra work on my phone?
Yes. Clevra works on any phone or tablet. Your techs can see their schedule, update job status, send quotes, and collect payments from the field — on a roof or in an attic.
