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.
Service fire systems too? See Clevra's fire inspection software.
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. And send 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.
- Free, $0 forever: 1 seat. Solo HVAC tech, one truck.
- Pro, $39/mo: up to 5 seats. Small crew, growing shop.
- Business, $79/mo: up to 15 seats. Multi-crew HVAC company with seasonal hires.
- Custom, talk to us: unlimited seats. Established HVAC operations.
No per-user fees. No setup fees. Payments processed via Stripe at standard card rates.
