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Everything included·$29/mo founding spot·locked for life·Claim →$29/mo founding spot →
HVAC CRM

The HVAC CRM that tracks the truck and the contract.

Service calls, installs, maintenance plans, warranty. Service Anchor ships pre-loaded for HVAC: pipeline tuned to multi-step jobs, price book for diagnostics + labor + parts, lead sources where HVAC calls actually come from.

Start the HVAC betaBook a Demo
Everything included. 90-second setup. Built for service calls, installs, and maintenance contracts.
app.serviceanchor.com/price-book

Price Book · HVAC

Pre-loaded
Diagnostic fee
flat rate
Hourly labor
per tech-hour
Refrigerant
per pound
Common-part markup
% of cost
Tune-up package
flat rate
Categories pre-loaded. Pricing yours to set.
The HVAC Problem

Four job types, four workflows, one whiteboard that can't keep up.

Install jobs, maintenance contracts, emergency calls, warranty work. Each one has a different workflow, a different margin, and a different follow-up. Most HVAC shops track it all in their head or a spreadsheet that's always out of date. Service Anchor puts every job type on one board with the follow-ups built in.

The maintenance plan you forgot to renew

Six months pass, no reminder fires, the customer's furnace dies. They call somebody else for the install.

The warranty job that wasn't tracked

Free service call on a year-old install. Tech goes out, the time disappears, you eat labor you can't bill.

The emergency dispatch from the wrong tech

After-hours call, you grab whoever's closest. They show up without the right part and you re-roll a truck the next day.

Pre-Built For HVAC

Everything tuned to the trade. Loaded in 90 seconds.

Lead stages and job stages on one pipeline. No bouncing between a CRM for leads and a job-management app for jobs. Lead sources match where your calls actually come from. Pick the trade and the dashboard arrives configured.

Lead + Job Pipeline

Sales side and field side. One board.

Lead Stages
01New Lead / Inquiry
02Qualifying / Needs Assessment
03On-Site / Presenting Quote
04Quote Sent / Follow-Up
Job won · handoff happens here
Job Stages
05Scheduled
06Work in Progress
07Awaiting Payment
08Paid & Closed

Lead Sources Tuned for HVAC

Where the calls actually come from.

Google BusinessYelpFacebook adsRepeat customerMaintenance contractWarranty callRealtor referralInbound call
What You Get

Three jobs the system runs so the trucks stay rolling.

Every job type on one board. The system tracks the follow-ups so you don't have to remember the maintenance plan you sold six months ago.

Quote installs and repairs from one price book

Units, labor, permits, refrigerant. Your line items, your margins, organized by job type. Build a quote on-site and send it before the homeowner calls someone else.

Dispatch the right tech to the right job

See every job, every tech, every time slot on one calendar. Emergency call comes in? Drag it onto the board and the tech gets notified.

From service call to five-star review, hands-free

Job marked done? Invoice sends. Payment clears? Review request goes out. Maintenance due in six months? The system reminds you before the customer forgets.

Have Questions

Questions, answered straight.

Can't find the answer you're looking for? Talk to a real human about your specific setup.

Chat With Our Team
Billing & Pricing
What does it cost, and when does billing start?

One flat price per company. The founding ladder: the first 25 businesses pay $29 a month for life, the next 50 pay $49 for life, the next 100 pay $59 locked for 12 months, and list price is $79 (Solo: every feature, up to 5 users).

Billing starts the day you finish onboarding (setup wizard complete and your first job on the board). There is no free period: at these prices, the first month is the trial, and your first 30 days are money-back, no questions asked. Applying costs nothing, and there is no card at the application step.

What is included in the price?

Everything. Every feature we ship, up to 5 users (your price never changes when you hire), your business phone number, the carrier registration paperwork and fees, and your texting and calling: up to 1,500 texts and 500 voice minutes a month. No per-user fees, no add-on tiers, no usage bills.

If you regularly send more than that, we reach out and figure it out together. The price does not change behind your back.

What happens when the 25 founding spots fill?

The rate steps up to the next rung: 50 spots at $49 a month for life, then 100 at $59 locked for 12 months, then the $79 list price. Each wave locks its own rate. The ladder only goes up, and a filled wave never reopens.

What does "for life" actually mean?

"For life" means as long as your subscription stays active without a 30-day payment lapse, and as long as Service Anchor continues to operate the platform. If you cancel for more than 30 days and come back later, you rejoin at whatever rung the ladder is on then.

We cannot promise the company exists forever. We can promise that for as long as Service Anchor exists and you keep your subscription active, your founding rate is locked. The legal language lives in our Terms of Service under the Founding Member Program section.

Do you process payments from my customers? What does it cost?

Yes. Your customers pay you through Stripe, and the money lands in your own connected account. Card processing is 3.5% + $0.30 per transaction. That covers Stripe's processing and our 0.6%, and that 0.6% is part of how the subscription stays under $80. We would rather tell you where the margin is than hide it in add-ons.

Product
Is the software stable enough to run my business?

Absolutely. "Beta" does not mean "broken." It means we are still actively adding features and refining the design based on user feedback. The core functions (scheduling, invoicing, customer management, texting, calling) are fully operational and secure.

Can I control what my technicians see in the app?

Yes. Service Anchor has distinct user roles and permissions. Field technicians see exactly what they need to do the job (schedules, job notes, addresses), and you can restrict them from seeing sensitive business data like total revenue, pricing, or admin settings.

Service Anchor needs my EIN or SSN to set up texting. Where does it go?

Mobile carriers require a business Tax Identifier (EIN, or SSN for sole proprietors) for A2P 10DLC business registration before your texts can be delivered. There is no path around this at the carrier level, but we built the data flow to keep your Tax ID out of our systems.

You enter it once during texting setup. We forward it directly to the carrier registry and do not write it to our databases. Only the last four digits stay on your account so you can recognize which Tax ID is on file. The registration fees are on us. The full description is in our Privacy Policy under "Information you provide directly" and "Data retention."

Do you have a mobile app?

Not yet. A dedicated mobile app is currently in development. In the meantime, the platform is fully mobile-responsive and installable as a web app on iOS or Android home screens. Your technicians can log in via their phone or tablet browser to access schedules, update job statuses, and view customer details without downloading anything.

Beta Program
What if I need a feature that you do not have yet?

We want to build it. The roadmap during beta is driven by you. Submit feature requests directly through the dashboard, and we prioritize updates based on what real operators actually need.

Last call before the 25 spots close

Lock the founding rate before it's gone for good.

The first 25 businesses to finish onboarding keep $29 a month for life, everything included: every feature, your business line, texting and calling. The next wave pays $49, the one after $59, and list is $79. The ladder only goes up.

Claim my founding spotBook a 20-minute call
Everything included. 90-second setup. 30-day money-back.