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Free for 14 days·$29/mo founding spot·locked for life·Start free trial →$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.

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Everything included. Your trade loads in 90 seconds. 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 Most HVAC shops track it all in their head or a spreadsheet that's always out of date.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.

Start free trial

Free for 14 days. Nothing charged today.

Sign up from your phone. Set it up from your computer: about 10 minutes on a tablet or computer.

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.

Start free trial

Free for 14 days. Nothing charged today.

Sign up from your phone. Set it up from your computer: about 10 minutes on a tablet or computer.

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).

Your first 14 days are free. You put a card on file at signup, and nothing is charged until day 14. If you never start using the app, we pause your account instead of charging you. After your first charge, your first 30 days are money-back, no questions asked.

What happens at the end of the 14-day trial?

If you are using the app, your card is charged $29 on day 14 and your founding rate locks for life. If you signed up but never got going, we pause your account instead of charging you: no charge, and your setup is saved if you come back.

Need more time? Every trial can be extended once, by 7 days. And nothing is a surprise: we email you on day 11, and the app shows your exact charge date. Cancel is one click in settings, no call required.

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.

Starting a trial reserves your spot: it is held through your trial and confirmed by your first charge. If you cancel or your account pauses, the spot goes back in the pool.

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 a flat 3.5% + $0.30 per transaction: every card type, one rate, no monthly minimums, no surcharges.

Product
Is the app done, or still being built?

It is built and running. The pipeline, scheduling, estimates, invoicing, payments, and texting and calling all work today. The core is stable and secure; this is a working product, not a preview.

What "beta" means here is that the roadmap is still moving fast, and founding members steer it: feature requests go straight to the founder, and we prioritize what real operators ask for. You are shaping the product, not waiting for it.

Who is Service Anchor built for?

Home-service operators running 1 to 5 trucks: junk removal, moving, pressure washing, and 5 more trades with pre-configured setups. If you are quoting jobs, dispatching a small crew, and chasing invoices from your phone, this was built for you.

It replaces the spreadsheet-plus-texts-plus-paper system, or a bigger CRM that charges for every tech you add. It is not built for franchises or 20-truck enterprises, and we would rather tell you that now.

How is Service Anchor different from other CRMs?

Two ways. First, one board runs the whole job: lead, quote, schedule, invoice, paid. When a quote is accepted the job is created. When the job is done the invoice exists. When it is paid, the review request goes out. You never drag a card or re-type a thing.

Second, the price is flat. Everything is in the one plan: texting, calling, the follow-up suite, every user up to 5. No add-ons, no per-tech fees, one number.

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 a native app from an app store, and we are not going to promise you a date for one. What you have today installs to an iOS or Android home screen like an app, so your crew logs in from a phone or tablet browser to see schedules, update job statuses, and pull customer details with nothing to download.

Setup itself belongs on a computer. A tablet or computer is the office, where you set things up and run the operation, and your phone is the field.

Can I set up on my phone?

Sign up from your phone, sure. Then set it up from your computer. Service Anchor works like your business does: a tablet or computer is the office, where you set up and run the operation, and your phone is the field, for calls, texts, and today's jobs. Give it about 10 minutes to start.

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 the people running on it. Tell us what you are missing and it goes straight to the founder, and we prioritize what real operators actually ask for.

Last call before the 25 spots close

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

Free for 14 days. Then $29 a month, locked for life, for the first 25, 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.

Start free trialBook a 20-minute call
Everything included. 90-second setup. 30-day money-back.