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SPECIFICTION
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HVACBase

hvacbase.ai

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Spec score 7.2 #25 of 29 in HVAC Software

What it is

HVACBase is business software for residential and commercial HVAC contractors, installers, service and repair firms, and multi-location franchises. It combines customer management, scheduling, dispatch, estimates, work orders, field service, invoicing, inventory, and recurring maintenance. Dispatch includes drag-and-drop planning, conflict detection, GPS technician tracking, skill- and availability-based assignment, and route optimisation. Contractors can create branded proposals from templates, apply tiered pricing, collect e-signatures, track views and approvals, and turn accepted quotes into scheduled jobs. The technician app provides schedules, customer and equipment records, job details, photos, signatures, invoices, and payment collection. HVACBase also includes load calculations for equipment sizing and installation preparation. Inventory tools cover warehouses and service vehicles with barcode scanning and reorder alerts. The service says invoices and financial records sync with QuickBooks and Xero. Customers can pay by card, ACH transfer, or financing. It runs on Android, iOS, and the web. Pricing is quote-based and available by demo request.

Spec sheet

Product
HVACBase is HVAC business software connecting customer management, scheduling, dispatch, estimates, work orders, field service, invoicing, inventory, and recurring maintenance.Read 8 Oct 2026 · hvacbase.ai
Security
The privacy policy says data is encrypted at rest and in transit, transfers use TLS/SSL, and the service uses firewalls, access controls, regular security assessments, backups, and U.S. data centers.Read 8 Oct 2026 · hvacbase.ai
Accounting integrations
HVACBase says it syncs invoices and financial records with QuickBooks and Xero.Read 8 Oct 2026 · hvacbase.ai
Company identity
The HVACBase privacy policy identifies the service as HVACBase.ai; the contact page uses the Sunbase name and Sunbase Data email address.Read 8 Oct 2026 · hvacbase.ai
Field app
The mobile app gives technicians access to schedules, customer and equipment records, job details, photos, signatures, invoices, and payment collection tools.Read 8 Oct 2026 · hvacbase.ai
Inventory
Inventory tools track parts and equipment across warehouses and service vehicles, with barcode scanning and reorder alerts.Read 8 Oct 2026 · hvacbase.ai
Load calculations
HVACBase includes HVAC design and load calculation tools for equipment sizing, system planning, and installation preparation.Read 8 Oct 2026 · hvacbase.ai
Payments
Customers can pay invoices by credit or debit card, ACH transfer, or financing, according to the invoicing page.Read 8 Oct 2026 · hvacbase.ai
Proposals
Contractors can create branded proposals from templates, use tiered pricing and e-signatures, track views and approvals, and convert approved quotes into scheduled jobs.Read 8 Oct 2026 · hvacbase.ai
Scheduling and dispatch
Its scheduling tools include drag-and-drop dispatch, conflict detection, GPS technician tracking, job assignment by skill and availability, and route optimization.Read 8 Oct 2026 · hvacbase.ai
Sensitive data limit
The privacy policy asks users not to upload highly sensitive personal information such as Social Security numbers or health information.Read 8 Oct 2026 · hvacbase.ai
Support and contact
The contact page lists [email protected] and 1-888-678-6227 and invites visitors to request a demo.Read 8 Oct 2026 · hvacbase.ai
Target customers
The site describes the product for residential and commercial HVAC contractors, installers, service and repair firms, and multi-location franchises.Read 8 Oct 2026 · hvacbase.ai

Plans and prices

Custom quote Priced on request Pricing is quote-based; request a demo for pricing. Read 8 Oct 2026 · hvacbase.ai

Every HVACBase plan and price →

Strong points and limits

Strong points

  • Combines dispatch, estimates, invoicing, and maintenance
  • GPS tracking and route optimisation included
  • Mobile app supports field records and payments
  • Inventory covers warehouses and service vehicles
  • QuickBooks and Xero syncing listed

Limits

  • Pricing is available only by custom quote
  • Privacy policy asks users not to upload highly sensitive data
  • Company contact materials use both HVACBase and Sunbase names

Who it suits

It suits HVAC contractors and service organisations managing dispatch, field work, proposals, payments, inventory, and maintenance agreements. Multi-location firms may use its scheduling and operational tools across service teams.

Verdict

HVACBase brings office, dispatch, field-service, inventory, and payment workflows together for HVAC businesses. Its mobile apps and accounting integrations are specified, while pricing requires a demo request.

Where Specifiction places it

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