HVAC contractor software with drag-and-drop dispatch, maintenance agreements that schedule and bill themselves, every unit's history on the address, priced quotes from your own pricebook, invoices paid from a link — and AI takeoffs from mechanical plans when you bid installs.
Count RTUs, VAV boxes, air handlers, diffusers, and grilles from the mechanical schedules on PDF plans — an independent AI verification pass flags band bleed and rotated callouts; duct and refrigerant-line runs come back as questions, not guesses. AI takeoff — not human reviewed. Verify before you bid.
Your labor, equipment, and material rates drive every quote — residential change-outs to full commercial rooftop packages come from the same book.
Drag service calls onto each tech's column, park the rest in the unassigned tray, send on-my-way texts from your own Twilio number, and watch the board update as calls start and finish. Optimized daily routes on Pro.
Spring and fall PM visits generate themselves on the calendar; the recurring invoice bills on the agreement's cadence with card on file, auto-renews if you want, and reminds you before the term ends.
Repair or replacement quotes e-signed with a deposit from the customer's phone; invoices paid by card through the link. Stripe reconciles to QuickBooks Online.
Every furnace, condenser, air handler, and mini-split on the property record — model, serial, install date, warranty expiry, last and next service — with every visit's notes and photos for the next tech.
Techs get the day's calls, tasks, notes, and photos in their language and clock in and out from the phone — offline in the attic, synced when signal returns; the office runs in English.
Both. Servato is a full HVAC contractor platform — takeoffs, quotes, dispatch, PM contracts, jobs, invoicing, and payments in one workspace. Use only the piece you need today; the rest is there when you grow.
Yes — recurring visit series, agreement-linked recurring invoices with card on file, auto-renew with a yearly price escalator, and renewal reminders are built in on every plan.
For small service work you often won't need AI takeoffs at all. When you bid a bigger install off plans, one $399 Project Unlock covers that plan set end-to-end — credits are valid 12 months from purchase.
Yes — every unit lives on the property record with model, serial, install date, warranty expiry, last and next service, and location notes, plus photos and notes from past visits. Filter sizes and charge readings go in the unit's notes or the visit notes.
Yes — a custom pricebook holds your labor, equipment, material, and subcontractor rates. AI takeoffs and manual quotes both price from it. Servato never suggests pricing.
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