HVACBase

What it is

HVACBase is business software for residential and commercial HVAC contractors, installers, service and repair firms, and multi-location franchises. It connects customer management, scheduling, dispatch, estimates, work orders, field service, invoicing, inventory, and recurring maintenance. Dispatch includes drag-and-drop scheduling, conflict detection, GPS technician tracking, assignment by skill and availability, and route optimization. Contractors can create branded proposals from templates, use tiered pricing and e-signatures, track views and approvals, and turn accepted quotes into scheduled jobs. The mobile app provides schedules, customer and equipment records, job details, photos, signatures, invoices, and payment tools. Load calculations support equipment sizing and installation preparation. Inventory tools cover warehouses and vehicles, with barcode scanning and reorder alerts. HVACBase says it syncs invoices and financial records 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.

Who it suits. It suits HVAC contractors, installers, service and repair companies, and multi-location franchises. Field teams needing mobile schedules, equipment records, invoices, and payment collection are specifically supported.

Verdict

HVACBase brings HVAC office, dispatch, field, inventory, and payment tasks together. Its mobile workflow and load-calculation tools support service operations, while buyers must request a custom quote.

Plans and prices

From HVACBase's own pricing page, checked 8 Oct 2026. Every plan

What the maker publishes

Accounting integrations

HVACBase says it syncs invoices and financial records with QuickBooks and Xero. source

Company identity

The HVACBase privacy policy identifies the service as HVACBase.ai; the contact page uses the Sunbase name and Sunbase Data email address. source

Field app

The mobile app gives technicians access to schedules, customer and equipment records, job details, photos, signatures, invoices, and payment collection tools. source

Inventory

Inventory tools track parts and equipment across warehouses and service vehicles, with barcode scanning and reorder alerts. source

Load calculations

HVACBase includes HVAC design and load calculation tools for equipment sizing, system planning, and installation preparation. source

Payments

Customers can pay invoices by credit or debit card, ACH transfer, or financing, according to the invoicing page. source

Product

HVACBase is HVAC business software connecting customer management, scheduling, dispatch, estimates, work orders, field service, invoicing, inventory, and recurring maintenance. source

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. source

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. source

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. source

Sensitive data limit

The privacy policy asks users not to upload highly sensitive personal information such as Social Security numbers or health information. source

Support and contact

The contact page lists [email protected] and 1-888-678-6227 and invites visitors to request a demo. source

Target customers

The site describes the product for residential and commercial HVAC contractors, installers, service and repair firms, and multi-location franchises. source