HVAC software for small companies

Keep every service call, system, maintenance visit, and invoice in one place. Servelo gives small HVAC companies the tools they use every day, at one flat monthly price however many techs you add.

Start Free 30-Day Trial

No credit card required. Flat pricing, never per user.

Set up for hvac work from day one

Your tenant starts with the equipment HVAC techs actually work on, so every system is on record at the client's address: AC and condensers, furnaces, heat pumps, air handlers, mini splits, thermostats, boilers, and water heaters.

Know the system before you arrive

Record each unit with its serial number, warranty date, and photos. Every job links back to it, so the tech on today's no-cool call can see the capacitor replaced last summer and what was found on the last tune-up.

Maintenance agreements that schedule themselves

Set up spring and fall tune-ups as service plans, and recurring billing on Pro and up. The visits come to you instead of living in a spreadsheet someone has to remember to check in April.

Quotes for the repair or the replacement

Build line-item quotes from your saved price book while you are still on site. Clients accept online, signing on Pro and up, and the accepted quote becomes the invoice.

A portal your clients can use

Clients see their jobs, quotes, and invoices in a self-service portal, and can reach you through live chat. On Pro and up, it can run on your own domain.

Your calendar stays in sync

Scheduled jobs sync to Google Calendar or Microsoft Outlook, and more than one tech can be on a job, on each of their calendars.

See where the money went

Revenue, expenses, mileage, hours, and fuel costs with period comparisons and exports.

Common questions

Is Servelo a good fit for a large HVAC company?

If you run a big dispatch board with call center staff and many stops per truck a day, a larger platform is probably a better fit. Servelo is built for owner-operators and small teams who want everything in one place without a long setup.

Is there a free trial?

Yes. Every plan starts with a 30-day free trial, no credit card required. Your tenant is live in about a minute.

What does it cost?

Starter is $29 a month for up to 3 users, Pro is $59 for up to 10 users, and Business is $99 for unlimited users. The price is per tenant, not per user.

How do my clients pay?

Connect Square for card payments and every invoice gets a checkout link that marks the invoice paid when the charge clears. You can also add PayPal and Venmo links to invoice emails.

Does it work on a phone?

Yes. Servelo runs in your phone's browser and can be installed to your home screen, so you can open a job, add notes and photos, and send an invoice from the driveway.