Heating & cooling (HVAC)
A request becomes a booked service call, the tech quotes at the data plate, and the unit’s make, model, serial and fault code sit on the job — with a maintenance-plans page on your website. Daybook speaks furnace.
Heating and cooling is the first service trade Daybook was finished for, and a service trade does not work like a masonry crew. Nobody goes to look at a furnace and comes back with a quote: the call is booked, the tech diagnoses it at the data plate and quotes the fix on the spot, and the job is often done the same visit. So the app changed shape for it. A request is waiting to be booked, not viewed; the visit is a service call, not a site visit; and once the call is done the next step is Mark won, with a quote available but never insisted on.
The rest is the trade’s own. Furnace & boiler, AC & heat pump, new system install, maintenance & tune-up, ductwork & ventilation and commercial refrigeration as service types; a service call report, a tune-up sheet and an install & commissioning sheet as checklists; a starter price list from the diagnostic to refrigerant by the pound; and every screen that used to say brick or stone says unit, system or tune-up to a heating contractor.
On top of everything Daybook does for every trade — the full list is here — heating & cooling gets its own tools.
The request chips read To book and Call done, the button says Book a service call, and once the call is done the job’s next step is Mark won — the tech already quoted at the data plate, so a quote is there if you want one and never in the way.
Make, model, serial number and fault code sit on every job, filled in or not — an empty strip says so and asks for them, so the tech arrives knowing what is there and the office knows which furnace before the return visit is booked.
Diagnostic and after-hours calls, furnace, AC, heat pump and boiler tune-ups, maintenance plans, installs with the labour beside the unit, parts from igniters to blower motors, refrigerant by the pound, line set and duct by the foot — a labelled starter list on day one, with your own prices on it.
A service call report with the fault code, the parts and the safety check; a maintenance & tune-up sheet, one per system; and an install & commissioning sheet with the start-up readings, the permit and the warranty — attached to the right jobs automatically.
Furnace & boiler, AC & heat pump, new system install, maintenance & tune-up, ductwork & ventilation, commercial refrigeration — the service types, the examples and the document preview all speak heating and cooling.
Diagnostic, no heat and no cool, data plate, BTU and tons, AFUE and SEER, temp rise and static pressure, change-out — drafts and job summaries use a heating contractor’s vocabulary, and the auto-classifier files a job as a furnace call, a heat pump, an install, a tune-up, ductwork or refrigeration.
This is not copy — it is what the app says to heating & cooling businesses, word for word. Most trades see the left-hand word; you see the right.
Your account starts with a real heating & cooling site template — a maintenance-plans page included — edit it in the app, and the book-a-service-call form drops leads straight into Daybook.
Your own calls beat any feature list — book one, mark it done and see what the job page already knows.
14-day free trial on Crew · no card required
