ServiceTracked for

HVAC

Diagnose, quote, and report - in the customer's language.

HVAC calls move fast. The condenser is iced, the filter is matted, the thermostat is reading wrong - you walk through the system in your head, recommend the fix, and now you have to write it all up before the homeowner forgets why you were there. ServiceTracked compresses that into a 60-second voice memo. Speak the diagnosis as you inspect (refrigerant low, suction line cold, coil dirty), snap photos of the unit + filter + thermostat reading, and ServiceTracked builds a multi-line quote covering the system flush, the filter swap, the refrigerant recharge, and any follow-up maintenance. The quote arrives in the homeowner's inbox before you leave the driveway. For warranty + insurance work, the PDF includes the diagnosis narrative, timestamped photos, and the line-item breakdown - exactly what claims adjusters need. And because the customer record builds itself, the next time you visit (12 months later, after the seal), the app shows you what you did last time so the second-visit upsell is grounded in their actual history.

Start free

HVAC technician servicing an air conditioning unit

Demo

Voice to quote. Voice to report. Both in under 60 seconds.

Before the job: a quote. After the job: a report. The customer receives both in their language.

HVAC

Before the job

Voice memo

Northgate Heating and Air

Service truck, after diagnosis

0:28

“John Chen, 7140 Park Avenue, AC not cooling. Refrigerant low, recommending 3 lbs R-410A today for $200 plus a new condenser quoted separately at $1,750 parts and install.”

Quote delivered

Northgate Heating and Air

John Chen

Residential AC, 3-ton split system

Quote #2244

Quote date

May 16, 2026

R-410A refrigerant, 3 lbs + service call$200
Replacement condenser (parts + install)$1,750

After the job

Voice memo

Northgate Heating and Air

Wrapping up the refrigerant service

0:14

“Refrigerant service done. Added 3 lbs R-410A, suction line is reading correct now, system holding pressure. Customer is thinking about the condenser quote.”

Report delivered

John Chen

Customer #2244 - HVAC

$200

AC diagnosis + refrigerant service

May 16, 2026

Symptom: Not cooling
Refrigerant: 3 lbs R-410A added
Follow-up: Condenser replacement $1,750

Service history

May 2026 - Refrigerant service
Apr 2025 - Annual tune-up
Sep 2023 - Furnace repair

Services ServiceTracked handles

AC tune-ups, filter changes, refrigerant top-offs
Furnace inspections + heat exchanger checks
Heat pump installations + replacements
Ductwork repair + sealing
Thermostat upgrades + smart controls

Frequently asked

Can I quote replacement units, not just repairs?: Yes. Speak the model, tonnage, and any installation requirements; ServiceTracked builds a multi-line quote covering the unit, labor, and any duct adaptation.
What about service agreements and recurring visits?: Each customer record tracks job history, so you can offer a maintenance plan based on last service date. Recurring auto-quoting lands in a follow-up release.
Are the quotes good for warranty / insurance purposes?: The PDF version of every quote includes the diagnosis narrative, photos with timestamps, and the line-item breakdown - suitable for homeowner insurance claims and manufacturer warranty filings.
Can I track refrigerant usage across jobs for EPA reporting?: Yes. Refrigerant amounts captured in the voice memo become structured fields in the job record. The customer history view shows total refrigerant added across visits - exportable for compliance.
Can I include a smart-thermostat upsell in the same quote?: Mention it in the voice memo ("also recommending a Nest upgrade for $250") and the line item appears in the generated quote. The customer can accept the whole quote or decline individual lines via the portal.

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