HVACBase
What HVACBase is
HVACBase is business software for HVAC contractors and service firms, bringing customer management, scheduling, dispatch, estimates, work orders, field service, invoicing, inventory, and recurring maintenance together. Its scheduling tools include drag-and-drop dispatch, conflict detection, GPS technician tracking, job assignment by skill and availability, and route optimization. Contractors can create branded proposals from templates, set tiered pricing, collect e-signatures, track views and approvals, and turn approved quotes into scheduled jobs. Technicians using the mobile app can access schedules, customer and equipment records, job details, photos, signatures, and invoices, as well as tools for collecting payments. HVACBase includes load calculations for equipment sizing, system planning, and installation preparation. Inventory tracking covers warehouses and service vehicles, with barcode scanning and reorder alerts. The service says it syncs invoices and financial records with QuickBooks and Xero; customers can pay by card, ACH transfer, or financing. It is available on Android, iOS, and the web. Pricing is quote-based, and visitors can request a demo. The privacy policy advises against uploading highly sensitive personal information such as Social Security numbers or health information.
Who it suits
HVACBase is aimed at residential and commercial contractors, installers, service and repair firms, and multi-location franchises. It may suit teams looking to connect office workflows with technician access in the field.
What it does well
- Combines dispatch, estimates, work orders, and invoicing
- Technicians can access records and collect payments by mobile app
- Inventory includes barcode scanning and reorder alerts
- Syncs financial records with QuickBooks and Xero
- Available on Android, iOS, and web
What to know first
- Pricing is available by quote request
- Policy advises against uploading highly sensitive personal information
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Custom quote | Pricing is quote-based; request a demo for pricing. | On request |
As hvacbase.ai lists them, read 8 Oct 2026. The maker's own page has the final word.
Getting started
- Visit the HVACBase website.
- Request a demo to discuss quote-based pricing.
- Choose Android, iOS, or web access for your team.
- Set up customer and equipment records, then organize schedules and dispatch.
- Create proposals or work orders and connect invoicing with QuickBooks or Xero if needed.
Verdict
HVACBase covers office, field-service, inventory, and customer payment workflows for HVAC businesses. Prospective customers need to request a demo for pricing and should heed its sensitive-data guidance.
Questions
How much does HVACBase cost?
Pricing is on request and quote-based. The contact page invites visitors to request a demo for pricing.
Which platforms does HVACBase support?
HVACBase is available on Android, iOS, and the web.
Does HVACBase connect to accounting software?
It says it syncs invoices and financial records with QuickBooks and Xero.
How can customers pay invoices?
The invoicing page says customers can pay by credit or debit card, ACH transfer, or financing.
Who is HVACBase for?
The site describes it for residential and commercial HVAC contractors, installers, service and repair firms, and multi-location franchises.
What personal information should not be uploaded?
The privacy policy asks users not to upload highly sensitive personal information, including Social Security numbers or health information.
Facts from HVACBase's own pages
- Accounting integrations
- HVACBase says it syncs invoices and financial records with QuickBooks and Xero. · hvacbase.ai, 8 Oct 2026
- Company identity
- The HVACBase privacy policy identifies the service as HVACBase.ai; the contact page uses the Sunbase name and Sunbase Data email address. · hvacbase.ai, 8 Oct 2026
- Field app
- The mobile app gives technicians access to schedules, customer and equipment records, job details, photos, signatures, invoices, and payment collection tools. · hvacbase.ai, 8 Oct 2026
- Inventory
- Inventory tools track parts and equipment across warehouses and service vehicles, with barcode scanning and reorder alerts. · hvacbase.ai, 8 Oct 2026
- Load calculations
- HVACBase includes HVAC design and load calculation tools for equipment sizing, system planning, and installation preparation. · hvacbase.ai, 8 Oct 2026
- Payments
- Customers can pay invoices by credit or debit card, ACH transfer, or financing, according to the invoicing page. · hvacbase.ai, 8 Oct 2026
- Product
- HVACBase is HVAC business software connecting customer management, scheduling, dispatch, estimates, work orders, field service, invoicing, inventory, and recurring maintenance. · hvacbase.ai, 8 Oct 2026
- 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. · hvacbase.ai, 8 Oct 2026
- 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. · hvacbase.ai, 8 Oct 2026
- 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. · hvacbase.ai, 8 Oct 2026
- Sensitive data limit
- The privacy policy asks users not to upload highly sensitive personal information such as Social Security numbers or health information. · hvacbase.ai, 8 Oct 2026
- Support and contact
- The contact page lists [email protected] and 1-888-678-6227 and invites visitors to request a demo. · hvacbase.ai, 8 Oct 2026
- Target customers
- The site describes the product for residential and commercial HVAC contractors, installers, service and repair firms, and multi-location franchises. · hvacbase.ai, 8 Oct 2026
Where HVACBase stands on Freedom251
- HVAC Software#23 of 30