For air conditioning service technicians (HVAC)
Short visits, all year, without the diary.
Service work is a steady run of quick visits: clean the filters, check the system, move on. SoloOp puts every unit on a six-monthly or quarterly repeat, confirms the booking with the customer, and invoices before you've packed the ladder.
Free core tools. US Bank Feeds and lower US payment fees with SoloOp Paid.
Every unit on its own cycle.
Set a client to Quarterly or 6 Months and the next service appears in your calendar on its own. Gravity scheduling groups nearby visits on the same day so a run of short jobs doesn't become a day of driving. The booking confirmation goes to the customer when the visit is set; in the US, SoloOp Paid sends it as a text from SoloOp's number with your business name on it.
The unit's story, in one place.
Keep the model, the filter size and "unit is on the roof, ladder at the side" in the client's notes. Photograph the filter or the fault and keep the photo on the job. The job history shows every visit, so the next technician, even if that's you in six months, knows what was done.
- Quarterly and six-monthly repeats, plus weekly to monthly for commercial contracts
- Booking confirmations and day-before reminders (texts in the US on SoloOp Paid)
- Photos and notes on every visit
- Line items for parts and refrigerant on the invoice
Invoice with the parts on it.
Add the capacitor or the gas top-up as line items, mark the job done, send. Card or bank transfer from the link, or charge the card on file for the customers who've saved one. Larger work, a replacement unit say, goes out as a quote first; when they accept, the job is booked.
Two techs, one run sheet, the hours on record.
Give each technician a crew login: their visits for the day, a Done button, and nothing about the money.Automatic job timers record when they arrive at the unit and leave, so the forty-minute service that turned into ninety shows up on the job, where only you see it.
Hours go to timesheets without a form, and each shift shows what it earned, what it cost and the margin. When a unit keeps running over, you know before the next quote.
Questions service techs ask.
- Can I remind customers their service is due?
- Set the repeat and the visit lands in your calendar. The customer gets the booking confirmation when you confirm the date, and a day-before reminder. On SoloOp Paid in the US these go as texts from SoloOp's number; elsewhere you send them from your phone with the message prepared.
- I quote replacements and do the service work.
- Both fit. Quotes for the big jobs, repeats for the service run, the same client record underneath.
- Does it do compliance paperwork?
- No. SoloOp keeps the job history, photos and invoices; your licence and refrigerant records stay in whatever you use today.
- What does it cost?
- The core app is free. Online payments carry processing fees by region. In the US, SoloOp Paid adds bank feeds, mileage, texts from SoloOp's number and lower fees for US$29 a month.
Free core. More with SoloOp Paid.
Scheduling, invoicing, client records and bank-statement uploads stay free. Online payment processing fees apply. See fees by region.
SoloOp Paid adds US Bank Feeds, Mileage, texts sent from SoloOp’s US number and lower US payment fees at a launch price of US$29/month. Compare plans →
Start with your next job.
Free scheduling, invoicing and client tools. Start on iPhone or Android.
