HVAC software for installs and maintenance plans
Set up maintenance visits once and let them repeat. Quote replacements with options, and keep every unit's history on the property.
| Item | Qty | Amount |
|---|---|---|
| 3-ton condenser and coil14.3 SEER2, 10-year parts warranty | 1 | $5,900.00 |
| Line set and padNew line set, composite pad | 1 | $650.00 |
| ThermostatSmart Wi-Fi thermostat | 1 | $280.00 |
| Annual maintenance planOptional — 2 tune-ups a year | 1 | $189.00 |
| Total before tax and optional items | $6,830.00 | |
Prices are only an example. You set your own items and rates.
What HVAC companies get done faster
The tools you'll use every day
Every project in one place — even the recurring ones
A job keeps the client, estimates, invoices, visits, time and expenses together. Set up weekly or monthly maintenance once and Jobs & Jots books the visits and invoices for you.
Learn moreProfessional estimates that win more work
Build clean, branded estimates in minutes from your saved items. Clients review them online, choose optional upgrades, sign and approve — and you get notified right away.
Learn moreA schedule your whole team can follow
See every visit by day, week or month, drag to reschedule, and see each person's day side by side. Clients get automatic reminders before you arrive.
Learn moreReach clients where they actually look
Visit reminders, estimate and invoice links, follow-ups and review requests can go by text as well as email. Tap On my way and the client knows when you'll arrive.
Learn moreQuestions
Can I sell maintenance plans?
Yes. Create a recurring job — monthly or yearly — and invoice per visit or once a month.
Can clients approve from their phone?
Yes. They open the link, pick options, sign and approve.
How much does it cost?
Jobs & Jots is free while it's in beta — no credit card needed.
A simpler way to run your business.
Send your first estimate today. Free while Jobs & Jots is in beta — no credit card.