Built for hvac
- Quote installs and service calls from your real price list
- Schedule installations and recurring maintenance calls in one calendar
- Digital job cards for every service visit, with parts and materials recorded
- Sync invoices directly to Xero — no manual double entry
- Photo and note capture for before/after and fault diagnosis records
- Works for a sole operator or a growing team of technicians
Questions hvac ask
Does it actually connect to Xero, or just export a file?
It syncs directly — invoices created in Industry Forms push straight into Xero, so your accounting stays current without manual entry.
Can I schedule recurring maintenance visits?
Yes. Service calls and maintenance visits are scheduled the same way as any other job, so recurring contracts stay visible alongside new installs.
Is it built specifically for HVAC, or generic trade software?
It’s trade-general with HVAC-relevant workflows — parts tracking, service history, Xero sync — used alongside plumbers, electricians, and other field trades.
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