--- title: "HVAC software: maintenance plans, estimates and invoices | Crewbird Pro" description: "Software for HVAC and heating and cooling: maintenance plans that book tune-ups and bill on schedule, repair or replace estimates, and card payments." url: https://crewbirdpro.com/for/hvac --- # Crewbird Pro for HVAC, heating and cooling Maintenance plans that book the tune-ups and bill on schedule, repair or replace options on one estimate, and card payments. [Get started](https://crewbirdpro.com/start) [Try it in the demo](https://crewbirdpro.com/demo) ## A day with Crewbird Pro 1. **Request** A call or a booking-page request becomes a customer, a site and a job. 2. **Estimate** Offer a repair, a repair with an upgraded part and a replacement as three options on one estimate. The customer picks on their phone. 3. **Schedule** Book the visit and put a tech on it. Crewbird refuses a time when that person is already booked. 4. **Visit** The tech taps On my way, ticks the checklist, adds before and after photos and records the refrigerant and parts used. 5. **Invoice** Make the invoice from the job. The accepted estimate’s lines come across; add labor and parts. The customer pays by card from the link. 6. **Plan** Offer a maintenance plan: tune-ups that book themselves every six months, billed monthly, every 3 months, yearly or per visit. ## In the app ![A customer’s quote link with Good, Better and Best options side by side, each with its total, and an Accept button](https://crewbirdpro.com/releases/0.5/quote-options.webp) Three options on one quote ![A crew member’s phone with an on-site visit and Finish job, beside the customer’s status page with On the way, Arriving and Done](https://crewbirdpro.com/releases/0.6/customer-updates.webp) On my way, and the customer’s status page ![A visit’s Materials card, where the crew picks an item and how much was used](https://crewbirdpro.com/releases/0.6/materials.webp) Materials used, recorded on the visit ![A paid invoice with its lines, tax, total and payment, and Text, Copy link and Print buttons](https://crewbirdpro.com/suites/money.webp) An invoice by link, marked Paid Sample business and sample customers. ## Your price book - **Diagnostic visit** per each - **Seasonal tune-up** per visit - **Labor** per hour - **Refrigerant** per lb Starter items for Heating and cooling. Edit them or add your own. ## What’s included [**Jobs & schedule** Jobs, visits, the route map and dispatch](https://crewbirdpro.com/suites/work) [**Quotes & invoices** Price book, quotes with options, invoices, payments](https://crewbirdpro.com/suites/money) [**Customers** Customer records, requests, Crewbird Pass](https://crewbirdpro.com/suites/customers) [**Quote options** Up to three options on one quote. The customer picks one, and the job and invoice follow it.](https://crewbirdpro.com/features/quote-options) [**Visit updates** Customers get On the way with an approximate arrival window, Arriving soon and Job done with your note.](https://crewbirdpro.com/features/visit-updates) [**Photo checklists** Checklist steps that ask for a photo. Today shows which visits are still missing one.](https://crewbirdpro.com/features/photo-checklists) [**Licenses and insurance** Keep licenses, insurance and certificates in one place and hear before anything expires.](https://crewbirdpro.com/features/documents) ## Pricing - **Starter** $59 2 people, then $15 each - **Crew** $99 5 people, then $12 each - **Company** $179 12 people, then $9 each Per month. Every suite on every plan. [See pricing](https://crewbirdpro.com/pricing) ## Questions Can I sell maintenance agreements? Yes, as maintenance plans. A plan ties a customer, a repeating job and a price. The job’s repeats book the visits, like a tune-up every six months, and the plan bills monthly, every 3 months, yearly or per visit. Pause or cancel it and the visits stop. Plans are for owners and office. Can I offer repair or replace on one estimate? Yes. Put up to three options on one estimate. The customer picks on their phone, and the job and the invoice follow the pick. Can I price refrigerant by the pound and charge a diagnostic fee? Yes. A price book item has a unit and a price, and a quantity can have decimals: 2.5 lb of refrigerant is a quantity of 2.5. A diagnostic visit is a fee item. The prices are yours. Does it keep the make and model of what’s installed at a customer’s? No. Crewbird doesn’t track equipment installed at a customer’s site. Put what the tech should know on the job’s instructions, and the crew sees it on the visit. Resources tracks your own equipment and vehicles. Can I keep my license and certifications? Yes. Keep licenses, insurance and certificates with the paper attached, and hear 30 days out, 7 days out and on the day they expire. Owners and office only. ## Other trades [**Plumbing** Estimates with options, a plumber on every visit, labor and parts on the invoice.](https://crewbirdpro.com/for/plumbing) [**Electrical** Estimates with options, photos on every visit, labor and materials on the invoice.](https://crewbirdpro.com/for/electrical) [**Roofing** Shingle options on one estimate, projects, change orders and billing in stages.](https://crewbirdpro.com/for/roofing) ## Every part. One price. No contract. Your crew is set up in an afternoon. [Get started](https://crewbirdpro.com/start) [Try the demo](https://crewbirdpro.com/demo)