From summer AC installs to emergency furnace calls in January — one platform handles seasonal scheduling, dispatch, compliance, invoicing, and your customer portal. Built for contractors who live by the thermostat.
First heat wave or cold snap hits and the phone rings nonstop. Without priority routing and dynamic scheduling, your best techs are stuck on low-priority calls.
Which units are still under warranty? When was the last tune-up? If you have to dig through folders to answer, you are losing money and credibility.
Customers forget, techs run late, and nobody gets a reminder. Automated SMS confirmations and live ETA tracking eliminate the guesswork.
Designed around HVAC workflows — seasonal demand, equipment lifecycles, and compliance built in from day one.
Summer AC queues and winter heating queues run separately. Priority scoring adapts to seasonal demand so urgent calls surface first.
Log furnaces, ACs, heat pumps, and mini-splits per customer. Track model, serial, install date, and warranty expiry in one place.
Track EPA 608 certifications, NATE specialties, and refrigerant handling logs. Automatic expiry warnings at 90/60/30 days.
Sell annual tune-up contracts. Track visit progress, renewal dates, and member benefits. Customers manage their plan from the portal.
Unit type, system age, last service date, and symptom description — captured at booking and visible to your tech before arrival.
Customers book service, view equipment, track their tech live, manage their membership, and pay invoices — all branded to your company.
Set up your service types, workers, equipment catalog, and branding. Import customers and units from a CSV.
Drag jobs onto your Gantt board. Techs see the unit history, parts needed, and customer notes on their phone.
Sell memberships, automate tune-up reminders, and watch your dashboard track revenue, conversion, and technician utilization.
RouteForge supports configurable worker availability with seasonal overrides. During peak AC season, you can adjust shift hours, add workers, and the booking system automatically reflects updated capacity. Membership plans for tune-up contracts drive recurring revenue.
Yes. The compliance module tracks EPA 608 Universal, Type I, II, and III certifications along with NATE, OSHA, and state-specific licenses. Automatic expiry warnings prevent dispatching uncertified technicians.
Yes. When your tech hits 'On My Way,' the customer receives an SMS with a live GPS tracking link — similar to tracking a rideshare. They see the technician's name, ETA, and can message or call directly.
Furnaces, boilers, air conditioners, heat pumps, mini-splits, and thermostats. Each unit is logged per customer with install date, warranty expiry, model/serial numbers, and full service history. Warranty countdowns trigger automatic service reminders.
RouteForge pricing is based on features, not headcount. There are no per-technician fees, so adding seasonal HVAC techs during peak summer or winter does not increase your software cost. Book a free demo to see a plan sized for your operation.
Yes. RouteForge offers two-way QuickBooks sync for invoices, payments, and customer records. Completed HVAC jobs and membership payments flow into QuickBooks automatically with a batch review step so nothing posts without your approval.
Yes. RouteForge is a Progressive Web App (PWA) that runs in any mobile browser. Your HVAC technicians open a link, tap "Add to Home Screen," and get a native-app experience — offline unit history, photo capture, and GPS tracking included. No app store required.
RouteForge includes a CSV import tool that brings in your customer list, equipment inventory, and service history in minutes. Our guided setup walks you through configuring seasonal schedules, membership plans, and branding. Most HVAC shops are fully operational in days, not months.
Seasonal capacity management, refrigerant tracking, and EPA compliance — configured for your HVAC shop. No commitment, no credit card.
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