HVAC contractor software for scheduling, service history, and invoicing

Service calls and system installs need clear schedules and useful service records. Keep customer job history, installation notes, and appointments together so technicians can review past work before a visit.
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Why HVAC teams switch to Cinderblock

Easy to learn, fast to use

Manage job workflow from start to finish

Send estimates and invoices in minutes

Everything stays connected

Quickbooks Streamline Icon: https://streamlinehq.com QuickBooks

Keep everything synced with QuickBooks

Cinderblock took the guesswork out of planning our week.

With a quick view of who’s working where, we stay on top of every job.

Jake, HVAC Business Owner

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An HVAC technician returning to a customer needs to know what was done on previous visits. Equipment details recorded in notes and photos help explain the work without relying on a phone call to the office.

Cinderblock keeps job notes, attached files, and customer job history available alongside appointments. The office can review past jobs while planning a visit, and the technician can read the same records in the field.

Estimates and invoices stay linked to the job. Schedule each maintenance visit as an appointment; Cinderblock does not generate recurring jobs or manage maintenance contracts.

Service history that travels with the customer

Start managing your work with ease

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14-day free trial. No credit card required.

Features built to run HVAC jobs

Simple job management software that lets you assign, track, and invoice jobs without losing time.

Job management

Keep every job organized in one place. See what’s scheduled, what’s done, and who’s handling each step.

Scheduling

Plan jobs around HVAC technician schedules so everything stays on time and runs smoothly.

CRM

Quickly access each customer’s contact info, job history, and other details without searching through emails or chats.

Tasks

Create a list of job steps, like unit removal, cleaning, or installation, and assign each directly to a technician.

Estimates & Invoices

Prepare detailed estimates and convert them into invoices with just a few clicks.

Purchase orders

Track materials with purchase orders that show the item, the HVAC job it’s for, and the total cost.

Mobile app

Edit job details, add photos, and track tasks offline, changes sync automatically once you have signal.

Team communication

No matter who’s on the job, everyone stays in sync and can be tagged in notes to get notified.

Get paid quickly with built-in payment processing

Create & send an estimate

Build your estimate and send it by email or share a web link for your customer to view and accept.

Convert to an invoice

Turn accepted estimates into invoices in a few clicks. Bill by percentage, line item, or in full.

Get paid fast

Customers pay online by card or ACH, directly from the invoice. Quick and convenient.

Get paid quickly with built-in payment processing

Integrated payments, our payment solution, is built into Cinderblock, so you don’t need any outside tools to collect payment. Customers can pay directly from the invoice by card or ACH, with no portals and no extra steps.

This makes the process faster for them and easier for you to track. There are no setup costs or monthly fees, and payments are fully connected to the job. All transactions sync automatically with QuickBooks, so your records stay up to date without manual entry or rework.

FAQs

If you have any questions about Cinderblock’s HVAC contractor software, please contact us.

Yes. Templates on the Build plan provide a starting point for estimates. Use them for familiar HVAC work such as equipment installs and tune-ups; recurring job scheduling is not included.

Yes. A single job record holds all visits, notes, estimates, and invoices for the full scope of the work, whether it’s a one-day install or a multi-week commercial project.

Yes. Subcontractor costs can be logged manually or through purchase orders, and material costs pull in from invoices and POs. Every cost feeds into the job’s real-time financial summary.

Yes. Technicians can clock in and out from the mobile app, with optional GPS capture at each event. Time entries feed directly into job cost calculations.

Yes. You can run multi-visit installation jobs and single-visit service calls in the same system. No separate workflow required.

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