HVAC

Software built for HVAC contractors.

Seasonal maintenance agreements, per-unit service history, and the refrigerant, filters and parts every service call consumes — logged and billed. OrbitOps runs the HVAC business from tune-up to invoice.

Maintenance contracts, unit history, and parts tracking in one system.

Service Call assess, perform work, clean up Maintenance seasonal tune-up: inspect, service, test Inspection inspect system & document Repair diagnose, replace part, test operation
Product screenshot Maintenance schedule & unit service history

HVAC revenue has two engines: seasonal maintenance agreements that keep the schedule full spring and fall, and the refrigerant, filters and parts that go into every service call. Miss a filter on the invoice and it’s gone; miss the maintenance renewal and the whole account is.

OrbitOps keeps maintenance agreements on schedule, carries a service history for every unit, and lets techs log refrigerant, filters and parts on the job so the invoice reflects exactly what the call consumed — billed per visit or on a monthly agreement.

What it does for HVAC

Everything the day runs on — in one place

Scheduling, invoicing, payments and materials, described in the way HVAC actually works — from booked to paid.

Seasonal maintenance agreements

Put customers on recurring spring/fall maintenance cadences and let OrbitOps generate the tune-up schedule — the agreements that keep techs busy in the shoulder seasons book themselves.

Per-visit or monthly invoicing

Bill each service call as it’s closed, or roll a maintenance agreement into a monthly statement. The service checklist — including parts — is the invoice.

Collect on the spot

Card, ACH or tap-to-pay at the unit, or a pay link for the office. Faster deposits on service calls, automatic settlement on agreements.

Service history per unit

Every visit, refrigerant charge and part stays on that unit’s record. Walk up to a rooftop or a furnace and see exactly what was done last time — no guesswork, no callbacks blind.

The difference

Unbilled refrigerant and parts are profit venting out.

A pound of refrigerant, a capacitor, a filter, a contactor — an HVAC call runs on parts. Log them on the service and they hit the invoice. Leave them on a scrap of paper and the ones that get forgotten are margin, gone.

Techs log what they use, on the visit

Refrigerant, filters, capacitors and parts get recorded on the tech's checklist while they're on site — not reconstructed from memory at the end of the week.

Used becomes billed, automatically

Whatever went onto the job flows straight onto the invoice as a line item. The checklist is the billing record, so nothing slips through the cracks.

See what each truck is carrying, and what it's worth

Every logged item draws down truck and shelf stock in real time, with cost attached — so you know what you're holding, what it's worth, and when to reorder.

Product screenshot Materials → invoice

Most HVAC tools treat parts as paperwork. OrbitOps makes them part of the job — with dedicated refrigerant and filter tracking — because the material you install is the easiest revenue to stop losing.

See how much you're leaving on the table
FAQ

HVAC software questions, answered

Can it manage seasonal maintenance agreements?

Yes. Put customers on recurring maintenance cadences (typically spring and fall) and OrbitOps generates the tune-up schedule automatically, so your agreement base fills the shoulder seasons without manual booking.

Does it keep service history per unit?

Yes. Each piece of equipment carries its own service log — every visit, refrigerant charge and part replaced stays on the unit, so a tech arriving for the next call sees exactly what was done before.

How does it handle refrigerant, filters and parts?

The inventory catalog includes dedicated categories for refrigerant and filters alongside parts and equipment. Techs log what they used on the job; each becomes an invoice line item and draws down truck stock with cost attached.

Can I bill maintenance monthly and repairs per visit?

Yes. Mix both — run maintenance agreements on a monthly statement while billing one-off service calls and repairs per visit as they close.

Run your HVAC business, not your software.

OrbitOps Pro is opening up to a first group of operators. Drop your email to get early access — we've pre-selected HVAC so we know how you work.