Solutions · HVAC dispatching
HVAC dispatching that keeps
the board and the truck in sync.
Assign service calls, hand techs the full equipment history, quote from the site visit, and invoice at completion — all from the same system that tells you which estimate to chase this week.
No credit card required · Full access during the trial · Cancel anytime
- Calls, techs, and time slots
- One board
- Estimates built from your catalog
- On-site
- Free trial, no card required
- 14 days
What a bad dispatch day costs
Most HVAC shops do not lose money on the work. They lose it in the gap between the phone call and the invoice.
- Two techs get sent near the same address while a no-cool call waits across town.
- The tech arrives without the equipment history and re-diagnoses a system you serviced in spring.
- A replacement quote gets promised on-site and never actually leaves the truck.
- Arrival windows are guesses, so the office spends the afternoon apologizing.
- Invoices wait for the weekend, and payment lands two weeks after the job.
From ringing phone to paid invoice
One path every service call follows, whether it is a maintenance stop or an emergency.
Intake
Every call becomes a record
Customer, address, system, and symptom captured once — no sticky notes to transcribe later.
Assign
Dispatch to the right tech
See who is free and where they are, then assign the call with the full job context attached.
Arrive
Techs open the equipment history
Prior visits, installed models, and service notes load with the assignment.
Quote
Site visit estimates on the spot
Build a repair or replacement quote from your catalog and send it before leaving the driveway.
Close
Invoice at completion
Convert the completed call into an invoice with automatic reminders until it is paid.
Follow up
Silent quotes get chased
A replacement estimate sitting three days without a reply becomes a task, not a memory.
Dispatching that feeds your weekly decisions
The board tells you about today. SimpliPilot's direction layer tells you what to do about the week.
- Ranked follow-ups on open replacement quotes, weighted by value and days of silence.
- Close rate and profit by call type — repairs, replacements, maintenance agreements.
- Seasonal capacity signals so you promote maintenance before the first heat wave, not during it.
- Plain-language reasoning behind every recommendation.
Dispatch-only tools
Good at putting calls on a board. The quote, the invoice, and the follow-up usually live in three other places.
SimpliPilot
Dispatching, estimating, invoicing, and marketing in one workspace, with a weekly action list built from what actually happened on the calls.
HVAC dispatching questions
What owners ask before moving the board into a new system.
What does HVAC dispatching software do?
It puts every service call, tech, and time slot on one board so the office can assign work, see who is free, and give the customer an honest arrival window without calling the tech to ask.
Can I dispatch emergency no-cool calls quickly?
Yes. Log the call, see current assignments, and drop it on the nearest available tech. The job carries the equipment history and the customer's service notes with it.
Do techs get the job details on their phone?
Yes. Address, system details, prior visits, and the service history load with the assignment, and the tech can build a site visit estimate from your catalog before leaving the driveway.
How does dispatching connect to billing?
The completed call converts straight into an invoice with automatic payment reminders, so the paperwork does not wait for the weekend.
Is this only for large HVAC companies?
No. Two-truck shops use it to stop double-booking and stop losing quotes; larger teams use role-based accounts to keep assignments and customer conversations on the record.
Also managing service agreements? See HVAC maintenance tracking or read the full HVAC playbook.
Give your dispatch board a system with direction.
Start free for 14 days, watch the self-guided demo, or book a live walkthrough with our team.
No credit card required · Full access during the trial · Cancel anytime