HVACBase
HVACBase is business software for HVAC contractors that brings customer management, scheduling, dispatch, estimates, work orders, field service, invoicing, i…
What HVACBase is
HVACBase is business software for HVAC contractors that brings customer management, scheduling, dispatch, estimates, work orders, field service, invoicing, inventory, and recurring maintenance together. Its dispatch board supports drag-and-drop job assignment, conflict detection, technician GPS tracking, skill- and availability-based assignments, and route optimization. Contractors can prepare branded proposals from templates, set tiered prices, collect e-signatures, and move approved quotes into scheduled jobs. The technician app provides schedules, customer and equipment records, job details, photos, invoices, signatures, and payment collection. HVACBase also includes load calculations for equipment sizing, system planning, and installation preparation. Inventory can be monitored across warehouses and service vehicles with barcode scanning and reorder alerts. The service says it syncs invoices and financial records with QuickBooks and Xero. Customers can pay by credit or debit card, ACH transfer, or financing. HVACBase is available on Android, iOS, and the web. Pricing is on request, and visitors can request a demo.
Good
- Dispatch includes conflict detection and route optimization.
- Proposals support tiered pricing and e-signatures.
- Technicians can access job records in the mobile app.
- Inventory tools include barcode scanning and reorder alerts.
- Invoices sync with QuickBooks and Xero.
Watch out
- Pricing is available only on request.
- The privacy policy advises against uploading highly sensitive personal information.
Who it suits
HVACBase suits residential and commercial contractors, installers, service and repair firms, and multi-location franchises that need tools for dispatch, field work, proposals, and recurring maintenance.
Verdict
HVACBase combines office, dispatch, and field-service workflows with inventory and load calculation tools. Businesses considering it will need to request pricing and should follow its guidance on sensitive information.
Plans and prices
From HVACBase's own pricing page, checked 8 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Custom quote | Priced on request | Pricing is quote-based; request a demo for pricing. |
The facts
Each one read from HVACBase's own pages, with the date it was checked.
What it does
- Accounting integrations
- HVACBase says it syncs invoices and financial records with QuickBooks and Xero.checked 8 Oct 2026
- Inventory
- Inventory tools track parts and equipment across warehouses and service vehicles, with barcode scanning and reorder alerts.checked 8 Oct 2026
- Load calculations
- HVACBase includes HVAC design and load calculation tools for equipment sizing, system planning, and installation preparation.checked 8 Oct 2026
- Payments
- Customers can pay invoices by credit or debit card, ACH transfer, or financing, according to the invoicing page.checked 8 Oct 2026
- Product
- HVACBase is HVAC business software connecting customer management, scheduling, dispatch, estimates, work orders, field service, invoicing, inventory, and recurring maintenance.checked 8 Oct 2026
- Proposals
- Contractors can create branded proposals from templates, use tiered pricing and e-signatures, track views and approvals, and convert approved quotes into scheduled jobs.checked 8 Oct 2026
- Scheduling and dispatch
- Its scheduling tools include drag-and-drop dispatch, conflict detection, GPS technician tracking, job assignment by skill and availability, and route optimization.checked 8 Oct 2026
- Security
- The privacy policy says data is encrypted at rest and in transit, transfers use TLS/SSL, and the service uses firewalls, access controls, regular security assessments, backups, and U.S. data centers.checked 8 Oct 2026
- Sensitive data limit
- The privacy policy asks users not to upload highly sensitive personal information such as Social Security numbers or health information.checked 8 Oct 2026
- Support and contact
- The contact page lists [email protected] and 1-888-678-6227 and invites visitors to request a demo.checked 8 Oct 2026
- Target customers
- The site describes the product for residential and commercial HVAC contractors, installers, service and repair firms, and multi-location franchises.checked 8 Oct 2026
The company
- Company identity
- The HVACBase privacy policy identifies the service as HVACBase.ai; the contact page uses the Sunbase name and Sunbase Data email address.checked 8 Oct 2026
Where it runs
- Field app
- The mobile app gives technicians access to schedules, customer and equipment records, job details, photos, signatures, invoices, and payment collection tools.checked 8 Oct 2026
