Free Tools for HVAC Business Management

Free Tools for HVAC Business Management

When you’re running your own HVAC business, software tools can help you keep up with service calls, quotes, invoices, marketing, scheduling, and a dozen other daily demands. The good news? You don’t need to spend a fortune on software to stay organized and look professional. There are plenty of free HVAC tools for pros like you that can help you run a smoother, smarter operation.

Whether you’re a one-person show or managing a growing team, HVAC software for small businesses gives you the power to get organized and stay competitive. These free tools help you explore what works – like job tracking, inventory management, or pricing for HVAC services – before committing to long-term paid solutions. Let’s take a look at some of the best free options out there, including a bunch of helpful tools from Thryv.

Managing finances

Create professional invoices and estimates with free HVAC business software that makes quoting and billing a breeze.

• Thryv Invoice Generator: Create clean, professional invoices in minutes and send them digitally or download them as a PDF.
• Thryv Estimate Generator: Generate fast, accurate job estimates on the fly – perfect for service calls or follow-ups.

HVAC calculators

Manage jobs more efficiently with these free tools for HVAC job costing and installation.

• Thryv Job Cost Calculator: Plug in your parts, labor, and discounts to see what each job actually costs.
• Thryv Pricing Calculator: Set smarter pricing for HVAC services based on overhead and your desired profit margins.

Inventory and job tracking tools

Keep track of parts and profits with these HVAC service software tools:

• Thryv Inventory Tracking Spreadsheet: Track filters, thermostats, valves, and more – complete with dropdowns that make inventory tracking easy.
• Thryv Job Tracking Spreadsheet: Monitor job progress, revenue, and profit – all calculated for you in one simple sheet.

Customer communication

Free software for HVAC companies helps make sure you won’t miss a beat when it comes to customer messages and updates.

• Thryv Command Center: Centralize messages from email, text, and social media into one inbox – then assign, reply, and follow up with ease.

Marketing and lead generation

Bring in new business with free and creative HVAC marketing ideas and tools.

Thryv Online Presence Scan: See how your business appears across the web and get a report to help boost your visibility.

Thryv Google Review Link Generator: Make it easier than ever for happy customers to leave glowing reviews.

Google Business Profile: Claim your listing, collect reviews, and show up in local HVAC searches.

Thryv: comprehensive HVAC software

While all of these software tools offer powerful features for managing your business, juggling them all and switching between a dozen different apps can get old fast. If you’re ready to simplify your life and streamline your business, it’s time to take a good look at Thryv, the platform built for small service businesses. You’ll manage everything – scheduling, communication, payments, marketing, and more – with just one login and one easy-to-use dashboard.

In addition to lots of free tools, Thryv’s small business software for HVAC businesses offers an affordable subscription that delivers even more powerful features for automating your business.

• CRM (Customer Relationship Management): Store customer details, communication logs, job history, and preferences.
• Client portal: Let customers request service, pay invoices, and message your team 24/7.
• Reputation Management: Monitor and respond to reviews across Google, Facebook, Yelp, and more.
• Website builder: Create a mobile-optimized, SEO-friendly site without a developer.
• Listings Management: Keep your business info consistent across search engines and directories.
• Document storage & e-signatures: Upload service forms, get contracts signed electronically, and stay organized.
• Recurring payments & subscriptions: Perfect for HVAC maintenance plans and seasonal service agreements.
• Custom forms & intake: Collect job requests and service info with online forms.
• Mobile app: Run your business from the job site with full functionality in your pocket.
• Social media management: Schedule and post across platforms with AI-powered captions.
• Email and SMS marketing: Automate campaigns, reminders, and follow-ups.
• Automated appointment booking: Let customers book services online and match them with the right tech.
• Service scheduling software: Manage your appointments, work orders, job details, and project schedules in real time.
• Real-time analytics: Track conversion, marketing campaign performance, and revenue.

Why HVAC businesses love Thryv^®

When you’re running an HVAC business, your time, focus, and energy are already stretched thin. That’s why Thryv’s software is designed to make your day-to-day operations easier, smoother, and more connected – without bouncing between a dozen different apps.

Here are some of the top benefits HVAC business owners enjoy when using Thryv:

• One login for everything: Forget juggling separate tools for scheduling, billing, customer communication, and marketing. Thryv gives you access to everything you need – right from one secure login. That means less time clicking around and more time focusing on your customers.
• Access from anywhere: Whether you’re at the office, in your truck, or onsite troubleshooting a system, you can run your business from your phone, tablet, or laptop. Thryv is fully cloud-based, so your team and your data are always within reach.
• Strong security to protect your business: Your customer data and payment information are encrypted and stored with enterprise-grade security. You can rest easy knowing that both your business and your customers’ sensitive details are safe.
• Exceptional support from a team that understands small businesses: Thryv’s customer service teams deliver personalized help from people who specialize in small business operations, including service industries like HVAC.
• Easy integration with tools you already use: Thryv integrates with popular platforms like QuickBooks, Google Calendar, Outlook, Zoom, Mailchimp, and dozens more. That means you can keep what’s working while streamlining everything else.