365clientsStart free trialEvery call booked, every quote followed up, every tune-up renewed.
From the first call to the maintenance agreement, 365clients keeps your leads, jobs, estimates, invoices and memberships in one place — built for how HVAC shops actually work.
7-day free trial · plans from $39.99/month · one-time $200 setup fee
Sound familiar?
Quotes that go quiet
A replacement quote goes out and nobody follows up. Track every estimate and see which ones are still waiting on the customer.
A dispatch board on a whiteboard
Schedule and dispatch from one board with arrival windows, so the office and the techs see the same day.
Maintenance plans in a spreadsheet
Run memberships with recurring billing and next-visit dates instead of remembering who is due for a tune-up.
How 365clients works for HVAC
Everything below is in the product today.
Good / better / best estimates
Send options side by side, mark the one you recommend, and let the customer accept and sign online.
Jobs, schedule and dispatch
Book the job, set an arrival window, and assign the tech from the schedule board.
Appointment reminders
Customers get a reminder by text or email before you arrive, sent within your quiet hours.
Invoices with card payment
Send the invoice with a payment link and it marks itself paid when the customer pays.
Maintenance memberships
Sell service agreements with recurring billing and track each member's next visit.
AI follow-ups and customer summariesPro
Draft the follow-up email, score your leads and get a summary of any customer in seconds.
Features marked Pro are included in the Pro plan.
Questions
Can my customers approve estimates online?
Yes. They open the estimate from a link, compare the options you sent, and accept and sign — the estimate updates in 365clients when they do.
Does it handle maintenance agreements?
Yes. Create membership plans with a price, billing interval and number of visits, enroll customers, and see when each one is due next.
Can I bring my customers over from a spreadsheet or another app?
Yes. Export your contacts to a CSV file and import it — names, emails, phone numbers, status and tags come across. Duplicates are caught by email, so importing the same file twice doesn't double anyone.
Try it with your own customers.
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