Software Built for HVAC & Home Service Companies
A custom CRM for home service — dispatch, online booking, automated invoicing, maintenance agreements, and customer portals in one platform you own.
Sound
Familiar?
Common problems we solve for hvac & home services businesses.
You're scheduling jobs on a whiteboard or spreadsheet
→A visual dispatch dashboard with drag-and-drop scheduling, technician assignment, and real-time status tracking.
Customers call and get voicemail during busy hours
→24/7 online booking that lets homeowners schedule service without picking up the phone.
You're chasing invoices 30-60 days after the job
→Automated invoicing the moment a job is marked complete. Customers pay online instantly.
No way to track which marketing brings in jobs
→Lead source tracking that shows you exactly which ads, Google searches, or referrals drive revenue.
Maintenance agreements lapse because nobody is tracking renewal dates
→Agreements held against the property with renewal dates, covered equipment, and visit entitlements. Renewals surface as work to do rather than as revenue you notice missing.
Technicians in the field can't see the day without calling the office
→The day's route, job history, equipment installed, and customer notes on the technician's phone — including what the last tech found, which is usually the fastest diagnostic there is.
What We Build
Custom software designed specifically for hvac & home services operations.
Dispatch Dashboard
Visual scheduling with drag-and-drop, technician assignments, and real-time job status.
Online Booking
24/7 self-service booking so customers can schedule without calling.
Automated Invoicing
Invoices sent automatically when jobs complete. Online payment built in.
Customer Portal
Customers can view service history, upcoming appointments, and pay invoices.
Marketing & SEO
Get found on Google. Track which marketing channels bring in the most jobs.
Review Management
Automated review requests after every job. Build your online reputation.
Maintenance Agreement Tracking
Agreements tied to the property and its equipment, with renewal dates, entitled visits, and what has been used. Recurring revenue you can see rather than revenue you hope renews.
HVAC & Home Services software, answered directly
Is this a CRM?
Yes. Aeopic builds custom CRM software for hvac & home services businesses — contacts, pipeline, scheduling, activity history, and reporting are all part of it. The difference is what sits at the centre of the record: your service call, not a generic "deal". Dispatch board, Online booking, and Automated invoicing run inside the same system rather than in three separate tools that don't talk to each other.
What does an AI operating system actually do?
An AI-integrated operating system is a custom CRM with your operations built into it and an AI layer that can read all of it. For hvac & home services work, that means the system drafts the follow-up, flags maintenance agreements about to lapse, and answers the routine scheduling call before a dispatcher picks up. The AI is not a chatbot bolted onto the side — it has access to the same service calls, documents, and history your team does, and every action it takes is reviewable.
How is this different from a generic field-service app?
Off-the-shelf software asks you to describe hvac & home services work in its vocabulary, so you end up with custom fields standing in for service calls and a spreadsheet holding whatever wouldn't fit — which is how you get jobs booked twice and invoices that go out a week late. A custom platform uses your vocabulary from the start. You also stop paying per seat, and adding a capability is a change to software you own rather than another subscription.
Do I own the code?
Yes. You own the source code, the database, and the deployment. There is no per-seat license, no vendor who can raise your rate, and no feature that can be sunset out from under you. If you stop working with Aeopic, your service calls and the system that manages them keep running, and any competent developer can maintain the codebase.
Ready to Modernize Your HVAC Business?
Let's build a platform that handles scheduling, billing, and customer communication — so you can focus on the work.
No obligation · Response within 24 hours · Full code ownership