HVAC
Software for HVAC businesses
Service contracts, urgent dispatch, and equipment history all in one platform. Built for Danish ventilation, cooling and heating operators — from solo technician to larger service firms.
30%
less driving
100%
equipment history
60 sec
invoicing
Service contracts + urgent callouts = an impossible calendar
HVAC businesses live on two things: recurring service agreements (typically one annual checkup per unit) and urgent callouts (a unit has stopped working, the customer is under pressure). When an urgent case lands at 9:30 AM, you have to decide in seconds which technician can drop their day — and you need to know which van has the right spare parts.
On top of that you have to track unit serial numbers, warranties, last service date, and which filters or parts were swapped. If you use Excel and a whiteboard, you already know things slip through — typically right before a 25,000 kr unit fails because the annual service was forgotten.
A system that coordinates both service and dispatch
Clientflow tracks your contracts, equipment and callouts — and lets you dispatch technicians in seconds, with full context on customer, unit and history.
Service contracts with annual cadence
Set up annual service visits per unit — or biannual for larger ventilation systems. The system schedules visits automatically and reminds the customer in good time.
Fast dispatch on urgent cases
Incoming calls can be plotted directly onto a free technician. See in real time where all your vans are, and dispatch the nearest one — without breaking the planned route.
Invoicing per service or per callout
Service agreements are invoiced per visit, per season or every Nth visit, urgent visits are billed by the hour, and separate invoices for parts. All integrated with Dinero and Billy.
Features built for the HVAC industry
Equipment register per customer
Each unit (heat pump, ventilation, refrigeration) is registered with serial number, brand, install date and warranty. The full service history is tied to the unit — not just the customer.
Service history that follows the unit
When a unit changes owner or building, the history follows. Practical for rental properties, project sales, and service of legacy installations.
Parts tracking in the van
Each technician has their van inventory in the app. When a filter swap is booked, the system can confirm the part is in stock — or order it for next-day delivery.
Service report at every visit
Technician fills out a standardized report at the visit: measurements, filter status, deviations. Generated automatically as PDF for the customer — important for both quality assurance and energy reporting.
Mandatory inspections
Set reminders for mandatory inspections (refrigeration above 1 kg refrigerant, fire and ventilation in public buildings). The system reminds you — not just the customer — that it's due.
Equipment fleet and reports
See your full installed base by brand, age and contract status. Better quotes, better follow-up, and a way to identify customers ready for replacement.
Integrates with your accounting and customer requirements
Direct connection to Dinero, Billy and MobilePay. Service reports can be exported as PDF — important for utility companies, public sector customers and customers with ESG requirements.
Pricing with no commitment
All plans include a 14-day free trial. You only pay for active technicians.
Starter
Solo technician or very small teams
Features:
- Unlimited customers and service agreements
- Recurring service intervals
- Mobile app and day plan
- Route optimization
- Automatic invoicing
- Customer portal
Most popular
Professional
Growing HVAC firm with 1-3 technicians
Everything in Starter, plus:
- Lead module with quote pipeline
- Facebook/Meta lead import
- Telephony integration (two-way SMS & calls)
- Reports & analytics
Enterprise
Established service firm with 3-50+ technicians
Everything in Professional, plus:
- AI assistant with no weekly limit
- 7,500 AI credits included
- HR module (sick leave, vacation, complaints)
- Workflow automation
- GPS tracking (99 kr/tracker/mo)
- Priority support
Frequently asked questions
Can the system handle equipment-based service?
Can I dispatch urgent callouts quickly?
Does the system track mandatory inspections?
Can technicians log parts usage?
Can the customer see their service history?
Is there a commitment period?
Modules used by this trade
Customer registry
All customers, subscriptions and service history — the heart of Clientflow.
Day plan
The worker's mobile day plan — addresses, navigation, check-in and photos.
Fleet & GPS
Real-time fleet overview, precise ETAs and GDPR-fair tracking.
Workflow & automation
Reminders, follow-ups and automatic invoice chains — set up once.
Invoicing
Invoice from the job to Dinero, Billy or e-conomic — with MobilePay payment.
Communications
Calls, SMS and email per customer — with templates for repetitive messages.
Related pages
Urgent dispatch
Call-outs, on-call duty and emergency jobs — find the right worker and give the customer a realistic ETA.
Recurring contracts
How to handle recurring customers and repeat invoicing.
GPS tracking & GDPR
How to use GPS legally and fair to employees.
Clientflow vs Minuba
Compare with the established order management platform.
Plumbing
Urgent dispatch, project jobs and time-/materials tracking.
Ready to see
your full installed base?
Try demo and see how your firm can coordinate service, dispatch and invoicing from one place. No commitment.