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HVACBase

by HVACBase

Last updated Mar 29, 2026 · 1 revision

Modern AI-powered HVAC-only platform combining flat rate pricebook, proposal generation, and inventory management in one product for HVAC contractors.

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About This Product

Newer entrant positioning as an all-in-one HVAC pricebook and proposal tool with inventory management integration. HVAC-specific feature set covering proposal/quoting, pricebook, and inventory. Confidence medium as limited third-party reviews found — likely an emerging product. Website active as of 2025.

Capabilities

How this product is delivered and what's included out of the box.

Mobile app
Available
Free trial
No
Free tier
No
Public API
No
Deployment
Cloud

AI Approach

AI-Enhanced

AI supplements traditional workflows. AI augments specific tasks within an otherwise traditional product. Useful, but not the primary reason to buy.

Trust & Privacy

Each statement below was extracted directly from the vendor's privacy policy or terms of service. Click "source" to read it in context.

Data export available on request

"You also have the right to data portability"
Confidence: high Source

Data deletion honored on request

"You have the right to access, correct, or delete your personal data"
Confidence: high Source

Primary policy document: https://hvacbase.ai/privacy-policy

FSH Score Breakdown

Ease of Use
6.0
Features
7.5
Support
5.0
Value
4.0
Integrations
7.0
AI Capabilities
5.0

Customer Reviews

Features

38 features confirmed across 14categories· Showing confirmed capabilities only

Scheduling & Dispatch6features

SchedulingJob Scheduling & DispatchingDispatchingJob creation, dispatch, and contracts optimized for A/C, ductwork, and seasonal maintenance jobsWork OrdersBusiness Management & ReportingCreate and Schedule Work OrdersSmart Job Matching by Location, Skill, and AvailabilityProject ManagementHVAC Field Service Management

Platform & Customization6features

Custom BrandingMulti-LocationScheduling And Dispatch IntegrationStaff Member Invitation and Permission ManagementDocument ManagementSecure access to customer records, compliance files, and service historyCustom TemplatesCustomizable Proposal Templates

Invoicing & Payments4features

InvoicingInvoicing & PaymentsPayment ProcessingOnline Payment ProcessingContract PricingConsumer FinancingCustomer financing

Reporting & Analytics4features

AnalyticsReal-Time Dashboards & ReportingReportingProposal Insights & TrackingDepartmentalized Performance TrackingProposal Status Tracking

Compliance & Safety4features

Manual J CalculationsHVAC Design & Load CalculationManual S CalculationsCode ComplianceSpecialized HVAC templates and code compliance built-inDuct DesignDuct layouts

Equipment & Asset Management3features

Equipment TrackingInventory & Equipment TrackingRefrigerant Charge And Service History TrackingRemote MonitoringLive Operational Visibility

Estimating & Quoting2features

Quoting & EstimatesFast estimates with accurate material and markup toolsMulti-Tier Proposal Generation

Mobile & Field Tools2features

Technician Mobile AppDigital SignaturesDigital Signatures & Approvals

Technician Management2features

AI Worker MatchingChecklists, Photos, and Forms for Job Completion

Fleet & GPS Management1feature

GPS TrackingReal-time GPS Tracking

Customer Communication1feature

NotificationsAutomated notifications for appointments, renewals, and reviews

Inventory Management1feature

Inventory ManagementInventory Management

CRM & Sales1feature

CRMCRM & Customer Management

AI & Automation1feature

Automation RulesAutomation & Workflows

Integrations 2 across 1 category

Accounting 2
QuickBooks Online

QuickBooks

Xero

Xero

Pricing

Model
Quote Only
Starting at
Contact for pricing

Related Products 10 across 1 category