Data export available on request
"You also have the right to data portability"
Confidence: high
Source
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.
Highlights
Capabilities
Trust
Media
www.hvacbase.ai
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 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 7.0
Features 7.5
Support 5.0
Value 4.0
Integrations 7.0
AI Capabilities 5.0
Features
67 features confirmed across
15categories· Showing confirmed capabilities only
Platform & Customization10features
Custom TemplatesCustomizable Proposal TemplatesIntegrations MarketplaceSeamless IntegrationsCustom BrandingMulti-LocationScheduling And Dispatch IntegrationHVAC Scheduling & DispatchStaff Member Invitation and Permission ManagementDrag And Drop Form BuilderDrag-and-Drop Scheduling & DispatchingDocument ManagementSecure access to customer records, compliance files, and service history
Show 2 more
Role-Based Access ControlTeam Permission ManagementDispatch Or FSM Software IntegrationHVAC Field Service Software
Invoicing & Payments8features
InvoicingInvoicing, Billing & AccountingPayment ProcessingAutomated Past Due Payment RemindersAutomatic payment remindersConsumer FinancingCustomer FinancingPrice BookProduct & Pricing LibraryContract PricingProfessional InvoicingProfessional invoicing and templatesMobile Payment Terminal IntegrationOn-Site Invoicing & Payment Capture
Scheduling & Dispatch7features
Work OrdersMobile platform for field updates, photos, signatures, and inventory managementDispatchingSchedulingScheduling & DispatchRecurring Job SchedulingRecurring Job SchedulingCreate and Schedule Work OrdersSmart Job Matching by Location, Skill, and AvailabilityProject ManagementProject Timeline Management
Reporting & Analytics6features
AnalyticsReportingBusiness Management & ReportingJob Productivity and WIP ReportingProfit and loss reportingProposal Status TrackingQuote TrackingAutomated Dashboards and System Status ReportsReporting and analytics dashboardDepartmentalized Performance Tracking
Mobile & Field Tools6features
Offline ModeOffline ModeDigital SignaturesDigital Signatures & ApprovalsField Data SynchronizationHVAC Field Service ManagementLink Notes And Photos To Customers, Sites, Work Orders, Or EquipmentPhoto UploadTechnician Mobile AppTechnician Mobile AppMobile Worker Access from One DeviceMobile access for field technicians
CRM & Sales6features
CRMCRM & Customer ManagementContract ManagementService Contract ManagementLead ManagementSales pipeline managementCustomer and Site Data ManagementCustomer Equipment HistoryMaintenance Agreement ManagerService Contract ManagementAutomated Customer Touchpoints And SequencesAutomated reminders and service alerts
Compliance & Safety6features
Airflow CalculationsAirflow SimulationBuilding Code ComplianceSpecialized HVAC templates and code compliance built inManual J CalculationsManual S CalculationsCode ComplianceSpecialized HVAC templates and code compliance built-inDuct DesignDuct layouts
Equipment & Asset Management4features
Equipment TrackingInventory & Equipment TrackingBAS AutomationCommunication & Automation ToolsRefrigerant Charge And Service History TrackingRemote MonitoringLive Operational Visibility
Estimating & Quoting3features
Quoting & EstimatesSystem DesignMulti-Tier Proposal Generation
Technician Management3features
AI Worker MatchingChecklists, Photos, and Forms for Job CompletionEmployee Record ManagementDocument and file storage
Fleet & GPS Management2features
GPS TrackingGPS Technician TrackingGIS RoutingRoute Optimization
Customer Communication2features
NotificationsAutomated notifications for appointments, renewals, and reviewsCustomer Communication ToolsBuilt-in customer communication (text, email, call)
AI & Automation2features
Automation RulesAutomation & WorkflowsAI Driven Workflows with TemplatesAutomated workflow triggers
Inventory Management1feature
Inventory ManagementInventory Management
Accounting Integration1feature
Job CostingJob Costing
Integrations 2 across 1 category
Accounting 2
QuickBooks Online
QuickBooks
Xero
Xero
Pricing
- Model
- Quote Only
- Starting at
- Contact for pricing
