Home & Property
HVAC & Heating
The all-in-one platform to manage installations, annual servicing, equipment records, and engineer scheduling. Spend less time on admin and more time doing what you love.
Get started freeHVAC has the best recurring-revenue shape of any trade: every unit you install needs servicing every year, and you know which units exist because you fitted them. Most firms let that annuity leak because the install record and the service reminder live in different places. Clienteka keeps them on the same client.
Also known as: HVAC Β· heating engineer Β· air conditioning service Β· boiler servicing Β· ventilation contractor Β· climate control
How HVAC & Heating use Clienteka
Know which units you installed and when they are due
Track annual service contracts per property
Plan installations and callouts in one calendar
Everything your HVAC & Heating business needs
Client Management
Keep detailed profiles for every HVAC & Heating client. Track preferences, visit history, and notes all in one place.
Appointment Scheduling
Manage all your HVAC & Heating appointments in one calendar. Avoid double bookings and reduce no-shows β you stay in control of the schedule.
Invoicing & Payments
Create professional invoices for your HVAC & Heating business. Track payments, issue credit notes, and stay tax-compliant.
Team Scheduling
Manage your HVAC & Heating team with schedules, leave tracking, and role-based access control.
Product & Inventory
Track products and supplies for your HVAC & Heating business. Get low-stock alerts and manage retail sales.
Notes & History
Keep detailed notes for every HVAC & Heating client. Record preferences, history, and important details that matter.
Smart Reminders
Reduce no-shows and keep your HVAC & Heating clients coming back with automated appointment reminders.
Common questions
Can I keep a record of the equipment I installed at each property?
Yes. Model, serial and install date go in the notes on the client, and the install itself stays in the visit history, so the unit and its service record live together.
How do I make sure annual services actually get booked?
The visit history shows when each property was last serviced, so units approaching a year are visible, and an SMS reminder goes out before the appointment you book.
Can I handle both installations and quick callouts?
Yes. Each is a service with its own duration and price, so a two-day install and a one-hour callout sit in the same calendar without special handling.
Can I track parts and refrigerant stock?
Yes. Products carry stock levels and a low-stock threshold, so consumables are flagged before an engineer is caught short on site.
Does it work with several engineers?
Yes. Each engineer has their own column and hours, so a day across several properties is planned per person rather than as one list.
Start managing your HVAC & Heating business today
Join service businesses that trust Clienteka to keep their clients happy and their operations running smoothly.