Buying guide
HVAC dispatch software: what owners should test
A practical dispatch checklist for HVAC teams comparing schedules, technicians, pricebooks, estimates, invoices, and reporting.
The technician workflow is the real test. Build an estimate from a pricebook, present options, record photos or notes, collect approval, invoice, and take payment in the field.
Managers should review reporting after the test. Look for booked jobs, close rate, average ticket, technician performance, memberships, and revenue by source.