Job management software for HVAC
HVAC work doesn’t stop at one visit. Installs, annual servicing, breakdowns, and maintenance follow-ups all need tracking. GoTaskhub keeps every HVAC job organised - from service notes and photos to follow-ups and invoicing - so nothing gets missed.
Stay on top of HVAC installs, servicing, and maintenance
Keep service visits, maintenance follow-ups, notes, and invoices in one place. GoTaskhub helps HVAC businesses stay organised, reduce missed visits, and get paid faster.
Common challenges
- Service notes and system details hard to track between visits
- Maintenance follow-ups forgotten or delayed
- Install details scattered across notes, messages, and photos
- Schedule clashes between service calls and installs
- Invoices delayed after jobs - especially for service work
- No clear customer or system history for repeat visits
What changes with GoTaskhub
- Schedule installs, servicing, and maintenance visits cleanly
- Keep service notes, system details, and photos tied to each job
- Track follow-ups and repeat visits so nothing gets missed
- Invoice immediately after each job to protect cashflow
- Build system and customer history for faster future visits
- Stay organised across residential and commercial work
A workflow built for installs, servicing, and maintenance
From quote → scheduled visit → service notes → follow-up → invoice - with customer and system history attached.
Capture the enquiry or service request
Create the job with customer details, address, and system info so nothing gets lost between calls and visits.
Quote or confirm the work
Send a quote for installs or confirm service pricing so expectations are clear before the visit.
Schedule the visit
Plan installs, breakdowns, and maintenance calls without clashes - even when schedules change.
Capture service notes and photos
Store readings, faults, parts used, and photos per visit so follow-up work is easy and accurate.
Invoice on completion
Convert the job to an invoice instantly and send it while details are fresh - ideal for service-heavy work.
Tools HVAC businesses actually use
Service scheduling, maintenance tracking, system notes, and fast invoicing - without spreadsheets or lost paperwork.
Service & maintenance scheduling
Organise installs, servicing, and maintenance visits in one clear schedule.
- Plan service calls and installs
- Avoid clashes and missed visits
- Clear view of what’s next
Service notes & system history per visit
Keep detailed service notes tied to each job so repeat visits are faster and more accurate.
- Store readings and fault notes
- Track parts used and recommendations
- System history per customer
Photos for diagnostics and proof of work
Attach photos to jobs for diagnostics, progress tracking, and proof of work - especially useful for repeat servicing.
- System and component photos
- Before/after evidence
- Reference for future visits
Follow-ups and repeat visits
Track maintenance follow-ups, return visits, and recommended work so nothing gets forgotten.
- Schedule return visits
- Keep context from previous jobs
- Reduce missed maintenance
Fast invoicing for service-heavy work
Invoice immediately after each visit - ideal when you’re handling lots of service calls.
- Job → invoice in seconds
- Professional invoices
- Improve cashflow
Built for residential & commercial HVAC
Manage one-off residential jobs and ongoing commercial maintenance with the same simple workflow.
- Customer and site history
- Multiple systems per client
- Repeat contracts made easier
HVAC FAQs
Common questions about servicing, maintenance, and follow-up visits.
Q.Can I track service notes for each visit?
Q.Can I manage maintenance follow-ups and return visits?
Q.Does this work for both installs and servicing?
Q.Can I invoice immediately after each service call?
Q.Can I keep system history for customers?
Q.Is it suitable for commercial HVAC work?
Q.Do I need a credit card to start?
Explore other industries
More tailored pages like this.