For HVAC companies

Survive the season peak without the whiteboard

The first heat wave books your month in a morning. Exeo drops the breakdown into a real gap, keeps the service-plan visits coming on their own, and turns each finished job into an invoice.

The leak

What a heat wave does to the office

The extra calls are good business, but re-planning the day around them is what melts first.

  • Breakdowns land on the fullest day of the year

    Every call is urgent, every tech looks busy, and finding the real gap means reading three calendars at once.

  • Service plans live in a spreadsheet nobody opens

    The maintenance visit that was due in March gets remembered in July, by an angry customer.

  • The install quote never reaches the crew intact

    Model numbers and site notes are in the quote; the crew is working from a text message summary of it.

  • Serial plates and filter sizes live in camera rolls

    The photo exists, but it's on the phone of whoever did the last visit, undated and unfindable.

How Exeo handles it

Every item below is a module that's live in Exeo today.

  1. Drop the breakdown into a real gap

    Team view shows one row per tech, so you skip the phone tree. Drag the callout in and clashes surface as you move it.

  2. Service plans raise their own visits

    Set the annual or seasonal pattern once and the maintenance visits appear on the calendar before the customer has to remind you.

  3. The install quote becomes the install job

    Line items, site notes, and the client travel with the conversion, so the crew works from the quote itself instead of a text summary.

  4. Serial plates photographed onto the record

    Time-stamped photos attach to the visit, so next year's tech opens the site and sees the unit, the filter, the date.

  5. Invoice the day the system runs

    Completed visits become invoices, and the reminder ladder chases the slow payers so the office doesn't have to.

What HVAC teams get on day one

Every module is included on every plan. Plans differ only in their limits.

  • Team-view calendar with drag-and-drop for same-day callouts
  • Recurring service plans that generate their own visits
  • Quotes that convert to jobs with notes and pricing intact
  • Time-stamped equipment photos on every visit record
  • Invoices from completed visits, with automatic reminders

The same spine underneath all of it

Whatever the work is called, the shape is the same: quote it, schedule it, do it, bill it, get paid.

  • Quotes that convert to jobs, and visits that convert to invoices
  • A workforce app with today's route, clock-in, photos, and signatures
  • A client portal for approvals, invoices, and statements
  • Automatic reminders for unpaid invoices and expiring quotes
  • Reports on revenue, client profitability, and aged receivables
  • Your branding, your currency, and an export of everything, any time

Book the season before it books you

Import your clients, set the service plans, and drop the first breakdown into a real gap. It's free for 30 days.

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