Run your HVAC business with tools built for the way you work
Describe what you need and build the exact tools your HVAC team runs on. Create a service request portal, a dispatch and scheduling board, a maintenance agreement tracker, estimate and proposal workflows, equipment logs, and more — all shaped around your process.
Start with the basics
Build the tools your HVAC company actually needs
HVAC work moves fast — emergency calls, seasonal spikes, complex scheduling, parts across trucks and warehouse, and detailed equipment histories for every site. Off‑the‑shelf systems rarely match how your team quotes, dispatches, and completes jobs.
With YeshBe, you can build custom apps around your real workflow. Create a customer intake form that asks the right questions, a dispatch board that considers technician skills and time windows, mobile job pages with checklists and photos, and a maintenance agreement manager that generates recurring visits. Track equipment, serials, warranties and parts usage the way your shop already documents them.
Bring quotes, schedules, jobs, and costs into one place with your own internal dashboards and portals. Start small with one tool — like a service request form or estimate builder — then expand into scheduling, recurring maintenance, and inventory as your needs grow.
- Scheduling & dispatchBuild a calendar and job board that matches your crews, skills, zones and time windows — plus mobile job pages for techs.
- Maintenance agreementsCreate recurring visit schedules, track agreement terms, filter sizes, equipment per site and renewal status.
- Estimates to jobsGenerate branded estimates with options and approvals, then convert accepted quotes into scheduled work orders.
- Equipment & parts trackingRecord equipment details, serials and warranties, log parts used and keep visibility on truck and warehouse stock.
Learn and apply
Guides for HVAC Contractors
Practical guides that help HVAC contractors and businesses run the business better.
- 8 min readRun your HVAC businessA practical guide for HVAC contractors to run operations end-to-end—website, service requests, scheduling, maintenance, documentation—and how to turn those workflows into a custom app with YeshBe.Read the guide
- 9 min readRun your HVAC businessA practical guide for HVAC contractors to build a strong intake process, schedule technicians, manage maintenance plans, and turn it all into a custom app with AI.Read the guide
Build it yourself
What HVAC contractors and businesses build with YeshBe
Copy a prompt, paste it into YeshBe and get a working first version in minutes.
Service request portal & triage
Capture complete service details from customers and triage requests into clear, assignable jobs.
PromptBuild a customer-facing HVAC service request portal and an internal triage dashboard. Customer form fields: name, phone, email, service address (with unit location notes), system type (AC, furnace, heat pump), brand/model/serial (optional), problem category (no cool, no heat, noise, leak, maintenance), description, preferred time windows, and photo upload. On submit, create a job ticket with unique ID and status = 'New'. Internal dashboard: list of new tickets with filters by category/zip code, a detail view to set priority, estimate duration, job type, and assign to a dispatcher queue. Status flow: New → Triaged → Scheduled → Completed. Include an admin page to edit problem categories and job types with default durations.
Technician scheduling & dispatch board
Give dispatchers a clear view of availability and give techs mobile job details, checklists and time tracking.
PromptBuild a drag-and-drop HVAC scheduling board with day and week views. Show technician rows with availability, skills (install, service, commercial), and service zones. Job cards display customer, address, time window, duration and priority. Allow assigning and reassigning jobs. Provide a technician mobile view listing today’s jobs, with job details, start/stop time tracking, required parts list, a diagnostic/safety checklist, photo upload, notes and a 'Mark Completed' button. Include a dispatcher dashboard to monitor job statuses and view a per-tech route order list.
Maintenance agreements manager
Track PM contracts, auto-generate recurring visits and keep equipment details organized by site.
PromptBuild a maintenance agreements app for an HVAC company. Store customer and site info, agreement terms (frequency: quarterly/biannual/annual), included tasks, filter sizes, equipment per location (type, brand, model, serial, install date, warranty end) and pricing. Auto-generate recurring visits into a scheduling queue based on frequency and preferred months. Provide a calendar view for upcoming PMs, a 'Ready to Schedule' list, and a renewal tracker with statuses (Active, Expiring Soon, Lapsed). Add a visit completion form to record checklist results, readings, notes and parts used, and attach photos.
Estimates & proposals with approvals
Create professional quotes with options and convert approvals into scheduled work orders.
PromptBuild an estimate and proposal tool for HVAC jobs. Fields: customer and site, project scope, line items for labor and materials, equipment options (Good/Better/Best) with pricing, rebates/allowances, taxes, discounts and total. Generate a branded proposal view/PDF. Allow customers to approve and e-sign, capture an approval date and optional deposit amount, then convert the estimate into a job with a work order number and place it on the dispatch board. Include an admin page to maintain a price list for common tasks and parts.
Questions and answers
Common questions about HVAC Contractors
Answers to the questions owners ask us most often.
Do I need to know how to code to build these tools?
No. Describe what you want in plain language and refine it step by step. You can adjust fields, screens and workflows as you go.
Can I build a dispatch board tailored to my technicians and zones?
Yes. You can create scheduling views that reflect your crews, skills, time windows and service areas, plus mobile job pages for techs.
Can I manage maintenance agreements and recurring visits?
Yes. You can track agreement terms, equipment details and preferred months, then auto-generate visits into a scheduling queue.
Will the apps work on phones for field technicians?
Yes. You can build mobile-friendly pages for job details, checklists, photos, notes, time tracking and completion status.
Build the app your HVAC contractors and businesses business is missing
Describe it in plain language. YeshBe builds it, and you can share and publish it the same day.
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