Jobber set up for HVAC service and maintenance, by someone who sells it.
HVAC work has its own products, its own recurring rhythm, and its own ways to lose money in Jobber. We set up the account the way a hvac dispatcher and estimator actually need it. It starts with a 10-minute call.
Three things we fix in most hvac accounts
Every trade breaks Jobber in its own way. These are the ones we see most for HVAC companies.
Equipment data not tracked per unit, so the tech does not know the model until they open the closet.
Service calls from the maintenance supervisor coming by text and never landing in Jobber, so they are not invoiced for weeks.
PM visits entered as individual jobs each season instead of recurring.
The line items a hvac estimator should be picking from. Short, consistent units, real prices. Yours will look like this, with your numbers.
- PM visit, per unit
- Filter change, per unit
- Diagnostic and service call
- Refrigerant, per pound
- Capacitor, contactor, and common parts
- System replacement, per ton
How the recurring work is built
Recurring PM jobs per property with unit count on the property, plus a service request form the maintenance supervisor can use for dispatch.
If you bill any management company or commercial account, this structure is the difference between one clean invoice and forty confusing ones. It is also what makes selling HVAC service and maintenance to property managers possible at scale.
Build what you need. Skip what you don't.
Three stages at flat prices. Start with the simple setup, then open the full menu and tick only the add-ons you want.
Simple setup
$800 flat
The foundation every Jobber account needs, done properly, for one flat price.
- Business settings
- Quote, job, and invoice settings
- Connect your email address
- Ten templates, written in your voice
- Taxes
- Payments
Add what you need
From $200 each, flat
A la carte. Pick the ones that fit your business and skip the rest.
Products and services list, Pipeline, Team members, Importing clients, and more.
A few depend on the size of your account and are hourly at $200.
See the menu →Grow
From $100 each, flat
Once the account runs clean, make it bring in work.
Marketing setup, Connect your schedule to other calendars, Receptionist, Additional app integration, and more.
See the menu →Interview, build, train, tune
- 01
A few questions and a 10-minute call
Tell us how you run Jobber today, then ten minutes with Noah to narrow down what you actually need. For HVAC companies that conversation usually starts with the products list and the recurring structure.
- 02
Build
Products for HVAC service and maintenance, pricing that matches how you actually quote, templates, automations, and the property structure for any commercial or multifamily accounts.
- 03
Train
Office, dispatch, and techs, in short recorded sessions your next hire can watch.
- 04
Tune
Thirty days in, we review what got used and fix the friction.
Jobber, explained plainly
Common Jobber Mistakes We Fix in Every Implementation
Twelve common Jobber mistakes we see in almost every account, from a messy products list to late invoices and no review automation, with the fix for each one.
Read itJobber Automations That Actually Save Time
The Jobber automations worth turning on, what each one does, what Jobber cannot do on its own, and where Zapier or an AI agent picks up the rest.
Read itSetting Up Jobber for Multifamily and Commercial Accounts
Set up Jobber for multifamily and commercial accounts: parent clients and properties, per-property pricing, recurring visits, batch invoicing, and PM reports.
Read itHow does an HVAC company track equipment per unit in Jobber?
Custom fields on the property for equipment count and age, and the job form on each visit logs the unit number, model, and readings. Over two visits you have a replacement forecast the property manager will pay to see.
Can a property manager request service through Jobber?
Yes. A request form on your site or a direct link for the maintenance supervisor creates the request in Jobber with the property attached, so it is dispatched, tracked, and invoiced without a phone call.
How long does a Jobber setup take for HVAC companies?
A clean new setup takes one to two weeks. A cleanup of an active account takes two to four weeks because we work around your live schedule. Either way it starts with a short interview and a 10-minute call about your account.
What does Jobber consulting cost for a hvac company?
The simple setup is a flat $800. Add-ons are flat priced from $100 each, so you build what you need and skip what you do not. A few items depend on the size of your account and are hourly at $200, with the typical range shown. You know the price before anything starts.
Tell us about your Jobber account
Tell us whether you are starting fresh or cleaning up, how many jobs a month you run, and what frustrates you most about Jobber for HVAC service and maintenance. We reply within one business day to set up your 10-minute call with Noah.
Something blocked the form. Email us directly at kraken@intrepidsalesco.com and we will take it from there.
Other trades
Jobber setup guides for every trade we work with.