Scout Pro by Service Scout

CRM for HVAC Companies

HVAC businesses run on seasonal peaks, scheduled maintenance, and fast dispatch. Scout Pro helps small HVAC companies organize customers, dispatch technicians, and collect payments — for $49/month.

HVAC Business Software That Actually Makes Sense

HVAC businesses run on speed and precision. Summer AC season brings a surge of service calls. Fall means furnace tune-ups. Year-round, you're balancing emergency dispatch, scheduled maintenance, new installs, and follow-ups — all while managing technicians and chasing down invoice payments.

Scout Pro gives HVAC contractors the tools to handle all of it from one app: a live dispatch calendar, customer history with job notes and photos, on-site invoicing with SMS payment collection, and automated follow-up texts that keep customers coming back. At $49/month with no per-tech fees, it's built to stay affordable as your team grows.

Whether you run residential service calls, commercial maintenance contracts, or a mix of both, Scout Pro handles the scheduling, customer management, and financial side of the business so you can focus on the work.

How Small HVAC Companies Use Scout Pro

📅

Dispatch and scheduling

See your full schedule at a glance. Assign service calls to specific technicians for specific time slots. When an emergency call comes in, you can see who has capacity and reassign without phone calls.

👥

Customer history and equipment notes

Each customer record stores all past service calls, notes, invoices, and photos. Add notes about the system type, age, or known issues so technicians walk in informed.

📋

On-site estimates and invoices

Your tech creates the estimate on their phone, the homeowner signs on-screen, and they can pay via the SMS payment link before the tech leaves. No paper, no callbacks.

👷

Technician time tracking

Techs clock in/out via the app. You see exactly how long each job took and can compare against estimates. Useful for both payroll and quoting accuracy.

🔄

Maintenance agreement follow-ups

After completing a service call, Scout Pro can automatically send a follow-up text. You can customize the message and timing — useful for scheduling the next seasonal tune-up.

💵

Revenue and P&L by period

See seasonal revenue patterns, track expenses (parts, materials, fuel), and view your net profit. Useful for managing cash flow through slower months.

Scout Pro — $49/month

All features included. No per-tech pricing. No contracts.

  • ✓Unlimited customers and job history
  • ✓Estimates with e-signatures
  • ✓Invoices with SMS payment links
  • ✓Job scheduling and dispatch
  • ✓Technician management and time tracking
  • ✓Expense tracking and P&L reporting
  • ✓Automated follow-up texts
  • ✓iOS and Android apps
  • ✓QuickBooks sync
Start Free Trial →

14 days free · Cancel anytime

HVAC CRM — Common Questions

Can I manage multiple HVAC technicians?+

Yes. Add employees, assign jobs to specific techs, and track their clock-in/out from the same dashboard. No per-seat fees.

Can I store system and equipment notes per customer?+

Yes. Each customer record has a notes section where you can log system details, equipment age, past service history, and anything your techs need before arriving on site — all visible from the app in the field.

Can I collect payment on-site?+

Yes. Send an invoice via SMS and the customer pays with a card from their phone before the tech leaves.

Does Scout Pro work on Android and iOS?+

Yes. The app works on both platforms. A full web version is also available.

What does the 14-day free trial include?+

The full Scout Pro platform — all features, no limitations. Your card is saved but not charged until the trial ends.