HVAC
Schedule the techs. Run the jobs. Bill the customer.
HVAC shops live and die by the schedule. ATLAS connects scheduling, dispatch, field work, invoicing, and payroll — so the day's work becomes the month's books without re-keying.
How HVAC runs on ATLAS
The HVAC workflow
Real capabilities, applied to an HVAC shop — nothing invented for this page.
Schedule techs across the week
Build and publish weekly shift schedules with copy-week, and track shift adherence. The office sees who's on, where, and whether they showed up on time.
Dispatch board for the day
Assign technicians to jobs on a visual board. No route optimization, no GPS dots — an honest board for getting the right tech to the right job.
Field view for technicians
Techs see their assigned jobs on their phones: checklists, notes, and photos. (Offline mode isn't verified — plan for connectivity.)
Recurring invoices for service plans
Recurring invoice templates for maintenance plans and scheduled service — generated on your host's schedule, delivered by email or PDF.
Customer portal
Customers view their quotes, invoices, work orders, and appointments through an emailed magic link. Quote approvals happen there too — no login required.
Payroll and books, same system
Approved hours become pay with 1.5× overtime, wages post to the double-entry ledger automatically, and P&L reflects real labor cost — not a payroll provider's export.
Two things we say plainly: the dispatch board doesn't do route optimization or real-time GPS, and offline mode on the field view isn't verified. What's here is what the product does today.
Run your HVAC shop on one system.
$250/month plus $5 per active user. Monthly terms, cancel anytime.
Published pricing · Monthly terms · Cancel anytime