HVAC BUSINESS SOFTWARE

Run your HVAC business without the spreadsheet-and-WhatsApp chaos.

Klusaro brings HVAC customers, service locations, jobs, technicians, tasks, quotes, invoices, forms and follow-up into one connected workspace—built for solo HVAC contractors and small HVAC teams.

  • Keep every customer, service address and job together
  • Schedule work and assign the right technician or team
  • Store equipment notes, site instructions, documents and tasks
  • Turn service requests into jobs, quotes and invoices
  • Use one system from first request to completed service

Paketit alkaen 19 €/kk. 14 päivän kokeilujaksoon vaaditaan maksukortti.

AN HVAC WORKFLOW, NOT JUST A CONTACT LIST

From new service request to completed HVAC job.

01. Tallenna pyyntö

Receive a lead or booking request and create or match the customer and service-location record.

02. Luo ja aikatauluta työ

Add the service address, date, problem description and the technician or team responsible.

03. Suorita työ loppuun

Keep tasks, site notes, equipment information and relevant documents attached to the job.

04. Tarjous, lasku ja seuranta

Create the quote or invoice you need and keep the next service action visible.

BUILT FOR SMALL HVAC COMPANIES

The operational centre behind each HVAC job.

HVAC work happens at customer locations and often involves urgent requests, scheduled maintenance, technical notes and several people. Klusaro connects the customer, service location, job, assigned technician and commercial follow-up instead of leaving each part in a different tool.

PARAS

Solo HVAC contractors

Keep customers, service calls, notes, quotes and invoices organised without building a complex office system.

PARAS

Small HVAC teams

Coordinate technicians, assignments and tasks while keeping the owner or office user in control.

PARAS

Residential HVAC service

Manage household customers, service addresses, job details and follow-up in connected records.

PARAS

Commercial HVAC service

Keep business contacts, multiple service locations, site instructions, documents and assigned work connected.

THE COMMON HVAC-BUSINESS PROBLEM

The technical work is demanding. The coordination should not be.

An HVAC company can lose time and money even when the technical work is excellent. The problems usually happen between the incoming request, the schedule, the technician, the site information, the quote and the invoice.

  • Customer and service-location details live in messages, contacts and spreadsheets
  • The latest fault description or site note is hard to find before arrival
  • The owner must remember which technician is handling each callout
  • A new service request is discussed but never becomes a scheduled job
  • Quotes, technical documents and invoices are stored separately
  • Tärkeät jatkotoimet riippuvat yhden ihmisen muistista

KLUSAROn ROOLI

Give every service job one operational home.

Klusaro centres the workflow around the customer, service location and job record. The office can see what needs to happen, while the assigned technician receives the relevant job information without searching through unrelated messages.

Vähemmän kopiointia: asiakas- ja työtiedot pysyvät yhteydessä toisiinsa.

Vähemmän puuttuvia yksityiskohtia: tehtävät, muistiinpanot ja asiakirjat pysyvät työn mukana.

Selkeämpi omistajuus: työtehtäviä voidaan aikatauluttaa ja määrätä.

Parempi seuranta: tarjoukset, laskut, ilmoitukset ja seuraavat toimenpiteet jakavat saman työnkulun.

EXAMPLE HVAC WORKFLOW

One connected path from service request to revenue record.

The exact process can vary between diagnostics, repairs, maintenance and installations, but the operational records remain connected.

01

Tallenna asiakas

A lead or booking form collects the request, contact information, service address and initial fault or installation details.

02

Luo työ

The request becomes a job with the service location, timing, issue description and relevant customer record.

03

Aikatauluta ja määritä

The owner or dispatcher schedules the visit and assigns the technician or team.

04

Valmistele työ

Tasks, site notes and documents keep access information, reported symptoms and job requirements together.

05

Täydennä ja päivitä

The technician updates the job through the operational workflow instead of letting progress disappear into chat history.

06

Tarjous, lasku ja seuranta

Quotes, invoices and notifications support the next action after diagnosis, repair, maintenance or installation.

MERKITYKSELLISIMMÄT KLUSARO-MODUULIT

Use the modules that support the HVAC workflow.

Klusaro sisältää kaikki moduulit jokaisessa paketissa. Pakettirajoitukset määrittävät kapasiteetin; ohjelmistoa ei ole jaettu erillisiin ominaisuuslisäosiin.

Asiakkaat ja työt

CRM, työt ja aikataulutus, työntekijät ja tiimit sekä tehtävät yhdistävät asiakkaan, sijainnin, määrätyt henkilöt ja operatiivisen työn.

Tiedustelut ja varaukset

Lead Forms and Booking Forms collect repair, maintenance and installation requests into the workspace.

Kaupalliset asiakirjat

Tarjoukset ja arviot sekä laskut ja maksut tukevat polkua pyydetystä työstä tulotietueeksi.

Toteutus ja seuranta

Documents, Automations and Notifications keep manuals, site files and repeatable next actions connected to the work.

HVAC USE CASES

Different HVAC work. The same connected records.

These examples describe how Klusaro organises the work. They do not imply specialist features such as route optimisation, parts inventory, equipment telemetry or automatic recurring-job generation.

KÄYTTÖTAPAUS

Diagnostic and repair callouts

Capture the reported problem, create the customer and service location, schedule the visit, assign the technician and keep the resulting quote or invoice with the record.

KÄYTTÖTAPAUS

Planned maintenance visits

Reuse the customer and location records, then create each required maintenance job with the correct date, instructions and technician assignment.

KÄYTTÖTAPAUS

Commercial and multi-site service

Keep business contacts, multiple service locations, site documents, job instructions and responsible technicians connected.

KÄYTTÖTAPAUS

New system installation

Collect property, capacity, timing and installation requirements before creating the quote and scheduled job.

KÄYTTÖTAPAUS

Seasonal servicing requests

Use lead or booking forms to collect service details, then attach inspection tasks, notes and documents to the job.

KÄYTTÖTAPAUS

Pienten tiimien koordinointi

Give the owner or dispatcher a clear schedule while technicians focus on assigned jobs, site information and relevant tasks.

KUKA KÄYTTÄÄ KLUSAROA

The owner sees the operation. Each technician sees the relevant work.

Klusaro supports different roles around the same customer, service-location and job records, helping an HVAC company move beyond one shared phone and one overloaded owner.

Omistaja tai ylläpitäjä

Konfiguroi työtilan ja näkee kaupallisen ja operatiivisen yleiskatsauksen.

Office-käyttäjä

Työskentelee asiakkaiden, töiden, asiakirjojen, tarjousten, laskujen ja lomakkeiden kanssa.

Johtaja tai lähetin

Coordinates scheduling, assignments, technicians and tasks.

Technician or field worker

Works with assigned jobs, tasks, statuses and relevant customer, site or job information.

REHELLINEN TUOTESOPIVUUS

Missä asioissa Klusaro auttaa ja mitä se ei korvaa.

A useful industry page should make the boundary clear. Klusaro is an operational workspace for small service companies, not every specialist system an HVAC business may use.

KLUSARO AUTTAA JÄRJESTÄYTYMISESSÄ

  • Customers, contacts and service locations
  • HVAC jobs, schedules and technician assignments
  • Tasks, fault notes, job instructions and documents
  • Repair, maintenance and installation requests
  • Tarjoukset, arviot ja laskut
  • Ilmoitukset, automaatiot ja seuranta

KLUSARO EI VÄITÄ KORVAAVANSA

  • Palkanlaskenta
  • Täydellinen kirjanpito- tai vero-ohjelmisto
  • Reittien optimointi ja kaluston seuranta
  • Specialist equipment asset management or telemetry
  • Parts, refrigerant and warehouse inventory management
  • Regulatory certification, compliance or inspection platforms

Käytä näitä työkaluja Klusaron rinnalla, kun liiketoiminta niitä vaatii.

KLUSARO-HINNOITTELU

Start with the capacity your HVAC business needs.

Jokainen paketti sisältää kaikki Klusaron moduulit. Valitse käyttäjien, työntekijöiden ja tarvittavan toimintakapasiteetin mukaan.

SOLO

19 €/kk

  • 1 käyttäjä
  • 1 työntekijä
  • Kaikki Klusaro-moduulit
  • For a solo HVAC contractor

TEAM

59 €/kk

  • Jopa 5 käyttäjää
  • Jopa 10 työntekijää
  • Kaikki Klusaro-moduulit
  • For a small HVAC team

BUSINESS

179 €/kk

  • Korkeammat käyttäjärajoitukset
  • Korkeammat työntekijärajoitukset
  • Kaikki Klusaro-moduulit
  • Kasvavalle palveluyritykselle

HVAC SOFTWARE FAQ

Questions HVAC companies ask before switching systems.

Is Klusaro only for large HVAC companies?

No. The Solo plan is designed for one user and one worker, while Team and Business increase capacity for companies with more office users and technicians.

Can I manage several customer or commercial service locations?

Klusaro organises customers and jobs so each service visit can carry its relevant location, notes, tasks and documents. It should not be presented as a specialist equipment-asset registry.

Can technicians see their assigned work?

Klusaro is designed so technicians can work with assigned jobs, tasks, statuses and relevant customer, site or job information, while owners and office users keep the wider operational overview.

Can customers submit HVAC service requests online?

Yes. Klusaro includes lead forms and booking forms for collecting repair, maintenance and installation requests into the workspace.

Luoko Klusaro tarjouksia ja laskuja?

Klusaro sisältää Tarjoukset ja arviot sekä Laskut ja maksut -moduulit osana jokaista tilausta.

Does it automatically create recurring maintenance jobs?

This page does not promise automatic recurring-job generation. Maintenance customers can be kept in the CRM and each required visit can be created and scheduled in the workspace.

Does Klusaro replace HVAC asset management, accounting or payroll?

No. Klusaro supports operational and invoicing workflows, but it should not be presented as specialist HVAC asset-management, accounting, tax or payroll software.

Onko saatavilla ilmaista kokeilujaksoa?

Kyllä. Klusaro tarjoaa 14 päivän kokeilujakson ja vaatii tällä hetkellä maksukortin aloittamiseen.

HVAC OPERATIONS START WITH ONE CONNECTED WORKSPACE

Put the next HVAC job, customer and follow-up in the same system.

Start with a 14-day trial and choose the plan that matches the current size of your HVAC business.