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
Abonnements à partir de 19 €/mois. Carte de paiement requise pour l'essai gratuit de 14 jours.
AN HVAC WORKFLOW, NOT JUST A CONTACT LIST
From new service request to completed HVAC job.
01. Enregistrez la demande
Receive a lead or booking request and create or match the customer and service-location record.
02. Créer et planifier l’intervention
Add the service address, date, problem description and the technician or team responsible.
03. Terminez le travail
Keep tasks, site notes, equipment information and relevant documents attached to the job.
04. Devis, facture et suivi
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.
IDÉAL POUR
Solo HVAC contractors
Keep customers, service calls, notes, quotes and invoices organised without building a complex office system.
IDÉAL POUR
Small HVAC teams
Coordinate technicians, assignments and tasks while keeping the owner or office user in control.
IDÉAL POUR
Residential HVAC service
Manage household customers, service addresses, job details and follow-up in connected records.
IDÉAL POUR
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
- Un suivi important dépend de la mémoire d'une seule personne
RÔLE DE KLUSARO
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.
Moins de copier-coller : Moins de ressaisie : les informations sur le client et l’intervention restent connectées.
Moins de détails manqués : Les tâches, notes et documents restent associés au travail.
Responsabilités plus claires : les interventions peuvent être planifiées et affectées. Les interventions terminées passent plus facilement à la facturation et au suivi.
Un meilleur suivi : Les devis, les factures, les notifications et les actions suivantes partagent le même flux de travail.
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
Enregistrer le client
A lead or booking form collects the request, contact information, service address and initial fault or installation details.
02
Créer l’intervention
The request becomes a job with the service location, timing, issue description and relevant customer record.
03
Planifier et affecter
The owner or dispatcher schedules the visit and assigns the technician or team.
04
Préparer le travail
Tasks, site notes and documents keep access information, reported symptoms and job requirements together.
05
Compléter et mettre à jour
The technician updates the job through the operational workflow instead of letting progress disappear into chat history.
06
Devis, facture et suivi
Quotes, invoices and notifications support the next action after diagnosis, repair, maintenance or installation.
MODULES KLUSARO LES PLUS PERTINENTS
Use the modules that support the HVAC workflow.
Klusaro inclut tous les modules dans chaque forfait. La capacité est déterminée par les limites du forfait ; le logiciel n’est pas divisé en modules complémentaires distincts.
Clients et interventions
CRM, Interventions & planification, Intervenants & équipes et Tâches relient le client, le lieu, les personnes affectées et le travail opérationnel.
Demandes de renseignements et réservations
Lead Forms and Booking Forms collect repair, maintenance and installation requests into the workspace.
documents commerciaux
Les devis et estimations, ainsi que les factures et paiements, permettent de passer de la demande de travaux à la comptabilisation des revenus.
Exécution et suivi
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.
CAS D'UTILISATION
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.
CAS D'UTILISATION
Planned maintenance visits
Reuse the customer and location records, then create each required maintenance job with the correct date, instructions and technician assignment.
CAS D'UTILISATION
Commercial and multi-site service
Keep business contacts, multiple service locations, site documents, job instructions and responsible technicians connected.
CAS D'UTILISATION
New system installation
Collect property, capacity, timing and installation requirements before creating the quote and scheduled job.
CAS D'UTILISATION
Seasonal servicing requests
Use lead or booking forms to collect service details, then attach inspection tasks, notes and documents to the job.
CAS D'UTILISATION
coordination d'équipes restreintes
Give the owner or dispatcher a clear schedule while technicians focus on assigned jobs, site information and relevant tasks.
QUI UTILISE KLUSARO
Le propriétaire supervise l'opération. Chaque technicien supervise le travail qui le concerne.
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.
Propriétaire ou administrateur
Configure l'espace de travail et affiche la vue d'ensemble commerciale et opérationnelle.
Utilisateur de bureau
Travaille avec les clients, les interventions, les documents, les devis, les factures et les formulaires.
Gestionnaire ou répartiteur
Coordinates scheduling, assignments, technicians and tasks.
Technician or field worker
Travaille en lien avec les missions, les tâches, les statuts et les informations pertinentes concernant le client, le site ou la mission.
AJUSTEMENT HONNÊTE DU PRODUIT
Ce que Klusaro aide à faire et ce qu'il ne remplace pas.
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 AIDE À ORGANISER
- Customers, contacts and service locations
- HVAC jobs, schedules and technician assignments
- Tasks, fault notes, job instructions and documents
- Repair, maintenance and installation requests
- Devis, estimations et factures
- Notifications, automatisations et suivi
KLUSARO NE PRÉTEND PAS REMPLACER
- Calcul de la paie et des salaires
- Logiciel complet de comptabilité ou de fiscalité
- Optimisation des itinéraires et suivi de la flotte
- Specialist equipment asset management or telemetry
- Parts, refrigerant and warehouse inventory management
- Regulatory certification, compliance or inspection platforms
Utilisez ces outils en complément de Klusaro lorsque l'entreprise l'exige.
TARIFICATION KLUSARO
Start with the capacity your HVAC business needs.
Choisissez le forfait adapté à la capacité dont votre entreprise de nettoyage a besoin.
SOLO
19 €/mois
- 1 utilisateur
- 1 ouvrier
- Tous les modules Klusaro
- For a solo HVAC contractor
ÉQUIPE
59 €/mois
- Jusqu'à 5 utilisateurs
- Jusqu'à 10 travailleurs
- Tous les modules Klusaro
- For a small HVAC team
ENTREPRISE
179 €/mois
- Limites d'utilisateurs plus élevées
- limites de travailleurs plus élevées
- Tous les modules Klusaro
- Pour une entreprise de services en pleine croissance
HVAC SOFTWARE FAQ
Questions HVAC companies ask before switching systems.
Is Klusaro only for large HVAC companies?
Non. Le forfait Solo est conçu pour un seul utilisateur et un seul technicien, tandis que les forfaits Team et Business augmentent la capacité pour les entreprises comptant davantage d'utilisateurs et de techniciens de bureau.
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.
Les techniciens peuvent-ils voir les tâches qui leur sont assignées ?
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.
Klusaro établit-il des devis et des factures ?
Klusaro inclut les modules Devis et Estimations ainsi que Factures et Paiements dans chacun de ses forfaits.
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.
Y a-t-il un essai gratuit ?
Oui. Klusaro propose un essai gratuit de 14 jours et exige actuellement une carte de paiement pour le démarrer.
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.