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
Plans start at €19/month. Payment card required for the 14-day trial.
AN HVAC WORKFLOW, NOT JUST A CONTACT LIST
From new service request to completed HVAC job.
01. Capture the request
Receive a lead or booking request and create or match the customer and service-location record.
02. Create and schedule the job
Add the service address, date, problem description and the technician or team responsible.
03. Complete the work
Keep tasks, site notes, equipment information and relevant documents attached to the job.
04. Quote, invoice and follow up
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.
BEST FOR
Solo HVAC contractors
Keep customers, service calls, notes, quotes and invoices organised without building a complex office system.
BEST FOR
Small HVAC teams
Coordinate technicians, assignments and tasks while keeping the owner or office user in control.
BEST FOR
Residential HVAC service
Manage household customers, service addresses, job details and follow-up in connected records.
BEST FOR
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
- Important follow-up depends on one person’s memory
KLUSARO’S ROLE
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.
Less copying: customer and job information stays connected.
Fewer missed details: tasks, notes and documents remain with the work.
Clearer ownership: jobs can be scheduled and assigned.
Better follow-up: quotes, invoices, notifications and next actions share the same workflow.
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
Capture the customer
A lead or booking form collects the request, contact information, service address and initial fault or installation details.
02
Create the job
The request becomes a job with the service location, timing, issue description and relevant customer record.
03
Schedule and assign
The owner or dispatcher schedules the visit and assigns the technician or team.
04
Prepare the work
Tasks, site notes and documents keep access information, reported symptoms and job requirements together.
05
Complete and update
The technician updates the job through the operational workflow instead of letting progress disappear into chat history.
06
Quote, invoice and follow up
Quotes, invoices and notifications support the next action after diagnosis, repair, maintenance or installation.
MOST RELEVANT KLUSARO MODULES
Use the modules that support the HVAC workflow.
Klusaro includes all modules on every plan. The plan limits determine capacity; the software is not split into separate feature add-ons.
Customers and jobs
CRM, Jobs & Scheduling, Workers & Teams and Tasks connect the customer, location, assigned people and operational work.
Enquiries and bookings
Lead Forms and Booking Forms collect repair, maintenance and installation requests into the workspace.
Commercial documents
Quotes & Estimates and Invoices & Payments support the path from requested work to a revenue record.
Execution and follow-up
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.
USE CASE
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.
USE CASE
Planned maintenance visits
Reuse the customer and location records, then create each required maintenance job with the correct date, instructions and technician assignment.
USE CASE
Commercial and multi-site service
Keep business contacts, multiple service locations, site documents, job instructions and responsible technicians connected.
USE CASE
New system installation
Collect property, capacity, timing and installation requirements before creating the quote and scheduled job.
USE CASE
Seasonal servicing requests
Use lead or booking forms to collect service details, then attach inspection tasks, notes and documents to the job.
USE CASE
Small team coordination
Give the owner or dispatcher a clear schedule while technicians focus on assigned jobs, site information and relevant tasks.
WHO USES KLUSARO
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.
Owner or administrator
Configures the workspace and sees the commercial and operational overview.
Office user
Works with customers, jobs, documents, quotes, invoices and forms.
Manager or dispatcher
Coordinates scheduling, assignments, technicians and tasks.
Technician or field worker
Works with assigned jobs, tasks, statuses and relevant customer, site or job information.
HONEST PRODUCT FIT
What Klusaro helps with – and what it does not replace.
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 HELPS ORGANISE
- Customers, contacts and service locations
- HVAC jobs, schedules and technician assignments
- Tasks, fault notes, job instructions and documents
- Repair, maintenance and installation requests
- Quotes, estimates and invoices
- Notifications, automations and follow-up
KLUSARO DOES NOT CLAIM TO REPLACE
- Payroll and wage calculation
- Full accounting or tax software
- Route optimisation and fleet tracking
- Specialist equipment asset management or telemetry
- Parts, refrigerant and warehouse inventory management
- Regulatory certification, compliance or inspection platforms
Use those tools alongside Klusaro when the business requires them.
KLUSARO PRICING
Start with the capacity your HVAC business needs.
Every plan includes all Klusaro modules. Choose according to the number of users, workers and the operating capacity required.
SOLO
€19/month
- 1 user
- 1 worker
- All Klusaro modules
- For a solo HVAC contractor
TEAM
€59/month
- Up to 5 users
- Up to 10 workers
- All Klusaro modules
- For a small HVAC team
BUSINESS
€179/month
- Higher user limits
- Higher worker limits
- All Klusaro modules
- For a growing service company
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.
Does Klusaro create quotes and invoices?
Klusaro includes Quotes & Estimates and Invoices & Payments modules as part of every plan.
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.
Is there a free trial?
Yes. Klusaro offers a 14-day trial and currently requires a payment card to start it.
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.