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
Os planos começam em €19/mês. É necessário cartão de pagamento para o período de teste de 14 dias.
AN HVAC WORKFLOW, NOT JUST A CONTACT LIST
From new service request to completed HVAC job.
01. Capturar a pedido
Receive a lead or booking request and create or match the customer and service-location record.
02. Criar e agendar a tarefa
Add the service address, date, problem description and the technician or team responsible.
03. Conclua o trabalho
Keep tasks, site notes, equipment information and relevant documents attached to the job.
04. Orçamento, fatura e acompanhamento.
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.
MELHOR PARA
Solo HVAC contractors
Keep customers, service calls, notes, quotes and invoices organised without building a complex office system.
MELHOR PARA
Small HVAC teams
Coordinate technicians, assignments and tasks while keeping the owner or office user in control.
MELHOR PARA
Residential HVAC service
Manage household customers, service addresses, job details and follow-up in connected records.
MELHOR PARA
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
- O acompanhamento importante depende da memória de uma única pessoa.
PAPEL 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.
Menos cópias: As informações sobre clientes e trabalhos permanecem conectadas.
Menos detalhes perdidos: As tarefas, anotações e documentos permanecem com o local de trabalho.
Propriedade mais clara: As tarefas podem ser agendadas e atribuídas.
Melhor acompanhamento: Orçamentos, faturas, notificações e próximas ações partilham o mesmo fluxo de trabalho.
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
Conquiste o cliente
A lead or booking form collects the request, contact information, service address and initial fault or installation details.
02
Crie o trabalho
The request becomes a job with the service location, timing, issue description and relevant customer record.
03
Agendar e atribuir
The owner or dispatcher schedules the visit and assigns the technician or team.
04
Prepare o trabalho
Tasks, site notes and documents keep access information, reported symptoms and job requirements together.
05
Conclua e atualize
The technician updates the job through the operational workflow instead of letting progress disappear into chat history.
06
Orçamento, fatura e acompanhamento.
Quotes, invoices and notifications support the next action after diagnosis, repair, maintenance or installation.
MÓDULOS KLUSARO MAIS RELEVANTES
Use the modules that support the HVAC workflow.
O Klusaro inclui todos os módulos em todos os planos. Os limites do plano determinam a capacidade; o software não é dividido em complementos de recursos separados.
Clientes e trabalhos
CRM, Jobs & Scheduling, Workers & Teams e Tasks conectam o cliente, a localização, as pessoas designadas e o trabalho operacional.
Consultas e reservas
Lead Forms and Booking Forms collect repair, maintenance and installation requests into the workspace.
Documentos comerciais
Orçamentos, estimativas, faturas e pagamentos estabelecem o caminho desde o trabalho solicitado até o registo da receita.
Execução e acompanhamento
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.
CASO DE USO
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.
CASO DE USO
Planned maintenance visits
Reuse the customer and location records, then create each required maintenance job with the correct date, instructions and technician assignment.
CASO DE USO
Commercial and multi-site service
Keep business contacts, multiple service locations, site documents, job instructions and responsible technicians connected.
CASO DE USO
New system installation
Collect property, capacity, timing and installation requirements before creating the quote and scheduled job.
CASO DE USO
Seasonal servicing requests
Use lead or booking forms to collect service details, then attach inspection tasks, notes and documents to the job.
CASO DE USO
Coordenação de pequenas equipas
Give the owner or dispatcher a clear schedule while technicians focus on assigned jobs, site information and relevant tasks.
QUEM USA 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.
Proprietário ou administrador
Configura o espaço de trabalho e visualiza o panorama comercial e operacional.
utilizador do Office
Trabalha com clientes, projetos, documentos, orçamentos, faturas e formulários.
gestor ou despachante
Coordinates scheduling, assignments, technicians and tasks.
Technician or field worker
Works with assigned jobs, tasks, statuses and relevant customer, site or job information.
AJUSTE HONESTO DO PRODUTO
O que o Klusaro ajuda a fazer e o que ele não substitui.
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 AJUDA A ORGANIZAR
- Customers, contacts and service locations
- HVAC jobs, schedules and technician assignments
- Tasks, fault notes, job instructions and documents
- Repair, maintenance and installation requests
- Orçamentos, estimativas e faturas
- Notificações, automações e acompanhamento
A KLUSARO NÃO AFIRMA SUBSTITUIR
- Folha de pagamento e cálculo de salários
- Software completo de contabilidade ou impostos
- Otimização de rotas e acompanhamento de frota
- Specialist equipment asset management or telemetry
- Parts, refrigerant and warehouse inventory management
- Regulatory certification, compliance or inspection platforms
Utilize essas ferramentas em conjunto com o Klusaro quando a empresa precisar delas.
PREÇOS KLUSARO
Start with the capacity your HVAC business needs.
Todos os planos incluem todos os módulos Klusaro. Escolha de acordo com o número de utilizadores, colaboradores e a capacidade operacional necessária.
SOLO
19 euros por mês
- 1 utilizador
- 1 trabalhador
- Todos os módulos Klusaro
- For a solo HVAC contractor
TEAM
€ 59/mês
- Até 5 utilizadores
- Até 10 trabalhadores
- Todos os módulos Klusaro
- For a small HVAC team
BUSINESS
179 euros/mês
- Limites de utilizador mais altos
- Limites de trabalhadores mais elevados
- Todos os módulos Klusaro
- Para uma empresa de serviços em crescimento
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.
A Klusaro emite orçamentos e faturas?
O Klusaro inclui os módulos de Orçamentos e Estimativas e de Faturas e Pagamentos em todos os planos.
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.
Existe um período experimental gratuito?
Sim. A Klusaro oferece um período de teste de 14 dias e atualmente exige um cartão de pagamento para iniciá-lo.
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.