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HVAC technician servicing a residential heat-pump unit
Free for HVAC pros

Free HVAC Software,
Forever.

Charge the diagnostic fee before you roll, send tiered system-replacement quotes from the truck, see the moment the homeowner opens the $11K furnace estimate, invoice the second a tune-up wraps, and let Menutize text the customer a one-tap Google review link automatically. $0/month. Forever.

Free CRM, invoicing & payments — forever. Save $300–$1,000/yr vs the $49/mo platforms.

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What's Free, Forever

Everything you need to run an HVAC repair and maintenance business — and not a feature gated behind an upgrade. No credit card to start. No "trial expired" emails in 14 days.

Customer & Equipment CRM

Every customer, system, model and serial photo, refrigerant reading, and note in one place. Searchable. No per-seat fees.

Estimates & Quotes

Send branded Good/Better/Best estimates from your phone. Customer approves with one tap.

Invoicing

Auto-generate clean invoices the moment a job closes. No QuickBooks license required.

Card & ACH Payments

Customers pay online. ACH on a $10K install runs $5 instead of $300 on cards. Money lands in 1-2 business days.

Estimate & Invoice Open-Tracking

See the exact moment a homeowner opens your $11K furnace replacement quote. Stop guessing when to follow up.

Recurring Maintenance Billing

Annual tune-up plans bill the card on file automatically every renewal. Recurring-revenue lifeblood, on the free plan.

Google Review Requests

Auto-text every happy customer a one-tap review link the moment you mark the job done.

Tip Collection

Built-in tip prompts at checkout. The senior couple whose furnace you got back online at 11pm wants to say thank you.

Google Calendar Sync

Bookings land on your real Google Calendar. Block time on your phone — customers can't double-book you.

Built for the way HVAC actually works.

HVAC isn't general handyman work. You're billing diagnostic visits before the truck rolls, juggling spring/fall tune-up routes against July heat-wave emergency calls, sending Good/Better/Best proposals on $12K system replacements, and your dispatched tech is often a different person from the owner-salesperson on the phone. The free plan accounts for all of it.

Most "free" small-business software is a generic invoice template with a Stripe button bolted on. It works fine for a freelance designer and falls apart the second a homeowner with a 6-month-old baby and a dead AC at 96 degrees is on the phone at 5pm asking when you can get there and how much it'll cost. Menutize was built around the four workflows below — the ones that actually decide whether an HVAC shop runs profitable trucks in peak season or just runs trucks.

Diagnostic Visits with Credit-Back Logic

Stop driving for free quotes. Sell an $89, $129, or $149 diagnostic visit on your booking page — Menutize takes the deposit when the customer schedules, then auto-credits it toward the repair invoice if they say yes. Tire-kickers self-select out (the ones calling six HVAC companies for free quotes never book a paid one), your truck only rolls when there's money committed, and the customer feels great because the fee comes back. HVAC operators who switch to paid diagnostics typically see close rates climb from ~40% on free quotes to 70%+ on paid — by the time you arrive in the basement, the customer is already financially in and the conversation is "which option" instead of "should we even do this." Smart dispatch zones let you set which neighborhoods get the $89 trip and which get $149, so a 35-minute drive across town isn't priced like a five-minute call next door.

Good/Better/Best System Replacement Proposals

For full system replacements at $8K-$15K, send a digital proposal with three side-by-side options the homeowner can compare on their phone. Good (entry-tier 14 SEER straight cool with 80% AFUE furnace, 5-yr parts, ~$8,500 installed). Better (16 SEER variable-speed with matched coil, 96% AFUE modulating furnace, 10-yr parts and labor, ~$11,500). Best (20 SEER inverter heat pump with smart thermostat, 12-yr parts and labor plus a Comfort Club membership, ~$14,800). The homeowner taps the option they want, signs from their phone, pays the deposit. Operators report ~25% of customers self-select up to Better or Best when the options are visual side-by-side — vs. picking the cheapest when they're read out loud over a kitchen-table laminate brochure.

Recurring Annual Tune-Up & Maintenance Plans

The recurring-revenue lifeblood of HVAC. Sell an annual maintenance agreement — say, $189/yr for two tune-ups (spring AC clean-and-check, fall heat inspection), or $269/yr for a full Comfort Club with priority dispatch and a 15% repair discount — and Menutize charges the card automatically every renewal, schedules the spring and fall visits on your Google Calendar, and reminds the homeowner the week of. Your shop gets predictable cash flow during the soft shoulder months (March, October), the homeowner gets priority dispatch when their AC dies in July, you stop hand-tracking who paid for what plan in a Google Sheet, and the maintenance customer is who you sell the next $12K system replacement to in five years. Most HVAC operators on Menutize have 30%+ of revenue locked into recurring agreements within 12 months.

Emergency Dispatch with Heat-Wave / Cold-Snap Surge Pricing

A dead AC at 4pm on a 96-degree July day or a no-heat call at 11pm in January isn't the same job as a Tuesday-afternoon thermostat install. Publish two service tiers on the same booking page: Standard (next available business day, normal rate) and Emergency (same-day, evenings, weekends, holidays, with a $200-$400 surge over standard). The homeowner sees both options the moment they realize the AC is dead and self-selects. The deposit hits your account before you head out, so a 1am callout is paid before it's a callout. Most HVAC shops report the surge tier quietly funds an extra $2,000-$5,000/mo in peak season — and the customer who would've called four other companies stops shopping the moment they tap Emergency, because they've already committed.

Three Things Every HVAC Pro Wishes They Had

Most "free" software either nags you to upgrade or leaves out the features that actually move the needle. We made the three biggest ones core to the free plan.

Auto Google Reviews

The moment you mark an HVAC job complete, the customer gets a one-tap review link by text. No copy-paste. No "I'll do it later." Most operators see their Google rating climb half a star in the first 60 days — and a homeowner whose AC just quit picks the HVAC company with the most recent five-star reviews, every time.

Included free, forever.

Tip Requests at Checkout

Customers see a 15/20/25% tip prompt right at payment — same flow they're used to from Square or DoorDash. HVAC techs on the free plan typically see 12-18% of service-call invoices come back tipped, especially after emergency callouts that saved a family with a baby in 95-degree heat. Money you were leaving on the table.

Included free, forever.

Google Calendar Two-Way Sync

Every booking lands in your real Google Calendar. Block time on your phone — supply-house run, EPA refresher class, kid's game — and Menutize won't let customers book over you. The free plans on most field-service tools don't include calendar sync. Ours does.

Included free, forever.

Estimate & Invoice Open-Tracking — on the free plan.

An $11,000 furnace replacement quote doesn't get signed in five minutes — it gets opened Tuesday at lunch, opened again Wednesday night with the spouse, opened a third time Saturday morning before the kids wake up, and signed Monday. Every estimate email open, every estimate page view, every invoice email open, every invoice view — logged and pushed to your phone the moment it happens. When the homeowner opens the quote the third time on Saturday, that's the moment to call — not three days later when the bid's already gone cold and they've already accepted the other guy. Most legacy field-service tools either don't ship engagement tracking at all or gate it behind a $79/mo "Pro" tier. We ship it free, on every estimate and every invoice you send, with no upgrade path required. For HVAC shops doing $10K+ system-replacement quotes regularly, this is the single feature that pays the most rent on the free plan.

Included free, forever · no upgrade required

Why HVAC Businesses Pick Menutize Over the $49/mo Platforms

The legacy field-service tools were built for 20-truck shops. You're a one-to-five truck operator. You don't need a dispatch board with seven-figure routing — you need invoicing that doesn't cost $588/year, ACH that saves $300 per system replacement, and an estimate-open notification that doesn't cost extra.

Feature $49/mo platform Menutize Free
CRM, estimates, invoicing Included Included — $0
Card & ACH payments ($5 ACH on a $10K balance vs $300 cards) Standard processing + 0.5-1% markup Standard processing — no platform markup
Google review automation Often $20+/mo add-on Included free
Estimate & invoice open-tracking Higher tier only Included free
Tip collection Rarely supported Included free
Google Calendar two-way sync Higher tier only Included free
After-hours / emergency surge pricing built in Manual workaround Included free
Recurring billing on card on file (annual maintenance plans) Higher tier only Included free
Per-seat fees $29-49 / user / mo $0
First-year cost (1 owner, 1 tech) ~$1,176 $0

Comparison reflects published pricing from common field-service platforms as of May 2026. Card-processing fees still apply on both sides; Menutize uses standard Stripe rates with no platform markup.

“System replacements are 60% of our gross. The estimate-open tracking is the single feature I didn't know I needed — sent an $11,400 furnace and heat pump quote on a Tuesday, watched the homeowner open it four times across six days, called the moment she opened it the fourth time, and closed it on ACH instead of cards. Menutize cost me $5 in payment fees on that ticket. The other quote she had was sitting unopened in a $79/mo CRM that didn't even tell the other guy when to follow up.”

AM
Alec Mahoney
True North Mechanical · Burlington, VT

HVAC Software Questions, Answered

The ones HVAC operators actually ask before they sign up.

Is Menutize really free for HVAC contractors? What's the catch?
Yes, free forever. CRM, estimates, invoicing, online card and ACH payments, automated Google review requests, tip collection, two-way Google Calendar sync, and estimate/invoice open-tracking are all included on the free plan. The only thing you ever pay is standard payment processing on cards (~2.9% + 30¢, same as Stripe direct) and ACH (0.8%, capped at $5). No monthly fee, no per-seat fee, no credit card required to sign up. We don't sell your customer data, we don't run ads to your homeowners, and we don't email you twice a week begging you to upgrade. The free plan is the product. See the full free-plan breakdown.
Can I charge a diagnostic fee before I roll the truck?
Yes. Set up an $89, $129, or $149 diagnostic visit on your booking page and Menutize takes the deposit at the time of booking. If the homeowner books the repair, Menutize auto-credits the diagnostic fee toward the repair invoice. Tire-kickers self-select out, your truck only rolls when there's money committed, and the customer feels great because the fee comes back when they say yes. Most HVAC operators see close rates jump from ~40% on free quotes to 70%+ on paid diagnostics — by the time you arrive in the basement, the customer is already financially in.
How does Menutize handle 24/7 emergency calls during a heat wave or cold snap?
Publish two service tiers on the same booking page: Standard (next available business day) and Emergency (same-day, evenings, or weekends with a surge price you set — usually $200 to $400 over standard). When the customer's AC quits at 4pm in July or the furnace dies at 11pm in January, they see both options and pick the one that matches their urgency. The deposit hits your account before you head out, so a 1am callout is paid before it's a callout. Most HVAC shops report the surge tier quietly funds an extra $2,000-$5,000/mo in peak season without changing daytime pricing.
Can I send Good/Better/Best estimates for an $8K-$15K full system replacement?
Yes — that's actually one of the highest-value workflows in Menutize for HVAC. Build a digital proposal with three side-by-side options: Good (entry-tier 14 SEER straight cool, basic 80% AFUE furnace, 5-yr parts warranty), Better (16 SEER variable-speed condenser with matched coil, 96% AFUE modulating furnace, 10-yr parts and labor), Best (20 SEER inverter heat pump with smart thermostat, 12-yr parts and labor plus a maintenance agreement). The homeowner taps the option they want, signs from their phone, and pays the deposit. Operators report ~25% of customers self-select up to Better or Best when the options are visual on the kitchen-table iPad — vs. picking the cheapest when they're read out loud.
Can I see when a homeowner opens an $11,000 furnace replacement quote?
Yes — Menutize logs every estimate email open, estimate page view, invoice email open, and invoice view, and notifies you the moment it happens. System-replacement quotes get deliberated for days or weeks — the homeowner opens it Tuesday at lunch, again Wednesday night with the spouse, again Saturday morning, and that's the moment to call. You stop guessing and start calling at the right time. Most legacy field-service tools either don't ship this or gate it behind a $79/mo Pro tier; we ship it free, on every estimate and invoice.
Can I bill recurring annual maintenance plans automatically?
Yes — and this is the recurring-revenue lifeblood for most HVAC shops. Set up a maintenance plan once (e.g. $189/yr for two tune-ups — spring AC clean-and-check, fall heat inspection, or $269/yr for a full Comfort Club with priority dispatch and a 15% repair discount), and Menutize charges the customer's card on the renewal date, schedules the spring and fall visits on your Google Calendar, and texts the homeowner a reminder the week of. You stop hand-tracking who paid for what plan in a spreadsheet, and you get predictable cash flow during the soft shoulder months (March, October). Most HVAC operators on Menutize have 30%+ of revenue locked into recurring agreements within 12 months.
Can I send the dispatched tech and the owner-salesperson different views of the same job?
Yes. The free plan includes one operator account; if you want to add a tech so they have their own login, see their assigned jobs on Google Calendar, and mark a job complete to fire the auto review request — without seeing the bookkeeping side — that's a $15/mo Crew seat add-on. Most one-truck owner-operators don't need it. Once the dispatched tech is regularly separate from the owner-salesperson, $15/mo is a no-brainer compared to the $29-49/user the legacy tools charge — and it solves the exact margin-erosion problem of the tech doing a $400 service call without the owner ever pricing it.
Does Menutize handle commercial RTU service contracts?
Yes. Set up a recurring agreement (e.g. quarterly RTU filter changes plus belt and bearing inspection at $850/visit per rooftop unit for a strip mall property manager, or semi-annual at $1,400/visit for a 6-unit office building), and Menutize charges the card or invoices net-30 ACH on the renewal date, schedules each visit on your Google Calendar, and reminds the property manager the week of. Track each unit (RTU 1, RTU 2, RTU 3) as a separate piece of equipment in the customer record with its own service history, last filter date, refrigerant pressure readings, and belt model. Commercial recurring revenue typically pays the lights when residential goes quiet in spring and fall.
I'm EPA 608 certified — does Menutize handle refrigerant work tracking?
Menutize doesn't replace your EPA 608 paperwork — that's between you, the certification, and the refrigerant supplier. What it does do is keep the refrigerant pressure readings, model and serial photos, line-set length, and any sealed-system notes attached to the customer record permanently, so when the same homeowner calls back two years later about that same unit, you've got the full history. If you sub-contract sealed-system work to a partner shop, you can attach the partner's invoice as a customer-record document so the homeowner sees one branded experience from your shop.
Can I sell indoor-air-quality, dehumidifier, or HEPA filter upsells on the same invoice?
Yes. Build menu items for the upsells you actually run — whole-home HEPA media filter ($600-$900 install), whole-home dehumidifier ($1,800-$2,400), UV germicidal lamp ($300-$500), iWave or Reme Halo ionizer ($600-$900) — and add them as line items to any tune-up or service invoice. Most HVAC shops on Menutize see indoor-air-quality attach rates climb when the upsell is one tap on the homeowner's phone instead of an awkward conversation in the basement. Charge the deposit on the spot, schedule the install on your Google Calendar, done.
How do customers pay me for a $12,000 system replacement?
Three options on the same payment screen: card (~2.9% + 30¢ — that's ~$350 in fees on a $12,000 ticket), ACH bank transfer (0.8% capped at $5 — that's $5 on the same $12,000 ticket, a $345 difference), or split between deposit and final draw at install. Most homeowners doing a full system replacement pick ACH the moment they see the fee comparison on the payment screen — and at $345 saved per install, your shop keeps the difference instead of donating it to Visa. Money lands in your account in 1-2 business days. Menutize takes zero markup on top of the standard Stripe rate. See contractor invoicing details.
Does Menutize sync with my Google Calendar?
Yes — two-way sync, included in the free plan. New bookings on your Menutize page show up on your Google Calendar instantly, color-coded by service type if you want (diagnostic, tune-up, install, emergency). Block time on your phone (parts pickup at the supply house, code class, kid's game, lunch) and Menutize won't let customers book over you — that slot vanishes from the booking page until the calendar block lifts. Move a job on the Google Calendar app and Menutize updates the customer's confirmation. Most free CRMs in this space lock calendar sync behind a $29/mo upgrade. We don't.
How does the automated Google review request work?
The moment you mark a job complete in Menutize, the customer gets an SMS with a one-tap link straight to your Google Business Profile review screen — no copy-paste, no "search for our business name." You connect your Google Business Profile once during onboarding (about 2 minutes). Most HVAC shops see their Google rating climb half a star and their monthly review volume 3-5x within 60 days, which matters because a homeowner whose AC just quit picks the HVAC company with the most recent five-star reviews.
Do customers actually tip on HVAC service calls?
More than you'd think — especially after an emergency callout that saved a family with a baby in 95-degree heat or a senior couple in a cold snap. When the 15/20/25% prompt shows up on the payment screen — same flow customers see at restaurants and rideshares — about 12-18% of HVAC service-call invoices come back tipped, usually $20-50. On a $5,000/wk billing operation that's $300-900/wk you were leaving on the table because nobody was asking. Tips route to whichever account the operator picks, so the dispatched tech in the field actually keeps what they earned.
Does Menutize integrate with Ferguson, HD Supply, or distributor parts ordering?
No. We don't ship a native integration with HVAC distributor inventory systems or with manufacturer warranty portals — that's not a Menutize feature today. Most one-to-three-truck HVAC shops handle parts ordering through their distributor account portal, by phone with their rep, or through a standing PO anyway, and the Menutize photo log gives you the model and serial info you need to place the order. If you grow into a 10-truck operation that needs deep ERP integration with multi-warehouse inventory and dispatch optimization, you'll want a different tool. We're built for the owner-operator and the 1-3 truck shop.
Does Menutize replace QuickBooks?
No, and we don't try to. Menutize handles the front-of-house: customers, equipment records, estimates, invoices, payments, scheduling, reviews, tips. Your bookkeeper still wants QuickBooks (or whatever they like) for the back-of-house: payroll, sales tax, profit and loss, year-end reporting. Export your Menutize invoice and payment data to CSV at any time and hand it off — most HVAC shops do a weekly or monthly drop. We make the export clean so the handoff is five minutes, not five hours.
What happens to my customer data if I leave Menutize?
You own your data. Export your customer list, jobs, invoice history, equipment records, and payment data to CSV at any time, no upgrade required, no waiting period, no support ticket. We've never built clunky exports on purpose to lock people in — that's the kind of thing we built Menutize to get away from. Cancel any time and walk out with everything: customer phone numbers and emails, job history, photos, refrigerant pressure readings, model and serial logs. We're a tool, not a hostage situation.
How long does setup take for an HVAC shop?
About 10-15 minutes to be ready to send your first estimate: sign up (no credit card), connect Stripe for payments, connect your Google Business Profile so the auto review request can fire, hook up your Google Calendar for two-way sync, and add a service menu. Most HVAC shops start with six menu items: diagnostic visit, AC tune-up, furnace tune-up, emergency 24/7 service, system replacement estimate (Good/Better/Best), and annual maintenance plan. You can import your existing customer CSV later from QuickBooks or whatever you're moving off of.

Free HVAC software is finally good.

Estimates, invoicing, payments, Google reviews, tips, calendar, recurring tune-up plans, estimate-open tracking — all on the free plan, all the time. Set up takes 10 minutes. No credit card.

Start free — no credit card

Set up in 10 minutes. Free forever. Cancel anytime (but you won't need to — there's nothing to cancel).

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