Retain service history
Keep prior jobs, notes, estimates, and invoices connected to the customer record.
HVAC service software for organized calls, jobs, and follow-up
HVAC businesses balance scheduled maintenance, repair calls, estimates, field notes, customer updates, and billing. Opright brings those operating steps into one practical workspace for small service teams.
Plans start at $0No card required to beginInstallable web app
What you can do
Coordinate technicians
Schedule work, assign the team, and give the field clear job context.
Close the billing loop
Deliver invoices and track payment status after the service is complete.
Move a service request into the schedule
An HVAC request often needs quick review and enough detail to prepare the visit. Opright can collect requests, organize them in a pipeline, connect them to customer history, and carry accepted work into a scheduled job.
Exact start times, crew assignments, notes, checklists, and attachments help the office provide the field with a more complete job record. Opright is not diagnostic software; technical diagnosis remains the responsibility of qualified HVAC professionals.
- Customer service history
- Online requests
- Estimates and approvals
- Technician assignments
- Field notes and photos
Support planned maintenance and one-time repairs
Recurring jobs can represent maintenance visits while one-time jobs handle repairs or replacements. Keeping both in the same customer timeline gives the business a clearer operational record when the next request arrives.
Reminders and notification controls on eligible plans can support the team around scheduled work, while the customer-facing tools provide focused ways to share estimates, invoices, and portal information.
Review job economics without losing context
For workspaces using Pro, job expenses and estimated margins can be reviewed with the job and invoice. These are operational estimates and should be reconciled with formal accounting records.
Frequently asked questions
Direct answers
Can Opright manage recurring HVAC maintenance?
Yes. Opright supports recurring jobs, customer records, and service history for planned maintenance workflows.
Does Opright diagnose HVAC problems?
No. Opright organizes field service operations; diagnosis and regulated technical work must be handled by qualified professionals.
Can HVAC technicians add job notes and photos?
Yes. Notes, photos, files, checklists, and timers are available on eligible crew plans.
Keep exploring
Related Opright pages
Feature
Customer management
Keep field service customer records, service history, requests, estimates, jobs, invoices, and contact details organized with Opright.
Explore →FeatureJob scheduling
Schedule one-time and recurring field service jobs, set exact start times, assign crews, and keep daily work organized in Opright.
Explore →FeatureCrew management
Assign crews, plan routes, track time, use job checklists, and capture field notes, photos, and files with Opright crew management tools.
Explore →Bring the field service workflow into one workspace
Start with customers, scheduling, invoices, and payment tracking. Add estimates, recurring work, crews, costing, and reporting when the business needs them.
See Opright plans