Work orders everywhere
By the time a job reaches the van, the unit model number, gate code or emergency priority has vanished along the way.
Lost job context
Early access · Residential HVAC (2–20 techs) · Live in 48 hours
A smoother workday for your HVAC business.
Know who's qualified before you send them. WorkFlow OS removes missed details between office dispatch and the truck with qualification-aware work order routing.
- 20 min
- Live walkthrough · No slides
- Founder
- Direct, personal onboarding
- 48 hours
- Target shop launch time
Sound familiar?
Jobs get lost in the handoffs between the office and the truck.
For a growing shop the trouble usually isn't effort. It's the gaps: a call that becomes a sticky note, a text thread, a line on a whiteboard.
Who's qualified for this one?
Dispatch assigns refrigerant repairs or rooftop units without a quick way to see who holds the right certifications.
Compliance liability
Details re-explained
Techs call back from the driveway just to confirm a manager's direct line, suite number or the customer's symptoms.
Wasted billable hours
Credentials in a drawer
State licenses and certificates sit in filing cabinets until an inspector or general contractor asks for proof.
Hard to find when needed
The connected solution
One system for the job, the technician, and their credentials.
How WorkFlow OS keeps your HVAC service operation aligned.
01 / Office dispatch
Dispatch with qualification awareness.
Enter the call details and see which technicians hold the right certifications before you confirm the assignment.
- See each technician's EPA 608, NATE and state license certifications
- Check job status, open work and technician home base
- Flag Emergency or Urgent on critical calls
YM
Yash Mehta · HVAC Lead TechEPA 608 · NATE Core · NATE Heating
02 / The truck experience
The full job on the technician's phone.
No more hunting through group chats. Techs see their jobs with the full context loaded before they start the engine.
One-tap navigate
Launch GPS straight to the service address.
Direct site contact
Call the site contact instantly, no retyping numbers.
Diagnostic notes travel with the job: "Store reports warm air on grocery aisle side since Sunday. Compressor short-cycling. Check refrigerant charge and contactor before replacing board."
03 / Certification ledger
Licenses and certifications, on file.
Technicians keep their own licenses and certifications up to date from their phone, while the office keeps one verified roster. No surprises on a commercial site.
- EPA Section 608 UniversalOn file
- NATE Heating CertificationRenewal due in 38 days
- R410A Refrigerant SafetyValid thru 12 Mar 2028
Example data. Reminders apply to licenses and certifications that carry renewal dates.
Live today
What's live today in WorkFlow OS.
Built with working HVAC owners and field techs. Clean, fast, and free of enterprise bloat. See all features
Work orders in one unified flow
Create a ticket with priority, service window, address and assigned tech in about a minute, without jumping between screens.
Live in production
Qualification-aware assignment
See each technician's certifications under their name before you lock in who takes the job.
EPA · NATE · State license
Field app built for gloves
Large hit targets, a high-contrast dark theme for bright sun or dark attics, and one-tap call and GPS.
iOS & Android
Self-serve credential updates
Technicians add and update their own licenses and certifications from the job site or classroom.
Kept current by the techs
Gate codes & site access
Store gate codes, front desk contacts and equipment location notes with the order so techs never wander searching.
Direct truck delivery
Direct founder phone support
Questions go to the founders and the engineers who built it. No tier-1 queues or chatbots.
Live onboarding included
Radical transparency
A great fit today, and honest when it isn't.
We don't believe in overselling software. Here's where WorkFlow OS shines today and where it's still evolving.
A great fit today if:
- You run an HVAC service shop with 2 to 20 technicians.
- Someone handles dispatch or the office (you, family, or an admin).
- Jobs reach your crew by sticky notes, group texts or whiteboards.
- You care about technician qualifications and keeping verified credentials on file.
- You want founder access and a say in what gets built next.
Probably not yet if:
- Your first need is two-way QuickBooks sync.
- You need multi-stop GPS vehicle routing today.
- You're a solo technician with no dispatch or handoff needs.
Need something that isn't live yet? Tell us. It shapes what we build next.
In development
Upcoming roadmap
Built openly alongside our founding shops. These are not live yet and no dates are promised.
- Field invoicingUp next
- QuickBooks syncIn review
- Compliance listsIn testing
- Shop reportingPlanned
- AI estimatingPlanned
- GPS dispatch boardRoadmap
Getting started
Three steps. Zero pressure.
We onboard every HVAC contractor personally.
- 1
Book a Free Trial
Pick a time. We'll ask how jobs run in your shop today, then show you the app live on screen. No slide decks.
- 2
We set you up directly
If it looks useful, the founders onboard your shop themselves, importing your technician roster so your crew can be live within 48 hours.
- 3
Your feedback shapes the build
Real service calls decide what gets built next. Early-access shops get launch pricing, confirmed on the call.
Strategic investors & HVAC partners
Investor materials
Market thesis, HVAC unit economics, capitalization model and product roadmap are shared directly with verified investors and partners.
Direct founder onboarding
See it on your screen in 20 minutes.
Pick a time that fits your day. Prefer to write first? Send a message and the founders will reply directly.
- No complex software contracts
- Setup in 48 hours
- Built with active HVAC contractors