For HVAC techs
HVAC service app for jobs, quotes, and client history
Servium keeps service calls, maintenance visits, and quotes in one workspace. Built for solo HVAC techs and small crews who need the last visit's notes before they knock on the door.
The last visit is the most useful thing you own
HVAC is maintenance work: the same unit, the same client, twice a year. Servium keeps every visit on the client record — what you serviced, what you replaced, what you warned them about. You arrive knowing the history instead of asking the customer to remember it.
Quote the replacement before you leave
When a unit is past saving, the quote should go out while the client is still standing next to it. Build it from saved lines, send the PDF, and convert it to a scheduled install the moment they accept.
Photos that settle arguments
A photo of the filter you pulled out is worth more than a paragraph explaining it. Attach photos to the job card so the condition you found is documented, dated, and tied to the address.
Seasonal load, one list
When the first heatwave hits and the calls stack up, you need one ordered list, not a pile of texts. Schedule the day, update status from the van, and let the office see progress without calling you.
What HVAC techs use it for
- Service call scheduling with a clear day list
- Per-client unit and visit history
- On-site quotes for repairs and replacements
- Photos of unit condition attached to the job
- Job status visible to the office in real time
- Payment status per job and per period
Questions, answered
Does Servium handle recurring maintenance contracts?
Not as automated recurring contracts yet. You can schedule each visit and see the full client history, but automatic recurring job creation is not in the current release.
Can I see everything I have done for one client?
Yes. Every job, quote, note, and photo stays on the client record, so you can review the full history before a visit.
Is there a free plan?
Yes. Starter is free and covers one workspace, 100 active jobs, clients, and the calendar. No card required.
Can the office see what I am doing in the field?
Yes. Status changes and photos sync to the same workspace, so the office sees progress without calling you.
Start your next service call in Servium
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