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HVAC Package Overview

See what's included in the HVAC Package: KPI dashboards, fee-free surcharging, membership selling, and more, preconfigured for HVAC Pros.

Written by Nate H

What is the HVAC Package?

The HVAC Package is Housecall Pro built for residential and light-commercial HVAC businesses. It comes preconfigured with the tools, workflows, and settings HVAC Pros use every day, so you can get up and running fast without building everything from scratch.

You get everything in a standard Housecall Pro plan, plus a set of exclusive HVAC-focused tools that come with the package. The higher your plan tier (Basic, Essentials, or MAX), the more of these tools you get.

Pricing

The HVAC Package comes in plan tiers to fit businesses of all sizes. For current pricing and what's in each tier, see the HVAC Industry Page.

Tools built for HVAC

These tools come with the HVAC Package. Availability depends on your plan tier, noted next to each.

HVAC KPI Dashboard (Basic)

A KPI dashboard tailored to your business that shows revenue, jobs, team performance, and memberships at a glance. No setup required.

Credit card surcharging with no added fees (Basic)

Automatically apply compliant surcharges to pass credit card processing costs to your customers. With the HVAC package, surcharging has no additional fee.

Selling membership plans on jobs and estimates (Essentials)

Sell a membership plan right on any job or estimate with one signature and one payment, so you can grow recurring revenue from the field.

Price book commissions (Essentials)

Set commissions on individual price book line items so your techs are paid accurately for what they sell.

Tech efficiency reporting (Essentials)

See how your team is performing with reporting that respects tech splits, plus a tech leaderboard.

AI pricing insights (MAX)

Live pricing benchmarks built right into your Housecall Pro price book, based on real jobs across the Housecall Pro community.

Also included in your package

Your package also bundles in tools that are normally paid add-ons:

  • Sales Proposal Tool and Membership Plans, included with Essentials

  • Pipeline, included with MAX

You also get these features, ready to use:

  • Photo Reports: Send professional photo and video reports from the job

Plus all the standard tools in your plan, including scheduling, estimates, invoicing, payments, online booking, and reporting. See the feature page for the full list.

Need help?

Reach out via the Blue Chat Bubble anytime, or give us a call at (858) 842-5746.

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