Field Service Software Built for HVAC Companies
From seasonal tune-ups to emergency repairs, ServeLynx helps HVAC businesses schedule technicians, auto-bill recurring maintenance plans, track parts, and keep customers informed with a self-service portal.
HVAC Operations Have Their Own Challenges
Seasonal demand, recurring maintenance, and parts availability are unique pressures for HVAC businesses.
Seasonal Demand Spikes
Summer and winter bring a rush of AC and heating calls — without an organized schedule, technicians get double-booked and customers wait longer than they should.
Recurring Maintenance Plans
Annual tune-ups and seasonal filter changes are easy to lose track of on a spreadsheet, leading to missed service calls and lost recurring revenue.
Parts on the Truck
A technician showing up to a repair without the right capacitor, filter, or refrigerant part means a second trip and an unhappy customer.
Seasonal Maintenance Plans That Bill Themselves
Set up seasonal maintenance plans once, and ServeLynx handles the rest — generating invoices automatically on your billing schedule and tracking every unit's service history and warranty status.
- Recurring service agreements for any billing interval
- Auto-billing: invoices generated automatically by scheduler
- Asset and equipment tracking with serial numbers
- Installation dates and service history per asset
- Warranty management with expiry alerts
Give Customers Their Full Service History
Give customers a branded portal where they can see past visits — like an annual HVAC service or filter replacement — pay their invoice online, and access warranty documents without calling your office.
- View and download invoices and approved quotes
- Online payment via Stripe directly through the portal
- Full service and payment history
- Document access — service reports, warranties, contracts
The Right Part, on the Right Truck
Track parts and materials across every warehouse and truck, with automatic deductions when a technician uses a part on a job.
- Real-time stock tracking per warehouse or branch
- Reorder thresholds and low-stock alerts
- Parts deducted automatically when used on jobs
- Barcode and QR code generation for each item
More of ServeLynx
Heavy Equipment Field Service Software
Track assets and service history for larger equipment fleets.
Field Service Scheduling Software
See the live calendar dispatchers use to manage seasonal demand.
Service Contract Management Software
See how recurring HVAC maintenance plans get billed automatically.
All Platform Features
Explore invoicing, service contracts, inventory, customer portal, and more.
Common Questions
Yes — Service Contracts & Auto-Billing lets you set up recurring agreements on any billing interval, with invoices generated automatically.
Yes — ServeLynx tracks installation dates, service history, and warranty expiry alerts per piece of equipment.
Yes — the ServeLynx customer portal gives customers access to their invoices, service reports, and full service history.
Ready to Simplify Your HVAC Operations?
Request a personalized demo and see how ServeLynx handles scheduling, maintenance contracts, and parts for HVAC teams.
Request a Free Demo