Make your HVAC business run as smoothly as your best service crew.
Connect your scheduling, dispatch, customer records, estimates, technicians, and accounting into one coordinated system. We build custom software, integrations, and AI-powered workflows that reduce administrative work and keep your HVAC business moving.
Running an HVAC company shouldn't require managing six different systems.
Most HVAC companies run on a patchwork of tools that don't talk to each other. Every handoff between them is another chance to re-type information or lose a job.
Phone & inquiries
New service requests and emergency calls.
CRM
Customer information and service history.
Scheduling & dispatch
Technician assignments and appointments.
Field service software
Work orders, job notes, and equipment records.
Accounting
Invoices, payments, and financial records.
Spreadsheets
Reporting and everything that doesn't fit elsewhere.
Information should follow the job, not wait on a person.
When these systems aren't connected, employees move information between them by hand. We connect the steps so the job carries its own information.
Every arrow above is usually a person copying information from one screen into another. That's the work we remove.
Technology that keeps your HVAC business moving.
From the first call to long-term maintenance revenue, the systems that take administrative work off your team.
Never miss a service opportunity
Capture inquiries, organize customer information, and route service requests to the right person.
Get estimates out faster
Connect job intake, equipment information, pricing rules, approvals, and customer communication.
Connect techs and dispatch
Coordinate schedules, job assignments, technician updates, and customer notifications.
Easier field-to-office
Give techs mobile access to job details, service history, photos, and work-order updates.
Connect your HVAC software
Integrate CRM, field-service platforms, phone systems, accounting, and reporting.
Turn jobs into invoices
Move approved job details, materials, labor, and service records into billing workflows.
Keep maintenance customers
Automate seasonal reminders, service agreements, and recurring maintenance scheduling.
See how you're performing
Dashboards for technician utilization, open estimates, service revenue, and job profitability.
From the first service call to the final invoice.
Step through a complete HVAC workflow, not just one automation.
Intake captures the request no matter how it comes in, day or night.
Your HVAC software should work together, not create more work.
Already using field-service software, accounting tools, scheduling platforms, or a CRM? We connect the systems your business depends on, reduce duplicate entry, and build workflows around the tools you already have.
Field service + accounting
Keep approved job and billing information synchronized between systems.
Phone system + CRM
Connect incoming inquiries with customer records and service history.
Scheduling + technician apps
Keep office dispatch and field teams working from consistent information.
Service records + reporting
Bring job activity, equipment history, and performance into useful dashboards.
We work with the software you already use.
Already have tools you like? Good. Our first question isn't what we can replace, it's what we can make work better together.
We evaluate the available integration options for each platform based on their APIs, access, and subscription level before recommending an approach. Some systems restrict API access, so we confirm what's possible rather than promising every connection up front.
When your software can't do it, we can build it.
Many HVAC companies already have scheduling and a CRM. What they're missing is something specific their current tools can't do. That's software engineering, and it's what we do.
Custom technician applications
Mobile tools for field notes, equipment history, inspections, and job updates.
Customer portals
Let customers review appointments, service history, maintenance agreements, and approved documents.
Equipment tracking
Records of installed equipment, warranties, repairs, and service recommendations.
Business dashboards
Bring operational and financial information together for owners and managers.
Custom approval workflows
Route estimates, purchases, discounts, and job changes to the right people.
Know what's happening across your HVAC business.
Once your systems are connected, one screen can show what needs attention, and you can just ask.
Illustrative figures for demonstration, not actual customer results.
HVAC technology for Sacramento-area contractors.
Develop & Conquer works with HVAC businesses throughout Sacramento and the surrounding communities, including Roseville, Rocklin, Folsom, Elk Grove, Citrus Heights, Davis, and West Sacramento.
We help contractors improve their software, connect their systems, and simplify daily operations, in person when it makes sense.
HVAC software and automation, answered.
Can you integrate ServiceTitan with QuickBooks or other software?
We evaluate the available APIs, supported integrations, and your existing workflows to determine how information can move between your HVAC management software, accounting, CRM, and other business systems.
Can AI answer calls and schedule appointments for an HVAC company?
AI-assisted intake can help capture customer information, identify service requests, and offer appointments based on your scheduling rules. Urgent situations and requests requiring judgment can be routed to your staff.
Can you build custom software for an HVAC business?
Yes. We develop custom web applications, mobile tools, dashboards, customer portals, and integrations around workflows that existing HVAC software doesn't fully support.
Can HVAC dispatch and technician scheduling be automated?
Scheduling and dispatch workflows can use technician availability, service areas, job requirements, and your business rules to help coordinate assignments and reduce manual work.
Do we need to replace our existing HVAC software?
Not necessarily. We typically start by understanding your current systems and evaluating whether connecting or extending them would solve the problem before recommending replacements.
Let's simplify how your HVAC business runs.
Tell us how your systems work today. We'll map out where connecting, extending, or building would take the most work off your plate.