Busy seasons overload the calendar
See enquiries, installs, services, and repair work in one operating view.
AC and heat pump job management
AC and heat pump job software for installs, servicing, and seasonal follow-up
Manage air conditioning installs, heat pump servicing, repair callouts, unit history, quote follow-up, invoices, and rebooking reminders from one simple job system.
No credit card required NZ and AU trade settings Free setup help available
Heat pump service, PonsonbyUnit history and notes attached
DueDucted AC install quoteFollow-up scheduled tomorrow
QuotedFault callout, RichmondTechnician dispatched
On siteAnnual service reminderCustomer rebooking due
QueuedHeat pump service remindersInstall quote follow-upUnit and site history
Built for NZ and AU trade teamsHeat pump service remindersInstall quote follow-upUnit and site historySeasonal workloadInvoice chase
Where AC and heat pump jobs slip
Seasonal work needs better follow-up than memory
When enquiries spike, it is easy to lose install quotes, miss service reminders, or forget the unit history from the last visit. Job Tracer keeps the context on the job and customer.
Unit history gets lost
Keep service notes, photos, model details, warranty notes, and site history connected.
Install quotes need chasing
Follow up air conditioning and heat pump quotes before the customer goes cold.
Service work should come back
Use rebooking reminders to bring customers back when servicing is due.
Workflow
A smoother flow for AC and heat pump teams
Keep installs, repair work, and repeat servicing moving through the same job pipeline.
Capture the enquiry
New installs, repair calls, service requests, and repeat work start in one place.
Quote the install
Track quote status, follow-up timing, deposits, and customer responses.
Record the service
Add photos, notes, unit details, warranty notes, and next-service timing.
Rebook and get paid
Send invoices, follow up payment, and bring customers back when service is due.
AC and heat pump setup
Made for install, repair, and service admin
Install pipeline
Track enquiries, quotes, deposits, booked installs, and completion from one board.
Heat pump service history
Keep photos, notes, and site details together for the next visit.
Seasonal scheduling
Plan high-demand weeks without losing urgent repairs or service work.
Maintenance rebooking
Automatically remind customers when the next service is due.
Photos and warranty notes
Attach before/after photos, manuals, warranty notes, and customer approvals.
Invoice and review follow-up
Move from completion to payment and review requests without manual chasing.
Automation stack
The automations AC and heat pump teams usually turn on first
Start with the follow-up that saves the most office time, then add more once the team is comfortable.
Rebooking Reminder
Bring customers back for annual servicing and maintenance.
Quote Follow-Up
Follow up install and repair quotes at the right time.
Document Chaser
Collect missing approvals, warranty details, and customer files.
Invoice Chase Bot
Keep overdue balances moving after the job is done.
Common questions
Before you start the trial
Is this for AC and heat pump teams?
Yes. The page and setup use AC, air conditioning, and heat pump wording for New Zealand and Australia.
Can we track service history?
Yes. Site notes, photos, unit details, warranty notes, and rebooking reminders can stay connected to the customer and job.
Can it help during busy seasons?
Yes. The calendar, job pipeline, quote follow-up, and rebooking reminders help keep seasonal work visible.
Ready when you are
Start with an AC and heat pump workspace
Set up your team, add real work, and start managing installs, services, repairs, invoices, and follow-up in the same system.
No credit card requiredBuilt for NZ and AU service teamsFree setup help available