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Square for HVAC Professionals HVAC software to schedule jobs and get paid in the field

Keep your jobs moving and your schedule full

Take payments on the go

Close out tickets right at the customer's home. Equip your team with portable hardware to accept tap, dip, or swipe payments securely, reducing the need to chase down paper cheques or follow up on late payments.

Invoice from the field

Send professional estimates before the job starts and convert them to invoices the moment work is done. With Square Invoices, you can track which payments are pending and set up automatic reminders for unpaid bills.

Book jobs seamlessly

Keep your technicians busy and your routes efficient. Use Square Appointments as your HVAC scheduling software to manage dispatching, assign team members to specific calls, and let customers conveniently book service online.

Track business performance

Monitor sales, payments and top-performing services with built-in reporting, so you can spot trends, measure growth and make smarter business decisions.

More tools to run your HVAC business

Keep client information organised

Store customer contact details, job notes and payment history in one place so your team has the information they need on every visit.

Build your online presence

Create a professional website where customers can learn about your services, request work and get in touch from any device.

Manage contracts with confidence

Send contracts alongside estimates for installations, maintenance agreements and change orders, so customers can review and sign before work begins.

Keep your team connected

Share schedules, customer details and job information with your team so everyone knows where to be and what's next.

"There are a lot of repairs that are more than $250, and I didn't want people to feel uncomfortable carrying that kind of money. I found Square and liked everything they offered, plus they had really good reviews. I haven't switched since. People recognize the little Square, especially other business owners."

Bell & Brace

Bell & Brace

Instrument Repair, Canada

Hardware that helps you get paid on the spot

Square Reader

$69

Square Terminal

$399

Square Handheld

$449

Square Reader

$69

Square Terminal

$399

Square Handheld

$449

Square Stand

$149

Square Register

$999

Have what you need to get paid faster

Free

Everything you need to get paid faster

$0/mo.

+ processing fees

Includes:

  • Unlimited invoices, estimates and contracts

  • Unlimited user accounts

  • Unlimited customers

  • Project tracking

  • Accessible from anywhere

  • Payment link sharing

  • 24/7 payment acceptance

Plus

Most popular

Continue to grow your business with advanced, time-saving features to streamline work and billing

$30/mo

+ processing fees

Includes:

  • Everything in the free plan

  • Milestone-based payment schedules

  • Multi-package estimates

  • Estimate to invoice conversion

  • Custom invoice templates

  • Custom fields for invoices and contracts

  • Batch invoices

Free

Everything you need to get paid faster

$0/mo.

+ processing fees

Includes:

  • Unlimited invoices, estimates and contracts

  • Unlimited user accounts

  • Unlimited customers

  • Project tracking

  • Accessible from anywhere

  • Payment link sharing

  • 24/7 payment acceptance

Plus

Most popular

Continue to grow your business with advanced, time-saving features to streamline work and billing

$30/mo

+ processing fees

Includes:

  • Everything in the free plan

  • Milestone-based payment schedules

  • Multi-package estimates

  • Estimate to invoice conversion

  • Custom invoice templates

  • Custom fields for invoices and contracts

  • Batch invoices

Resources to build your HVAC business

Ready to streamline your HVAC operations?

FAQ

  • What is HVAC management software?

    HVAC management software is a digital tool that helps contractors run their daily operations, from dispatching technicians to processing payments. Square provides an all-in-one system that combines appointments, customer directories, and payment processing to keep your business organized.

  • Does Square offer HVAC scheduling software?

    Yes. Square Appointments functions as a robust scheduling tool for HVAC businesses. You can manage multiple technician calendars, assign team members to specific service calls, and allow customers to book their own maintenance appointments online.

  • Can I use Square as HVAC invoice software?

    Absolutely. With Square Invoices, you can send digital estimates from the field and convert them to invoices once the job is complete. Customers can pay securely online, helping you get paid faster without chasing down paper cheques.

  • How do my technicians take payments in the field?

    Your team can use mobile hardware like the Square Reader or Square Terminal to accept card payments directly at the job site. All payments sync automatically with your Square Dashboard, keeping your accounting accurate and up to date.

Processing fees: 2.65% per tap or insert for in-person payments; 2.9% + 30¢ per online transaction; 3.4% + 15¢ per manually keyed-in transaction. Features, fees, and availability may vary by account, device, and payment type. No long-term commitments required.