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Square for HVAC Professionals Run jobs, take payments, and get paid faster with HVAC software
Keep work moving and your diary full
Take payments on site
Accept contactless, chip and PIN, and mobile wallet payments in the field, and take payment as soon as the job’s done, helping reduce end-of-week admin.
Make it easier for customers to book jobs online
Let customers request appointments 24/7 and reduce back-and-forth calls with appointments. Keep your availability, service list, and customer details in one place so your diary stays accurate as you grow.
Send estimates and invoices
Create professional quotes and invoices from the office or on site, then send payment links so customers can pay without delays. Track what’s sent, viewed, and paid so you know when to follow up.
See what's contributing to your business performance
Use live reports to understand sales trends, payment types, and busy periods, and make more confident staffing and scheduling decisions. Access your performance data from anywhere with cloud-based reporting.
More tools to run a tighter HVAC operation
Keep customer history organised
Automatically build profiles with contact details, past visits, and spend so you can pick up where you left off. It’s a simple way to run a more consistent service without a separate CRM.
Sync with your accounting
Connect partner accounting tools so sales, refunds, and transfers are easier to reconcile. This helps you close out the month without rebuilding reports in spreadsheets.
Standardise job contracts
Issue contracts alongside quotes for installations, maintenance agreements, and variations, so the scope of work and terms are clearly documented before work begins.
Keep your team on track
Give your team access to schedules, job details, and customer information, so everyone knows where they need to be and what they need to do.
"We use Square Virtual Terminal to take payments from our clients over the phone. It's been a real game-changer for the way we do business — it means our administration team can chase payments from the office. And it's very reliable. The money is always in our account the next day."
City Boiler Repair
United Kingdom
Hardware that helps you get paid on the spot
Plans for any stage
Free
Have what you need to get paid faster
£0/mo.
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
£20/mo.
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
Next steps for HVAC business owners
Spend less time on admin and more time finishing jobs
FAQ
What is HVAC software?
HVAC software helps you manage scheduling, estimates, invoicing, and payments in one place. With Square, you can handle the full job cycle, from booking a job to collecting payment, without switching between tools.
Can Square be used as scheduling software?
Yes. Square Appointments lets customers request bookings online while you manage availability and service durations. Fewer phone calls, a tidier diary, and more jobs booked without the admin.
Can Square support invoicing for HVAC businesses?
Yes. Square lets you send invoices, take payment in person or online, and follow up on outstanding balances, all from one system. Customers can pay from their phone straight after a job, which means less chasing and faster cash flow.
Can I create HVAC estimates and quotes?
Yes. Create and send a digital estimate, track when it's opened, and let the customer approve and pay from the same link. It keeps the quote-to-payment flow in one place so nothing slips through the cracks.
¹ Processing fees and subscription pricing are based on Square’s standard UK rates and may vary. Additional fees apply for non-UK cards and international transactions.