HVAC Work Order Software That Connects Sales to the Field
Auto-create work orders from closed proposals. Track every installation stage from permit to final sign-off. No re-entry. No dropped handoffs. One platform for HVAC, roofing, and solar.
See It in Action
Work Orders Built for HVAC Installation — Not Just Service Calls
Auto work order creation
When a rep closes a system replacement with EasyQuote, a work order is created automatically in project management — system specs, customer info, financing status, and install address pre-loaded. Zero re-entry.
Multi-stage installation tracking
Track permit submission, equipment ordering, crew scheduling, rough-in, inspection, and final commissioning as distinct stages — not just “open” and “closed.” Managers see every job's status in real time.
Financing status integration
Financing approval status from GoodLeap, Sungage, and LightReach tracks inside the work order — so ops teams know the job is fully cleared before scheduling the install crew.
AI proposals that start the work order
EasyQuote builds accurate system replacement proposals on a tablet in the field. When the homeowner signs, the work order starts automatically — no office re-entry, no phone call to ops.
The Handoff Between Sales and Operations Should Be Automatic
Most HVAC businesses lose time and accuracy at the sales-to-ops handoff. A rep closes a job, then calls or emails the office. An admin re-enters the customer info, the system specs, the install address. Meanwhile, the homeowner is waiting and the scheduling window is closing.
SubcontractorHub eliminates that handoff entirely. When EasyQuote closes a job, the HVAC project management board updates instantly — proposal details become the work order, financing status is visible, and the install crew can be assigned without a single phone call.
See the Platform
Track Every Stage of Every HVAC Installation
A system replacement is not a single visit. It's a permit pulled, equipment ordered, rough-in crew dispatched, inspection scheduled, system commissioned, and homeowner signed off — often spread across 2–4 weeks and multiple people.
SubcontractorHub tracks every stage on a single project board. Managers see what's in permit review, what's waiting on equipment, what's ready to schedule — without calling anyone. The full HVAC contractor platform connects proposals, financing, work orders, and project management in one place.
Book a DemoSubcontractorHub fits your HVAC operation if:
The platform is designed for installation-led HVAC businesses where sales, financing, and project management need to work as one connected system — not three separate tools.
Talk to the TeamYour reps close system replacements in the field and ops needs the details immediately
You lose time re-entering job info from sales into scheduling or operations
You need to track permits, equipment orders, and crew stages — not just open/closed
Your install jobs span multiple days, crews, and inspections
Financing approval needs to clear before scheduling an install crew
You're running HVAC alongside solar or roofing and need one platform
Common Questions
What is HVAC work order software?
HVAC work order software manages the creation, assignment, tracking, and completion of HVAC jobs. For installation contractors, the best platforms auto-create work orders from closed proposals so operations gets a fully populated project the moment a sale is signed — no manual re-entry.
How does SubcontractorHub handle HVAC work orders?
When a rep closes an installation using EasyQuote, SubcontractorHub automatically creates a project in the operations board with all proposal details pre-loaded. Stages track from permit through final commissioning. Financing approval status is visible throughout so crews aren't scheduled before the job is financially cleared.
What installation stages does the software track?
SubcontractorHub tracks: permit submitted, permit approved, equipment ordered, equipment received, crew assigned, installation scheduled, rough-in complete, inspection scheduled, inspection passed, and final commissioning. Every stage is visible to managers on the project board in real time.
Does it work for multi-trade contractors?
Yes — SubcontractorHub manages HVAC, solar, and roofing work orders and projects in a single login. For contractors cross-selling trades, all pipelines, proposals, and project boards are accessible without switching platforms.
How does this compare to ServiceTitan for work orders?
ServiceTitan is the market leader for large HVAC service operations running 20+ technicians. SubcontractorHub is built for installation contractors where the workflow starts with an AI proposal and ends with a multi-stage project — not a service dispatch. Onboarding takes 2–3 weeks vs. ServiceTitan's 6–8 week mandatory implementation.
Ready to Connect Your Sales and Field Operations?
Book a demo and see how SubcontractorHub auto-creates work orders from closed proposals, tracks multi-stage HVAC installations, and gives managers real-time visibility — all in one platform.
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