Jobber

Jobber for HVAC Companies: What's Missing from the Mid Tier

Jobber is a solid general-purpose tool. But HVAC shops need equipment tracking, maintenance agreements, and offline mode in attics.

TL;DR

Jobber works for HVAC companies — but it's not built for them. No equipment tracking. No maintenance agreement management. No HVAC-specific terminology or pre-loaded services. And its offline mode won't hold up in attics and basements. Opsler's HVAC preset is purpose-built: pre-loaded services, equipment tracking, offline-first PWA, and Good/Better/Best estimates that are especially powerful for repair-vs-replace conversations.

Can Jobber Handle HVAC Work?

Sure. Jobber can schedule HVAC jobs, send invoices, and manage customers. It does the basics. But HVAC isn't just scheduling and invoicing. It's equipment tracking. It's maintenance agreements. It's techs working in attics where there's zero cell signal. It's presenting a customer with the choice between a $900 repair and a $4,500 replacement.

Jobber treats every trade the same. A plumber and an HVAC tech get the exact same blank-slate setup. That might sound fair, but it means your HVAC company is spending hours configuring software that should already know what an AC tune-up is.

The HVAC-Specific Gaps in Jobber

No Equipment Tracking

When your tech shows up to service a Lennox XC21, they need to know the model, serial number, install date, and warranty status before they open their toolbox. Jobber doesn't have built-in equipment tracking. Your techs are either looking up that info in a separate system, calling the office, or just winging it.

Opsler ties equipment records directly to customers. Your tech opens the job, sees the unit info, and knows exactly what they're walking into.

No Maintenance Agreement Management

Maintenance agreements are the bread and butter of HVAC. They create recurring revenue and keep your schedule full during shoulder seasons. But managing them in Jobber means cobbling together recurring jobs and manual reminders. There's no dedicated system for tracking agreement status, service dates, and renewal windows.

Limited Offline Mode in Dead Zones

Where do HVAC techs work? Attics. Basements. Mechanical rooms. Crawl spaces. Every single one of these is a potential dead zone. And during AC season — June through September — your techs are in attics all day long.

Jobber's offline mode is basic caching. View some data? Maybe. Complete a full job workflow with photos, signatures, and material tracking? That's not what it's built for.

No Good/Better/Best for Repair-vs-Replace Conversations

Here's where HVAC companies leave the most money on the table. A customer has a 13-year-old AC unit that needs a $1,200 repair. Is it worth repairing? Should they replace it? What about a mid-range option?

With Jobber, your tech quotes $1,200 and the customer says yes or no. With Opsler's GBB estimates, your tech presents three options: repair ($1,200), repair plus tune-up with extended warranty ($1,800), or new high-efficiency system ($4,500). The customer decides. And 40-50% of the time, they pick Better or Best.

On a team running 38 estimates a month with a $2,800 average ticket, a 45% bump puts you at $4,060 per ticket. That's an extra $47,880 in monthly revenue. From the same number of jobs.

What Makes Opsler Better for HVAC?

1

HVAC preset with pre-loaded services

AC Install, AC Repair, Duct Cleaning, Furnace Service, System Tune-Up — all pre-configured. Your terminology says "Service Calls" and "Maintenance Agreements," not generic labels. You're dispatching HVAC jobs the same day you sign up.

2

Equipment tracking per customer

Track every unit at every property — make, model, serial number, install date, warranty status, and service history. Your tech knows exactly what equipment they're servicing before they leave the van.

3

Offline-first app for attics and dead zones

Your tech can complete full jobs in attics, basements, and mechanical rooms with zero signal. Photos, signatures, time tracking, material logging — it all works offline and syncs when they're back in range.

4

GBB estimates built for repair-vs-replace

HVAC has the perfect use case for tiered pricing. Every aging unit is a repair-vs-replace conversation. GBB estimates let your tech present both options (plus a middle ground) professionally. The customer picks. Your average ticket goes up 40-50%.

Looking for a broader comparison of HVAC software options? See our full HVAC software comparison guide.

Frequently Asked Questions

No. Jobber is a general-purpose field service management tool. It handles scheduling, invoicing, and customer management for any trade, but it doesn't have HVAC-specific features like equipment tracking, maintenance agreement management, or pre-loaded HVAC services. You build everything manually.

Opsler's HVAC preset pre-loads service types like AC Install, AC Repair, Duct Cleaning, Furnace Service, and System Tune-Up. It uses HVAC terminology — 'Service Calls' and 'Maintenance Agreements' instead of generic labels. The pricebook structure is organized by equipment type, and Good/Better/Best estimate templates are ready for common HVAC jobs.

Critical. HVAC techs spend their day in attics, basements, crawl spaces, and mechanical rooms — all notorious dead zones. If your FSM app doesn't work offline, your techs are writing notes on paper and entering data later (if they remember). Opsler's offline-first PWA works in all these locations without any cell signal.

Yes. Opsler lets you track equipment per customer — make, model, serial number, install date, and warranty status. You can set up maintenance agreements with recurring service schedules, so your office knows when each customer is due for their next tune-up. Jobber doesn't have built-in equipment tracking.

For a typical AC repair, your tech might present: Good ($850 — compressor repair, 90-day warranty), Better ($1,400 — repair plus full system tune-up, 1-year warranty), Best ($4,200 — new high-efficiency system, 5-year warranty). The customer picks their tier on the spot. HVAC companies using tiered pricing typically see the biggest jumps in average ticket — 40-50% — because the spread between repair and replacement creates a natural upsell.

Check out our full HVAC software comparison guide at /compare/best-hvac-software/ for a broader look at how different platforms stack up for HVAC companies specifically.

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