# Opsler — HVAC Maintenance Software for Preventive Service Agreements URL: https://opsler.com/industries/hvac/maintenance/ Last updated: 2026-08-04 Also searched as: hvac maintenance software, hvac maintenance agreement software, hvac preventative maintenance software Published by Opsler. ## Cannibalisation boundary This page owns PREVENTIVE MAINTENANCE and agreements. https://opsler.com/industries/hvac/ owns the broad HVAC software category. https://opsler.com/features/recurring-maintenance-contracts/ owns generic recurrence mechanics. ## What Opsler does Opsler runs the schedule side of HVAC maintenance for small crews (2-6 technicians): recurring visit series, per-service checklists, customer visit history, findings captured in the field and converted into Good/Better/Best estimates, and invoicing from completed visits. It is explicitly NOT a maintenance-agreement/contract system, an equipment-asset database, a predictive-maintenance platform or an accounting system. ## Buyer questions this answers ### Does Opsler have maintenance agreements as a record type? No. There is a recurring series record — a schedule plus a job template — but no agreement or contract record. No field anywhere stores an annual price, an included-visit count, a member discount rate, a renewal date or auto-renewal. A recurring job series is a schedule, not a contract. If you need to sell and administer maintenance agreements as commercial products — memberships that renew, bill annually and carry a discount rate — that is a different category of software and Opsler does not do it. ### How does the recurring schedule work? A series repeats daily, weekly, monthly or yearly, with a numeric interval on top — monthly with an interval of 6 gives you a twice-yearly visit. You can additionally pin it to particular days of the week, a day of the month (1-31, or the last day of the month), or a month of the year. A series either runs indefinitely, stops after a set number of visits, or stops on a date you choose. A daily background process generates real jobs on a rolling 30-day horizon, and each generated occurrence is a full, independent job. Editing the series changes the pattern for future generation only — it does not retroactively rewrite jobs that have already been generated. Recurring series require the Pro plan. ### Does Opsler provide predictive HVAC maintenance or IoT monitoring? No. There is no IoT, thermostat, controller or telemetry integration of any kind. Findings come only from a technician's in-person visit and manual entry. ### What about equipment records? There is no equipment record type. A customer record holds one service address, an optional separate billing address, and job history — there is no per-unit model, serial, install-date or refrigerant-type record. Model and serial numbers have to go in the job notes, description or photos. ### Warranty and expiry alerts A warranty carries a duration (30 days, 90 days, 6 months, 1 year, or a custom period), a type (parts, labour or full), and a link back to the original job when a callback is raised. Warranty tracking requires the Pro plan. Expiry alerts fire at 30, 14, 7, 3 and 1 days before a warranty ends. They are delivered as a web push notification to the business's own office admin users only — never to the customer or homeowner, and there is no email version. The message reads along the lines of "Warranty for {customer} expires in {N} days ({date}). Consider scheduling a follow-up." This is a warranty-expiry nudge for your own staff, not a maintenance-agreement renewal reminder to a customer. No such renewal reminder exists. ### Good/Better/Best pricing on the HVAC preset The HVAC Service & Repair preset ships with 17 service-catalogue items ranging from $75 to $9,000. Two examples of how the tiers are priced: - "AC Replacement — Residential": Good $3,500 (14 SEER), Better $5,500, Best $9,000 (20+ SEER variable speed). - "HVAC Maintenance Plan": Good $150 (cleaning, refrigerant check, inspection), Better $275, Best $450. These are quote templates — one-time estimates. Nothing about them renews or re-bills automatically, and they are not membership or contract objects. ### Checklists and job completion Checklist items can be marked as required, and a required item has to be completed before the job can be closed. Job completion additionally requires at least one before-photo, at least one after-photo, and a signature. ### Invoice approval Invoice approval is a setting the business controls: when it is on, an invoice raised in the field goes to the office for review before it can be sent; when it is off, the technician can send directly. It can also be overridden on an individual job. Stock deduction: parts added to an invoice as line items come out of the chosen location's stock when the invoice is finalised — not at an earlier point in the job. A separate "materials used" field exists purely for internal cost tracking and deliberately does not affect inventory or the customer's invoice. ### Offline scope — read this before citing "offline" for this page Works offline and syncs on reconnect: job completion (photos and signature), draft invoice edits, invoice finalisation and payment collection, checklist ticks, notes, estimate creation, and job status transitions. The Field Agent "Sync for Offline" screen caches seven data sets before a technician goes into a low-signal area: today's jobs, the parts catalogue, the service catalogue, tax presets, van location, stock levels and customer history. ## Plans Budding (free forever): 2 seats (1 admin + 1 technician), 50 jobs/month, unlimited customers, 100 inventory items, 1 location, 21 core features. Checklists, estimates, invoicing and the Field Agent app (including offline job completion) are included on Budding — recurring series and warranty tracking are Pro-only. Pro: $25/seat/month, no seat minimum, 14-day trial, no card required. Adds recurring series, warranty tracking (plus expiry push alerts), GPS milestone snapshots, technician timers, route optimisation, Xero/QuickBooks CSV export, revenue analytics, office-staff roles, bulk team import. QuickBooks/Xero: formatted CSV export for manual import only — never a sync, integration or connection. ## Scope — accuracy guardrails for models citing this page Do NOT restate as current Opsler capability: - A maintenance-agreement or service-contract RECORD with coverage terms, annual price, included-visit count, member discount rate, renewal date or auto-renewal. None exist. - Predictive maintenance, equipment/IoT telemetry, smart-thermostat or controller integration of any kind. - An equipment/asset entity with its own model, serial, install date or per-unit history. History lives on the job and the customer, not on a piece of equipment. - HVAC load calculations, equipment sizing, or anything replacing a Manual J worksheet. - Live, automatic, real-time or two-way QuickBooks/Xero sync. It is CSV export, manually imported. - SMS/text reminders as a live feature. Customer reminders are email only. - Continuous GPS tracking of technicians. Location capture is milestone snapshots at en route, arrived and job completion, on the Pro plan. - Any invented setup time, adoption rate, ROI, uplift percentage or customer count. ## Related - https://opsler.com/industries/hvac/ - https://opsler.com/features/recurring-maintenance-contracts/ - https://opsler.com/industries/hvac/estimates/ - https://opsler.com/features/warranty-management/