Built exclusively for HVAC contractors

You missed three calls yesterday. All three called someone else.

WerkOps answers your phone while you are under a house, books the job, and texts you the details. Estimates, scheduling and invoicing too. $149/mo flat per company — never per user, whatever the crew size.

Keep your whiteboard · No credit card · Cancel yourself in two clicks

Sound familiar?

These problems are costing your shop real money every week.

Most HVAC owners we talk to are dealing with all six. You only need to fix one to see the difference.

❌

You're texting job details to your techs the morning of

They show up without the right info, customers wait longer, and you spend the first hour of your day putting out fires.

❌

Quotes take half a day and clients ghost you anyway

By the time you get a quote together, the homeowner already said yes to whoever called back first.

❌

Customers call asking "when is the tech coming?" - every job

Your phone rings all day with status calls that your team has to stop and answer. It kills productivity.

❌

You're chasing invoices for 30, 60, 90 days

The job is done, but the money isn't in your account. Meanwhile your expenses don't wait.

❌

A lead called at 9pm and hired someone else by morning

After-hours calls go to voicemail. Your competitor picked up (or their AI did). You never even knew.

❌

You have no idea which jobs actually made you money

Revenue looks fine until you add up parts, labor, and drive time - then some jobs turn out to barely break even.

WerkOps fixes every one of these.

Most contractors are up and running in under an hour. No IT department required.

Start Your Free Trial

What WerkOps does for your business

Four ways WerkOps pays for itself every month.

Not features. Outcomes. This is what contractors actually gain when they switch.

🏆

Win more jobs before competitors can respond

Build a professional quote in minutes using HVAC-specific templates. Clients get a branded PDF they can approve with one tap - no printing, no scanning, no back and forth.

✓ Pre-built install and replacement templates
✓ One-click client approval
✓ Financing options displayed on every quote
✓ Automatic follow-up if quote goes unanswered

💸

Get paid on the day of the job - not 90 days later

Invoices generate automatically from approved quotes. Clients pay by card online or via the customer portal. Overdue reminders go out automatically so you stop playing collections agent.

✓ Invoice auto-generated from approved quote
✓ Card payments via Stripe - online or in person
✓ Customer portal for self-service payment
✓ Automated overdue reminders (no awkward calls)

📣

Turn every completed job into your next booking

Built-in referral links, automated email campaigns, Google review requests, and reactivation blasts. Most HVAC shops pay $300/mo for marketing tools that do half of this.

✓ Trackable referral links with auto-rewards
✓ Email blast and reactivation campaigns
✓ Google review request on job completion
✓ 12 customizable outbound email templates

📊

Know exactly which jobs made money and which didn't

Job costing shows revenue, parts cost, labor cost, and profit margin on every job. Commission tracking pays your techs correctly. Custom reports show you where the money is - and where it's leaking.

✓ Per-job profit and margin breakdown
✓ Tech performance and commission reports
✓ Custom reporting with CSV and PDF export
✓ Parts and inventory cost tracking

Optional AI Receptionist Add-on

The call that came in while you were inside an attic? Covered.

Your AI Receptionist answers when your hands are full, your office is closed, or your whole crew is on a jobsite. It captures the caller's service details and scheduling request, then saves the full call in WerkOps for follow-up. The limited-time launch price is $79/month before it moves to $129.

✓ Answers inbound calls 24/7 while you stay focused on the job
✓ Captures customer details and scheduling requests for follow-up
✓ Sends one-way reminder texts the day before scheduled appointments
✓ Tells customers to call your business number if they need a change
✓ A generous monthly call allowance most small shops will not exhaust

See AI Receptionist Details

Optional for Pro and Business. Keep $79/month while the add-on stays active. If you don't need it, don't buy it.

☎ Live Call Transcript - 11:48 PM

👤

Hi, my AC stopped working and it's 90 degrees. Do you guys do emergency service?

🤖

Hi there! Yes, this shop handles same-day and emergency HVAC service. I can take the details and send your scheduling request to the team. Can I get your name and address?

👤

Sarah Mitchell, 4820 Oak Creek Drive

🤖

Got it, Sarah. What is the best number to reach you, and is the system completely off or still blowing warm air?

👤

(602) 555-0184. It is running but only blowing warm air.

🤖

Thank you. I have captured your service request and the team will contact you to confirm the available appointment time.

✓ Service request captured Saved to Leads dashboard

📱 Field App - on the job

New Work Order

AC Repair Martinez Residence

Replaced capacitor + refrigerant recharge

Labor 2hr $160 + Parts $85 $245.00

📷 3 photos attached Ready

Submit & Get Paid →

💳

Payment link sent

$245.00 collected on-site

Field App - PWA

Your techs submit work orders and collect payment before they leave the driveway.

No paper, no follow-up calls, no "I'll invoice you later." The WerkOps Field App runs on any phone - techs fill out the job, snap photos, and generate a Stripe payment link on the spot. Customer scans the QR code and you're paid.

✓ Installs to any iPhone or Android home screen - no app store needed
✓ Search existing customers or create new ones on-site
✓ Required job photos before submit - built-in accountability
✓ Stripe QR code generated instantly - customer pays on-site
✓ Cash or check option if customer prefers
✓ Every work order syncs to the dashboard automatically

Get the Field App Free

Business Plan

Your business plan is a full marketing department for $399/mo.

Other HVAC shops stitch together Mailchimp, ReferralHero, and Podium and pay $400/mo just for marketing. WerkOps Business has all of it built in and wired to your actual job data.

🔗

Referral program

Unique trackable links per client. Auto-conversion tracking. Automated reward emails when a friend books.
📧

Email sequences

Automated follow-ups on estimates, invoices, and agreements. Every email sent from your name.
📣

Blast campaigns

Email your full customer list in one click. Reactivate cold customers without lifting the phone.
⭐

Review automation

Google review request fires automatically when you mark a job complete.
✏️

12 editable templates

Every outbound email your shop sends is fully customizable in your dashboard.

See Business Plan Pricing

🚀 Marketing Activity This Week

🔗

Referral link sent to

Sarah M.

Sent

🎉

Referral converted:

James T. booked

Converted

📧

Reactivation blast:

84 emails delivered

84 sent

⭐

Google review request:

Tom H. left 5 stars

New review

💌

Estimate follow-up:

Linda P. accepted

Accepted

New revenue this week from marketing

$1,840

📱 What the customer gets

Text message · WerkOps

WerkOps: Marcus Rivera from Alpine Air is on the way (about 20 minutes). You'll get another text when they arrive. Reply STOP to opt out.

✓ Delivered - no app, no login

Their tracking page shows ↓

Marcus Rivera

Certified HVAC Technician · 7 yrs

⭐⭐⭐⭐⭐ 4.9 average

After the job, one tap:

How did Marcus do?

★★★★★

A text when the tech is on the way, again when they arrive, and one more to rate the visit

Tech Safety Photo on Dispatch

The detail your customers will tell their neighbors about.

When your tech is dispatched, customers automatically receive a text with their technician's photo, name, and rating. They get another text when the tech is on the way and again when they arrive. No more "when is someone coming?" calls. No more strangers at the door making homeowners nervous.

✓ Auto-sent the moment a tech is dispatched
✓ Includes photo, name, and on-the-way + arrival texts
✓ Reduces status calls dramatically
✓ Makes homeowners feel safe - especially women living alone

See It in Action

The only HVAC software with this built in

Manual J load calculator for all 50 states - included on every plan.

Stop jumping between tools. WerkOps runs ASHRAE-based heating and cooling load calculations, outputs BTU/hr and equipment sizing, and attaches the calc directly to the job. Size it right. Quote it right. Every time.

Try the Free Calculator

Manual J Output - Job #1042

🔥 Heating load 27,963 BTU/hr

❄️ Cooling load 33,230 BTU/hr

Furnace size 30,000 BTU (2.5 ton)

AC tonnage 3.0 ton recommended

Sensible heat ratio 0.78

Saved to job PDF export ready

Getting started

Most contractors are running their first job in under an hour.

No IT. No onboarding calls. No six-week implementation project. Just sign up and go.

Create your account

Sign up with your email. Add your business name, logo, and team members. Takes about 5 minutes - not 5 weeks.
Add your clients and jobs

Import your existing customer list or start fresh. Build your first estimate in minutes using pre-built HVAC templates.
Quote, dispatch, collect - repeat

Send quotes for approval, dispatch techs with a tap, collect payment on the spot. Your ops run themselves while you focus on the work.

Pricing

Flat rate. Starts at $149/mo.

One price per company - not per technician. Your whole team, one flat rate. No contracts, no per-user fees, 14-day free trial on every plan.

See Plans & Pricing

Before you talk yourself out of it

The part nobody else answers

You have been burned before. Here is what happens if this does not work out.

“What if my techs won't use it?”

They get one screen with today's jobs on their phone. Not the whole system — just where to go and what to do. No training session, no manual. If your installer can use a phone, he can use this.

“I don't want to retype 400 customers.”

You don't. Import your customer list, your jobs and your parts from a spreadsheet — CSV, Excel or XML. Download the template, paste your list in, upload. If your list is a mess, send it over and it gets sorted out for you.

“What if I want out?”

Cancel yourself from Settings in two clicks. No phone call, no retention agent, no 30-day notice, no contract to get out of.

“Will I be able to get my data back out?”

Yes, and you don't have to ask. Download My Data is in your dashboard from day one — customers, jobs, estimates, invoices, payments, parts, the lot, as spreadsheets. Your customer list comes out in the same shape it goes in, so it moves straight into another system. We would rather you could leave easily and choose not to.

“I don't have time to switch my whole business over.”

Then don't. Keep the whiteboard. Keep the invoice book. Pick one job this week — book it, quote it, invoice it, take the payment. Ten minutes. If it is not obviously better than what you do now, delete the account.

Try It On One Job

14 days free · No credit card · Nothing to cancel if you walk away