HVAC field service management that keeps up with the seasons
From summer AC installs to winter furnace emergencies, Pillar gives your HVAC business the tools to track equipment, manage maintenance agreements, and schedule crews across peak and off-peak seasons.
Built for how HVAC companies actually work
Your business runs differently than a general contractor or a cleaning company. Pillar handles the specifics.
Seasonal demand swings
Summer cooling and winter heating create scheduling peaks. Pillar's drag-and-drop calendar and priority system help dispatchers manage high-volume days without double-booking.
Equipment and warranty tracking
HVAC companies track furnaces, heat pumps, air conditioners, and water heaters per customer. Pillar stores manufacturer, model, serial, install date, and warranty expiration with dashboard alerts.
Maintenance agreement management
Seasonal tune-up contracts are the backbone of recurring revenue. Service agreements with automatic recurring job creation and Stripe billing keep everything on schedule.
Multi-day installations
A system replacement is not a single appointment. Multi-visit jobs let you schedule sequential visits under one work order with separate checklists and technician assignments.
Emergency prioritization
No-heat calls in January cannot wait. Four priority levels (Low, Normal, High, Emergency) ensure urgent service calls get dispatched ahead of routine maintenance.
Technician skill matching
Not every tech can handle a commercial rooftop unit or a ductless mini-split. Skill tracking with proficiency levels helps match the right technician to each job.
Every unit tracked, every warranty monitored
Pillar tracks HVAC equipment by customer with manufacturer, model, serial number, installation date, and warranty expiration. Your dashboard alerts you before warranties expire so you can proactively reach out.
HVAC-specific categories
Built-in categories for air conditioners, furnaces, heat pumps, and water heaters.
Warranty expiration alerts
Dashboard alerts notify you before warranties expire so you can reach out proactively.
Service history per unit
Full record of installations, repairs, maintenance, tune-ups, and diagnostics for each piece of equipment.
Auto-create from price book
Configure price book items to automatically create equipment records when a job is completed.
Customer portal visibility
Customers see their own equipment in the self-service portal for easy reference.
Equipment on File
Carrier Infinity 24ANB1
S/N: CR2024-24ANB1-4821
Air Conditioner
Trane XR95 Furnace
S/N: TR2022-XR95-1192
Furnace
Rheem Prestige RP20
S/N: RH2019-RP20-8834
Heat Pump
Bradford White RG240
S/N: BW2023-RG240-5517
Water Heater
Active Agreements
Henderson Residence
Annual Maintenance - 2 Visits
Next: Mar 15, 2026
Oakwood Office Park
Quarterly Commercial HVAC
Next: Apr 1, 2026
Riverside Medical Center
Monthly Filter & Inspection
Next: Feb 22, 2026
Maintenance agreements that run themselves
Set up seasonal tune-up contracts with automatic recurring job creation. Spring AC checks and fall furnace inspections get scheduled without manual entry. Billing stays aligned through Stripe integration.
Recurring scheduling
Daily, weekly, or monthly job creation with flexible recurring patterns.
Stripe billing
Automated recurring billing aligned to agreement terms.
Auto-renewal
Agreements renew automatically unless cancelled.
Revenue tracking
Monthly recurring revenue visible in your dashboard.
Handle peak season without the chaos
When the first heat wave hits, your phone rings off the hook. Pillar helps your dispatcher schedule, reassign, and prioritize without double-booking or missing emergencies.
Drag-and-drop rescheduling
Move appointments between days and time slots by dragging. When a customer calls to reschedule, it takes seconds.
Conflict detection
Overlapping appointments are flagged before saving. No more double-booked technicians during your busiest week.
Priority-based dispatch
Emergency no-heat and no-cool calls surface at the top. Routine maintenance gets scheduled around urgent work.
Territory management
Assign technicians to service areas. Location mismatch alerts flag when a tech is being sent outside their zone.
Technician recommendations
The system suggests the best-fit technician based on skills, availability, and proximity to the job.
Multi-technician jobs
Assign two or more technicians to large installs with a designated lead. Each tech sees their role on the job.
Different workflows for installs and repairs
A full system installation is a multi-day, multi-technician job. A no-cool diagnostic is a single visit. Pillar handles both without forcing you into a one-size-fits-all workflow.
New System Installation
Service Call / Repair
Standardize every service visit
Create reusable appointment templates with step-by-step checklists for common HVAC services. Technicians check off items as they work, and dispatchers see progress in real time.
Reusable templates
Create appointment templates for common HVAC services like tune-ups, diagnostics, and installations with default durations.
Interactive checklists
Technicians check off items from their phone. Each item supports comments and photo requirement flags.
Real-time progress
Dispatchers see checklist completion without calling the tech. Know exactly where each visit stands.
From estimate to payment, no paperwork
Build estimates from your price book, send them for e-signature approval, convert approved quotes to jobs, and invoice when the work is done. Customers pay online through your branded portal.
Estimates
Build quotes from your price book with e-signature approval.
Invoicing
Invoice from estimates or manually. Accept online payments via Stripe.
Customer Portal
Customers approve estimates, pay invoices, and track jobs online.
Profitability Reports
Revenue, labor costs, and profit margins per job with CSV export.
Your technicians work from their phone
Pillar is a Progressive Web App. Your HVAC techs install it on any phone or tablet — no app store needed. They see their daily schedule, customer equipment history, and job checklists from the field.
Everything your HVAC business needs
Beyond HVAC-specific features, Pillar gives you a complete operations platform with scheduling, dispatch, analytics, and more.
Scheduling
Drag-and-drop calendar with three view modes
Dispatch
Skill-based dispatch with territory management
Technicians
Skills, certifications, and availability
Equipment
Per-customer equipment and warranty tracking
Recurring Jobs
Automatic scheduling for repeat services
Time Tracking
Clock in/out with approval workflow
White Label
Your branding on every customer touchpoint
Analytics
Profitability, labor variance, and performance
See Pillar configured for HVAC
Schedule a demo and we will walk through equipment tracking, maintenance agreements, and seasonal scheduling with your team in mind.