Turn missed quotes, unclear tech performance, and overdue invoices into one clear operating rhythm.
Serviq gives HVAC companies a done-for-you visibility and follow-through layer. We set up and manage the dashboards and workflows that keep quotes moving, technician performance visible, and collections from slipping through the cracks.
Ready to move? Pay the $2,500 setup fee directly, or book a walkthrough first if you want to talk through the fit.
Good HVAC companies lose revenue in the gaps between the field and the office.
Open quotes go quiet after the visit
Estimates get sent, then buried in inboxes, spreadsheets, or a field service platform nobody checks consistently. Days pass, follow-up slips, and owners cannot see which opportunities are still alive.
Technician performance is hard to manage with confidence
When scorecards live across systems, leadership ends up managing by gut feel. It becomes harder to spot who is closing well, who needs coaching, and where sold revenue is actually coming from.
Overdue invoices get chased too late
Collections often depend on whoever remembers to look. That creates avoidable cash-flow pressure, inconsistent customer follow-up, and extra office work at the worst time.
Serviq installs the operating layer most HVAC shops are missing.
We do not ask you to rip out the tools you already use. Serviq sits on top of your current process and gives you one place to track open quotes, review technician performance, and stay ahead of overdue invoices. The result is tighter accountability, faster follow-up, and less manual stitching for the owner or office team.
Book a Walkthrough →Three things that stop leaking revenue.
Recover revenue hiding in stale quotes
See every open estimate in one pipeline with owner, age, status, and next action. Serviq helps your team follow up faster and more consistently, so fewer opportunities sit untouched for a week or more.
Coach technicians with real numbers
Get a simple scorecard for close rate, average ticket, sold revenue, and follow-through by technician. You can review performance weekly without pulling reports by hand or relying on instinct.
Protect cash flow without adding more admin work
Keep overdue invoices visible and moving with a repeatable follow-up cadence. Serviq reduces reminder chasing and helps your office stay on top of collections before receivables become a bigger problem.
Simple to launch. Easy to run.
Audit the workflow
We map where your quotes, technician data, and invoices live today, then define the numbers and actions you need to manage the business better.
Build the system
We set up the Airtable base, Retool dashboards, and follow-up workflows around quotes, technician scorecards, and overdue invoices.
Launch with live data
We bring in current records, organize ownership, and make the daily and weekly review process clear for your team.
Refine as you run
As the system gets used, we tighten the dashboards and cadence so it keeps matching how your shop actually operates.
One clear package. No hidden software fees.
Questions we hear before the call.
If revenue is leaking between the office, the field, and collections, fix the operating gap.
Serviq gives growing HVAC companies a practical way to tighten follow-up, accountability, and cash flow without piling on more software or more admin work.
For HVAC owners and operators with 5–30 techs who want tighter control without an enterprise rollout.