Kavern Software · HVAC
The maintenance visit and the change-out stay in one file.
A filter visit is a repeating invoice and a place on the week. A system change-out is an estimate, a vendor bill for the equipment, and a job that stays open until you invoice it.
A day in hvac
One login
Maintenance
The same customer, the next season
Recurring invoices already live with the books. The visit on the week is the appointment. It does not generate the invoice by itself.
The change-out
Estimate first
The customer can open the estimate and accept it. Accepting it does not charge them. You write the invoice when the equipment is in.
The equipment
The supplier is a bill
The bill for the condenser sits on the job with the customer invoice. Books + Jobs is $39 a month and is where that job lives.
The close
One ledger
Profit and loss, balance sheet, and cash flow come from the posted documents. We do not file the return.
Visit counts on a service agreement, consumer financing, and a dispatch map are not in the product.
Who it fits
A company that sells maintenance and replacements and is tired of a schedule in one app and the books in another. Full books are $19 a month. Free has no ledger. The job and the schedule are $39 a month. Signup says Opening soon until it is turned on.
The price is on one page.
Read what the card includes before you talk to us.