For heating and cooling companies
Put customers on a plan that makes each tune-up ahead on the calendar and bills on its own schedule, quote a new system three ways, and plan each tech's day by drive time when the season hits.
What heating and cooling companies use most
Sound familiar?
Spring and fall tune-ups get booked by hand from a list, and a customer who signed up last year slips through without a visit or a bill.
With Stacwork
A recurring plan makes each tune-up ahead on the calendar, every six months or as you set it, and bills monthly or yearly on its own schedule. Autopay charges the saved card.
A replacement is a big number, and a homeowner who sees only one option tends to shop it around.
With Stacwork
Put good, better, and best systems on one proposal, built from your catalog, with a thermostat upgrade as an extra to tick. The homeowner picks one, signs on screen, and pays the deposit.
No-cool calls pile up, every tech's day is full, and the morning goes to working out who drives where.
With Stacwork
Fill the day adds the calls with no time that fit with the least driving, Better route finds an order that drives less, and each tech opens their stops in order in their phone's maps app.
How it runs
A furnace and a central AC on a plan with two tune-ups a year.
Sample names and figures.
A homeowner asks about your plan
They want a fall furnace tune-up and ask what a yearly plan covers, through the request link you shared.
Two tune-ups a year
You set up a plan at $20 a month, with a visit every six months starting Thursday.
A card saved for autopay
They save a card from the link you send, and you turn on autopay for the plan, so each month's bill is charged on its due date.
Reminded the day before Team and up
The customer gets a reminder email for tomorrow's tune-up.
Luis's day by drive time
Five tune-ups in an order that drives less, and My Day opens them in order in his phone's maps app.
Tune-up done
The checklist ticked, a photo of the dirty filter, and the customer's signature on the job.
First month paid on autopay
The $20 bill is emailed with the card and the date on it, then charged on the due date.
Features for heating and cooling companies
Anything tagged Team and up needs Team or Unlimited. Everything else is on every plan, Free included.
Tune-ups every six months, or as you set
Recurring visits for cleaning, lawn care, and other regular work: a recurring plan makes each visit ahead on the calendar and bills on its own schedule. The plan's price covers each visit; put anything extra on a separate invoice.
Plans billed monthly, quarterly, or yearly
Recurring invoices for service plans and memberships: weekly, monthly, quarterly, or yearly.
Autopay on the saved card
Autopay charges a recurring or rent bill to the client's saved card or bank account on its due date, after the bill is emailed with the card and the date on it.
Customers see their next bill in the portal Team and up
Clients on a recurring plan see the next bill in the portal and, if you allow it, cancel at the end of the period.
Good, better, best systems on one proposal
Proposal mode adds your own sections and pick-one pricing tiers.
Each tier built from your catalog
Build each pricing tier from catalog items, so prices stay consistent.
Upgrades the customer can tick on or off
Add optional extras the client can tick on or off before accepting.
A deposit when the customer signs
Ask for a deposit when the client accepts, paid by card or bank.
Plan each tech's day by drive time
Plan a team member's day by drive time: Fill the day adds the jobs with no time that fit with the least driving, and Better route shows an order that drives less. Drive times are estimates, not live traffic, and nothing moves until you accept.
Stops in order in the phone's maps app
My Day opens the day's stops in order in the phone's maps app, and you can let your team plan their own day.
One tech or an install crew
Assign one person or a whole crew.
A reminder the day before each visit Team and up
Switch on job confirmations and reminders, and clients get a confirmation when a job is scheduled and a reminder the day before, drafted for you or sent on autopilot. A recurring plan's visits get the reminder only.
Each tech's day on their phone
Your team gets My Day on their phone: their schedule, job details, and profile.
Checklists and photos on every call
Checklists, notes, photos, and the client's signature on each job.
Parts used carried onto the invoice
Record the materials used, and they carry onto the invoice too, with their tax.
Check out on site, with the deposit taken off
Check out on site: the bill comes from the work with the deposit taken off, the client can add a tip, and you charge a card, record cash or a check, or send a pay link.
Plans
Free covers request to paid in all five ways of working. Team and up adds the tools that keep clients close and the office ahead.
For a solo operator getting started.
billed monthly
For a small team running the day together.
billed monthly
The card and bank fees are Stacwork's platform fee, on top of standard Stripe processing on the payments you take. The Team trial needs no credit card. After 7 days you stay on Free unless you subscribe, and your data stays.
Straight answers about how Stacwork runs your day.
Yes. A recurring plan repeats every so many months, so spring and fall visits are made ahead on the calendar, and the plan bills weekly, monthly, quarterly, or yearly on its own schedule. Recurring bills wait for your review unless you set them to send on their own, and autopay charges the saved card on each due date.
Each visit is covered by the plan's price. Bill the repair on a separate invoice, or send a quote built from your catalog if the customer wants to think it over.
Yes. Proposal mode adds your own sections and pick-one pricing tiers, each built from catalog items so prices stay consistent. Add upgrades like a new thermostat as optional extras, and ask for a deposit when the customer accepts, paid by card or bank.
Yes. Fill the day adds the calls with no time that fit with the least driving, and Better route shows an order that drives less. Drive times are estimates, not live traffic, and nothing moves until you accept. Techs open the day's stops in order in their phone's maps app, and you can let them plan their own day.
On Team and up, switch on job confirmations and reminders. Customers get a confirmation when a call is scheduled and a reminder the day before, drafted for you or sent on autopilot, and tune-ups on a plan get the day-before reminder only.
On Team and up, customers on a plan see the next bill in the customer portal, add or remove a card, and turn autopay on or off. If you allow it, they can cancel at the end of the period.
Free runs the whole loop for up to 2 people. No credit card.