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Free HVAC software built for the week every AC in town dies at once.

No-cool calls stacking up at 6 AM, a spring tune-up backlog, and a three-hour attic install with no signal. WorkZen runs the HVAC day the way it actually happens. Free, forever.

84°NO COOLSet to 72°
  1. 2:14 PMNo-cool callSarah Mitchell · 1842 Maple Dr
  2. 2:15 PMDispatchedMarco is 8 min away · on-my-way text sent
  3. 3:40 PMCapacitor replacedPressures logged · photos attached
  4. 3:42 PMPaid on site$289 · tap to pay

Your year has four seasons. Your software should know that.

HVAC is not one job repeated. It is four different businesses that take turns owning your calendar.

  1. Spring

    Tune-up season

    Maintenance agreements come due all at once. WorkZen books the recurring visits, texts the reminders, and fills the gaps in the route so the truck never crosses town twice.

    Recurring visits · reminders · route fill

  2. Summer

    No-cool week

    The heatwave hits and the phone becomes a firehose. The AI receptionist answers every call, flags the no-cools as urgent, and the dispatch map sends the closest tech with the right refrigerant on the truck.

    24/7 answering · urgent flags · proximity dispatch

  3. Fall

    Furnace season

    Every inspection is a liability if it is not written down. Checklists capture CO readings, static pressure, and a photo of the flame, and the client gets the report before you leave the driveway.

    CO and pressure logs · photo evidence · client reports

  4. Winter

    The 11 PM no-heat

    Emergency calls route to whoever is on call, the job carries the equipment history so nobody diagnoses blind, and the invoice is paid at the kitchen table, not chased in February.

    On-call routing · equipment history · paid on site

Free forever for the core. Set up in an afternoon.

No credit card required
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Client Satisfaction

Built around how an HVAC day actually goes

Not a generic job board with a furnace icon on it.

Maintenance agreements that renew themselves

Set up spring and fall tune-ups once. WorkZen schedules the recurring visits, sends the reminders, and bills the agreement so contract revenue shows up without a phone call.

Estimates with equipment options

Quote the repair, the 14 SEER swap, and the 18 SEER heat pump side by side. Clients pick the option on their phone and approve with a signature.

Dispatch by distance, not by guess

See every truck on the map. Send the closest tech to the no-cool and text the client an on-my-way so nobody waits by the window.

Calls answered while you are in an attic

The AI receptionist picks up on the first ring, books the emergency, and drops the address in your queue. No voicemail, no lost call in July.

The tools an HVAC shop actually uses

Lead capture, multi-visit installs, and field checklists with real readings.

Leads from your website, straight into the queue

An AC quote request at 9 PM becomes a lead in WorkZen at 9 PM, with the address, the system age, and the symptom the homeowner typed. Call back before the competitor even opens the email.

  • WordPress plugin and embed forms capture the request with the equipment details
  • New leads land in the pipeline and convert to a job in one tap
  • Instant push notifications so the callback happens in minutes, not days

Installs that span three days and two crews

A full system replacement is not one visit. Track the removal, the line set, the condenser, and the commissioning as one job, with every visit, tech, and part in one place.

  • Schedule multiple visits on one job with different crews
  • Track parts and equipment per visit so nothing is left on the shelf
  • Time clock and GPS per tech for accurate labor on the invoice

Checklists that read like a real service ticket

Generate a checklist for a heat pump tune-up, a gas furnace inspection, or a mini-split install. Techs record readings and photos in the field; the client gets a report they can actually understand.

  • AI drafts the steps for furnace installs, AC repairs, and seasonal tune-ups
  • Capture refrigerant pressures, temperature split, CO readings, and photos
  • Clients receive a service report with recommendations and the next due date

Free forever for the core. Set up in an afternoon.

No credit card required
WorkZen Academy
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Certifications
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Free Forever

Free HVAC Certification Prep

Give your HVAC team the edge. WorkZen Academy offers free practice exams and study materials to help your technicians earn their certifications faster.

Start Practicing Free

Why HVAC Companies Choose WorkZen

  • Techs learn it in the truck on the way to the first call
  • Seasonal spikes handled with recurring plans and instant dispatch
  • Invoices paid at the door with tap to pay or card
  • Free forever for the core; pay only for the phone and AI add-ons you use
  • Job history and equipment notes on the phone, even in the attic
  • Your own maintenance plans, service templates, and price book

Frequently Asked Questions

Everything you need to know about WorkZen for your HVAC business

HVAC service management software is a specialized platform designed for heating, ventilation, and air conditioning businesses to manage their operations. It handles scheduling technicians, dispatching jobs, creating estimates and invoices, tracking equipment and maintenance, managing client relationships, and processing payments - all in one system tailored specifically for HVAC contractors.
Absolutely! WorkZen manages everything from quick residential AC repairs to multi-day commercial installations. Our multi-day project tracking lets you coordinate complex installations across multiple technicians, track progress by phase, manage materials and equipment, and keep commercial clients updated throughout lengthy HVAC projects.
Yes! WorkZen provides a constantly updating database of HVAC equipment information that technicians can access directly in the field. This includes manufacturer manuals, troubleshooting guides, FAQs, error code diagnostics, and technical specifications for thousands of heating and cooling units. Your technicians can quickly look up any equipment details they need on-site without calling the office or searching online.
WorkZen offers the most extensive lead collection tools in the FSM market. Our WordPress plugin and embeddable forms capture leads from your website automatically, syncing them directly into WorkZen to create jobs without manual entry. The ZenPhone AI Assistant answers calls 24/7, qualifying HVAC leads even during peak season or after hours, ensuring you never miss emergency service opportunities.
Yes! WorkZen lets you build custom service templates and recurring maintenance plans for residential and commercial HVAC clients. Set up seasonal tune-up schedules, automatic reminders for filter changes or system checks, and recurring billing for maintenance contracts. This helps you build predictable revenue while keeping client equipment running efficiently year-round.
Most HVAC companies are up and running within hours. WorkZen's intuitive interface is designed for field service professionals, not software experts. Your office staff can start scheduling and invoicing immediately, while technicians access job details and client information on mobile from day one. We offer a free-forever plan to get started, with paid plans that include advanced HVAC-specific features as you grow.
Yes! Emergency response is built into WorkZen's core. Our dispatching system can prioritize urgent calls, ZenPhone AI Assistant captures emergency details 24/7 even when your office is closed, and real-time notifications alert your on-call technicians instantly. Mobile access ensures your team has all the information they need to respond quickly to heating failures, AC breakdowns, and other HVAC emergencies.

Free HVAC calculators

Quick tools to size, plan, and price jobs. 100% free, no signup required.

CFM CalculatorAirflow / Air ChangesFind required CFM from room size or heating/cooling loadDuct Size CalculatorSize round and rectangular ducts from CFM and velocityCSA F280 Heat Loss CalculatorCanadaHeat loss and gain estimate for Ontario, BC and all of CanadaHeat Load CalculatorUSCalculate heating & cooling loads for American homes
Browse all calculators

Cool Down Your Workload. Heat Up Your Growth.

Set up in an afternoon. Free forever for the core. Ready before the next heatwave.

No credit card required