Job management software for HVAC.

  • No card needed
  • 30 days free
  • Set up in 10 minutes
  • Cancel anytime

Gauges packed by 3.Still quoting at 7.Not anymore.

Quote the install on site. Invoice before you pack up. No admin waiting for you at home.

A tradesman at his kitchen table late at night, head in one hand, a half-eaten dinner gone cold beside the laptop and dockets spread across the table.
“ServiceYak put my whole business on my phone. I quote on site, the invoice goes out the second the job's done, and the money lands without me chasing it. Game changer for a small team.”
@hakeaprojects
Alex Tasseron
Hakea Projects · Fairfield, VIC
Alex Tasseron

From the no-cool callout to paid and rebooked.

Running✓ Done
Ducted quotedQUO-0024
7.1 kW + runs · $6,200
Running✓ Done
Sent to clientEmail
To Rachel Kim
Running✓ Done
AcceptedWon
Book install

Quote the install

Quotes
  • Size it up, price the kit and the runs
  • Snap the space on the spot
  • Accepted before the ladder's packed
Quote accepted · Install booked
Today's run4 on
#012No-cool calloutOn site
#013Split serviceEn route
#014Ducted installScheduled
#015Filter swapDone

Know what you're walking into

Jobs
  • Callouts and scheduled services on one board
  • Make, model, serial and last visit's notes on hand
  • Refrigerant charged and recovered logged as you go
Paid this month$24,200▲ 12%
Recent payments

Get paid and rebook

Invoices
  • The accepted quote becomes the invoice
  • Next quarterly service on the calendar before you leave
  • Payment link sent, synced to Xero
“I used to do quotes and invoices at the kitchen table well after I clocked off. Now it's knocked out from the ute before I've pulled out of the driveway, I've got my evenings back.”
Luc Dunbar
Luc Antony Garden Designs · Keilor East, VIC
Luc Dunbar
An air conditioning technician flaring a copper line at a split system install.

Master your business like you've mastered your trade.

  • Say what you need in plain words
  • Writes the quote, job, invoice, PO or bill
  • Nothing sent until you've checked it
  • A form on your site or a link you share
  • Catches leads 24/7
  • Pings your phone the second one lands
  • A Pay Now button on every invoice
  • Card, Apple Pay or straight from their bank
  • Lands in your bank, powered by Stripe
  • Drag jobs onto the calendar
  • Assign the right crew
  • No double-ups, no blokes at the wrong site
  • Bundle materials and labour into kits
  • Save whole jobs as templates
  • Drop one into a quote and it's priced

Meeting summaries

Moreabout Meeting summaries
  • Record your long client meetings
  • Scope, prices and next steps captured
  • Review it, send it, quote it
  • Snap a supplier invoice or shop receipt
  • Read into a draft bill or expense
  • Nothing saved until you've reviewed it

Reports & insights

Moreabout Reports & insights
  • Live dashboard, 16 built-in reports
  • Financial, Jobs, Sales and Team
  • Export to PDF, Excel or CSV
  • Built from what ServiceYak knows
  • Your own domain, hosted for you
  • Affordable and launched in a few clicks

Watch the demo of how you get hours back every week.

Watch on YouTube
Questions, answered

What HVAC techs ask before switching.

Yes. Book quarterly, seasonal and annual services onto the calendar and duplicate a service job in a tap rather than rebuilding it, so the maintenance work that pays the bills stays on the schedule instead of slipping through the cracks.

Yes. Record a unit's make, model, serial and what you did in the job notes. Next time you're booked in, open the customer's last job and it's all there: what you fitted, what gas it takes and what you did last visit.

Yep. ServiceYak's the same full app on your phone, tablet and laptop, iPhone or Android. Quote from the ute, run the service round on site, send the invoice and take payment, then pick it up on the laptop back home. Everyone gets the full app, not a stripped-back mobile version.

Yes. Import your customers and price-list items from a CSV in a few clicks, so you're not rekeying them one by one, and our team's happy to give you a hand getting set up.

Yes. ServiceYak runs your quoting, jobs, maintenance and payments, then syncs every invoice to Xero: GST and your ABN carried across, so nothing's typed twice and your BAS stays organised for the next tax period.

Keep Xero. It's great at the books. But Xero doesn't quote a ducted install, run your maintenance round, keep your service notes on the job or take payment on site. That's everything before the money hits your accounts, and it's exactly what ServiceYak does. Then it syncs straight to Xero, so the numbers land without you typing them twice.

It is. ABN and GST are built into every invoice, your service notes and photos live on the job, and it works with Australian accounting software and your accountant. It speaks tradie out of the box.