Workaro
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HVAC

HVAC work orders and estimates, right from your phone

For HVAC techs and small shops: quote a mini-split install on the spot, document the job with photos, get the customer's signature and text them a professional PDF.

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Estimate for a mini-split install in Workaro

From the install quote to getting paid

01

Quote at the customer's door

Build it from the items you use most: mini-split install, copper line set by the foot, condenser wall bracket, condensate drain line, electrical wire. The total updates as you go.

02

Approval on their phone

Text the estimate link (Pro plan). The customer reviews it and approves in one tap, and you turn it into a work order without retyping.

03

Photos of the job

Capture the wall before drilling, the line set routing, the outdoor unit set and the filter or coil after cleaning. The photos go into the report.

04

Signature and PDF

The customer signs on your screen to confirm the job. The PDF includes line items, photos, the signature and your logo on Pro.

05

Getting paid

Log cash, card, check or Zelle/Venmo. If they pay part now, the balance stays pending in Finance.

Estimate with units like ft, ea and pr
Estimate with units like ft, ea and pr
Before, during and after the install
Before, during and after the install
Customer approves the estimate by link
Customer approves the estimate by link

Jobs you can document

  • ✓Ductless mini-split and central AC installs
  • ✓Seasonal tune-ups and preventive maintenance
  • ✓Repairs, diagnostics and service calls
  • ✓Heat pump and furnace service
  • ✓Coil cleaning and filter changes

Every customer's history stays in the app, so it's easy to see when you last serviced their system and offer the next tune-up.

FAQ

Frequently asked questions

Can I price a line set by the foot?

Yes. Each catalog item has its own unit (ft, ea, pr, hr and more) and a price per unit. On the estimate you just set the quantity.

Does it handle service agreements or refrigerant tracking?

Not yet. Workaro covers estimates, work orders, photos, signatures and payments for each job. It doesn't manage maintenance agreements or EPA refrigerant logs.

Does it work with no signal in an attic or basement?

Yes. You can create the work order, take photos and collect the signature offline. Everything syncs once you're back online.

See also

Free work order template Electricians Meet Workaro

Run your HVAC jobs from your phone

Get it free and quote your next install right at the customer's door.

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