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A fresh start for your HVAC business.Explore HVAC365 membership grants 6 months to 1 year, subject to review and participation requirements.

HVAC CRM & field service software

A calmer day.
A stronger business.

The calls. The crew. The quotes. The follow-through.
A modern, end-to-end workspace, shaped around your HVAC business.

Distinctive design. Personal attention.
A clearer view of your dayDemo business
A selected IKOK dashboard view showing fictional work and business metrics.
Your business, with the details connected.Explore the highlights

Made for the work
that keeps life running.

HVAC
Plumbing
Electrical
Field service

You have enough on your plate

Good at your trade.
Tired of the chase?

Chasing updates. Rebuilding quotes. Digging for the last service record. Bring the work together in a modern workspace with the details your business deserves.

01 / Win the work

Great work deserves a better quote.

Beautiful estimates, Good · Better · Best options, and professional invoices help customers see the care you put into every recommendation.

  • Estimate templates
  • Custom offerings
  • Invoices
Explore custom offers
02 / Make it personal

Every message should feel like you.

Create custom emails in Email Studio, build branded templates, and give everyday customer communication your own voice.

  • Email Studio
  • Custom emails
  • Reusable templates
Explore Email Studio
03 / Keep the history

“Didn’t we service this unit before?”

Keep equipment records, service history, and warranty details connected to the customer, so the next visit starts with context.

  • Equipment records
  • Service history
  • Warranty details
See equipment workflows in a demo
04 / Coordinate the work

Bring clarity to complex projects.

Organize short-term and long-running projects with phases, tasks, and timelines. Keep employee records and team roles in the same workspace.

  • Project management
  • Employee records
  • Roles & permissions
Talk through your projects
05 / Organize the essentials

The parts. The services. The details.

Manage inventory items and your service catalog in one workspace, with organized records your team can return to as the business grows.

  • Inventory management
  • Item catalog
  • Service catalog
Explore inventory in a demo
06 / Build the relationship

Make the next visit part of the plan.

Give recurring service a dedicated maintenance program, with service plans, scheduled visits, and recurring payments to support lasting customer relationships.

  • Maintenance programs
  • Recurring visits
  • Recurring payments
Explore maintenance programs

And that’s just a glimpse.

Scheduling, dispatch, customer records, technician performance, and reporting are part of the picture too. Let’s explore what matters most to your team.

Plan your personal walkthrough

A glimpse of your next workday

See what a better
day looks like.

A few highlights from IKOK, using fictional demo data. For the full experience, let’s walk through the workflows that matter to your team.

Give customers a choice they can feel good about.

Present Good, Better, Best options with equipment photos, clear benefits, and a polished customer-facing proposal.

  • Real equipment photos and model names
  • Clear installation scope and warranty details
  • Reusable templates, tailored to each customer
Actual IKOK customer proposal displaying Rheem RA13NZ, RA15AZ and RA18AZ equipment in three fictional installed-price packages.

Selected views from IKOK · Fictional demo data.

Custom offers & reusable templates

Don’t just send a price.
Show why it’s worth it.

Turn a replacement estimate into a clear choice. Bring equipment, benefits, installation scope, and care together in a proposal that feels like your business.

Populated demo offerNorthstar Heating & Air

Cooling replacement options prepared for Avery Cole

Proposal NS-1048
Fictional customer & pricing

01Good

Essential Comfort

Rheem Classic · RA13NZ

Official manufacturer product image of the Rheem Classic · RA13NZ outdoor air conditioner.

A straightforward replacement, with the essentials clearly included.

Cooling
Single-stage cooling
Controls
Programmable thermostat
Contractor care*
1-year workmanship
Follow-through*
First seasonal tune-up
Example installed total*$8,950

03Best

Ultimate Comfort

Rheem Prestige · RA18AZ

Official manufacturer product image of the Rheem Prestige · RA18AZ outdoor air conditioner.

A premium comfort package with a longer care commitment.

Cooling
Variable-speed cooling
Controls
Compatible connected thermostat
Contractor care*
3-year workmanship
Follow-through*
Four seasonal tune-ups
Example installed total*$14,850
Included in this demo’s installation scope
  • Old equipment removal
  • Matched indoor equipment
  • Startup & airflow checks
  • Customer system walkthrough

*Illustrative contractor prices, workmanship coverage, and service visits. Final sizing and indoor equipment match follow an assessment. Manufacturer parts warranties are separate and subject to their published terms. Equipment imagery: Rheem product catalogue. No manufacturer affiliation is implied.

Your team builds it. Your customer gets it.

A custom offer.
Without starting over.

Save the options you use most, then tailor the next proposal to the home in front of you.

  • Make it visualEquipment photos, your cover image, and clear option names.
  • Make the scope clearIncluded features, pricing, installation notes, specs, warranty details, and FAQs.
  • Make the next quote easierReusable templates and an option library for consistent proposals.
See the offer builder in a demo
A selected option from the IKOK offer builder, using fictional equipment package details.
A glimpse of the offer builder · Demo content
And when a regular quote is the right fit?

Build a branded quote with line items and scope, then carry it into previews, PDF documents, and online customer links.

Explore quoting

Maintenance programs & recurring payments

The relationship shouldn’t
end at the invoice.

Build a real service program: defined customer benefits, technician tasks, recurring visits, and billing that follows the agreed terms.

Define the promise

Build packages with service tasks, customer benefits, equipment coverage, and program terms.

Plan the actual visits

Track upcoming service, customer programs, renewals, and the jobs behind each commitment.

Connect the billing

Support authorized recurring card payments. Keep the billing frequency separate from the service schedule.

A selected maintenance view from IKOK with fictional programs and service visits.
Service planning in IKOK · Demo content

Payment collection requires customer authorization and payment setup. Fixed-term renewals use a new customer-approved proposal.

Email Studio & customer communication

Your emails should look
like you mean business.

Create branded messages that feel considered, from a first proposal to the next service reminder. Reuse the good work instead of rebuilding every email.

Technician performance & work reporting

Understand the work
behind the numbers.

Look beyond a completed-job count. Review drive time, time on site, revenue, and completed work by technician and reporting period.

Bring your reporting questions
01

See the field picture

Review recorded driving and on-site time alongside job performance.

02

Prepare weekly or monthly work reports

Focus on a technician or reporting period to review the completed jobs behind the totals.

03

Review contractor and commission statements

Use recorded work and configured compensation details to support payment review. Statements are reports; they do not execute payroll or payouts.

One workspace. The whole picture.

From “Can you come out?”
to “See you next season.”

Keep the essentials connected, from the first customer record to the next service visit.

01Customer
02Schedule
03Job
04Quote & invoice
05Next visit

Customer management

Keep the people, properties, and conversations organized.

Scheduling & dispatch

Plan the day, assign the work, and see your schedule from different angles.

Quotes & invoices

Make every customer document feel as professional as your work.

Equipment & maintenance

Keep equipment records, warranties, and recurring service in view.

Communication Hub

Build branded emails and manage customer communication in one place.

Reports & technician stats

Get a clearer view of jobs, performance, and the work behind the numbers.

Explore IKOK for HVAC businesses

A personal approach to your software

Built around
your team.

A modern workspace, connected end to end, with thoughtful design and personal attention. Start with your team size, then let’s shape the right IKOK membership together.

Solo

Your business. Your way of working.

1user

A personal conversation about the work you manage yourself.

Talk about Solo

Team

A close-knit crew. A shared rhythm.

2–5users

Let’s understand how your office and field team stay connected.

Talk about Team

Business

More people. The same attention.

6–15users

Talk through your team’s responsibilities, handoffs, and next steps.

Talk about Business

Enterprise

A bigger operation. A personal approach.

16–50users

Bring your operational needs and setup questions to our team.

Talk about Enterprise

The conversation starts with you

  • Personal walkthrough
  • Your workflows, understood
  • A conversation about your ideas

More than 50 users?

Let’s discuss your organization’s needs in a dedicated plan conversation.

Talk about Custom

Membership details, setup, and commercial terms are discussed directly with our team. Have a feature in mind? Bring it to the conversation. We’ll review its fit, scope, and next steps together before making any commitments.

The HVAC365 program

You’ve built
the business.
Build your next chapter.

Your crew is growing. Your day shouldn’t get harder to manage. Apply for 6 months to 1 year of free IKOK membership, designed for established HVAC businesses making their next move.

What keeps your grant active

  • Connected bankVerified payout account
  • 2 active usersEvery week, doing real work
  • 10 paymentsCompleted each calendar month

30 days to get set up. Activity targets start with the next full week and month. Seasonal exceptions and a fair review process are available. See how participation works

Apply for HVAC365

IKOK determines the grant length after review. For approved businesses new to IKOK.

IKOKHVAC365
Membership application

Free membership for 6 months, up to

365days

IKOK determines your grant length after review.
Your approved term is confirmed before enrollment.

An invitation for businesses that are

  • HVACYour primary business
  • 2+ yearsIn operation
  • 3–5 peopleUsing IKOK on a typical workday
  • New to IKOKYour first IKOK membership
  1. 01
    Tell us about your team

    Share your business and what you want to improve.

  2. 02
    Let’s find the right fit

    We review your eligibility and team’s needs.

  3. 03
    Agree on your next chapter

    Confirm your approved grant length, membership scope, and terms before you start.

Terms apply. Approval is required. IKOK determines the grant length after reviewing your application, from 6 months up to 365 days (one year). Your approved term is confirmed before enrollment. Membership scope, included users and start date are confirmed before enrollment. Optional services, add-ons, usage or payment-processing charges, and terms after the approved free term are discussed before you join. Read the program details.

Software, with a personal approach

Your business deserves
a closer conversation.

We take time to understand your operations, your priorities, and the features that would make a difference to your team.

01 / LISTEN

Start with your working day.

Talk with us about your current tools, the details that matter, and what a better experience would look like.

02 / TAILOR

Shape the right setup.

Discuss your workflows, feature requests, and setup needs. We’ll explore what fits and what would need additional work.

03 / AGREE

Make the commitment clear.

Review your membership, scope, pricing, and next steps with our team before you decide.

Let’s talk about your business

A few good questions

Let’s clear
things up.

Something else on your mind?

Ask our team
Which IKOK membership plans are available?

Start with your team size: Solo for one user, Team for two to five, Business for six to fifteen, Enterprise for sixteen to fifty, and Custom for larger organizations. Then talk with our team about your workflows, setup, membership scope, and commercial terms. Your plan is discussed personally before enrollment. The HVAC365 application program is a separate offer for eligible businesses.

Can I discuss specific workflows and feature requests?

Yes. IKOK takes a boutique approach: a personal conversation about how your business works, where your team needs help, and the ideas that would make a difference. We welcome feature requests and discuss available configuration and setup options with you. Any additional work, availability, scope, and timing are agreed with our team before a commitment is made.

Can I build custom offers and reusable email templates?

IKOK includes an offer builder for visual Good, Better, Best proposals with equipment images, benefits, prices, specifications, installation notes, warranty information, and FAQs. Save reusable quote and option templates and tailor them to each customer. Email Studio supports branded content blocks, supported personalization variables, desktop and mobile previews, test messages, and publishing. Confirm module availability for your selected plan.

What is IKOK?

IKOK is a modern, end-to-end CRM and field service workspace for HVAC and other service businesses. It combines thoughtful design with a boutique approach and personal attention to the way each team works. Customer records, scheduling, equipment history, quotes, invoices, maintenance programs, and technician reporting connect the office and field team around the same job context.

Who can apply for the HVAC365 membership program?

The HVAC365 program is for HVAC businesses new to IKOK that have been operating for at least two years and have between three and five daily active users. Daily active users are the people who use IKOK during a normal workday, including the owner, office staff, and technicians. IKOK reviews each application and determines the grant length, from 6 months to 365 days (one year). The approved term is confirmed before enrollment; eligibility and terms apply. After a 30-day onboarding period: keep a verified payout bank account connected, have at least 2 weekly active team members, and record at least 10 completed customer payments each month. Participation and review terms apply.

How long is free HVAC365 membership?

Approved businesses receive 6 months to 1 year of free IKOK membership. IKOK determines the grant length after reviewing your application, from 6 months up to 365 days (one year). Your approved term is confirmed before enrollment, along with the included plan, any optional services or third-party fees, the start date, and what happens after the approved free term. Submitting an application does not activate a membership or authorize billing. Review the HVAC365 offer details before you decide. After a 30-day onboarding period: keep a verified payout bank account connected, have at least 2 weekly active team members, and record at least 10 completed customer payments each month. Participation and review terms apply.

What do we need to do to keep an HVAC365 grant?

After a 30-day onboarding period: keep a verified payout bank account connected, have at least 2 weekly active team members, and record at least 10 completed customer payments each month. Participation and review terms apply. Weekly activity means two distinct team members completing real work, not just signing in. Legitimate online and properly recorded offline customer payments count toward the monthly minimum. Complete onboarding, join a short monthly check-in, and use accurate, authorized business records. IKOK reviews missed requirements with you, provides written notice and 14 days to agree a recovery plan, and allows the next full applicable period to meet it. Written exceptions can cover seasonal slowdowns, illness, severe weather, or platform and payment-provider interruptions. A grant ending does not create retroactive membership fees or automatically enroll you in a paid plan. Full definitions are in the program participation terms.

Can my office and technicians keep customers informed?

IKOK connects job information, scheduling, field activity, and customer communications. Job arrival and status notifications currently use email when configured. SMS arrival updates are planned and are not included as an available capability in this offer.

Can I move from another CRM or spreadsheets?

Start by telling us which system you use and which records matter most: customers, equipment, service history, open jobs, or financial documents. We will discuss the available setup and data-transfer options with you. The supported records, scope, and any associated costs should be confirmed before a move; an automatic transfer of every record is not promised.

The next chapter of your business

More time for the work
you want to do.

See what’s possible Explore the HVAC365 grant