HVAC
Seasonal care. Everyday comfort.
IKOK / HVAC CRM & field service software
Your business. Connected.Meet IKOK. A modern, end-to-end workspace for your customers, your crew and the business you’re building. Thoughtful design. Personal attention. One connected day.

HVAC CRM & field service software
Present your best work before you start. Branded quotes, clear options and detailed offers help customers understand exactly what you’re recommending.
Boutique software. Personal attention. Your way of working.
A connected workspace for service businesses.
Personal attention to the way yours works.
Seasonal care. Everyday comfort.
Every property. A connected history.
Clear scope. Well-planned work.
The office and field, working together.
The context behind every good service call
Fewer places to look. More of the story in front of you. Bring the customer, the day and the numbers into one considered workspace.
Bring today’s priorities and the next job into view. Give the office and field team useful context without hunting through the workspace.
Find the right customer, see the details that matter, and give your team a better starting point for the next conversation.
Look at monthly collections, payment mix and the recorded work behind the totals. Know which questions to ask next.
Beyond the first invoice
Payments + maintenanceYou worked hard to earn your customers. Bring balances, maintenance visits and recurring service into a clearer picture, so you can keep building the relationship.

The same business.
In your hand.
Actual collections, maintenance and mobile invoice views with fictional demo data. Authorized recurring payments depend on customer consent and payment setup. Report values illustrate the software; they are not promised business results.
Build packages with service tasks, customer benefits, equipment coverage and program terms.
Track upcoming service, customer programs, renewals and the jobs behind each commitment.
Support authorized recurring card payments. Keep billing frequency separate from the service schedule.
Payment collection requires customer authorization and payment setup. Fixed-term renewals use a new customer-approved proposal.
Define maintenance benefits, plan the visits and keep equipment history close to the customer.
See invoice balances and recorded payments, with reports that help your team know where to look next.
Email Studio / Your brand, in their inbox
Your emails should feel as professional as the work behind them. Build branded messages, personalize the details and reuse the good work.
Explore Email StudioReusable blocks for the header, message, images, call to action and footer.
Supported customer and company variables, using the right business context.
Preview desktop and mobile layouts, send a test, then publish the version you’re ready to use.
Cloud storage, organized around your work
Photos here. Documents there. Bring the files your business needs into one organized company workspace, with folders, previews and search.
Make it your way ↓Keep photos and documents in useful folders.
Preview supported files and download what you need.
Review your company’s storage usage in one place.
Custom quotes and offerings. Email designs in your voice. Reusable templates. Roles and permissions. Maintenance programs shaped around your service approach.
Why IKOK / A more personal kind of software
Chasing updates. Rebuilding quotes. Digging for the last service record. Bring the work together in a modern workspace with thoughtful design and personal attention to the details your business deserves.
Tell us what would make a differenceBeautiful estimates, Good · Better · Best options, and professional invoices help customers see the care you put into every recommendation.
Explore custom offersCreate custom emails in Email Studio, build branded templates, and give everyday customer communication your own voice.
Explore Email StudioKeep equipment records, service history, and warranty details connected to the customer, so the next visit starts with context.
See equipment workflows in a demoOrganize short-term and long-running projects with phases, tasks, and timelines. Keep employee records and team roles in the same workspace.
Talk through your projectsManage inventory items and your service catalog in one workspace, with organized records your team can return to as the business grows.
Explore inventory in a demoGive recurring service a dedicated maintenance program, with service plans, scheduled visits, and recurring payments to support lasting customer relationships.
Explore maintenance programsBring your feature requests. We’ll discuss available setup, scope and timing personally, before making commitments.
One workspace / The whole working day
From the first conversation to the next service visit, keep the people, work and information close together.
Keep the people, properties, and conversations organized.
Plan the day, assign the work, and see your schedule from different angles.
Make every customer document feel as professional as your work.
Keep equipment records, warranties, and recurring service in view.
Build branded emails and manage customer communication in one place.
Get a clearer view of jobs, performance, and the work behind the numbers.
Technician performance & reporting
Review recorded drive time, time on site, revenue and completed work by technician and reporting period.
Contractor and commission statements support payment review using recorded work and configured compensation details. Statements do not execute payroll or payouts.
Bring your reporting questionsA membership with a conversation behind it
Your workflows. Your setup. Your next chapter. Membership scope and commercial terms are discussed personally with our team.
1 user
$39.99/monthA personal setup for the business you run yourself. Monthly billing & cancellation terms
Let’s talk2–5 users
Keep your office and field team moving together.
Let’s talk6–15 users
Bring more roles, handoffs and day-to-day work together.
Let’s talk16–50 users
Shape your setup around a larger, more complex operation.
Let’s talkDiscuss a custom membership, your requirements and the details of a larger operation.
Have a feature in mind? Bring it. We’ll review fit, setup, scope and next steps before you commit. Module availability is confirmed for your selected plan.
The HVAC365 membership program
Your crew is growing. Your day shouldn’t get harder to manage. Apply for 3 months up to 1 year of free IKOK membership, designed for established HVAC businesses making their next move.
Apply for HVAC365IKOK determines your grant length after review. The approved term is confirmed before enrollment.
Free membership for 3 months, up to
365daysA considered start.
A clear plan for what comes next.
Verified payout account
Every week, doing real work
Completed 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
Share your business and what you want to improve.
We review your eligibility and team’s needs.
Confirm your approved grant length, membership scope, and terms before you start.
Terms apply. Approval is required; each grant runs from 3 months up to 365 days (one year), as determined by IKOK after review. 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. Applying does not activate a membership or authorize billing. Full program details.
Personal attention, from the first conversation
You don’t need another generic sales tour. Let’s talk about the way your business actually runs.
Your current tools, the details that slow you down, and the experience you want for your customers and crew.
We discuss workflows, feature requests and setup options. Together, we look at what fits today and what needs more work.
Membership scope, pricing and next steps are discussed with you before you decide.
Before we talk
Still curious about your particular setup? We’d like to hear it.
Talk to our team1 man show is $39.99 per month for one user. Growing is for two to five users, Things getting serious for six to fifteen, You made it for sixteen to fifty, and Custom for larger organizations. Pricing for these other plans is discussed with our team, along with your workflows, setup, membership scope, and commercial terms. Paid memberships are billed monthly. Cancel to stop the next renewal and keep access through the end of your paid billing period. Membership payments are non-refundable except where required by law. Your plan is discussed personally before enrollment. The HVAC365 application program is a separate offer for eligible businesses.
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.
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.
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.
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 3 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.
Approved businesses receive 3 months up to 1 year of free IKOK membership. IKOK determines the grant length after reviewing your application, from 3 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.
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.
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.
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
A little less busywork. A lot more possibility.
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