A fresh start for your HVAC business.Explore HVAC365 membership grants3 months up to 1 year, subject to review and participation requirements.

IKOK / HVAC CRM & field service software

Your business. Connected.

A clear view.
Wherever work takes you.

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.

Actual IKOK Field iPhone simulator capture with three fictional appointment locations on the schedule map.
Real app views. Different perspectives.Phone: actual demo capture. Tablet: composition concept using the desktop view.

HVAC CRM & field service software

Quotes worth
a closer
look.

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.

Quotes that stand outYour first impression, elevated.
Beautiful choices. A clearer decision.Your branding, equipment and care, presented together.Actual app
Fictional demo content
Win the first impression.Custom offers & reusable templates
Keep the day moving.Scheduling, dispatch & field work
Build the relationship.Payments, maintenance & follow-through

Made for the work
that keeps life running.

A connected workspace for service businesses.
Personal attention to the way yours works.

HVAC

Seasonal care. Everyday comfort.

Plumbing

Every property. A connected history.

Electrical

Clear scope. Well-planned work.

Field service

The office and field, working together.

Custom offerings & reusable templates

Go beyond a price.
Show what makes it yours.

Equipment, installation scope and care after the work is done. Give every option a complete story your customer can explore.

  • Real equipment photos, specs, benefits & warranty details
  • Reusable templates and an option library for your team
  • Branded quotes, PDFs and online customer links
Try it yourself
Customer-facing IKOK offering with equipment, specifications and installation detail, using fictional demo records.Explore a fully prepared offer Interactive demo

The context behind every good service call

Every customer.
Remembered.

Fewer places to look. More of the story in front of you. Bring the customer, the day and the numbers into one considered workspace.

Know what needs you. Before the phone rings.

Bring today’s priorities and the next job into view. Give the office and field team useful context without hunting through the workspace.

  • See the day’s priorities
  • Keep the next job in focus
  • Connect the office and field
See it with our team
Actual app · Demo data · Navigation cropped for this preview

Beyond the first invoice

Payments + maintenance

The next visit.
The next payment.
Already in view.

You 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 financial pictureActual app · demo data
Actual IKOK Field invoice list showing fictional open, partial and paid invoices.

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.

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 billing frequency separate from the service schedule.

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

Make service an ongoing relationship.

Define maintenance benefits, plan the visits and keep equipment history close to the customer.

Give the money a clearer story.

See invoice balances and recorded payments, with reports that help your team know where to look next.

Cloud storage, organized around your work

Less digging.
More doing.

Photos here. Documents there. Bring the files your business needs into one organized company workspace, with folders, previews and search.

Make it your way
  • Upload & organize

    Keep photos and documents in useful folders.

  • Preview & download

    Preview supported files and download what you need.

  • See storage usage

    Review your company’s storage usage in one place.

Editorial illustration of photos, PDF documents and folders connected through cloud storage; not a software screenshot.
Campaign illustration · not a software screenshot
Built around the way you work.

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

Built around
the way you work.

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 difference
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
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
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
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
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
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

Bring your feature requests. We’ll discuss available setup, scope and timing personally, before making commitments.

One workspace / The whole working day

More connected.
Less complicated.

From the first conversation to the next service visit, keep the people, work and information close together.

  1. Customer
  2. Schedule
  3. Job
  4. Quote & invoice
  5. Next 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

Technician performance & reporting

Understand the work
behind the numbers.

Review recorded drive time, time on site, revenue and completed work by technician and reporting period.

Drive & on-site timeCompleted jobsWork reports

Contractor and commission statements support payment review using recorded work and configured compensation details. Statements do not execute payroll or payouts.

Bring your reporting questions

A membership with a conversation behind it

Start with your team.
We’ll shape the rest together.

Your workflows. Your setup. Your next chapter. Membership scope and commercial terms are discussed personally with our team.

Growing

2–5 users

Keep your office and field team moving together.

Let’s talk

Things getting serious

6–15 users

Bring more roles, handoffs and day-to-day work together.

Let’s talk

You made it

16–50 users

Shape your setup around a larger, more complex operation.

Let’s talk
The conversation starts with youPersonal walkthroughYour workflows, understoodA conversation about your ideas
More than 50 people? Let’s make room for your plans.

Discuss a custom membership, your requirements and the details of a larger operation.

Talk about Custom

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

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

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 HVAC365

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

ikokHVAC365
Membership application

Free membership for 3 months, up to

365days

A considered start.
A clear plan for what comes next.

HVACYour primary business
2+ yearsIn operation
3–5 peopleUsing IKOK on a typical workday
New to IKOKYour first IKOK membership
Read eligibility & terms

What keeps your grant active

Connected bank

Verified payout account

2 active users

Every week, doing real work

10 payments

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

  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; 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

A good fit starts
with listening.

You don’t need another generic sales tour. Let’s talk about the way your business actually runs.

LISTEN

Start with your working day.

Your current tools, the details that slow you down, and the experience you want for your customers and crew.

TAILOR

Shape the right setup.

We discuss workflows, feature requests and setup options. Together, we look at what fits today and what needs more work.

AGREE

Make the commitment clear.

Membership scope, pricing and next steps are discussed with you before you decide.

Start the conversation

Before we talk

Good questions.
Clear answers.

Still curious about your particular setup? We’d like to hear it.

Talk to our team
Which IKOK membership plans are available?

1 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.

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 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.

How long is free HVAC365 membership?

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.

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.

A little less busywork. A lot more possibility.

See what’s possible Explore the HVAC365 grant