Plan the day
Give every visit a clear place.
Use scheduling and dispatch views to see the work ahead, the assigned technician, and the customer context. When a call changes the day, your office has one place to start.
Built around a real service day
HVAC software.
With the whole job in view.
From the first call to the next maintenance visit, keep your customers, equipment, crew, and paperwork connected in IKOK.
Less hunting. More context.
One service day.
A lot of moving parts.
A disconnected record can turn a simple visit into a chain of calls. Keep the information for the next step close to the work.
Know the system
Bring the service history along.
Keep equipment records and prior work connected to the customer. Model information, service notes, and job history help the next visit begin with useful context.
Present the options
Make the proposal easy to understand.
Save reusable quote and option templates, then build a custom Good / Better / Best proposal with equipment photos, pricing, benefits, specifications, installation notes, and warranty details.
See a populated exampleFollow the money
Keep the invoice in the workflow.
Manage invoices and payments alongside the customer and job records. Review what has been invoiced, what has been paid, and what still needs the office’s attention.
Keep the relationship
Plan for the next service visit.
Define customer benefits and technician tasks, then track customer programs, upcoming visits, renewals, and authorized recurring payments. Set the billing and service frequencies independently.
See a populated exampleSee the business
Make the work easier to review.
Review driving time, time on site, jobs, and revenue. Prepare weekly or monthly work reports and recorded commission statements to support contractor payment review; reports do not execute payouts.
Explore technician reportingMake it your own
Create emails that look like your business.
Build branded templates in Email Studio with reusable blocks and supported personalization variables. Review desktop and mobile layouts, send a test, and publish your template.
See a populated exampleUseful to the people doing the work
The office needs clarity.
The field needs context.
A useful HVAC workspace should make the next decision easier for both.
See the next step.
Review scheduled work and field activity, open the customer or job record, and follow through on quotes and invoices.
Know the job before the visit.
Work from the customer, address, equipment, and job details available to the technician’s role. Confirm device access and field permissions during your walkthrough.
Ask better questions of the day.
Use reports to look at completed work, recorded time, and revenue. Review the source records and the chosen period before drawing conclusions.
Choose with confidence
Bring your busiest-day
scenario.
A feature list only tells part of the story. Ask us to walk through a rescheduled call, a returning customer with multiple systems, and a proposal with more than one option. You should be able to follow the work as clearly as the sales presentation.
Use our HVAC CRM evaluation checklistHVAC software, explained
A few practical
questions.
What does HVAC CRM software help a service team manage?
An HVAC CRM connects customer information with the work performed for that customer. In IKOK, that includes scheduling, equipment and service history, quotes, invoices, maintenance programs, and reporting. The practical goal is to give office staff and technicians useful context as a job moves through the business.
Can IKOK present multiple replacement or service options?
Yes. IKOK supports regular quotes and Good / Better / Best offerings with images, descriptions, features, and prices. The offering presentation adapts to one, two, or three options, so a customer can review the proposal in a layout suited to the work being offered.
Does IKOK send on-the-way text messages?
Job arrival and status notifications currently use email when configured. SMS arrival updates are planned. Ask to see the active notification settings during a product walkthrough so your team knows exactly which messages are available.
Does my HVAC business qualify for HVAC365?
The HVAC365 program is for HVAC businesses new to IKOK, operating for at least two years, with three to five daily active users. Approved businesses receive 6 months to 1 year of free membership. IKOK determines the grant length after reviewing the application, from 6 months up to 365 days, and confirms the approved term before enrollment. Applying does not activate membership; 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.
For established HVAC teams new to IKOK
Make room for
a better workday.
Apply for 6 months to 1 year of free IKOK membership. IKOK determines the grant length after application review and confirms your approved term before enrollment. For HVAC businesses new to IKOK, operating for at least two years, with 3–5 daily active users. 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.