Job management software for HVAC and refrigeration teams
HVAC & Refrigeration
Keep reactive callouts and planned maintenance running profitably. Manage PPM schedules, track site assets, and turn complex commercial quotes into paid invoices from one connected system.
No credit card required.
Common problem
Margin gets lost when job information is split up.
- Margin vanishes when job data lives in three different places.
- It's impossible to compare the profitability of a quick reactive callout versus a complex install.
- Wholesaler invoices and subcontractor bills arrive weeks after you've already billed the client.
- Quotes, site history, and invoices are scattered across emails, WhatsApp, and paper pads.
WorkBookPro outcome
Keep the job record commercial and operational.
- One central job record that ties the hard work directly to the money.
- Every site detail, planned visit, and job document is attached to the right location so engineers are always prepared.
- Watch your real margin update live as parts and hours are logged against the quoted value.
- Turn quotes into invoices with a single click and keep your Xero ledger spotless.
Included workflows
Everything needed to follow the job from quote to profit.
Quote faster
Create professional quotes from reusable items, site details and customer records.
Schedule smarter
Plan team availability, jobs and follow-up visits from one live calendar. Monthly, Scheduler and daily views.
Track job profit
See labour, materials, expenses, invoices and profit while the job is still live.
Invoice cleanly
Turn completed work into invoices and keep the finance trail connected to the job.
Start with one real HVAC and refrigeration job.
Trial WorkBookPro with live job data and see whether it protects margin.