ProHome ServicesField Services

HVAC Contractor

Q: Is it free to use this template?

The template is free to explore. Installing it starts a 14-day Pro trial with no credit card; when it ends your workspace drops to the free plan and nothing is deleted.

Q: What is Konduit?

One platform for running a business — tasks, a real database, forms, automations, documents, and reporting — instead of renting five separate tools.

A simpler alternative to ServiceTitan, Jobber, and Housecall Pro for 1-25 employees, owner-operated or small-team— Konduit Pro is $10 a seat, published.

Preview it live

A complete operations workspace for residential HVAC contractors. Handles service calls, new installations, maintenance plans, customer records with full equipment history, parts inventory, supplier management, and the full sales pipeline from lead to closed job. Built around the daily rhythm of a dispatch-driven field services business.

See inside

HVAC Contractor template — Service Calls — drag-and-drop board

HVAC Contractor template — Schedule — drag jobs onto the calendar

HVAC Contractor template — Live dashboard

HVAC Contractor template — Customers — linked records

HVAC Contractor template — Service Request — public intake form

Service Calls — drag-and-drop board1 / 5

These are real screenshots of the template — click around the live version to try it yourself.

What’s included

Install HVAC Contractor and this is exactly what lands in your workspace — pre-built and populated, ready to rename or extend:

3 spaces — Field Work, Sales Pipeline, Office

9 lists — Service Calls, New Installations, Maintenance Visits, Emergency / After Hours, New Leads, Estimates & Proposals, +3 more

6 tables — Customers, Installed Equipment, Maintenance Plans, Parts Inventory, Suppliers, Job Items

21 custom fields — Customer, Equipment Serviced, Service Type, Install Type, Refrigerant Type, System Size (tons), +15 more

3 forms — Service Request, Free Estimate Request, Maintenance Plan Signup

2 document templates — Estimate, Hourly Service Invoice

3 projects — Spring Maintenance Campaign, Fall Maintenance Campaign, R-410A Phaseout Customer Outreach

6 automations — Service Call Complete → Draft Invoice + Follow-up, Stock Below 5 → Create Restock Task, Maintenance Renewal in 30 Days → Outreach Task, Equipment Warranty Expiring in 60 Days → Upsell Task, Proposal Sent → Email Estimate for Signature, Estimate signed → Won

Plus 203 sample records so you can see it working before you add your own.

What it replaces

QuickBooks + spreadsheets for customer tracking
Paper dispatch sheets and whiteboard schedules
Google Calendar for appointments
Email threads for parts orders
Separate maintenance contract billing in a different tool

Who it’s for

Built for 1-25 employees, owner-operated or small-team in home services who want to run their operations in one place instead of stitching together a task app, a spreadsheet, a form tool, and a document generator. Everything below is a real, working setup — not a screenshot. Install it, then make it yours.

A simpler alternative to ServiceTitan, Jobber, and Housecall Pro

ServiceTitan — enterprise-grade power at enterprise, quote-only pricing; built for much bigger operations
Jobber — solid scheduling, but you work inside its fixed data model
Housecall Pro — similar trade-offs: strong dispatch, rigid everywhere else

Frequently asked questions

Is it free to use this template?

The template is free to explore. When you install it, you get a 14-day Pro trial with no credit card required — so every automation and feature works while you evaluate. When the trial ends your workspace simply drops to the free plan; nothing is deleted and you're never charged unless you choose to subscribe.

Can I change it?

Completely. Every space, list, field, table, and automation is yours to rename, add to, or delete. The template is a head start, not a cage.

Is this a good ServiceTitan alternative?

For a small team, yes. HVAC Contractor covers the core of what ServiceTitan, Jobber, and Housecall Prodo — without the enterprise price tag or the weeks of setup. You get a working system today, it runs on the free plan while you evaluate, and you only pay when you outgrow it. The trade-off: it’s deliberately simpler than the incumbents, which is the point.

What is Konduit?

One platform for running a business: tasks, a real database, forms, automations, documents, and reporting — instead of renting five separate tools. Templates like this one give you a working setup in minutes.

How do I get started?

Preview it live to click around, then “Use this template — 14-day free trial” to install it into your own workspace and start adding your real data.

Ready to run on HVAC Contractor?

Install it into your own workspace in a couple of clicks.

Preview it live

All product and company names are trademarks of their respective owners. Konduit is not affiliated with, sponsored by, or endorsed by them. Comparisons reflect our opinion of fit for small teams; evaluate every product against your own needs.