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Super Serve Flow AI
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FOR HVAC TEAMS

HVAC invoicing software
with owner review.

Connect field service notes, equipment information and owner-approved invoices for your heating and cooling team. Super Serve Flow AI brings job notes, your price book and invoice approval into one company workspace.

Explore the service invoicing demo ↗

A practical hvac job example.

A technician finishes a furnace inspection and replaces a filter. They send the completed work and customer details, then add supplied equipment information in the job form. The draft uses your active service codes and rates.

A brand, model or serial number can help document an HVAC visit, but missing optional equipment details should not become invented data. Review the recorded information alongside the work summary before issuing the invoice.

This is an illustrative workflow. Your company configures the services, rates and tax treatment used on real drafts.

How the job reaches an issued invoice.

  1. 01

    Capture the completed work

    A worker sends the customer and job details in the app. When useful, add equipment information or a photo in the job form.

  2. 02

    Prepare and check the draft

    Use the job notes to prepare an AI-assisted draft, or enter the details manually. Select services from your price book and review quantities and tax.

  3. 03

    Let the owner approve

    Save the draft for review. An authorized owner checks the invoice and approves it, or rejects it for correction.

  4. 04

    Issue the PDF and keep the record

    Approval generates the invoice PDF. Share the issued invoice, record received payments and export records when your accountant needs them.

See the full invoicing workflow →

A question from hvac teams.

Can I keep equipment details with an HVAC invoice?

Yes. Record the brand, model and serial number when supplied, and use an equipment photo to assist extraction in the job form. The owner reviews those details before approval.

Looking at another trade? Explore all supported service businesses.

LET’S LOOK AT YOUR WORKFLOW

Bring a real job.
See how the paperwork flows.

Tell us what your team bills for and how job details reach the office today.

Ask for a walkthrough ↗Explore the demo