Helix for HVAC Contractors
Summer rush shouldn't mean dispatch chaos. Run your HVAC business from one screen — calls, techs, jobs, invoices — all connected, all offline-capable.
Bottom Line
Most hvac technicians pay $100-200/month for 3-5 software subscriptions that do not talk to each other. That is $1,200-2,400/year — $4,000-8,000 over 3 years with SaaS inflation. Helix is $279 once — invoicing, scheduling, CRM, time tracking, task management, and full accounting. All connected. All yours.
Sound Familiar?
If any of these hit home, you are not alone. Every hvac technicians deals with this.
It's Monday, 7:15am. First heat wave of summer.
Your answering service forwarded 23 calls overnight. AC units are dying across town. You've got 4 techs, 8 scheduled maintenance calls, and a commercial account that pays the bills threatening to call someone else if you can't get there by noon. Every dispatcher decision you make right now ripples through the whole week.
It's Thursday, 2pm. Mrs. Patterson's compressor is shot.
Compressor replacement: $2,800 parts and labor. Unit is 14 years old. New system would be $8,500 installed. She's asking you what she should do. You need to show her the math — repair cost vs. remaining lifespan vs. new unit efficiency savings. You know the answer, but can you show her the numbers that make her trust you?
How Helix Works for HVAC Technicians
Real workflows. Real time savings. This is what $279 buys you.
Emergency Call → Dispatch → Resolution
Trigger: When an emergency AC call comes in during peak season:
Call comes in → Connect auto-logs with caller ID, address, issue description → Open Schedule → See all techs, current locations, remaining job durations → Drag emergency to nearest available tech → Auto-notifies tech and customer → Tech completes → Job logs parts used, time spent, customer signature → Drag Job → Invoices → Customer pays on-site or receives invoice link
Time saved: Dispatch decision: 15 min → 2 min
Equipment Age → Repair vs Replace → Proposal
Trigger: When diagnosing equipment near end of life:
Open customer in Connect → See equipment history, previous repairs, install dates → Services has your repair-vs-replace calculator built in → Generate comparison: Repair cost now + expected future repairs vs. new system cost + efficiency savings → Present to customer with tablet → Professional proposal in 2 minutes → They decide → Invoices generates the appropriate document
Time saved: Proposal generation: 30 min → 5 min
What You Get for $279
schedule
See all techs, all jobs, real-time status. Drag to reassign. Cascade notifies everyone affected. No more phone tag to shuffle the schedule.
jobs
Every service call attached to the equipment record. Model numbers, install dates, previous repairs, warranty status. When they call about the unit you installed 8 years ago, you know everything in 30 seconds.
services
Set up service agreements with pricing, included services, and renewal dates. Cascade auto-sends renewal reminders. Recurring revenue without the admin work.
See What HVAC Technicians Typically Pay
FAQ
Is Helix built for hvac technicians?
Yes. The modules are designed for the way hvac technicians actually work — from job tracking to invoicing from the field. $279 once for everything.
Can I switch from my current tools?
Export your data as CSV, import into Helix in 15 minutes. Run both in parallel for a week. Cancel your subscriptions when you are ready.
What if it does not work for me?
30-day money-back guarantee. Full refund, no questions.