Commercial HVAC service software
Commercial HVAC work, closed out before it goes cold.
Your techs already did the hard part. BoltWright turns their field notes, photos, and PM checklists into clean service reports, deficiency quotes, and QuickBooks-ready invoices your office can approve — so no finished job sits waiting on a PO, a signature, or a forgotten quote.
What you see at 7:10 AM
Today's closeout queue
The closeout queue — every job, every stage
The gap
Most shops don't lose money on the roof. They lose it after the truck rolls.
A tech finds the issue, takes photos, tells the customer a quote is coming. Then the next call hits. By Friday the quote's still in someone's inbox, the invoice is waiting on a PO, and the owner's running the company from memory. BoltWright fixes the gap between "job done" and "money collected."
What slips today
The closeout flow
One closeout flow from service call to QuickBooks.
Built for the trade
Built around the way commercial HVAC actually works.
Residential tools think in customers and jobs. Commercial HVAC shops think in: Customer → site → building → unit → PM agreement → visit → deficiency → quote → invoice → renewal.
Site & equipment history
Stop asking, "have we been on that roof before?" Track units by site — model, serial, photos, nameplates, warranty, service history, open deficiencies, prior quotes.
PM agreements
Know what's due, what's covered, and what's costing you money — schedules, covered units, overdue flags, renewals, price-increase signals.
Dispatch
Send the right tech, not just the closest truck — skills, access notes, NTEs, PO requirements, which PMs can safely move.
Tech mobile app
Fast enough for the field, detailed enough for the office — schedule, site notes, equipment history, PM checklist, photos, voice notes, even when the mechanical room has no signal.
Service reports
Messy notes in, clean report out — internal notes stay separate from what the customer sees.
Deficiency quotes
Every found problem gets a next step — photos, good/better/best, margin check, follow-up before it goes cold.
Invoice drafts
Completed work shouldn't sit unbilled — see what's ready, what's blocked, and why: missing PO, signature, or material cost.
Owner view
Open the morning with the work that needs attention — overdue PMs, unquoted deficiencies, blocked invoices, quote follow-ups, AR risk, next actions.
Where you fit
For commercial shops stuck in the middle.
Too commercial for simple home-service apps
Property managers, multiple sites, unit history, NTEs, POs, and deficiency quotes — the things residential tools were never built to handle.
Too busy for a heavyweight rollout
No six-month software project just to stop losing invoices and quotes — start with the work you already do.
Too much going on for QuickBooks plus memory
QuickBooks is for accounting; BoltWright is for everything that has to happen before accounting gets a clean invoice.
The difference
Before BoltWright, and after.
Migration
Start with the jobs you have now.
You don't need a perfect database to get value. Bring your QuickBooks customers, your site spreadsheet, old service reports or asset lists — BoltWright turns the mess into customer, site, and equipment records.
Pricing
Simple pricing for serious commercial service shops.
No enterprise mystery. No per-module maze. No charging extra for the basic work of getting paid.
- Dispatch
- Mobile work orders
- Service reports
- Basic PMs
- Deficiency capture
- Invoice drafts
- Customer / site / equipment records
- QuickBooks sync
- Advanced PMs
- Quote workflows
- Customer portal
- Owner dashboard
- Blocked-invoice queue
- Follow-up automation
- Guided migration
Final pricing depends on tech count, data import, and QuickBooks setup.
Ready when you are
Send reports faster. Quote more deficiencies. Invoice finished work.
BoltWright helps commercial HVAC shops turn completed work into clean paperwork, approved quotes, and QuickBooks-ready invoices.