ShieldBook for HVAC
HVAC work is seasonal, equipment-heavy and full of decisions: repair it today, replace it before next summer, or join a plan. ShieldBook keeps the system's history, the options and the plan on one record, so the technician and the office give the customer the same answer.
01An HVAC job in ShieldBook
One job from the first call to what comes next, on the screens it happens on. Brightwater Heating & Air and everyone in it are invented for this page; the screens are ShieldBook's.
Step 01 of 6
Ruth calls on the first hot afternoon: upstairs is 82 degrees. She was referred by a neighbor, and the office records that before booking the visit.
Step 02 of 6
Before opening the panel, Luis sees the condenser's age, the last maintenance visit and that the warranty has expired.
Step 03 of 6
A failed capacitor and a dirty coil. Cooling is back the same visit, and the summary says what was wrong, why, what was done and what should happen next.
Step 04 of 6
A 16-year-old system deserves a plan. A few answers build replacement tiers, from a standard system to a variable-speed heat pump.
Step 05 of 6
Ruth wants to talk it over. The estimate goes to her by email with a secure link, and she can approve and sign from her own phone when she's ready.
Step 06 of 6
Until the replacement, two maintenance visits a year under the Comfort Club, with member pricing on every option she's shown.
In development On the roadmapEverything else is built and working today.
02Built for HVAC
Tiered options built from a few answers, so every technician presents replacements the same way.
Comfort clubs with member pricing and the maintenance visits each plan includes.
A full dispatch calendar with technician lanes, for the weeks when every call is urgent.
Tell us about the jobs you run most. We'll walk through them in ShieldBook, step by step.
ShieldBook is being developed and proven inside a working service business as it prepares for broader use. A demo is a walkthrough and an honest conversation about fit.