FREE SOFTWARE · HVAC
Free HVAC software.
Catch the no-heat call, quote the repair or the replacement, and get paid. Free tools for small HVAC teams.
TL;DR
Peak gives HVAC companies free tools for leads, texting, missed-call text-back, review requests, good-better-best estimates, invoices, scheduling and job photos. You bring your own texting, email, AI and payment accounts. Large dispatch-heavy shops may still need a dedicated dispatch board.
Sign-up opens soon. The demo is open now, with made-up data, no sign-up needed.
WHERE IT SLIPS FOR HVAC COMPANIES
Sound familiar?
A no-heat call at 9 p.m. goes to voicemail and books with someone else.
Repair-vs-replace quotes are hard to compare on one page.
Happy customers never get asked for a review.
Paying a per-tech fee for software you only half use.
WHAT YOU USE
How HVAC companies use the Peak tools.
Missed-call text-back
The caller gets a text right away, even after hours, once your own texting number is connected and registered.
Repair or replace, side by side
Put the repair, a mid-range system and a high-efficiency system on one estimate.
Review requests
Ask for a review when the job is done, by text or email through your own accounts.
No per-tech fee
The tools are free. Add your whole team.
SHERPA
Tell it from the job site.
Type or text Sherpa and it adds the lead, the note or the task. Texting works once your own texting number is connected. Anything that would reach a customer waits for your yes.
Add a lead: Tom Nguyen, 801-555-0119, furnace not lighting.
Task for me: follow up on the Nguyen replacement quote Monday.
Find the Baker account and add a note: filter size 16x25x1.
IN THE FREE TOOLS
Everything in one place.
Free when sign-up opens (soon). You bring your own accounts for AI, texting, email and payments. Today the tools come with every Peak service plan.
Leads and customers
Every lead and customer in one list, with the whole history.
- Contacts, a deal pipeline and saved lists
- Texting and email from one inbox, once you connect your own texting and email accounts
- Missed-call text-back, once your own texting number is connected and registered
- Review requests by text or email, through those same accounts
- A lead feed for new inquiries
Estimates and getting paid
Send a clear price, get it signed, collect the money.
- Line-item estimates with good, better, best options and add-ons
- Know when the customer opens it
- E-signature and change orders
- Deposit, progress and final invoices
- Card and bank payments on your own Stripe account
Jobs and crews
Run the work after the sale.
- Projects with phases, schedules and crews
- A dispatch board you drag jobs around on
- A time clock that saves where each punch happened
- A crew app that installs from the phone's browser and works offline
- Job photos with the time and place they were taken
- Daily logs
- A customer page for each job
Sherpa
An assistant that reads and changes your records, under rules you can see. It runs on your own AI key.
- Chat with it from inside each Peak tool
- Connect your own AI assistant, like Claude or ChatGPT, with a sign-in or a personal key
- Text it like you'd text an office manager, once your texting number is connected
- Sends and money always wait for your approval
- Undo a change within 10 minutes
Works when you sign in
- Customers, deals, notes and tasks
- Estimates with options, change orders and invoices, shared by link
- Projects, phases, crew schedules, photos and daily logs
- A customer page for each job
Needs your own account
- Texting
- Two-way texts, missed-call text-back, text review requests and texting Sherpa. Connect your own texting account (such as Twilio), with your number registered with the carriers. Nothing sends or charges until you do.
- Sending estimates, invoices and messages by email. Connect your own email sending account. Nothing sends or charges until you do.
- AI
- Sherpa and AI drafts. Connect your own AI key (Anthropic, OpenAI, Google or a compatible provider). Nothing sends or charges until you do.
- Payments
- Card and bank payments on invoices. Connect your own Stripe account. Nothing sends or charges until you do.
Rather not do it yourself? Get set up: we connect all four and import your contacts and price book, $997 one-time.
HVAC QUESTIONS
Common questions.
Yes. Peak's tools are free when sign-up opens: leads, texting, estimates, invoices, scheduling, photos and review requests. You pay your own texting, email, AI and payment providers.
Not yet. You can schedule jobs and crews today. A drag-and-drop dispatch board is on our build list.
Not yet. Equipment records and a maintenance planner are on our build list.
Free tools for HVAC companies.
Leads, estimates, invoices, jobs and photos, with Sherpa doing the office work.
Sign-up opens soon. The demo is open now, with made-up data, no sign-up needed.