Quote installs and repairs, sell equipment and parts with a warranty record for each one, and keep stock counted on every truck.
$79/month per business · unlimited users · 30 days free, card required at signup
IntelliDrive OS is point-of-sale, quoting, inventory and customer software for HVAC technicians. It includes a warranty record for each product sold, parts counted on every truck, and supplier invoice scanning, plus payment links through your own QuickBooks Payments, Square or Stripe account and a one-way push to QuickBooks Online. It costs $79/month per business, billed monthly, with unlimited users.
The warranty record holds the product, the customer and the sale, and you can type the serial number on the unit’s line, so you can find the unit later.
Reorder points per truck, plus an in-app list of what is running low.
Scan the invoice to fill in a purchase order instead of typing every line.
All of this is part of the $79/month plan.
Each unit or part sold gets a warranty record, and you can sell an extended warranty at checkout. Type the serial number on the unit’s line when you sell it, and the warranty keeps it.
Find a warranty by receipt number, the customer’s phone, the product or the serial number and see when it ends.
Each truck and shop keeps its own stock with reorder points. The Reorder Alerts page lists what is low and can draft purchase orders by supplier.
InventoryScan a supplier invoice (a photo or a PDF) and its supplier and lines fill in a new purchase order.
Quote equipment, parts and labor, then convert the quote to a sale when it is approved.
Time clock, timesheets, pay rates and commission reporting for each technician, with staff limited to their own shop.
WorkforceAdd the equipment, parts and labor, then print or export the quote.
Convert the quote to a sale and type the serial numbers of the units you installed on their lines.
Send a payment link through your own QuickBooks Payments, Square or Stripe account, take cash, or split the payment.
Warranty records are created for what you sold, and the receipt goes out by email or text.
One price per business, billed monthly.
30 days free. A card is required at signup and the first charge is on day 31; cancel in Settings → Billing before then and you pay nothing.
Card processing fees are set by your QuickBooks Payments, Square or Stripe account.
Optional two-factor sign-in, with a fresh check before voids, refunds and stock changes.
32 role permissions and custom roles, and staff can be limited to their own shop.
An audit log records who did what in the account.
Parts and supplies by shop and van for HVAC technicians.
Learn moreQuotes that convert to sales, receipts by email or text.
Learn morePayment links through your own QuickBooks Payments, Square or Stripe account.
Learn moreCustomer records, history, notes and account billing.
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IntelliDrive OS is point-of-sale, quoting, inventory and customer software built for HVAC technicians. It includes a warranty record for each product sold, parts counted on every truck, and supplier invoice scanning, plus payment links through your own QuickBooks Payments, Square or Stripe account and a one-way push of sales and payments to QuickBooks Online. It costs $79/month per business with unlimited users.
$79/month per business, billed monthly, with unlimited users. The first 30 days are free; a card is required at signup and the first charge is on day 31. Scheduling and dispatch are a separate GetTimePad add-on at $199/month, and a GPS tracking device is $299 one-time.
Yes. IntelliDrive OS pushes sales and payments to QuickBooks Online in one direction, when you start the push; it does not pull changes back from QuickBooks. You can also send payment links through QuickBooks Payments, Square or Stripe.
Yes. It runs in the web browser on a phone, tablet or computer, and you can add it to your home screen. Card payments go through payment links that you text or email, not a card terminal.
Yes. Each shop, and each van you set up as its own location, keeps its own stock, and you can transfer stock between them. Each shop has its own registers and tax rate, and staff can be limited to their own shop.
There are no maintenance agreements, memberships or refrigerant tracking logs. Scheduling and dispatch are not part of the $79 plan; they come with the GetTimePad add-on at $199/month.
$79/month per business, billed monthly, with unlimited users.
The first 30 days are free. A card is required at signup and the first charge is on day 31.