For HVAC companies

    HVAC software with an AI workforce

    Book every no-cool call.

    Opti answers the after-hours call, prices the change-out from photos and puts the visit on your calendar.

    Start free

    14-day free trial. No credit card required to start.

    60-day satisfaction money-back guarantee starts after your first successful subscription payment.

    OptimizeIt on a phone: the dashboard a HVAC owner starts from

    What slows HVAC companies down. Fixed.

    Peak-season calls go to voicemail.

    AI Voice Agent

    The AI Voice Agent answers 24/7, books the visit and texts you the details.

    Change-out quotes take a day.

    AI estimates

    Snap photos of the system or describe it out loud. Opti writes the priced estimate.

    Tune-ups slip through the cracks.

    Repeat service

    Set a repeat service once: price per visit, how often, first date.

    The real software. Not a mockup.

    Screens from a sample business running on OptimizeIt.

    OptimizeIt dashboard with job shortcuts and the Opti takeoff panel

    Everything your HVAC business runs on. One login.

    AI estimates

    Talk, add photos, upload plans or record a walkthrough. Opti writes the priced estimate from your rates.

    AI Voice Agent

    Answers your business line 24/7, books the job and sends you the details.

    Lead Desk

    Every new lead in one place, with a reply drafted for you to approve.

    Scheduling & crews

    Dispatch calendar, route planner, live crew tracking and a crew app.

    Invoices & payments

    Card payments, deposits, signatures and tips, paid to your own account.

    Website intake form

    Customers send photos on your website and get a price from your rates.

    See why HVAC pros are switching.

    FeatureOptimizeItJobber /
    Housecall Pro
    AI intake form that prices from photos
    AI built into every estimate
    Opti 3D design studio
    AI job diagnostic tools
    AI answers & books calls 24/7Plan / add-on
    Scheduling & route planningAvailable
    Payments, invoices & reviewsAvailable
    Set up for your tradeCheck trade

    Features vary by plan and add-on. Jobber features · Housecall Pro features

    HVAC software questions

    Give Opti your next HVAC job.

    • Estimates
    • Calls
    • Scheduling
    • Payments
    Start free

    14-day free trial. No credit card required to start.

    60-day satisfaction money-back guarantee starts after your first successful subscription payment.