01
Price the repair with the margin visible.
Your current part cost, labor, target margin, warranty, and proposal options stay together.
Better · comfort repairDraft
Material + labor$312.40
Customer price$686.50
Gross margin54.5%
Built for the business of HVAC
Less chasing.
More running
your shop.
From the first ring to the final invoice.
See a better workday from your side of the screen.
YOUR SHOP, IN MOTION
Take the controls.
Pick a moment in your day. See what happens next.
ACAll Seasons ComfortInteractive tour · Sample data
After-hours reception
Sample call answeredIncoming call · 7:42 pm
JR
Jamie RiveraReturning customer
CALL SUMMARY“The AC is running, but the house isn’t cooling. Can someone come tomorrow?”
Customer and equipment matched
EquipmentCarrier split system
RefrigerantR-410A
Last serviceCapacitor replaced
Next actionSchedule diagnostic
Explore freely. No signup.$349/mo. Your whole shop.14-day trial. No credit card.
Revenue recovery for HVAC shops
Stop losing the work you already earned.
Setpoint catches the calls, quotes, declined repairs, overdue invoices, and repeat work that slip through a busy shop without adding another person to the office.
No credit card · The whole shop · $349/month when you're ready
Capture more callsBefore the lead moves on
Close more workBefore the quote goes cold
Collect fasterBefore cash gets stuck
Protect your timeBefore admin owns the night
Where it pays for itself
Recovered by Setpoint.
Setpoint reads across the shop and puts the most valuable next move at the top before a lead goes elsewhere, a repair is forgotten, or an invoice turns into a collection problem.
WhenOpportunity recoveredWhat Setpoint didValue
TodayAfter-hours no-cool callAnswered + booked+$489
TodayProposal unsigned for 3 daysFollow-up drafted+$4,200
YesterdayDeclined blower repairCustomer re-engaged+$1,850
YesterdayInvoice #1043 overdueReminder sent+$686
This week14-year-old R-22 systemReplacement visit booked+$6,400
Example shop · demo data · surfaced this month$13,625
Illustrative product data. This is not a customer earnings claim.
See the loop in two minutes
One customer record. Every dollar attached.
A caller becomes a job, the job becomes a proposal, and the finished work becomes an invoice and review request. Nobody retypes what Setpoint already knows.
Call→Quote→Job→Paid↺
Explore every capability Inside the product
See the work, not just the promise.
These are real Setpoint screens using demo shop data. The same customer context moves from the first call into pricing, scheduling, and the next office action.
The AI receptionist matches the caller, summarizes the need, and keeps the transcript with the record.
Filter by technician and job type, then use the scheduling view to keep approved work moving.
Customer and equipment context stay on the left. Priced work and a plain-language summary appear on the right.
Current product screens with demo data. Screens may evolve as Setpoint ships updates.
Owner leverage
Grow without becoming the dispatcher, estimator, and collections department.
Setpoint absorbs the office work that normally arrives with the next truck, so growth does not automatically create another back-office salary or another night at the kitchen table.
Tuesday
5 handledThe work that didn't reach your plate
New caller captured and qualifiedHandled
Customer and equipment history added to the jobHandled
Field notes converted into a priced proposalHandled
Completed job converted into an invoiceHandled
Personalized review request preparedHandled
Profit pressure
Busy is not the same as profitable.
Protect margin before the customer sees a price. Then know exactly what has been invoiced, what is aging, and which lead sources bring profitable work back.
02
See where the cash is stuck.
Completed jobs, unsent invoices, aging balances, and follow-up actions live in one owner view.
Cash requiring attentionToday
Completed, not invoiced$3,840
Invoice aging 15+ days$2,610
Collected this week$18,420
Built for the trade
Not generic field-service software wearing an HVAC label.
The details matter when they affect margin, compliance, what goes on the truck, and what the technician needs with one hand on a phone.
01
Equipment history
Model, age, refrigerant, readings, repairs, and health score
02
Price-book margin math
Your material costs, labor rate, sell price, and target margin
03
Good / Better / Best
Customer-ready options, photos, financing, and eSignature
04
EPA documentation
Refrigerant logs, recovery details, and technician certifications
05
Truck preparation
Parts needed by job, truck stock, pick lists, and purchase orders
06
Replacement signals
Aging equipment, repeat failures, R-22 exposure, and declined work
Owner command viewTuesday · 8 jobs
Approved today$8,420
Open proposals$12,600
Units at risk6
DispatchSean · Mike R. · No coolingLuis · Patel · Maintenance
Next moves3 quotes to chase2 jobs to invoice1 agreement due
Sean · Today
Mike R. · No cooling
Carrier 24ABB · R-410A
Capacitor replaced Mar 2025
Truck prep3 of 4 loaded
Job readingsReady to record
Open jobSwitching risk
Change the software without shutting down the shop.
Start with one real job. Bring the customer list and price book you already have. Roll it out role by role, with the founder on the other end of the phone.
Talk to Nathan first- 01Bring what you already have
Import customers and your parts catalog instead of rebuilding the shop from scratch.
- 02Prove it on one real job
Run a recent call through Setpoint before changing the team's daily process.
- 03Roll out role by role
Owner first, then dispatcher and technicians, with direct help when something does not fit.
Founder-led by design
“I used to spend hours every night on quotes, orders and follow-ups. Now that I'm not drowning in busy-work, I'm focused on growing the business.”
I built Setpoint for the owner doing quotes at the kitchen table at 10 PM, with notes scattered and technicians missing the context they need. Shops get me on speed dial, not a ticket queue.
nathan@trysetpoint.comI reply to every email myself.
The investment
$349 / shop / month
Owner, dispatcher, and every technician. Every feature. No processing markup and no per-seat tax on growth.
Simple payback
What can cover the month?
One recovered service call$480
One approved repair option$1,850
One replacement lead revived$6,400
One owner-hour saved each weekday20+ hrs/mo
Nothing-to-lose guarantee14 days free, no card90-day money-back promiseCancel anytimeExport your data
Two ways in
Prove it yourself, or build it with me.
Both paths lead to the same complete product. Choose based on how much help you want, not which features you can afford.
Start with your next quote.
Upload the price book and create the first customer-ready quote in about fifteen minutes.
- 14 days free
- No credit card
- Every feature unlocked
- $349/month when ready
Let me set it up with you.
Bring your customer list and last quote. We import together and leave the call with Setpoint working on a real job.
- Personal onboarding
- My cell number
- 90-day money-back promise
- Reply within 24 hours
Straight answers
What owners ask before changing the shop.
Need the unusual detail? Email Nathan directly and get a real answer.
Does it really cover the whole job, calls to invoices?
Yes. Setpoint covers calls, quotes and proposals, scheduling and dispatch, customers and equipment, technician job readings, invoices and payments, follow-ups and reviews, and owner insights in one connected system.
How does Setpoint know my prices and margins?
Upload your parts catalog as a CSV with distributor costs, sell prices, or both. Setpoint applies your labor rate and target margin automatically. Update the catalog anytime and future quotes use the new numbers.
Do I pay for every technician?
$349/month covers the whole shop. Add the owner, dispatcher, and every technician in your rotation without per-user fees.
What if I do not have a customer list yet?
Start entering customers as you go. Quoting works on day one with no history. Optimize, equipment health, and owner insights get smarter as your shop builds data.
How long does setup take?
About fifteen minutes on your own: add the company, upload the price book, and create the first quote. If you want help, Nathan will onboard the shop with you personally.
Is my data secure?
Data lives in a managed PostgreSQL database on US-region servers and is encrypted in transit and at rest. You can export your data to CSV and request account deletion at any time.
Can I cancel?
Anytime. There are no contracts or cancellation fees. You keep access through the end of the billing period and can export your data before leaving.
Start with the leak
Find out what is slipping through your shop.
Bring one month of missed calls, open quotes, or declined repairs. See what Setpoint surfaces before changing anything about how your team works.
or text Nathan directly · 484.560.3186