Setpoint isn't a feature list bolted together. It's one operating system built only for HVAC, where the owner, the tech, and the customer each get exactly what they need — and every job feeds the next. Here's all of it, by who it's for.
It answers the phone, writes the quote, briefs the tech, and tells you what to do next — each drawing on what Setpoint already knows about your shop.
Answers every call in a live AI voice, loads the caller's full profile before speaking, greets known customers by name, captures unknowns as leads. Transcript, summary, and owner SMS after every call.
Whisper-powered dictation on every text field, tuned for HVAC terms. Works on iOS and Android with no app install; transcription appends so nothing is lost.
Field notes to an itemized, invoice-ready quote in under 90 seconds — parts matched to your catalog, your margins, your voice.
A three-tier proposal from one job description, each tier fully itemized with a recommended flag. Branded approval link; customer eSigns; signed PDF on approval.
Reads the job, equipment history, and prior notes into a prep brief — what to bring, what to check, what was flagged last time. Run on a job, a day, or a full week.
A daily ranked list of the moves that grow revenue today — quotes to chase, jobs to book, units aging out — outreach already drafted.
A personalized thank-you and Google-review link after every job. Review and send, or set it to send automatically.
Photograph a unit and AI extracts brand, model, type, age, and visible condition — cutting first-visit data entry.
True per-job margin from real check-in/out times and each tech's cost rate, against invoice revenue. Per-tech averages included.
Flags fixed-price jobs where parts ran over 30% of the flat rate — so you know which tiers to reprice before next season.
Surfaces units aging out, on R-22, or in declining condition — as replacement conversations before the midnight emergency call.
A bulk campaign to every service-agreement customer due for a seasonal visit, each message personalized to their equipment and history.
The owner's seat: dispatch, jobs, the money coming in, and the numbers that say where to grow — all from the kitchen table.
A visual board of every scheduled job by date and tech, drag-and-drop scheduling, approved-but-unscheduled jobs shown apart, one-click assign.
Full lifecycle — created to complete — linking customers, equipment, quotes, proposals, and invoices, with status the tech sees too.
ROI by lead source, close rate over time, tech performance, real-cost profitability, agreement revenue — plus a Monday morning email digest.
A mobile-first view that shows the tech only what they're assigned — and takes their readings, notes, and invoices straight off the truck.
Today and this week, each job with customer, address, equipment on file, prior notes, and owner prep notes — one-tap check-in and check-out.
Findings, work done, parts used, and full readings — pressures, temps, capacitor µF, refrigerant — all voice-enabled, photos from the record.
A morning pick list of what to load, an AI prep brief per job, and a truck-prep checklist to tick off as they go.
What the customer touches — recognized on the phone, a clean approval link, online payment, a maintenance plan they can sign themselves. No account required.
A customer-facing approval page per quote and proposal at a unique link — view, select a tier, sign. Owner notified in real time; signed PDF auto-generated.
Auto-generated from the finished job, sent by email or PDF, paid online via Stripe — or marked paid for cash and check.
Recurring maintenance plans customers sign and pay via a checkout link, auto-renewing with outreach reminders before the renewal date.
Refrigerant chemistry, equipment age, EPA record-keeping, real field readings, parts on each truck — the things “field service” software was never built to know.
Full records per unit — type, brand, model, serial, install year, condition, refrigerant — with a 0–100 health score updated from every visit and a per-unit photo gallery.
Added and recovered per job and unit across R-22, R-410A, R-32, R-454B — running totals per tech for EPA 608, exportable for compliance documentation.
Set it up the way your shop works — then let the software carry the rest. Setpoint was built AI-native from day one, not a twenty-year-old database with AI bolted on later — so it stays fast, current, and quick to change.
Most of Setpoint runs the moment you sign up — no history required. A handful of features get sharper as your shop's data builds.
Set up and start quoting from a blank slate.
These lean on job data and sharpen the longer you run.
* AI RECEPTIONIST REQUIRES VAPI PHONE NUMBER SETUP — TAKES ABOUT 10 MINUTES
No per-user fees. No feature tiers. The owner and every tech in your rotation — for less per month than a single service call.
Owner, dispatcher, and every tech — included. 14-day free trial, no credit card. Cancel anytime, keep your data.
I onboard each Founding Shop personally — one hour, we import together — in exchange for your feedback and your name when it's working.
Fourteen days free. No credit card. Send your last job and watch what Setpoint writes — if it doesn't save you time, you're out nothing.