Setpoint helps an HVAC shop capture the inquiry, win the work, run the job, collect the money, bring the customer back, and make the next owner decision with better information.
$349 per month · Owner, office, and every technician included
An owner does not wake up wanting another module. They want the phone answered, the quote decided, the truck prepared, the invoice paid, and the next profitable move made obvious.
Setpoint answers, recognizes, records, and routes new work before the lead moves on.
Field notes become accurate options using the shop’s parts, labor, margins, and voice.
The office and field share one record, from dispatch through readings, parts, and completion.
Completed work becomes an invoice, a payment link, and a follow-up policy without another handoff.
Setpoint keeps declined work, maintenance, reviews, and equipment opportunities visible.
Owner reporting connects daily actions to capacity, cash, profitability, and company value.
Office actions, quotes, equipment, property details, and open work remain attached to one record so the next person starts with context.
The timeline, equipment record, property, and open quote remain visible together.
Office staff can filter the board and move work onto the calendar with the shop context already attached.
The six-part loop explains why the product matters. This ledger shows what each person can actually do when they open Setpoint.
The owner view connects the daily queue to cash, capacity, and the next decision.
See every AI-answered call, transcript, summary, and next action. Convert callers into prospects, customers, or jobs without retyping the story.
Assign work on a visual board, propose openings, track technician status, and keep approved work from sitting unscheduled.
Move one job record from pricing through approval, deposit, completion, invoice, payment, and follow-up.
Rank quotes, declined work, maintenance visits, aging equipment, and follow-ups by what deserves attention now.
Track measured revenue recovery, AR aging, job margin, capacity, replacement demand, a 13-week cash outlook, and hiring affordability.
Keep stored two-way text threads, booking confirmations, review requests, renewal outreach, and service messages attached to the customer.
Technicians get a mobile view built for the next job, the work on site, and a clean handoff back to the owner.
See assigned work, customer and property details, equipment history, prior notes, owner prep notes, and one-tap directions.
Build a brief and pick list from the job, equipment, prior visits, checklist, and parts history before the truck rolls.
Capture findings, work performed, pressure and temperature readings, refrigerant, parts used, and diagnostic photos.
Dictate into field records instead of typing on a phone. HVAC terms, readings, refrigerant, and model numbers stay in the job record.
Queue critical field writes when the connection drops and show the technician what is still waiting to sync.
Create an invoice from the truck, record customer-declined repairs, and carry both back to the owner in real time.
Customers can call, approve, pay, review, and return without creating a Setpoint account.
Recognize returning callers, capture new work by phone or web chat, and route every inquiry into a real next step.
Send itemized quotes and Good / Better / Best options through a clean link with tier selection, eSignature, and signed PDFs.
Collect an optional deposit on approval, send the final invoice, accept online payment through Stripe, or record cash and check.
Let customers accept and pay for a maintenance plan, schedule included visits, and receive renewal outreach.
Share a no-login record of equipment health, warranty, service history, and the technician who is on the way.
Send a relevant review request, maintenance reminder, or declined-work follow-up using the customer and equipment history.
Setpoint stores the details generic field-service tools flatten, then gives the shop practical ways to move that data in or out.
Track HVAC units plus water heaters, IAQ equipment, generators, ductwork, and other home systems with type-specific lifespan signals.
Log refrigerant added and recovered by job, unit, and technician, with exportable EPA records and stored certifications.
Manage a priced catalog, truck and warehouse stock, transfers, low-stock signals, pick lists, and draft purchase orders.
Preview customer and equipment imports before writing, undo a completed import, and keep several service locations under one customer.
Push supported customers, invoices, and payments to QuickBooks Online and connect Stripe for customer payment.
Export account data, send shop events to other tools, issue revocable API tokens, and use read-only Setpoint MCP tools.
A growing feature set should not make a shop harder to leave. Setpoint includes practical import, export, integration, access, and deletion controls.
Most daily workflows work as soon as the shop is configured. Forecasts and recommendations become more useful as real calls, jobs, equipment, and payments build a history.
No feature tiers and no per-user fee. Start with a 14-day free trial. If Setpoint has not made you more than it cost after 90 days, Nathan will refund the paid months.
The fastest way to judge the product is to run work you already understand through it.