🌡️ ROUTE MAKER PRO FOR HEATING & COOLING
Tune-ups and filter routes with a service report on every call
Your techs rate each part of the system, log the filter size and temp split, photograph the data plate and tap COMPLETED. The customer gets a service report, and anything that needs attention is flagged.
14-day free trial. No credit card.
EXAMPLE SETUP
How an HVAC company would set it up
One route, start to finish. The route name and addresses are made up. The checklist, fields, photos, skip reasons and email are the ones the Heating & Cooling trade uses in the app.
STEP 1
Build the route
Name the route, paste or upload your addresses, and one tap puts every call in the fastest order.
ROUTE NAME
Thursday Tune-ups
CALLS
STEP 2
At each call
START ROUTE opens turn-by-turn navigation to the first call. When the driver pulls up, the app asks “Have you arrived?” and they confirm with one tap.
Rate each part All good or Needs attention, log the filter size and temp split, and photograph the data plate, then tap COMPLETED.
Values show as … here: the app records what your tech enters. The photos required are the starting setting for Heating & Cooling, and you can change them.
FILL IN
Refrigerant added
Typed in
PHOTOS
Photos required: 1 before photo · 1 after photo
PHOTO PROMPTS
Before: Data plate on the unit.
After: Unit when done, panels on. Add one for each item that needs attention.
Unable to complete this call
STEP 3
If a call gets skipped
Your tech taps "Unable to complete this call" and picks a reason. The reason, time and location are saved, and your office gets an alert.
Why couldn't this call be completed?
NO ONE HOME
NO ACCESS TO UNIT
NEEDS A PART
CUSTOMER DECLINED
CUSTOMER CANCELLED
WRONG ADDRESS
OTHER
If your tech adds a photo, the customer also gets "Service call not completed: 456 Oak Ave" with the reason.
STEP 4
What your customer gets
When your tech taps COMPLETED, the email goes to your office, your customer or both, and the visit is saved to that address's service history.
Customer emails are switched on per route, and your office can get its own copy.
SUBJECT
Service report: 456 Oak Ave
Service call completed: 456 Oak Ave
Here's what your tech checked today.
What we checked
✓ Filter: All good
✓ Coils: All good
✓ Drain line: All good
✓ Capacitor: All good
✓ Thermostat: All good
✓ Blower: All good
Readings
Filter size: …
Temp split: …
Refrigerant added: …
Two ratings, no jargon
Filter, coils, drain line, capacitor, thermostat, blower. Each one is rated All good or Needs attention, and the customer report shows exactly that.
Readings your tech types in
Filter size, temp split (return minus supply) and any refrigerant added, type and amount. The app logs what your tech enters and never compares it to a range.
Needs attention gets noticed
When anything is rated Needs attention, the customer email says so in the subject line, and your office copy lists those items up front.
Photos of the equipment
The prompts ask for the data plate first, then the unit with the panels on, plus one photo for each item that needs attention.
Calls you could not finish
No one home, no access to the unit, needs a part, customer declined. The reason, time and GPS location go on record, and your office gets an alert.
Route optimization
Paste or upload your addresses. One tap puts them in the fastest order.
Learn more →Navigation and arrival alerts
START ROUTE opens turn-by-turn directions, and the app asks the driver “Have you arrived?” when they pull up.
Learn more →Before and after photos
Timestamped and GPS-tagged. You set how many are required at each stop.
Learn more →Completion emails
Sent to your office, your customer or both the moment the stop is marked done.
Learn more →Service history
Search an address or customer to see recent visits, notes and what was recorded. Filter by date for older ones.
Learn more →Voice notes and translation
Speak a note instead of typing. Notes are translated between your office and each driver in 12 languages. Paid plans and trials.
Learn more →Route memory
Notes stick to the address, so the next driver already knows where to park.
Learn more →Something else? Pick General and get the standard app, as is.