For hvac technicians
Invoice and estimate app for HVAC
Quote the install, invoice the service call, and bill maintenance plans on a schedule, all from the truck.
PRO marks a Sumocat Pro feature. Everything else is free.
| Item | Qty | Rate | Amount |
|---|---|---|---|
| Furnace tune up1 visit × CA$149.00 | 1 visit | CA$149.00 | CA$149.00 |
| Replacement filter2 ea × CA$28.00 | 2 ea | CA$28.00 | CA$56.00 |
| Igniter replacement, labor1 hr × CA$125.00 | 1 hr | CA$125.00 | CA$125.00 |
| Hot surface igniter1 ea × CA$86.00 | 1 ea | CA$86.00 | CA$86.00 |
How to make an invoice as an HVAC technician
- 01
Add up the job on the calculator
Type each amount, or work it out with × (hours times rate, area times price), and tap the lines key to add it.
- 02
Turn it into an invoice
Pick Invoice and tap the action key. Name each line, set units and taxes, and pick the client.
- 03
Send it
Share the PDF or a link by text or email, then mark it sent. With Pro, email it from the app in one tap.
Built for how hvac technicians work
Maintenance plans on a schedule PRO
Bill a yearly or quarterly plan as a recurring invoice that sends itself.
Install quotes with a deposit
Quote equipment and labor with a deposit due on acceptance and the balance on completion.
Notified when a client acts
Get a push notification when a client views an invoice or accepts an estimate.
Questions
Something else? Write to support@sumocat.app.
Can I bill maintenance plans automatically?
Yes, with Sumocat Pro. A recurring invoice creates each bill on schedule and can email it to the client.
Will I know when a client opens my invoice?
Yes. Sumocat sends a push notification when a client views an invoice or estimate you shared.
Can I use it on more than one phone?
Sign in on each iPhone and your records sync between them, for free.
Add it up. Send the invoice.
Sumocat is free on iPhone, with no account needed to start.
- No caps on invoices or clients
- Works offline
- Free cloud sync