Software for HVAC & chimney businesses
HVAC & chimney service
management software.
From first call to repeat visit.
Run AC repairs, chimney cleaning and planned maintenance with SERQ by Codequery. Connect enquiries, bookings, technicians, invoices and AMC visits in one service management platform.
✓ SaaS for your team ✓ White-label options for your brand
Interactive product illustrations based on your SERQ workflows. Sample data; not a live account. Features vary by plan and setup.
How SERQ is packaged
Your office and field team.
One subscription.
Start with the tools to run your service operation. Add your customer-facing website as you grow.
Admin panel
Your office workspace for bookings, customers, technicians, service operations and reports.
Partner app
Your technician’s workspace for assigned jobs, visit details, progress updates and completion.
Branded booking website
A customer-facing website for your services and bookings. Customer app requirements are scoped separately.
The problems behind a busy service day
More jobs should not mean
more things to chase.
These are the everyday gaps SERQ helps HVAC contractors, AC service teams and chimney businesses organise.
Enquiries get lost between calls and chats.
During peak AC season, requests arrive while your team is already handling ongoing jobs. Without a shared record, follow-ups slip.
Keep enquiries, customer details and follow-ups together, then turn a confirmed request into a booking.
The office keeps calling technicians for updates.
Who accepted the chimney cleaning job? Has the AC technician reached the address? Customers call when the office has no clear answer.
Use manual or configured automatic assignment, job alerts and status updates to keep office and field teams connected.
Extra parts and charges are difficult to reconcile.
A repair needs a replacement part or an additional service. Notes in separate chats make billing and stock tracking harder.
Record additional items against the job, use your service rates and track stock and payment status through the relevant modules.
AMC renewals depend on someone remembering.
Customers return only when equipment breaks down. Planned visits and renewal dates can disappear into spreadsheets.
Keep contract information, maintenance visits and renewal dates visible so your team can follow up at the right time.
Repeat complaints lack a clear service history.
A customer reports the same fault again. Your team needs to know what was checked, what was replaced and who completed the work.
Keep notes, photos, invoices and complaints connected to the customer. Use configured OTP verification to record job start and closure.
Collections and technician payouts need manual checking.
Cash, online payments, pending invoices and commissions can sit in different records at the end of the day.
Review collections, outstanding balances and technician payouts from the admin workspace, with compensation rules configured for your model.
From enquiry to repeat service
One connected workflow.
Every service visit.
A practical process for your front desk, field team and business owner.
Capture the right details
Record the service type, address, preferred slot and equipment notes when a customer books.
Give the job a clear owner
Assign a technician and share the schedule and instructions through the partner app.
Keep a record of the work
Manage quotations, record parts used and capture service updates and work photos.
Prepare for the next visit
Issue the invoice, keep the service history and track future AMC visits and renewals.
Built around your operation. Configure service categories, rate cards and team roles to match how your business works.
WhatsApp automation & push notifications
The right update.
At the right moment.
Customers need to know what happens next. Technicians need to know what needs action. Connect booking events to the right notification workflow.
- Customer WhatsApp: booking and service updates through supported templates and integrations.
- Partner push: assigned-job alerts and operational updates in the app.
- Office visibility: a shared booking status instead of repeated follow-up calls.
These are illustrative message flows. Triggers, recipients and reminders must be configured. WhatsApp templates, permissions and provider charges apply; push delivery depends on device settings and connectivity.
The tools behind a smoother day
Built for the work.
And everything around it.
Organise the details that matter before, during and after every HVAC or chimney visit.
See the day. Assign the work.
Bring bookings and technician assignments together, so your team knows who is going where and what needs attention.
Example service schedule
Make maintenance a routine.
Manage annual maintenance contracts, planned visits and renewal dates with the customer’s service history close at hand.
- Keep contract and covered-service details together
- Track scheduled and completed maintenance visits
- Identify upcoming renewals for follow-up
- Give returning customers a consistent experience
Keep the office in the loop.
Give technicians a partner app for job information and progress updates. Keep a useful record of what happened on site.
- Share customer, location and service instructions
- Capture work photos and completion details
- Use OTP-based job verification where configured
- Send WhatsApp updates through supported integrations
Connect the job to the numbers.
Keep service charges, replacement parts and invoices connected to the booking, with a clearer view of your daily business.
- Prepare quotations using your service rate cards
- Track parts and inventory used across jobs
- Create invoices and record payment status
- Review job, team and revenue reports
Custom HVAC project workflows
Managing installations that span several days?
Discuss a tailored workflow for site managers, helpers, material challans, daily attendance, milestones and customer updates. These project requirements are assessed and quoted separately from the standard SaaS setup.
Your services. Your setup.
For the way your business works.
Whether you run a local AC service team or manage multiple service categories, organise your operation around the work you actually do.
Discuss your workflow →AC service & repair
Installation, servicing, fault diagnosis and breakdown visits.
HVAC maintenance
Planned maintenance and service records for commercial customers.
Chimney services
Cleaning, installation and repairs with a record of each visit.
Multi-service teams
Separate categories, rate cards and assignments in a shared workspace.
Choose your starting point
Your operation today.
Room for your brand tomorrow.
Start with SERQ SaaS, or discuss a white-label setup for a branded service experience.
SERQ SaaS
Admin panel and partner app on one subscription. Add a branded booking website when your business needs it.
- Admin panel and partner app workflow
- Bookings, assignments and customer records
- Service, AMC and reporting capabilities by plan
- Branded booking website available as an add-on
SERQ under your brand.
Launch your own service brand with a one-time software licence. No recurring per-user or monthly software licence fee under the agreed white-label package.
- Your brand identity across the agreed product scope
- Customer and partner app options
- Admin, website and integration requirements
- Hosting, APIs, messaging, support/AMC and custom work scoped separately
| Deliverable | SERQ SaaS | SERQ white-label |
|---|---|---|
| Admin panel | Included in subscription | Included in agreed platform scope |
| Partner / technician app | Included; branding depends on plan | Branded app; platforms agreed in scope |
| Customer app | Separately scoped add-on | Branded customer app; Android/iOS scope agreed |
| Booking website | Optional add-on | Branded website in agreed package |
| Software licence | Subscription and plan limits apply | One-time licence under the quoted package |
| WhatsApp, APIs & messaging | Plan and provider charges apply | Setup and third-party costs scoped separately |
| Custom project workflows | Assessed and quoted separately | Assessed and quoted separately |
Feature availability, integrations and app scope depend on your selected plan. Source-code access is separate unless expressly included in your agreement.
A few useful answers
Before you get started.
Have a specific workflow in mind? Walk us through how your team handles a service job.
Talk to Codequery →Can I manage HVAC and chimney services together?
You can organise different services using categories and rate cards, with bookings and customer records in a shared workspace. Discuss any specialised fields or workflows during your demo.
Can my technicians use the software in the field?
The partner app supports the field service workflow, including assigned jobs and service updates. Ask for a demonstration of the app features included in your selected plan.
Can I manage AMC visits and renewals?
Codequery supports AMC management so you can organise maintenance contracts, service visits and renewal follow-ups. The demo can show how this fits your contract structure.
Can customers receive WhatsApp updates?
WhatsApp notifications can be configured through supported integrations. Availability, message templates and any provider charges should be confirmed for your setup.
What is the difference between SaaS and white-label?
SaaS gives your business access to Codequery’s platform through a selected plan. White-label is for businesses that need their own branding and an agreed app or website scope. Pricing, hosting and support depend on the chosen setup.
Is SERQ suitable for AC repair and kitchen chimney cleaning businesses?
Yes. You can organise AC installation, servicing, repair and chimney cleaning as separate service categories. Use bookings, technician assignments, customer records and rate cards to manage these services in one workspace, with modules enabled under your selected plan.
Does the SaaS subscription include a customer app?
The core SaaS offer includes the admin panel and partner app. A branded booking website is an add-on; customer apps are scoped separately. The white-label offer is designed for businesses that need their own customer-facing brand and an agreed set of apps and website deliverables.
Can SERQ handle multi-day HVAC installation projects?
Specialised requirements such as material challans, site managers, helpers, daily attendance, approvals and milestone billing need a scope discussion. These workflows are assessed and quoted separately rather than assumed to be standard SaaS inclusions.
Can I bring my existing customer records?
Share a sample of your existing data during onboarding discussions. The team can confirm the supported import format, required cleanup and any migration scope before you move your records.
Bring your service day together
Your next service job.
Managed with SERQ.
See bookings, dispatch, work proof and AMC management in a live walkthrough tailored to your HVAC and chimney business.