For HVAC techs

HVAC invoices, said out loud.

Recharge, change-out or a no-cool call: say what you found and what you did, and Voice To Task CRM drafts the invoice with the equipment, refrigerant, labor and the customer.

For example, you say

“Mike Johnson, upstairs AC. Replaced the thermostat, one forty-five for the unit, recharged R-410A, sixty. Two hours labor. Call him in a week to check it's holding.”

What comes back

A draft you check, then send.

The AI pulls out the client, each part or charge, the hours and any follow-up. Labor you price by the hour uses your own rate. You fix anything it misheard, then finalize and share the PDF by text or email.

Follow-up task: call Mike in a week.

INVOICEExample
Your company nameBill to: Mike Johnson
  • Programmable thermostat$145.00
  • R-410A refrigerant recharge$60.00
  • Labor (2 hours)$190.00
Total$395.00

Why it fits the work

Built for billing from the truck.

Equipment and refrigerant, itemized

Condensers, thermostats, capacitors, filters and pounds of refrigerant each become a line you can check before it goes out.

Estimates for change-outs

Speak the scope on the walk-through and send an estimate PDF. When the install is done, finalize the same draft into the invoice.

Maintenance callbacks

Say when to come back and the job gets a follow-up task with that due date.

Jobs it handles every day

  • No-cool and no-heat service calls
  • Thermostat, capacitor and contactor replacements
  • Refrigerant recharges with the type in the line item
  • Full system change-out estimates, finalized into the invoice later

More trades

Invoice the no-cool call before the next one.

Start with 5 voice logs at no cost. Create your account, get the app, and say your next job.