BUILT FOR HEATING & COOLING PROS

The business that runs your HVAC company, so you can run the calls.

Dispatch, invoicing, maintenance plans, customer history, and an AI that knows the trade, all in one app you scroll between service calls. Bizer is the operating system for contractors who’d rather be in the field than buried in paperwork.

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No credit card · Set up in minutes · Made for the trades

One app

Dispatch → invoice → paid

Same-day

Get paid before you leave the drive

Miles

An AI that knows your business

Sound like your week?

✕ Quotes that go cold because nobody followed up.

✕ Maintenance agreements you keep meaning to bill.

✕ Invoices written on the truck, lost by Friday.

✕ Five apps that don’t talk to each other.

✕ No idea which jobs actually made money.

✕ The whole operation living in your head.

Bizer pulls it all into one place, and a few of those become someone else’s job: Miles, the AI built into every account.

EVERYTHING THE SHOP NEEDS

Run the back office from the field

The tools you’d cobble together from a dozen subscriptions, built to work together, the way an HVAC business actually runs.

Dispatch every job from one board

Service calls, installs, and PM visits land on a single schedule. See who’s where, drag a job to the next open tech, and stop double-booking your best installer.

Invoice from the driveway, get paid same-day

Build the invoice on the truck the minute the system fires up. Customers pay before you pull away, no more “I’ll mail a check” and a 45-day wait.

Maintenance agreements on autopilot

Turn one-time repairs into recurring revenue. Bizer remembers every filter change and spring tune-up and bills the plan for you, month after month.

Every customer, system, and service history

Pull up the unit you installed three summers ago, model, refrigerant, warranty, last callback, before you knock on the door. Your techs look like geniuses.

SOPs so a new tech installs it your way

Write the procedure once. Brazing, evac, startup, the callback checklist, every tech follows the same steps, so the work runs right without you on the roof.

Win more of the bids you quote

Track every estimate from “we’ll think about it” to signed. Bizer nudges the follow-ups so the $14k changeout doesn’t go cold while you’re on a no-cool call.

Keep the phone ringing in shoulder season

Plan campaigns, track what a lead actually costs, and double down on the channels that book real jobs, not just clicks.

Financing ready for the big installs

See your funding readiness and the lenders that back trades like yours, so a $30k commercial rooftop never slips because the cash wasn’t there.

MEET MILES

Like a business partner who never sleeps, and knows your numbers.

Ask Miles anything: “Which customers are due for a tune-up?” “Write a maintenance-plan offer for my June postcard.” “Did the Henderson install make money?” Miles lives inside your business, so the answers come back with your jobs, your customers, and your dollars, not generic advice.

Drafts your quotes, invoices, and follow-up texts
Surfaces the customers worth calling this week
Builds SOPs and price-book items from a quick description
Tells you which jobs and which trucks actually pay

Put Miles to work

Miles · ● Online: knows your shop

You: Who’s overdue on their maintenance plan?

Miles: 7 customers are past due for a tune-up. The Garcias, the Brookside office, and 5 more. Want me to text them your spring booking link and start the invoices?

You: Yes: send them all.

Miles: Done. 7 texts out, 7 plan invoices drafted. That’s $1,890 in booked work. I’ll remind you tomorrow about the ones who haven’t replied. 🔧

UP AND RUNNING FAST

From spreadsheet chaos to running the shop

1 · Create your free account

Two minutes. No credit card, no “book a demo” gate. Tell Bizer you run HVAC and it sets up around your trade.

2 · Bring your business in

Add your customers, your price book, your trucks and techs. Miles helps you import what you’ve already got in spreadsheets and your old invoicing app.

3 · Run the whole shop from your phone

Dispatch, invoice, follow up, and get paid, then ask Miles what to do next. Your business, in your pocket, between service calls.

Straight answers

Bizer is the operating system for running a service business, and HVAC is exactly that, scheduling, dispatch, maintenance agreements, equipment history, financing for big jobs. Set up your account as an HVAC company and the whole thing speaks your language.

You don’t have to rip everything out on day one. Bizer connects your bank and accounting, and pulls your customers and jobs into one place so you stop paying for, and re-typing into, five disconnected tools.

If they can scroll a phone, they can run Bizer. The job board, the invoice, the checklist: it’s all built to be thumbed through on a truck, not learned in a training class.

Creating an account is free. Get in, set up your shop, and run real jobs before you ever think about a bill.

Your business deserves better than a glovebox full of paperwork.

Set up your shop in Bizer today, free to start, and ready for the trade.

Create your free account

Get your Business Score →