Everything a small HVAC shop needs. Nothing it doesn't.
One flat price unlocks the entire platform — scheduling, mobile, invoicing, customers, inventory, and the automations that keep customers coming back.
Move jobs from booked to billed.
A weekly grid across every tech, drag-and-drop assignments, and recurring jobs that schedule themselves.
Drag-and-drop weekly schedule
See every tech, every day. Drop a job on a slot and the tech gets notified instantly.
Multi-tech dispatch
Assign, reassign, and balance loads across the crew without spreadsheets or texts.
Recurring jobs
Set up maintenance plans once. Ratchly creates the next visit on the right cadence.
Reminders that actually fire
Automatic customer SMS the day before and on-the-way alerts when techs depart.
Built for the truck, not the boardroom.
Techs get a fast, glove-friendly app that works on any phone — no extra license, no separate download.
Mobile-first interface
Big buttons, big text, fast taps. Works on any iPhone or Android — install as a PWA.
Photos, notes, and checklists
Capture before/after photos and job notes from the truck. Synced back to the office in real time.
Tap-to-call customer
Phone numbers, addresses, and gate codes are one tap away on every job.
Job status updates
On the way, on site, complete — status changes trigger automatic customer messages.
Get paid the day the job ends.
Turn a completed job into a sent invoice in one tap. Stripe handles card and ACH at pass-through pricing.
One-tap invoicing
Convert completed jobs into invoices instantly. Line items pull from the work performed.
Stripe card & ACH payments
Customers pay online. Funds land in your bank — Ratchly never touches the money.
Automatic dunning
Polite reminders go out on day 7, 14, and 30 so overdue invoices don't pile up.
Branded PDFs
Your logo, your colors, your shop info — every invoice and estimate.
Know the unit before you arrive.
Every address keeps a full history of jobs, invoices, and the equipment that lives there.
Unified customer profiles
Service addresses, contacts, billing history, and notes — all in one place.
Equipment history
Model, serial, refrigerant, filter size — synced to every address and visible in the truck.
Service history timeline
Every visit, photo, and invoice for an address — going back to day one.
Stop showing up empty-handed.
Track parts across trucks and warehouse, deduct on use, and get alerted before stock runs out.
Truck & warehouse stock
Track capacitors, contactors, refrigerant, and consumables across every truck.
Low-stock alerts
Set reorder thresholds. Ratchly pings you before a tech runs out on a callback.
Automations that build repeat business.
SMS reminders, on-the-way alerts, and review requests — all running quietly in the background.
Two-way SMS
Reply to customer texts directly from Ratchly. Full thread saved on the customer.
Review requests
Automatic Google review nudges after every completed job. More 5-star reviews, less effort.
Appointment reminders
24-hour and on-the-way SMS reduce no-shows and angry calls.
The numbers that actually matter.
Owner dashboard, audit logs, role-based access, and one-click data export. No lock-in.
Owner dashboard
Revenue, outstanding invoices, jobs by tech, and weekly trends — at a glance.
Roles & permissions
Owner, dispatcher, technician — each role only sees what they need.
Data export
Export customers, jobs, and invoices to CSV any time. Your data is yours.
Win more jobs with professional estimates.
Multi-tier estimates with customer and job context built in. Email straight from Ratchly and convert to an invoice in one tap.
Multi-tier line items
Offer Good / Better / Best options on a single estimate. Totals recalculate automatically as you edit.
Customer & job embeds
Every estimate carries the customer profile and linked job context — no copy-paste, no version drift.
Email to customer
Send the estimate as a branded email with a secure view link. Customers approve from any device.
One-tap convert to invoice
Approved estimate? Convert it to an invoice with line items and job linkage already wired up.
Turn one-time customers into predictable revenue.
Sell recurring service plans with automatic Stripe billing. Visit reminders fire before each target window so members stay on schedule.
Custom visit cadences
Quarterly, semi-annual, annual — define the plan once and Ratchly schedules each visit window.
Stripe subscription billing
Monthly or annual auto-renewal. Pause, resume, and cancel — Stripe stays in sync automatically.
Automatic visit reminders
Members get a heads-up before each target window so visits get booked and completed on time.
Safe enrollment guardrails
Archived plans block new enrollments and duplicate active memberships are prevented automatically.