Who this is for
The person who actually keeps the shop running: dispatchers, office managers, and operations leads coordinating techs, customers, invoices, and schedules all day.
- Dispatchers coordinating 5–30 technicians
- Office managers handling customer calls and billing
- Operations leads reporting to an owner or GM
- Anyone tired of alt-tabbing between six different tools
One tab too many
Office work in HVAC is death by context-switching.
- Schedule in one tool, invoicing in another, customer notes in a third
- Techs call for addresses and job details all day long
- Customers call to ask 'is the tech coming?' — nobody has a good answer
- Follow-ups on estimates, memberships, and unpaid invoices fall through cracks
- Owner asks for a report and it takes half a day to build
The dispatch cockpit for HVAC.
Ratchly gives office managers a single live view — map, jobs, customers, messages, and reports — so nothing gets missed and nobody has to be called for status.
- 1Live operations map shows every tech and every job in real time
- 2Customer messages and portal handle 80% of 'where's my tech?' calls
- 3Job monitoring flags anything running late before the customer notices
- 4Reporting dashboard rolls up everything for the owner automatically
The features that power this solution.
Live operations map
Every truck and every job on one map, updated in real time. Drag a job to reassign it.
Learn moreCustomer portal
Customers see appointments, technician ETAs, invoices, and estimates without calling the office.
Learn moreReports & analytics
Revenue, close rate, utilization, aging invoices — the numbers the owner asks for, one click away.
Learn moreEvery step, from the live app.
These are real screenshots from a Ratchly account — not mockups.
Every truck. Every job. One screen.
The operations map shows technician locations, job status, and ETAs — updated in real time as the day unfolds.
Answer 'where's my tech?' before they ask.
Automatic SMS and the customer portal push status updates so the office stops fielding the same call twenty times a day.
Late jobs, at a glance.
Ratchly flags jobs running long, techs stuck in traffic, and appointments that need a customer heads-up.
Every customer, one profile.
Full service history, equipment on file, memberships, and open balances — all on one screen.
Numbers the owner will actually read.
Revenue at risk, aging invoices, and tech productivity — rolled up automatically for the owner's Monday review.
Measurable outcomes for your shop.
- Cut inbound 'where's my tech' calls by 60%+
- One dispatcher can confidently run 15+ trucks
- Weekly reports build themselves — no spreadsheets
- Customer follow-ups stop falling through the cracks
“I used to run the office with three browser tabs open. Now it's one, and I actually know what's happening.”
Office Managers — quick answers.
How long does it take to onboard the office?
Most office teams are running Ratchly the same day. There's a guided tour and a help center inside the app.
Can we control who sees what?
Yes. Owners see everything; dispatchers, office admins, and techs each get role-based access.
Does the customer portal need a login?
No. Customers get a secure link by text and email — no password to remember.
Explore the features inside this solution
Dispatch Board
Ratchly's live operations map is your dispatcher's command center — real-time locations, one-drag reassignment, and AI suggestions when a job's going sideways.
Learn moreCustomer ExperienceCustomer Portal
Ratchly's public portal lets homeowners see estimates, track their tech, pay invoices, and book more work — no login, no app.
Learn moreCustomer ExperienceSMS Notifications
Ratchly provisions a business SMS number and threads every message onto the customer profile — nothing lives in your personal texts.
Learn moreCustomer ExperienceAutomated Reminders
Ratchly fires the right message at the right moment — appointments, arrivals, memberships, invoices, and review requests.
Learn moreBusiness InsightsReports
Revenue by service line, jobs by tech, AR aging, customer lifetime value — no spreadsheets required.
Learn moreBusiness InsightsDashboard
Money at risk, techs on the road, jobs today, month revenue — everything you need at 7am, before the first call.
Learn more