The whole back office.
It fits in your truck.
Most HVAC tools store your data. Setpoint uses it: caller recognition, job learning, equipment health. One app, one price, whole shop.
Not another app.
The whole loop, connected.
The big platforms hand you the basics, up-charge for every feature, then leave you to wire it together. Setpoint runs it in one place: the phone rings, the quote goes out, the job gets scheduled, the invoice gets paid, the review comes in. Every step teaches it more about your shop.
One data model. One login. Every call, customer, job, and follow-up wired together.
Quotes and replies that write themselves.
Setpoint drafts from your real customer and equipment history, in your pricing and your voice. The writing, the sending, the chasing all leave your plate. The relationship stays yours.
The breakdown, flagged before the call.
Every job's readings feed an equipment-health score that surfaces which units are likely to fail, so a 2am emergency becomes a planned replacement you booked weeks ahead.
The whole crew. One flat price.
Owner, dispatcher, every tech in your rotation: all the tools, no per-feature upsell, no paying more every time someone needs something a little different.
The details a generic tool gets wrong.
Refrigerant types, EPA tracking, equipment age, Good/Better/Best proposals. Purpose-built for HVAC, not retrofitted from software made for cleaners and landscapers.
The whole job.
One solution.
Setpoint replaces the parts of your week that shouldn't be yours anymore, in the order your shop operates.
It knows who's calling before you do.
Other AI answering services treat every caller like a stranger. A customer used to getting the owner feels the drop the second a robot picks up. Setpoint recognizes them: their equipment, their history, the last thing you fixed. New numbers become captured leads, routed to your pipeline.
AI Receptionist · Caller RecognitionField notes to customer-ready proposal.
Describe the job in plain English. Setpoint matches parts to your catalog, applies your margin, and drafts a professional quote in seconds or a proposal in 2 minutes, ready to eSign before you leave the driveway.
Quotes · Proposals · eSignatureEvery morning, it tells you what to do next.
Setpoint reads across the whole operation: quotes waiting on a signature, jobs that need booking, customers due, declined repairs worth a second look, equipment aging out. A ranked list of the moves that win business today, the outreach already drafted.
Optimize · Business Action QueueEach visit makes the shop smarter.
The tech records what they found: pressures, temps, capacitor reading, refrigerant. That updates the unit's health score, flags what's close to failing before the customer calls at midnight, and builds your next purchase order from what the trucks are burning through.
Equipment Health · Auto Purchase OrdersWork finished. Paid the same day.
The completed job rolls straight into an invoice, no re-typing line items. Send it before you pull out of the driveway. Takes Stripe natively or add your own link and watch it flip to paid. The slowest part of the week, gone.
Invoices · PaymentsJob done. Google review.
Every completed job triggers a personalized thank-you note, written for that customer and that job. One tap to send. Reviews go up, inbound calls go up. The compounding part of HVAC nobody actually keeps up with.
Follow-ups · Review EngineRun the business.
Not the fires.
Every call, quote, job, and invoice flows through one place, so Setpoint turns the day-to-day into a clear read on your shop: where revenue is coming from, what is coming due, where the week is headed.
- →Where revenue comes from. ROI by lead source: Google, referral, yard sign. Double down on what works.
- →What's coming due. Aging units, expiring agreements, customers gone quiet, surfaced before they're emergencies.
- →How the shop's trending. Close rate, revenue, and reviews, month over month, at a glance.
- →Who's carrying the work. Tech performance: who books, who closes, who earns the reviews.
Built for the owner.
Also built for the truck.
The owner runs the office. The tech runs the job. Setpoint gives each one their own view and keeps them in sync, without anyone re-typing anything. Add every tech in your rotation. No per-user fees, ever.
The view from the kitchen table.
- Calls, quotes and proposals with margin math, Good/Better/Best, eSignature
- Optimize - a daily action queue that surfaces what to schedule, chase, and win
- Customers, equipment and EPA tracking in one searchable database
- Invoices and payments rolled straight from the finished job
- Business insights plus a weekly digest in your inbox every Monday
The view from the passenger seat.
- Today and this-week job list, only what they're cleared to see
- Truck Prep - AI parts list per job, checked off as they load
- Job readings - pressures, temps, refrigerant, straight into the file
- Job notes dictated from the truck, posted to the record
- Pick list - what to load this morning, in one screen
“I used to spend hours every night on quotes, orders and follow-ups. Now that I'm not drowning in busy-work, I'm focused on growing the business.”
Small on purpose.
So you reach a person.
Setpoint is deliberately small, US-based and founder-led. I answer to my customers, just like you. The roadmap is what you tell me it should be, not whatever a board wants this quarter.
Nathan Snyder.
I built Setpoint for the owner doing quotes at the kitchen table at 10pm, notes scattered and techs not having the tools to deliver. After a decade building software for the Fortune 500, I wanted to put that same caliber of tooling in the hands of owner-operators. Shops get me on speed dial.
$99 a month.
Less than one service call.
The average HVAC service call runs $200-$350. Setpoint costs less per month than a capacitor swap: one tool, the whole loop, every tech. Shops recover the subscription in one day. Calculate your ROI →
One subscription. Everyone in the shop.
Owner, dispatcher, and every tech in your rotation: included. Add techs freely. No per-user fees. No surprise upgrades, no enterprise tier hiding the good features behind a sales call.
The nothing-to-lose guarantee.
- →14-day free trial, no credit card required to start.
- →Cancel anytime. No contracts. No clawbacks. No early-termination fees.
- →Your data is yours. Export everything to CSV in one click if you leave.
- →Not a fit? Tell me in the first 30 days and I'll refund any month you paid.
No. $99/mo covers the whole shop. Add the owner, dispatcher, and every tech in your rotation. No per-user fees, ever.
About 15 minutes on your own: add your info, upload your parts list, send your first quote. Founding Shops get a 1-hour onboarding call with me.
Two ways in.
Pick the one that fits.
Want to kick the tires on your own? Start a trial. Want me to set it up with you personally and lock in pricing for life? Apply for a Founding Shop spot. I'm taking ten this quarter.
Free trial.
Sign up, upload your parts list, and generate your first quote in about fifteen minutes. Your card is never asked for during the trial.
- 14 days free · no credit card
- Full product · every feature unlocked
- $99/mo flat when you're ready
- Cancel anytime · keep your data
Founding Shop application.
I onboard each Founding Shop personally: one hour on a call, we import together. In exchange you tell me what's working, what's not, and let me use your name when it is.
- 6 months free · full product
- Personal onboarding · my cell number
- $79/mo locked in for life after the 6 months
- 20-min check-in every other week
Quick answers.
Does it really do the whole job, calls to invoices?
Yes. Setpoint covers calls, quotes and proposals, scheduling and dispatch, customers and equipment, job readings, invoices and payments, follow-ups and reviews, and business insights, connected end to end. Many shops keep QuickBooks for their books and run Setpoint for everything else; tighter accounting sync is on the near-term roadmap.
How does it know my prices and margins?
You upload your parts catalog as a CSV: distributor costs, your sell price, or both. Setpoint applies your margin and labor rate automatically on every quote. Update the CSV anytime; every future quote reflects it instantly.
Do I pay per user for my techs?
No. $99/mo is flat for the whole shop. Add the owner, the dispatcher, and every tech in your rotation. Each tech gets their own login with limited visibility. You control how many weeks ahead they can see and which jobs they can read.
What if I don't have a customer list yet?
You can start entering customers as you go. Quoting works from day one with zero history. The Optimize action queue, equipment health, and insights get smarter as your data builds up over the first 30-60 days.
How long does setup take?
About fifteen minutes on your own: add your company info, upload your parts list, generate your first quote. Most owners are fully set up the day they sign up. Founding Shops get a one-hour onboarding call with me where we do it together.
Is my data secure?
Yes. Data lives in a managed PostgreSQL database on US-region servers, encrypted at rest and in transit. You can export everything to CSV at any time and one-click delete your account. Happy to walk through the specifics on a call.
Can I cancel?
Anytime. No contracts, no cancellation fees. If you cancel, you keep access through the end of your billing period. Your data is yours; export it before you go.
New features. Real talk about running a shop.
No fluff, just occasional updates on what we're building and what's working for HVAC owners using Setpoint.
Try it on your next quote.
Fourteen days free. No credit card. Send me your last job and watch what Setpoint writes. If it doesn't save you time, you're out nothing.