Service-business operations

ERP software for small HVAC businesses.

Connect service inquiries, quotes, agreements, dispatch, invoices, payments, and receipts in one HVAC operating workflow.

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Start with the service inquiry

Katch Leads handles phone calls, connected email, and website inquiries. Customer details continue into the ERP instead of remaining in a separate inbox.

AI phone answering with Kloe
Email responses after integration
Website lead capture
Owner visibility and follow-up

Quote and organize the job

Use quotes and agreements to define the work, then schedule technicians with the job and customer information together.

Good / Better / Best quotes
Customer approval and signatures
Technician scheduling and dispatch
Availability and conflict checks

Close out the work

Create invoices, collect payment, and issue receipts while retaining the customer and job history.

POS, invoices, and payments
Receipt and transaction records
Inventory and expenses
Payroll preparation and tax summaries

Transparent software pricing

Choose the plan for your team

ERP: $49.99/month for up to 5 users. ERP + Katch Leads: $149.99/month for up to 20 users. Custom software and private ERP deployments are quoted separately.

Founder-led setup and integration: $497.99 once, plus subscription. Delivery within 48 hours after all required information and access are provided.

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Explore Katch Leads · Explore POG ERP · Follow the complete workflow