HVAC compliance software

Built for UK HVAC contractors who want less admin, fewer callbacks and faster cashflow.

Stop running your HVAC business on spreadsheets, paper job sheets and disconnected systems. Collabit brings together planning, mobile job reporting, asset registers, contract renewals, compliance tracking and invoicing, including Xero integration, all in one joined-up system.

HVAC service report
Equipment specification
Refrigerant addition

Real Collabit screens with example records; illustrative site photography. Select a screen to enlarge.

PPM & reactive scheduling
Asset & site registers
F-Gas & compliance tracking
Digital HVAC job sheets
Invoicing & payments

One connected platform

Built for modern HVAC operations

Collabit connects your entire HVAC workflow in one system: digital service reports completed onsite, assets and leak checks logged per location, remedials converted into quotes, and completed jobs flowing straight into billing with no duplicate data entry, lost compliance records or revenue leakage.

PPM & Reactive Scheduling

Schedule planned preventative maintenance alongside reactive call-outs from one central calendar. Manage SLAs, engineer availability and site grouping to maximise utilisation and reduce travel time.

Asset & Site Registers

Track every HVAC asset by site, floor and location. Maintain full service history, warranty details and equipment specifications for faster diagnostics and improved first-time fix rates.

F-Gas & Compliance Tracking

Record leak checks, refrigerant movements and certification details in line with UK F-Gas requirements. Store TM44 inspection reports and compliance documentation securely in one place.

Digital HVAC Job Sheets

Engineers complete structured service reports on mobile, including checklists, test readings, parts used and customer signatures.

Contract & SLA Management

Manage recurring maintenance contracts, renewal dates and response targets, and ensure PPM visits are never missed.

One connected workflow

From scheduled work to completed billing

No more double booking. No more wasted travel time. No more missed remedials.

  1. 1. Schedule jobs clearly

    Plan PPM and reactive work from one calendar.

  2. 2. Assign the right engineer

    Use skills, certifications and site grouping to build efficient days.

  3. 3. Capture work onsite

    Complete digital job sheets with photos, readings and customer signatures.

  4. 4. Convert work into revenue

    Track remedials, create quotes and send invoicing forward with full job evidence.

Collabit AI Planner spotlight

Build practical engineer schedules around skills, sites and service priorities.

Collabit AI Planner uses the jobs, locations, qualifications and availability already held in Collabit to help HVAC planners group work, reduce unnecessary travel and respond faster when reactive work changes the day. Every proposed plan remains available for review before customer commitments are confirmed.

Group work by location Match skills and availability Reduce scheduling admin Review before confirming
Explore Collabit AI Planner
Planner overview showing map activity, planning status, key travel metrics and schedule history.
Overview selected.

Practical outcomes

Less admin. Fewer missed remedials. Faster cashflow.

Up to 30% less drive time

Use skills-aware planning, site grouping and route optimisation to spend more of the working day on productive HVAC work.

Every remedial stays visible

Turn defects, photos and engineer notes into tracked quotes and follow-up work instead of leaving revenue in job sheets.

One connected compliance history

Keep asset registers, leak checks, refrigerant movements, reports and signed job evidence together for faster retrieval.

Zero duplicate invoice rekeying

Carry completed job data and supporting evidence into the invoicing workflow without typing the same information twice.

Works with the systems you use

Bring your operational information together and share trusted data across the tools your teams already use.

Xero Intuit QuickBooks Google Workspace Microsoft 365

Stop running your HVAC business on spreadsheets, paper job sheets and disconnected systems.

See how Collabit helps HVAC teams manage planning, field activity, compliance and invoicing in one joined-up system.

No obligationTailored to your operationSecure and reliableExpert support

Free consultation

Talk to a specialist in your industry.

Our specialists have taken companies like yours from paperwork and spreadsheets to one connected system. In the consultation you get:

  • A specialist who knows your industry
  • Your own numbers reviewed
  • A plan for your workflows and compliance checks
  • How the move from your current system would work
  • A price for your team
  • A live demo using your kind of jobs
  1. Same working dayWe confirm your time by email.
  2. The consultationBy Teams, Zoom, Google Meet or phone.
  3. AfterwardsA written plan and price for your team.

No sales pressure, no charge and no obligation.

Just a quick question? Send us a message.

“The patience from the Collabit team made a huge difference.”

Rebecca Burroughs, Visitor and Estates Coordinator, East Anglian Air Ambulance
Pick a time that suits you

UK time. We confirm your slot by email the same working day, or suggest the nearest free one.

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