HVAC Business Coach
Know Whether Installs or Service Calls Are Paying You
Matey is the AI business coach for heating and cooling businesses. It shows you the profit per hour on every install and service call, bills your maintenance contracts automatically, chases what's overdue, and plans your week every Monday.
- Profit per hour on installs versus service calls
- Maintenance agreements invoiced and chased automatically
- A Monday brief with one clear action for the week
- 01Equipment and parts costed against the quote
- 02Profitable, breakeven or loss on every job
- 03Best and worst job types each month
Job Margin Intelligence
The Big Install Felt Good. The Service Round Made More per Hour.
Equipment, parts, labour and travel all go against the quote when you close a job. Matey gives you a verdict in dollars per hour and groups it by job type, so you can see which work to chase and which to price up before the next season hits.
Features
Everything HVAC pros need
Job Margin Verdict
Hours worked and parts cost in, profit per hour out. A green, amber or red dot on every job in the list.
Monday Business Brief
Last week's numbers, what's working, what needs attention and one action, every Monday at 8am. Carried forward if it didn't get done.
Overdue Alerts
At 7 days past due the invoice surfaces at the top of your screen with the reminder drafted. Firmer at 14, final notice at 21.
Maintenance Contracts
Recurring invoices for service agreements, monthly or quarterly, sent automatically and chased if they slip.
Flat Rate Billing
Set flat rates for tune-ups, diagnostics and filter changes. Invoice in seconds and see the margin on each.
Equipment Tracking
Model numbers, warranty info and service history per client, so you arrive knowing what's installed and when it was last serviced.
Why Matey
Why HVAC businesses choose Matey
- Install vs service margin, side by side
- Maintenance billing on autopilot
- Late payers chased for you
- Flat rate and T&M billing
- Equipment and service history
- GST-ready, synced to Xero
HVAC pros
What our customers say
“Recurring invoices for my maintenance contracts run themselves. I literally don't have to think about billing those clients.”
“Flat rate billing means I invoice in under a minute on-site. Clients pay immediately and I'm on to the next job.”
“Equipment tracking has saved me so many times. I know exactly what's installed and when it was last serviced before I even arrive.”
FAQ
Frequently asked questions
Can Matey tell me if installs or service calls are more profitable?
Yes. Every completed job gets a profit-per-hour figure and Matey groups them by job type. After a month you'll see, for example, split-system installs at $64 an hour and service calls at $88, and the Monday brief will say what to do about it.
How do I invoice for HVAC maintenance contracts?
Set up a recurring invoice for the contract amount. It sends automatically on your chosen schedule, and if it goes 7 days overdue Matey drafts the reminder and puts it at the top of your screen.
Does flat rate billing still get a margin verdict?
Yes. When you close a flat-rate job you confirm the hours and parts, and Matey compares them to the flat rate. If a standard tune-up keeps coming out breakeven, the Monday brief will tell you to price it up.
Does Matey work for both installation and service work?
Yes. Full system installs and quick service calls both get the same margin verdict, the same overdue chasing and the same weekly brief.
Get started
Keep the Business Running as Well as the Systems You Install
Start your free 14-day trial and see your install and service margins side by side.