For HVAC contractors
One tool to run a contracting business.
Jobs, dispatch, customers, billing, customer portal, maintenance agreements — and the only one with built-in permit and inspection tracking. Built for the 5–75 employee HVAC shop that's outgrown spreadsheets and outpriced by enterprise software.
No credit card required. Cancel anytime.
What it does
Built for HVAC contractors, not generic service businesses.
Job pipeline
Kanban from estimate to complete. Drag jobs between stages. Every status change logged with who, when, and why.
Schedule and dispatch
Weekly calendar view. Drag jobs between days and techs. See the whole crew's week at a glance.
Permits and inspections
Every job's permit status, AHJ, expiry, and inspection outcomes — visible from the job card, the dashboard, and the customer portal. Nobody else at this price tier built this.
Permits and inspections
The permit tracking and inspection logging nobody else built.
Copperline tracks every permit from application through approval. Status, AHJ, permit number, applied/approved/expiry dates — visible on the job card, on the dashboard, and on the customer portal so the homeowner sees the same status the office sees. Inspections log the same way: pass, fail, or corrections required, with inspector and notes attached. Failed inspections flag the job automatically. Expiring permits trigger an email seven days out. It's the feature that earns the first conversation with HVAC contractors. It's also the one your office staff will use every day.
After the install
Every inspection, every outcome, every time.
Pass, fail, corrections required — the three states that actually matter. A failed inspection highlights the job row so nothing slips. Inspector name, date, notes attached. Export the whole history when you need to prove it.
Apr 21, 2026
Marcus Whitfield
Condensate overflow switch not wired. Reinspection required.
FailApr 16, 2026
Marcus Whitfield
Return plenum sealant; support strap spacing.
Corrections requiredApr 2, 2026
Elena Briggs
Rough-in approved.
PassEverything in the suite.
Customer records
Contacts, addresses, equipment installed, job history.
Equipment tracking
Warranty status and install history per unit.
Maintenance agreements
Annual plans with renewal alerts 60 days out.
Customer portal
Share job status, permits, and inspection results on a public link.
Job file attachments
Attach permits, photos, and documents directly to a job. PDF, JPEG, PNG up to 25 MB per file.
Data export
Every record, every history, every attachment — exportable to CSV. Your data is yours.
Replace the stack you're maintaining
One subscription. The full job.
Most HVAC shops at this size are stitching together two or three tools — a field service app for jobs, a spreadsheet for permits, a separate portal nobody updates. Each tool charges per user. Each one stops short of the workflow that matters. Copperline replaces the stack.
What you're using now
What you get with Copperline
Everything above is shipped today. Not on the roadmap, not coming soon.
Built for the 5–75 employee HVAC shop.
The tier that's outgrown spreadsheets and clipboards, but doesn't need enterprise software priced for enterprises. Copperline is the one built for the shops in between.
No credit card required.