Every call becomes a record
New calls and web requests land in one queue with the address, system details and next step.
Now onboarding founding shops
HVAC service and installs, from first call to paid.
Sunwell gives HVAC companies one live board for calls, service visits, installs, proposals, techs, invoices and customer updates.
Sunwell for HVAC
Built for how HVAC shops actually run.
Phones ringing, nobody logging calls Install quotes stuck in a notebook Techs double-booked in peak season Invoices sent days late
Equipment options side by side
Show good, better and best systems on one proposal, with the monthly payment for each.
Dispatch that matches the day
Service and install techs on one board. Drag a call to a tech and the customer gets the update.
Invoice from the driveway
Techs close the job, take photos and send the invoice and payment link before they leave.
Proposals that close
Good, Better, Best. With the monthly payment right on it.
Build a branded proposal from your own templates in minutes. Homeowners compare options side by side, see financing as a monthly number, and accept online.
- Tiered options built from your real pricebook
- Your logo, photos and warranty on every page
- Financing per option, shown per month
- Share by link, accept and sign online
Your Company
Proposal for the Alvarez home · sample
Good
$9,850
or $139/mo
Standard option, 10-yr parts
Most chosen
Better
$12,400
or $175/mo
Upgraded option, 12-yr labor
Best
$15,900
or $224/mo
Premium option, lifetime warranty
Accept and sign onlineChoose Better
Today4 jobs
8:00 · Fields callbackDone · 6 photos
10:30 · Nguyen service callOn site · checklist 3 of 5
1:00 · Okeke installMaterials loaded
3:30 · Whitfield finalCustomer notified
For the crew in the field
The office sees what the field sees.
Crews get their day on their phone: the address, the scope, the checklist and the customer's history. Photos and notes land on the job record the moment they are taken.
- Today's jobs, in order, with directions
- Photos, checklists and notes on the job
- Status updates that reach the office and the customer
Works with the tools you already run on
QuickBooks Online
Stripe payments
Google sign-in
Supplier material pricing
Business texting and calls
Switching is our job
Bring your customers, jobs and pricebook with you.
Coming from spreadsheets or another CRM? We import your data and set up your workspace, so your team starts on day one with real records, not a blank screen. Guided setup is included on every plan, and founding shops get data migration free.
- Send us your export. Spreadsheets or a CSV from your current system.
- We import and set up. Customers, properties, open jobs, pricebook and templates.
- Your team goes live. A walkthrough for the office and a short one for crews.
What is one lost lead worth?
Move the numbers to match your shop.
Revenue you could recover
$9,600/mo
That covers the Growth plan 24 times over.
An estimate for planning only, based on the numbers you enter.
Founding pricing
See all plans
Plans from $199/mo, 5 users included.
Founding price locked for life for the first 50 shops. Guided setup included. Homeowner and vendor access is always free.
Questions
What shops ask before they switch.
Can I show multiple equipment options?
Yes. Proposals can show several system options side by side, each with its own price and monthly payment.
Does it work for service and installs?
Yes. Service calls, installs and maintenance visits share one board, so dispatch sees the whole day.
Can techs collect payment on site?
Yes. Techs can send an invoice and a payment link from their phone when the job is done.
How long does setup take?
Most shops are working in Sunwell within a week or two. We import your data and set up your templates and pricebook first, so your team starts with real records.
Is there a setup fee?
No. Guided setup is included on every plan. If you want us to move your existing data, migration is $750 on Starter and Growth and $1,500 on Pro, and it is free for founding shops.
Do I have to sign a long contract?
No. Monthly plans can be cancelled any time. Annual plans are cheaper and billed once a year.
Get started
Claim a founding spot.
Tell us about your shop. We will reply within one business day to set up a walkthrough on your own data.
- Founding price locked for life
- We import your data for you
- Direct line to the founder
Prefer to talk first?
Book a 15-minute call