For HVAC teams on Jobber

Every unit you service is your next job.

Snap a nameplate photo and the equipment is logged. See every unit's full history before you knock on the door. Then send maintenance, warranty and replacement jobs straight into Jobber.

In development. Founding members get access first. Works alongside Jobber; nothing to switch.

This week's opportunities

Replace: 14-yr-old condenserDana R. · 3 repair visits in 12 months
Quote in Jobber
Maintenance due: furnaceLopez household · last tune-up 13 months ago
Book in Jobber
Warranty ends in 30 daysCarter Dental · rooftop unit #2
Request in Jobber

Sample data for illustration.

Your best revenue is hiding in equipment you've already serviced

Jobber is great at jobs, quotes and invoices. But it doesn't track the equipment itself, so the data that tells you who needs a tune-up, whose warranty is ending, or whose 15-year-old system is about to die stays buried in old job notes.

?

Techs arrive blind

No model, no serial, no history. Time wasted on site, and a worse first impression.

↻

Maintenance slips

Tune-ups and plan renewals get missed because nobody is watching the calendar for every unit.

$

Replacements go to competitors

Old units with repeat repairs are your hottest leads. Without a list, someone else gets the install.

How it works

STEP 1

Connect Jobber

One-click secure connection. Your clients, properties and visits sync automatically.

STEP 2

Snap the nameplate

Techs photograph the label on their phone. Make, model, serial and age are filled in for them to confirm.

STEP 3

Work the opportunity list

Maintenance due, warranties ending, aging units. One click creates the request or quote in Jobber.

What's included

▣

Equipment registry

Every unit at every property: make, model, serial, install year, warranty, refrigerant, filter size and photos.

◉

Nameplate capture

AI reads the nameplate photo so techs don't type serial numbers in the rain.

≡

Per-unit history

Every Jobber visit linked to the unit it touched. See the full story of one machine in one place.

★

Opportunities board

Ranked list of maintenance, warranty and replacement opportunities across all your customers.

→

Create in Jobber

Turn an opportunity into a Jobber request or quote for the right client in one click.

⎙

Unit history PDF

Send customers a clean service record for a unit, useful for warranty claims, insurance and home sales.

Founding member offer

6 months of Pro

$199 one-time, prepaid

Pro will be $99/month at launch. That's about $594 for the same 6 months.

  • Everything in Pro: registry, nameplate capture, history, opportunities, Create in Jobber
  • Unlimited users
  • Hands-on onboarding: we help import your existing equipment
  • Direct line to the founder, with a real say in what gets built
Reserve my founding spot

Honest status: UnitTrail is in development. Founding members get access when the beta opens (target: 1 December 2026). If we don't deliver by then, you get a full refund, no questions asked. Terms.

Not ready to pay? Get early updates instead.

Tell us a little about your shop. We'll send progress updates and invite you to the demo.

Questions

Do I have to stop using Jobber?

No. UnitTrail sits on top of Jobber. Jobs, quotes and invoices stay in Jobber. We add the equipment layer and send new work back into Jobber.

Which Jobber plan do I need?

Apps need Jobber's app connection, which is available on Jobber's paid plans. We'll confirm the exact plan requirement before beta.

Is my customer data safe?

We connect through Jobber's official, permission-based connection, only request the access we need, isolate each company's data, and never sell data. You can disconnect anytime.

What if the nameplate photo is unreadable?

The tech just types or corrects the fields. The AI fills in what it can read, and a person always confirms before saving.

Can I import equipment I already track in spreadsheets?

Yes. Founding members get help importing existing records.

What if it's not for me?

If we miss the beta date, it's a full refund. After you start using it, you can cancel anytime.