Smart Install Scheduling for HVAC Teams
Smart Calendar Views
Day, week, and month views to manage your entire schedule with drag-and-drop simplicity.
Real-time Conflict Detection
Automatically detect overlaps and skill mismatches before they become problems.
HVAC Install Scheduling Software Built for you.
Operations Manager
Project Coordinator
Field Supervisor
Business Owner
What is CogentBoard HVAC Scheduling Software?
A pre-scheduling and operational planning tool for HVAC install companies, sitting between the sale closing and the dispatch board. It's the layer that answers "is this job actually ready to schedule?" — not "who goes where today?"
of CogentBoard users report improved scheduling efficiency in their first month.
average time saved per week per scheduler using CogentBoard versus spreadsheet-based planning.
average reduction in conflicts and scheduling errors after implementing CogentBoard.
Lay the Groundwork for Success
Streamline your project initiation with intuitive planning tools. From defining scope and assigning resources to setting clear objectives, our app empowers you to organize every detail before work even begins.
Set your team up for a smooth execution with comprehensive pre-planning capabilities designed for efficiency and clarity.
Gain Real-time Insights and Optimize Performance
Unlock the power of your data with robust analytics and performance monitoring. Our app provides real-time visibility into project progress, resource utilization, and key metrics. Transform raw data into actionable intelligence, ensuring your projects stay on track and continuously improve.
- Identify bottlenecks
- Track efficiency
- Make informed decisions
- Optimize operations
Achieve Peace of Mind with Automated Management
Experience the tranquility of a perfectly managed workflow. Once your plans are in motion and performance is monitored, our app takes the heavy lifting off your shoulders. Enjoy robust, yet simplified reporting, allowing you to focus on strategic growth.
- Reclaim your time
- Reduce stress
Trust that your projects are in capable hands, delivering results while you relax.
Why HVAC Companies Choose CogentBoard Over Spreadsheets
Spreadsheets
MS Excel or Google Sheets
- Overlapping crew assignments
- Skill mismatches ignored
- Unscheduled jobs pile up
- Data inconsistencies
CogentBoard
Smart Install Scheduling
- Automatic conflict detection
- Smart skill matching
- Intelligent scheduling engine
- ServiceTitan sync
Outlook
Shared Outlook Calendar
- No visual job staging
- No readiness tracking
- No crew/tech context
- More chaos as you grow
Pricing
One flat monthly rate based on team size. No per-seat fees. No per-job charges.
Starter
5–15 installs/week
- UsersUp to 3
- Job staging and readiness board✓
- Standard checklist templates✓
- Custom checklist templates—
- Crew and skill matching—
- Capacity planning view—
- ServiceTitan / HCP integration—
- Install coordinator role—
- Management visibility dashboard—
- Custom job type checklists—
- Onboarding supportSelf-serve
- Priority support—
- Dedicated account check-ins—
Growth
15–40 installs/week
- UsersUp to 8
- Job staging and readiness board✓
- Standard checklist templates✓
- Custom checklist templates✓
- Crew and skill matching✓
- Capacity planning view✓
- ServiceTitan / HCP integration✓
- Install coordinator role✓
- Management visibility dashboard✓
- Custom job type checklists—
- Onboarding supportSelf-serve
- Priority support✓
- Dedicated account check-ins—
Pro
40+ installs/week
- UsersUnlimited
- Job staging and readiness board✓
- Standard checklist templates✓
- Custom checklist templates✓
- Crew and skill matching✓
- Capacity planning view✓
- ServiceTitan / HCP integration✓
- Install coordinator role✓
- Management visibility dashboard✓
- Custom job type checklists✓
- Onboarding supportIncluded
- Priority support✓
- Dedicated account check-ins✓
One prevented failed install visit pays for a full month of CogentBoard.
Founding Member Rate Available
Early access companies receive $49/month for 90 days, then move to their standard tier. We ask for honest feedback and the opportunity to reference your company as a CogentBoard customer.
Start planning jobs smarter
Have a question or would like to get a demo? We'd love to hear from you.
Book a Live Demo
See CogentBoard in action. Pick a time that works for you and we'll walk you through everything.
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