Bookkeeping Software Built for HVAC Companies
From solo HVAC technicians to large HVAC companies — CogniFlow Books handles service call invoicing, seasonal cash flow, crew payroll, and financial tracking in one platform.
7-day free trial · $59/mo · No accounting knowledge needed
HVAC Business Challenges — Solved
CogniFlow Books is built around the challenges HVAC businesses actually face.
The Problem
Seasonal revenue fluctuations hurt cash flow
The Solution
CFB Assist AI forecasts cash flow for peak and slow seasons so you can plan ahead and manage working capital.
The Problem
Service call invoicing takes too long
The Solution
Create and send invoices from your phone in under 2 minutes. Customers get a professional invoice instantly.
The Problem
Tracking equipment and refrigerant costs per job
The Solution
Receipt-to-job linking tracks every supply run and equipment cost against the right job automatically.
The Problem
Crew payroll across peak season technicians
The Solution
Timesheets with overtime calculations handle seasonal staffing changes. Run payroll in minutes.
The Problem
Quoting large installs vs. small service calls
The Solution
AI generates estimates for installs with full scope of work. Custom payment schedules handle deposits and final billing.
Everything an HVAC Business Needs
One platform. No add-ons. No per-user fees on the Advanced plan.
Fast Service Call Invoicing
Invoice from your phone at the customer's home. Professional invoices with payment links sent in under 2 minutes.
Cash Flow Forecasting
CFB Assist AI analyzes your seasonal revenue patterns and forecasts slow and peak periods so you can plan your business.
Equipment & Supply Cost Tracking
Photograph receipts on-site — AI categorizes refrigerant, equipment, and parts costs and links them to the correct job.
Custom Deposit & Milestone Billing
For system installs, take a deposit upfront and a final payment on completion. Fully customizable payment schedules.
Crew Payroll with Overtime
Timesheets for HVAC technicians with automatic overtime calculations and payroll tax estimates for all 50 states.
AI-Powered Estimates
Describe the install or service job and get a complete estimate with line items, scope of work, and pricing generated by AI.