Estimates that become jobs
Once a customer approves an estimate, turn it into a work order without retyping anything.
NewTop 10 lists for HVAC shops, on the Berm blog
The whole service day, in one place.
Berm is field service software for HVAC contractors. Book and dispatch jobs, give your technicians a phone app they'll actually use, and turn finished work into invoices without retyping a thing.
- No sign-up to try the demo
- One month free
- Every feature on every plan
1 monthfree trial, no payment to start
Everyfeature on every plan
20% lesswhen you pay yearly
0 appsto install: it runs in the browser
How it works
From the first call to the paid invoice
One record follows the job the whole way, so nobody types the same thing twice.
- Book the job Customer, address, equipment and notes in one work order.
- Dispatch See every technician's day, week or month on one board.
- Do the work Techs update status, tick the checklist and add parts from their phone.
- Invoice Completing the job creates its invoice, with everything added on site.
- Get paid See what's collected, outstanding and overdue.
Why shops switch
Questions the whiteboard can't answer
Paper tickets and a whiteboard work, right up until the day gets busy. Here's what changes when the whole shop works from one screen.
Where is everyone right now?
Paper and whiteboard: Call around, or trust a whiteboard that was right at 8 a.m.
With Berm: Every tech's day on one board, with the status they set from their phone.
What's wrong with the unit?
Paper and whiteboard: The tech calls the office to read a sticky note.
With Berm: Notes, equipment and service history are on the job before they arrive.
Did we bill for everything?
Paper and whiteboard: Someone retypes the ticket, and the extra capacitor goes missing.
With Berm: The invoice comes from the job, with every part and charge added on site.
Is the warranty still good?
Paper and whiteboard: It's in a filing cabinet. Somewhere.
With Berm: Install date and warranty expiry on the customer's equipment, flagged before it runs out.
Who's owed a tune-up this fall?
Paper and whiteboard: A spreadsheet someone updates when they remember.
With Berm: Plan members and the visits you owe them, counted for you.
Who owes us money?
Paper and whiteboard: A stack of unpaid invoices and a guess.
With Berm: Collected, outstanding and overdue totals, always current.
Features
Built around the way an HVAC shop works
Technician app
A phone app your technicians will actually use
Each tech opens their phone to today's visits, in order. Everything they need for the job is on one screen, and whatever they do shows up in the office straight away.
- Mark en route and arrived with one tap, or call the customer
- Visit checklists that show how much of the job is done
- Parts and services added from your pricebook, at your prices
- Photos of the work and the customer's signature, kept with the job
- Notes shared with dispatch, so nobody has to call the office
Invoices and payments
Finished work turns into an invoice
When a job is marked complete, its invoice is made from the work order, including everything the tech added in the field. The office checks it instead of retyping it, and can see what's collected, what's owed and what's overdue.
- Invoices made from the work, not from a paper ticket
- Sales tax rates you set, worked out to the cent
- Payments recorded against the invoice, with voids and refunds kept on record
- Collected, outstanding and overdue totals at a glance
Customers and equipment
Every customer's equipment and history in one place
Homeowners and commercial accounts side by side, with the units on site, every address you work at, past jobs and open balances. Anyone in the office can answer "when were you last out here?" in seconds.
- Equipment by make, model, serial number and install date
- Several service addresses for one customer, like a landlord's rentals
- Past and upcoming jobs, estimates and invoices
Maintenance plans and warranties
Know which visits you owe, and which warranties are running out
Set up your plans once, with what they cost and how many visits a year they include. Berm counts the visits you owe each customer and what your plans bring in each month, and shows every warranty's expiry on the equipment it covers.
- Your own plans, with a price and visits per year
- Visits owed, per customer and in total
- Plan revenue each month
- Warranty status on every piece of equipment
Reports
See which work makes you money
Booked revenue by month, revenue by type of work, your highest-value jobs, and how many customers are new or coming back. The numbers come straight from the jobs your team already records.
- Revenue by month and by type of work
- New and returning customers, residential and commercial
- Estimated profit per job from your pricebook costs
And the rest
Everything else your shop needs
Pricebook with margins
Your services and parts with company cost, customer price and gross margin.
Sales tax, to the cent
Set your rates once, mark each line taxable or not, and Berm works out the tax.
Photos and signatures
Techs photograph the work and capture the customer's signature on the job.
Every address you serve
A landlord's rentals or a restaurant group's sites, all under one customer.
Roles for your team
Administrators, office staff, technicians and IT each get the access their job needs.
Two-step sign-in
Anyone can add an authenticator code to their sign-in, so a password alone is not enough.
Bring your records
Import customers, jobs, estimates, invoices and your pricebook from CSV files, like Excel or QuickBooks exports.
Export any time
Download your company's records as CSV or JSON whenever you like. They're yours.
Nothing to install
Berm runs in the web browser on phones, tablets and computers.
QuickBooks Online Early access
Send customers, invoices and payments to QuickBooks Online. We're turning it on one company at a time.
Card payments Coming soon
Let customers pay an invoice by card through your own Stripe account, with no Berm fee.
Your data
Your records stay yours
You're trusting us with your customers' names, addresses and invoices. Here's how Berm looks after them, in plain terms. The privacy policy and Terms have the details.
- Kept separateEach company's records are walled off from every other company's in the database, and only people you add can sign in.
- Access by roleTechnicians see what the field needs. Turn off a former employee and their open session ends.
- Backed up, encryptedEncrypted backups, kept for up to 30 days, so the service can be restored after a failure.
- Never soldWe don't sell your data, and we don't use it to train AI models. Export it whenever you like.
Pricing
Simple pricing by team size
Every plan includes every feature and starts with a one-month free trial, with no payment needed to start. Prices are in US dollars, and the count is everyone with a Berm login: office staff as well as technicians.
Up to 15 employees
For shops getting off paper and whiteboards.
$125/ month
or $1,200 a year, paid yearly
$100/ month
$1,200 billed once a year
For growing teams
16 to 50 employees
For teams running several crews a day.
$300/ month
or $2,880 a year, paid yearly
$240/ month
$2,880 billed once a year
More than 50 employees
Larger teams and multi-location companies.
Custom
Priced for your company
Email usEvery plan includes
- Dispatch board
- Technician phone app
- Estimates, work orders and invoices
- Customers, equipment and warranties
- Maintenance plans
- Pricebook with margins
- Sales tax
- Reports
- Photos and signatures
- Import and export
- Two-step sign-in
- Email support
Cancel any time by email; it takes effect at the end of the period you've paid for. Prices don't include sales tax. See the Terms.
Getting started
Up and running without a sales call
- Try the demo. Click around a sample HVAC company for a few minutes. Your changes stay in your browser, and Reset demo starts over.
- Start your free trial. Send us your company name and how many people need a login, and we'll set up your company.
- Bring in your records. Import your customers and pricebook from a spreadsheet, with a template for each.
- Add your team and go. Invite your office staff and technicians by email and start dispatching.
Start your free trial
Email us your company name, how many people need a login and a phone number. We'll reply to set up your company in Berm.
Email support@bermfsm.com Try the demo firstOne month free. No payment needed to start.
From the blog
Top 10 lists for HVAC shops
10 things to look for in HVAC field service software
A buyer's checklist for owners and office managers, with a quick test for each item so a polished demo doesn't do your deciding for you.
10 places money leaks between the finished job and the paid invoice
Most HVAC shops don't lose money on the work. They lose it on the way from the work to the bank. Here's where to look, and what to change.
10 questions to ask before you switch field service software
Switching systems is mostly a people-and-data project, not a software one. Answer these ten questions first and the switch goes a lot smoother.
Questions
Straight answers
Do I need to sign up to see the demo?
No. The demo opens a sample HVAC company in your browser: technicians, customers, jobs, estimates and invoices. Nothing you do there is sent to us. Your changes stay in your own browser until you click Reset demo.
How does the free trial work?
Every new company gets one month free, and no payment is needed to start. Email support@bermfsm.com with your company name and how many people need a login, and we set up your company.
Before the month ends, choose a plan. If you don't, your account is paused and your data is kept for 30 days, so you can still choose a plan or ask for an export. After that it is deleted.
Can I cancel?
Yes, at any time, by emailing support@bermfsm.com from an administrator's address. Cancelling takes effect at the end of the month or year you have paid for, and you keep using Berm until then. Fees are not refunded for part of a month or year, so a yearly plan cancelled partway runs to the end of its year.
Does it work on my technicians' phones?
Yes. Berm runs in the web browser, so there is no app store download. Technicians get a phone-sized view of their day, and the office can use a computer or a tablet.
Who can see my company's information?
The people you add to your team. Each company's records are kept separate in the database, and what each person can do depends on their role: administrator, office, technician or IT. The one exception is Berm support: you can give us temporary, read-only access to help with a problem, and every time we look at or export your records it is recorded. The privacy policy has the details.
Does Berm connect to QuickBooks?
QuickBooks Online is in early access. Berm sends your customers, invoices and the payments recorded against them to QuickBooks Online. We are turning it on one company at a time, and the first invoices each company sends are checked in QuickBooks before anyone relies on the sync.
Two things it deliberately leaves to you: Berm does not send voids or refunds to QuickBooks (it lists them for you to enter), and it does not change a document it has already sent. QuickBooks Desktop is not supported. Until your connection is on, you can import records from QuickBooks exports.
See Berm with a sample HVAC company
Open the demo, finish a job and watch its invoice appear. Then switch to the technician app to see a tech's day.