HVAC software FAQ Questions, answered

Yes. Take the quick tour: one job, start to paid, in 8 steps. Or the full tour of every screen.

No. Billing is month to month, so the first month works as the trial, with every feature on from day one. If it's not for you, cancel before the second month starts.

Monthly, on the card on file. The owner can change the plan or the card from the billing page at any time.

No. Both plans have every feature, and the only thing that changes the price is the number of people who log in.

Anyone with a login: you, the office, and each tech. An invite counts once it's sent, and deactivated people don't count.

Yes, from the billing page at any time. Solo is one login, so switch to Team when you add the office or a tech.

Stripe's standard fee, with nothing added by us. Payments go into your shop's Stripe account, opened through our setup, and you can always record cash and check.

Yes. Your shop gets its own number, and we handle the carrier registration, which can take up to a month. Until then, automatic messages go by email, and a text you tap opens your phone's Messages app with the words ready to send.

The owner cancels from the billing page in a couple of clicks, with no phone call and no contract. Every feature stays on until the end of the month you've paid for. For 90 days after that, you can still sign in and download a full export of your records, and if you pick a plan again in that time, everything's right where you left it.

Yes, the affiliate program. Earn 50% of every referral for its first 12 months. Your referrals get 25% off their first 3 months, billed monthly. No application.

About ten minutes to your first quote. Name your shop, add your logo and phone, and start from an HVAC price book and quote templates that are already filled in. Card payments start when you connect Stripe, and texting when the carriers approve your number.

No. You can start new jobs in Rusti.Red while finishing existing work in your current system. Import your customers and price book so you don't have to enter them again. Past jobs, quotes, invoices, and payments stay in your old system, so keep access while you finish that work and collect any outstanding payments.

Yes: your customers and your price book, from the CSV exports both tools give you. Upload each on the Import page and check the matched columns. Jobs, quotes, invoices, and history stay in the old tool.

No. Every shop starts with an HVAC flat-rate price book: a diagnostic fee, refrigerant by the pound, capacitors, contactors, motors, thermostats, tune-ups, a maintenance plan, and replacements at good, better, best. Change any line, or bring your own in as a CSV.

Yes. Quotes, invoices, and reminders work for any job. Add your plumbing and electrical lines to the price book, or bring them in as a CSV.

Text them an invite. They open the link, set a password, and see their own jobs for the day.

No. Techs don't have to learn the whole system. They see their assigned jobs, each with one big button for what comes next: On my way, Finish, Take payment. You choose what's required before they can finish each type of job, so the workflow guides them instead of leaving you to explain every step.

Yes. The owner, the office, and every tech use the same Rusti.Red on a phone or at a desk, and a phone can add it to its home screen like an app.

No. They book, read their quote, sign, and pay from a link, in the browser on any phone or computer.

Open Help in the app's menu and send us a message, for one-on-one support on both plans. If you're not signed up, email [email protected].

Your shop's records are kept apart from every other shop's, and everything travels over an encrypted connection. Every login can turn on two-factor sign-in. Card numbers go straight to Stripe, never to our servers. We never sell your information. The privacy policy has the rest.

Yes. Your shop gets its own booking page. Customers describe the problem, add photos, and pick a day. You confirm the visit.

Your Messages inbox. Texts and email replies, one thread per customer.

Keep working. Today's jobs stay on the phone, and quotes, signatures, photos, notes, equipment records, and cash or check payments wait in a queue and send on their own when the signal is back.

Yes. Quote follow-ups go out on days 2 and 7 until the quote is approved or declined, and invoice reminders on days 3, 7, and 14 until it's paid. Like every automatic message, they go out between 8 am and 8 pm, from your own number once the carriers approve it, by email until then.

Yes. When the homeowner approves a replacement, the deposit invoice is ready right there, at 25% unless you change it. They pay by cash or check, or by card once Stripe is connected, and the install is ready for the office to book.

Yes. Take a deposit, bill part of the job before it's done, and the final invoice takes off what's already paid.

Yes. Add as many visits as the job needs. One job, one final invoice.

Yes. A statement gathers one customer's invoices under one link, made for property managers. One card payment or one check pays it all.

Add your Google review link on the Shop page, and two hours after a final invoice is paid, the homeowner gets a review request, with one reminder three days later. When the work comes due again, a recall invites them back with your booking link: eleven months after a tune-up, five after a maintenance plan visit. Any price book item can set its own.

Yes. Every job shows its profit: what you billed, less parts, labor, and expenses. Set your hourly labor cost once. Reports show profit by tech and your least profitable jobs.

Yes. The sales board puts every lead in its column: new requests, drafts, sent, and won. Nothing to drag.

Yes, with QuickBooks Online, on every plan. Connect it once and every invoice and payment goes over on its own. Switch Autosync off to send when you choose.

Yes. Download your invoices and payments as CSV files for any date range up to a year, and send them to your bookkeeper.

Yes. Up to 20 each for customers, addresses, and jobs. Print any of them on the invoice.