The problemWhere HVAC margins actually leak
Most HVAC shops know their labor numbers cold and their material numbers barely. Install jobs get quoted from the equipment ticket, then reality adds line sets, pads, disconnects, and two extra supply house stops that never make it back onto the job. Service trucks restock on one card across nine jobs, so truck stock and job materials blur together. When flat-rate pricing is involved, you find out a job class is unprofitable months after you priced it.
The office side is no better.
A service manager reconciling supply house statements against handwritten tickets is one of the most expensive uses of a Friday in the trade.
Every stop coded to the job at the counterMaterial spend visible against the quoteRestock and job buys coded separately by ruleJob-class margin visible while you can repriceWhat Clyr does for an HVAC companyFrom the counter to the job cost
Receipts captured at the counter
The swipe triggers a text; the tech replies with a photo of the supply house ticket before the truck door closes. Email receipts forward in, and no-login links cover apprentices or subs. Clyr reads the ticket, matches it to the card transaction, and reminds anyone who has not sent theirs.
Receipt capture and coding →
Coded to the job you dispatched
With Service Fusion or Jobber connected, jobs, customers, and team members sync into Clyr and job-coded expenses sync back. The condenser goes on the Hendersons’ install, not on a statement line nobody can place three weeks later.
Service Fusion integration →
Install vs. service margins, visible
Real-time job costing shows material spend against each job as it happens. Quote a change order while the crew is still on the roof, and find the install package that always runs over before you sell ten more of them.
Job costing and profitability →Rules for the spending that repeats
Fuel to the fleet account, refrigerant supplier to materials, permit office to permits: coding rules handle the predictable spend, and AI predictions cover the rest, held for review when uncertain.
Coding rules and AI →
Supplier bills and equipment invoices in the same flow
Distributor invoices route through approval and get paid by ACH, check, or card. PO matching flags the distributor invoice that quietly beats the quoted equipment price.
Bill pay and accounts payable →The cards you already carry
Clyr connects to your existing Amex, Visa, and Mastercard accounts across 16,000+ financial institutions. Truck cards stay truck cards.
Card expense management →A no-cool callA no-cool call with a compressor, tracked
Tuesday, 96 degrees. Your tech diagnoses a dead compressor and picks one up for $840 on the truck card.
Clyr texts him at the counter; he replies with a photo of the ticket.
The charge is matched and coded to the Hendersons’ service job from Service Fusion, category Equipment.
The office sees the true job cost before invoicing, so the replacement is billed with the right margin instead of from memory.
The transaction syncs to QuickBooks with the ticket attached.
Nobody reconciles anything on Friday.
The summer surgeBuilt to survive the summer surge
Expense discipline is easy in March and impossible in July, which is exactly when the money moves. Clyr’s capture flow is designed for the surge: the text arrives at the counter, the reply takes five seconds, and reminders carry the load when a tech forgets at the end of a twelve-call day.
Slippage visible in season
The compliance leaderboard shows submission rates by tech, so the service manager sees slippage during the busy season instead of a receipt crater in September.
Big buys still routed
Approval rules keep equipment purchases routed to the right person even when everyone is running hot.
Five seconds per receipt
The reply is a photo. That is the whole ask, at the counter, on the worst day of the year.
IntegrationsWhere Clyr fits beside your HVAC software
Your field service platform runs scheduling and dispatch. Your accounting software keeps the ledger. Clyr sits between them, on the money your team spends: capture, coding, job costing, and supplier bill pay, synced two ways with Service Fusion, Jobber, and QuickBooks.
Clyr also integrates with ServiceTitan end to end: jobs, customers, and technicians sync into Clyr, and job-coded expenses sync back.
FAQFrequently asked questions
Can Clyr track costs per job for HVAC work?
Yes. Card purchases, supplier bills, and reimbursements are coded to individual jobs synced from Service Fusion or Jobber, so each install and service call carries its real material cost.
How do techs handle receipts during a busy route?
They reply to a text with a photo, usually before leaving the supply house. There is no app to open and nothing to remember at the end of the day.
Does Clyr separate truck stock from job materials?
Purchases are coded per transaction, so restocking runs and job-specific buys can be coded differently, by rule or at review. Ask us to confirm the recommended truck-stock workflow for your setup on the call.
Which software does Clyr integrate with for HVAC companies?
Service Fusion and Jobber for field service, QuickBooks for accounting, and Connecteam for workforce management, all with two-way sync on the expense side.
Do we need new credit cards?
No. Clyr works with the business cards and bank accounts you already have. Amex, Visa, and Mastercard are all supported.
How long does setup take for an HVAC shop?
About 15 minutes for the admin, then techs get a text with instructions. Most shops are capturing receipts the same day.
Get a demoOne supply house statement
Bring one supply house statement to a 20-minute demo and watch Clyr code it line by line.