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Plan HVAC tune-ups by neighborhood, not by the order people call.

Twice a year, every maintenance agreement customer needs a visit. Plan the days by area first, then book customers into them.

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5643121234576
Monday · West6 stops · 9.0 miOptimized

The short answer

Updated October 19, 2026

Lite Route Planner helps HVAC companies route maintenance agreement visits: import your agreement list, color the map by last visit, lasso a neighborhood into a day and optimize it in one click. Techs get the route on their phones with nothing to install, and Business includes unlimited techs from $59.99 a month for 1,000 new stops a month. It handles planned work well; it isn't a dispatch board for same-day calls.

Tune-up season is a routing problem

With 600 maintenance agreements, you owe 600 cooling checks before summer and 600 heating checks before winter. Book them in the order customers call back and your techs crisscross the county all spring. Book them by area and the drives between visits shrink to a few minutes.

The trick is to plan the days before you book them. In Lite, lasso a neighborhood into a route, optimize it and check the day's total. Now Tuesday is Maple Ridge, and the office can call those customers and offer Tuesday.

Lite doesn't book appointments, so the booking still happens on the phone or in your scheduling software. What it gives you is the map, and the routes that come out of it.

An agreement list, ready to map

An agreement list, ready to map
ABCDEFGHI
1CustomerAddressCityAgreementSystemInstalledLast tune-upRenewsTech
2Greg Holloway10527 Royal Birkdale CtHuntersville, NCGoldHeat pump201204/14/202603/31/2027Marcus
3Anita Rao2219 Sardis Rd NCharlotte, NCSilverGas furnace and AC201903/28/202602/28/2027Dee
4Matthews Family Dental1335 Matthews Township PkwyMatthews, NCCommercialRooftop units (2)200905/02/202612/31/2026Marcus
5Chris Benton6418 Ashley Oaks DrConcord, NCGoldHeat pump200604/22/202604/30/2027Dee
6L. Okonkwo915 Hollow Ridge AveCharlotte, NCSilverGas furnace and AC202111/15/2026Marcus

Installed comes in as a number and the two date columns as dates, so you can filter to systems installed before 2010 or agreements that renew before the end of the year.

Five ways HVAC shops use the map

  • Plan tune-up days by area

    Lasso a neighborhood, optimize it, and the day exists before anyone's booked into it.

  • Find who hasn't had a tune-up

    Color by last visit, or filter Last tune-up to before a date. Every agreement customer still waiting shows up on the map. More on customers you haven't visited.

  • Spot replacement leads

    Filter Installed to before 2010 and see every aging system near the neighborhoods you're already working this week.

  • Catch renewals

    Filter Renews to the next two months and get a tech past the customers who should see you before they decide.

  • Rebook no-shows

    Techs mark a visit Attempted with a note when nobody's home. Color by last outcome to find them all and call them back.

Lite or a full HVAC software suite?

Choose Lite if

  • Your agreement work is planned, and the hard part is grouping it by area.
  • You want a map of every agreement customer, colored by last visit or any column you track.
  • You want unlimited techs for one flat price.

Choose a field service suite if

  • You dispatch many same-day repair calls and need a live dispatch board.
  • You need arrival windows, live traffic or GPS tracking of trucks.
  • You want price books, invoicing and agreement billing in one system.

The driver app

Every tech gets their day on their phone

Techs sign in with a code from their email and see the day's visits in order, with drive time and distance between each. One tap opens Google Maps, Apple Maps or Waze. If the office adds a stop to a tech's route, it shows up on their phone within a minute. Business includes unlimited techs, so seasonal help costs nothing extra.

9:41

Monday Route

6 stops · 9.0 mi · 1h 56m · Maria Reyes

Start · Shop20 Commerce Way
Riverside Library740 Park Boulevard4m1.4 mi
Bluebird Café305 Cedar Avenue6m2.1 mi
3Northside Gym61 Market Street4m1.3 mi
4Maple Court Apartments1290 Elm Street4m1.3 mi
5Hartley Bakery412 Oak Avenue5m1.8 mi
6Green Leaf Dental88 Main Street3m1.1 mi
3

Northside Gym

61 Market Street

Stop noteSide entrance. Ask for Sam at the desk.

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Mark VisitedMark Attempted

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FAQ

Questions, answered.

The questions owners ask before they move their routes over.

Try it free

How do I plan spring AC tune-ups for maintenance agreement customers?

Import your agreement list, then lasso one neighborhood at a time into a route and optimize it. Each route becomes a day, and the office books customers in that area into it. Lite Route Planner shows the drive time and the day's total for every route.

Can it dispatch same-day repair calls?

Only in a simple way. You can add a call to a tech's route and drag it into place, and it shows up on their phone within a minute. Lite Route Planner has no dispatch board, arrival windows, live traffic or GPS tracking, so a busy repair operation is better served by a field service suite.

Can I see which agreement customers haven't had their tune-up?

Yes. Color the map by last visit, or import a Last tune-up date column and filter it to before a date. Customers still waiting show up on the map, ready to lasso into a route.

Can I set different times for a tune-up and a repair?

Yes. Set a default service time, like 60 minutes for a tune-up, and change it on any stop. Lite Route Planner adds time at stops to drive time for the day's total. The optimizer orders stops by distance.

Does it connect to my HVAC software?

No. Lite Route Planner has no integrations or API. If your software exports customers to Excel or CSV, import that file, and columns like equipment and renewal date come along as custom fields.

Do I pay per technician?

No. Business includes unlimited techs and office staff from $59.99 a month ($39.99 a month billed every six months). Seasonal techs cost nothing extra.

Can techs take the truck home and start from there?

Yes. Save each tech's home as a base and start or end their route there. Business holds up to 100 bases.

Keep reading

  • PlumbingA route planner for plumbers' booked days and annual testing.Booked jobs in order, backflow and drain maintenance routes, and plumbers on a phone link.Read more
  • Field serviceRoute planning for field service, without buying a whole FSM suite.Optimized days for electricians, repair techs and handymen, without a full FSM suite.Read more
  • Overdue customersFind the customers you haven't visited lately, on a mapColor the map by last visit, filter to overdue customers, and turn them into a catch-up route.Read more
  • Splitting stops into routesHow to split a list of stops into routes for several driversDivide a stop list between drivers by area, optimize each route, and balance them by drive time.Read more
  • PricingFree for up to 50 addresses. Plans from $19.99 a month.Free for up to 50 addresses. Personal from $19.99 a month, Business from $59.99 with unlimited drivers.Read more
5643121234576

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