Help & FAQ

Go to Customers and click + Add Customer. Enter their name and phone number (required) plus any optional details. Once saved, you can create jobs and invoices directly from their profile.

Open a job or go to Invoices and click + New Invoice. Add line items, set the due date, then click Send to email the invoice to your customer. They'll receive a link to a branded payment page — no login required for them.

From Jobs, click + New Job, select a customer, set the scheduled date and time, and save. The job appears on your Schedule and on your technicians' field view.

The Free Starter plan includes up to 50 customers, 25 jobs/mo, 25 invoices/mo, 25 estimates/mo, and 10 AI queries/day. It's designed for solo contractors just getting started.

Go to Billing and click Upgrade. Solo ($29/mo) removes all monthly limits and adds unlimited customers, jobs, and invoices. You can cancel anytime from the billing page.

Yes. Go to Billing and click Cancel plan. You'll keep access through the end of your current billing period. Your data remains available on the Free plan after cancellation.

Go to Team and click Invite Technician. Enter their email and they'll receive an invitation. Technicians get a mobile-optimized field view — they can update job status, add notes, and collect customer signatures.

No. Technicians have a restricted field view — they can see jobs assigned to them, update job status, and view customer contact info. They cannot access invoices, billing, estimates, or account settings.

Go to Settings → Data Export. You can download your customers, jobs, invoices, and estimates as CSV files, or download everything in a single ZIP archive. Exports are instant and always include your most current data.

Go to Settings → Danger Zone → Delete Account. You'll be asked to confirm your password. Your account is deactivated immediately and all data is permanently deleted after 30 days. If you change your mind, email support@launchmyhvac.com within 30 days.

Yes. Your data is stored in a managed PostgreSQL database with daily automated backups. For our full data handling practices, see our Privacy Policy.

1. Check your spam / junk folder and mark messages from noreply@launchmyhvac.com as safe.
2. Make sure your email address is verified — check Settings.
3. If you still don't receive emails after 10 minutes, contact support@launchmyhvac.com.

After 5 consecutive failed login attempts, your account is temporarily locked for 15 minutes. Wait 15 minutes and try again, or use Forgot Password to reset immediately.