HVAC payroll & commission Software.
From onboarding technicians and sales reps to running payroll across a multi-location operation, Sequifi gives HVAC companies one platform to hire, train, manage, and pay their teams, without the spreadsheets.
Trusted by 20,000+ reps, managers, and operators
Trusted by 20,000+ reps, managers, and operators across commission-led teams
One system for your people and their pay
Admins run commissions, payroll and HR from one dashboard. Every tech sees their own pay in the app.
Streamline every step of your HVAC ops Workflow
Move every HVAC rep from onboarding to commission payout through one clean operating flow. No spreadsheets. No manual reconciliation. No delays.
- 1
Onboard new reps fast
Centralize onboarding tasks, contractor agreements, compliance documents, and SequiDocs workflows so new HVAC reps move from offer to comp-ready without manual follow-up.
- 2
Configure comp plans
Set per-job rates, margin-based splits, tiered revenue bonuses, manager overrides, and clawback recovery once then let Sequifi calculate every cycle automatically. Zero spreadsheets needed.
- 3
Track pipeline in real time
Sequifi pulls job and install data automatically, giving managers live visibility into pipeline health, job status, payout readiness, and per-rep performance, all in one dashboard without manual imports.
- 4
Payout with confidence
Approve payroll with audit-ready calculations, fewer disputes, same-day pay options, and clear earnings visibility for every rep before and after payday.
HVAC payroll has always been this complex
Per-job rates, margin-based splits, financing milestones, and same-day pay expectations don't simplify when your job volume grows.
Job sizes that swing from $4k to $40k, and commission math that breaks down with them
Flat per-job commission rates work fine on small jobs. The moment margin-based splits, equipment tiers, and financing adjustments enter the picture, manual calculation stops being reliable.
Financing-dependent closes that delay payout timing unpredictably
When a job hinges on customer financing approval, commission timing becomes uncertain. Manual tracking between the sale, the approval, and the check means someone always gets paid at the wrong time.
Tech upsells and sales closes tracked in completely separate systems
In-home technicians earn bonuses on equipment upgrades. Sales reps earn margin splits on full replacements. When those two comp structures live in different spreadsheets, payroll errors multiply.
Spring demand that arrives faster than new reps can be made comp-ready
When call volume spikes in March, you need new hires onboarded and earning fast. A week of paperwork delays costs real revenue during your most important weeks of the year.
Built specifically for hvac teams on the Move
Automate every comp structure from day one
Configure per-job rates, margin-based splits, tiered revenue bonuses, manager overrides, and clawback recovery in Sequifi then let it run automatically. No more weekend reconciliation. No more rep disputes on Monday morning.
Track jobs, installs, and payouts in real time
Give every manager a live dashboard with job volume, revenue closed, margin performance, per-rep earnings, and team leaderboards, all in one place without a separate reporting tool.
Onboard HVAC reps fast with SequiDocs
New hires complete contractor agreements, W-9s, compliance docs, and offer letter e-sign all in one place. New reps go from offer to comp-ready in one flow. No back-and-forth, no paper chasing.
Pay the right amount at the right milestone
HVAC reps quote jobs days before they close, and installs happen days or weeks after that. Sequifi lets you configure exactly when commission triggers - at quote acceptance, job close, install complete, or financing approval - so your reps always get paid at the right time and your payroll reflects what actually happened.
Handle financing-dependent closes cleanly
Many HVAC jobs hinge on customer financing approval, which can delay payout by days or weeks. Sequifi lets you configure commission timing around financing milestones - so reps get paid when the job actually funds, not when it was quoted, with no manual tracking between the sale and the check.
Different comp plans for techs and sales reps
HVAC companies often have technicians who upsell in the home and dedicated sales reps who close replacements. They need completely different comp structures. Sequifi runs both simultaneously - tech upsell bonuses, sales rep margin splits, manager overrides - all calculated correctly in the same payroll cycle.
HVAC job cycle
LiveCalculated automatically · No manual steps
Illustrative example.
One platform from Hire To Paid
Hiring, background checks, onboarding, HR and payroll run in the same system as your hvac commissions, so a new tech goes from applicant to paid without a second tool.
- 1
Hire
- Digital applications and hiring workflows
- Background checks run through Sequifi
- Applicant tracking in one pipeline
- 2
Onboard
- Offer letters, W-4, I-9 and direct deposit, e-signed in SequiDocs
- Pay structure and commission plan flow in when onboarding is done
- 3
Manage
- Every employee’s role, territory and manager in one place
- Role and plan changes flow through to payroll
- 4
Calculate
- Commissions, overrides and clawbacks by rule
- Every rep sees how their pay was built
- 5
Pay
- Payroll for W-2 employees and 1099 contractors
- Same-day or next-day pay
- Sequifi handles HVAC's full comp complexity, per-job flat rates, margin-based splits, financing milestone payouts, automatically, every cycle, without manual tracking.
- Hire and retain the best technicians and sales reps with onboarding and compensation workflows built into the same platform.
- Onboard new hires faster with SequiDocs and get them trained faster with a built-in LMS built for field teams.
- Set performance targets and track results by rep, by job type, and by location, so managers coach on data, not gut feel.
- Automate per-job rates, margin-based splits, tiered revenue bonuses, manager overrides, and clawback recovery.
- Track job volume, revenue closed, margin performance, and per-rep earnings in one live dashboard.
- Scale your HVAC back office across locations without adding headcount to match.
Works with your HVAC Stack
Sequifi connects directly to the tools your team already uses so deal data flows in automatically and nothing falls through the cracks.
JobNimbus
Field CRM
Jobber
Field service CRM
Notifi
Scheduling & dispatch
HubSpot
CRM
Salesforce
CRM
Real impact for hvac Operators
Commission timing tied to how the job actually closes
HVAC jobs quote days before they close, install days or weeks after, and often hinge on financing approval. Sequifi lets you configure exactly when commission triggers, quote acceptance, job close, install complete, or financing approval, so reps always get paid at the right time.
Techs and sales reps on different comp plans, same payroll run
In-home tech upsell bonuses and sales rep margin splits run completely differently. Sequifi handles both simultaneously in the same cycle, so your ops manager isn't maintaining two separate spreadsheet systems or running two separate payroll processes.
Hire, train, and retain your best people faster
SequiDocs gets new technicians and sales reps onboarded. Built-in LMS delivers product training, sales process, and compliance content without relying on manager-led shadowing. And with performance dashboards, managers can develop their team before attrition becomes a problem.
What {p.switchPoints.who} teams see when they switch
Margin-based and per-job commission calculations run automatically with a full audit trail, so it is clear who earned what on which job.
Job commission calculations, financing milestone tracking, and payroll approvals run without manual input every cycle.
SequiDocs handles subcontractor agreements, W-9s, and compliance docs before the first job is assigned.
Tech upsell bonuses and sales rep margin splits calculate simultaneously without two separate spreadsheet systems.
Every job, every tech, paid right.
Install and service commissions, spiffs, overrides and bonuses. Sequifi runs the HVAC comp your team actually uses and moves it straight to payroll.
Just need commissions?
See hvac commission software
Questions? We're glad you Asked.
Sequifi handles the full range of HVAC comp structures: per-job flat rates, margin-based percentages, tiered revenue bonuses based on monthly job volume, manager overrides, spiff bonuses, and clawback recovery. You configure each rep's plan once and Sequifi calculates every cycle automatically. No manual steps between job close and payout.
Margin-based commission means HVAC reps earn a percentage of gross profit on each job rather than a flat per-job rate. Because HVAC job sizes and equipment costs vary significantly, margin-based comp aligns rep incentives with profitability. Sequifi automates the calculation with full auditability when a job closes.
Yes. Sequifi includes ATS, onboarding workflows, and SequiDocs. New reps complete subcontractor agreements, W-9s, compliance docs, and offer letter e-sign all in one place. New reps go from offer to comp-ready in one flow, with no manual follow-up or paper chasing.
If an HVAC job is cancelled or the final margin comes in lower than quoted, Sequifi applies the clawback automatically to the rep's next commission cycle based on your configured rules. Reps can see exactly what was adjusted and why in their earnings dashboard, so every adjustment comes with its reason.
Yes. Sequifi supports same-day pay, job milestone payouts, and standard ACH/direct deposit. You can configure payout timing per rep type or comp plan, which is great for retaining top-producing in-home sales reps.
Sequifi is purpose-built commission software for HVAC companies. It automates per-job flat rates, margin-based commission calculations, tiered revenue bonuses, manager overrides, and clawback recovery, all calculated automatically every pay cycle.
You can monitor job volume, revenue closed, gross margin, pipeline health, lead-to-close conversion, per-rep earnings, team leaderboards, and regional breakdown, all from one dashboard. Managers get a live view of who is hitting their numbers, which jobs are in progress, and where the next payout stands.
Your team is ready to scale.Is your back Office?
Sequifi runs your entire back office, from onboarding and training to payroll and commissions, so you can focus on closing jobs and growing the business.