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Made in NZ · HVAC quotes · Healthy Homes heating · refrigerant records · Electricity Act CoC

HVAC software for NZ — quote and comply with Healthy Homes & refrigerant rules

Toolie is job-management, quoting, invoicing and compliance software built for NZ HVAC businesses. Quote heat pumps, ducted systems, ventilation and commercial refrigeration with NZ rates, check Healthy Homes heating capacity, and record refrigerant recovery and your electrical CoC details.

No credit card · Cancel anytime · Works offline on site · Flat NZD pricing

New HVAC / Heat Pump Tech quote · Heat pump install, Tauranga · swipe to see it all →
Toolie HVAC quote for a single-split heat pump install in Greerton, Tauranga, listing the Refrigerant Handling Record, the electrical Certificate of Compliance and the Electrical Safety Certificate the job needs
Pick the job, see the paperwork. A heat-pump install lists the refrigerant handling record (ANZ Refrigerant Handling Code of Practice), the CoC for the hardwired connection (regulation 65) and the ESC within 20 working days of connection.

See how Toolie works for HVAC and heat-pump installers

From the Healthy Homes heating requirement to a priced quote, room-by-room sizing, the line set and charge, and the refrigerant register you keep every unit in — in the order you’d actually use it.

Every screen here is the real Toolie app running a made-up demo business — the clients and addresses are invented, the screens are real.

  1. 01 Quote the installQuote Healthy Homes heating, priced from your takeoff
  2. 02 Size the rooms, check the line setDesign Room heat load, unit choice, extra charge
  3. 03 Refrigerant recordRecords Charge, recovery and the next service
  4. 04 Registers and services dueRegisters Every unit, every cylinder, every service

01

Quote the install

Pick from HVAC job types — single-split, multi-split and ducted installs, ventilation fans, servicing, fault calls and relocations — and enter what you’d price from.

  • HVAC job types: single-split, multi-split and ducted installs, ventilation fans, maintenance servicing, fault diagnosis and heat-pump relocations
  • Healthy Homes heating for the main living room: floor area, ceiling height, council design temperature, wall and window areas and R-values → the Schedule 2 kW the unit must deliver
  • Unit size class on auto picks the smallest set whose rated heating meets that requirement
  • Labour hours from NZ labour norms with the breakdown shown, plus lineset, condensate drain, isolator, bracket and commissioning lines
  • Your rate, markup on materials and GST — a price you type on an unpriced line is remembered in your pricebook
Auto takeoff · Healthy Homes heating inputs · swipe to see it all →
Toolie HVAC auto takeoff for one heat-pump unit with a 12 m lineset, unit size class auto, 27.3 m² living-room floor, 2.4 m ceiling, Tauranga City Council, 20.3 m² external wall, 5.4 m² windows, ceiling R2.9, floor R1.3, wall R1.5, window R0.26
The Healthy Homes inputs, on the quote. A 27.3 m² lounge in Tauranga City Council with its wall and window areas and R-values, a 12 m lineset and the size class on auto.
Notes and materials from the takeoff · swipe to see it all →
Toolie HVAC notes and materials: Healthy Homes main living room needs at least 2.66 kW heating capacity at a 0 degree design temperature, labour 9.2 person-hours from NZ norms, and material lines for a heat pump high-wall set, 12 m refrigerant pair coil, condensate drain, 20A lockable isolator, mounting bracket and commissioning
The requirement, then the lines. The main living room needs ≥ 2.66 kW (Schedule 2, design 0 °C), 9.2 person-hours from NZ norms, and the set, pair coil, drain, isolator, bracket and commissioning.
Quote total · labour, materials, GST · swipe to see it all →
Toolie HVAC quote totals: materials $1,320.48, labour $1,012.00 at 9.2 hours and $110 an hour, 15% markup $198.07, GST $379.58, total $2,910.13
Priced and ready to send. 9.2 hours at $110, materials $1,320.48 plus the 15% markup and GST: $2,910.13.

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02

Size the rooms, check the line set

Size every room the way EECA’s guide recommends, pick units by what they deliver at the local design temperature, and work out the extra refrigerant before you’re on site.

  • Room heat load: draw or type the rooms, mark the outside walls, add the windows and R-values → the Healthy Homes Schedule 2 kW for every room
  • Units chosen from your own model list by their heating output at the council design temperature — a Good and a Better option, with the rejected ones and why
  • An optional warning when a unit is oversized beyond your own limit
  • Line set + charge: measured run and height difference against the model’s install-manual limits → pass/fail and the extra refrigerant in kg
  • Extract fans: the Healthy Homes requirement, the fan’s datasheet curve and the duct run → the flow it really delivers once installed
  • Each check goes on the quote with a printable calc sheet
Room heat load · sizes · swipe to see it all →
Toolie room heat load at a 0 degree design temperature, total 3.79 kW over 2 rooms: lounge 2.55 kW with Good and Better unit options, bedroom 1.24 kW, and a rejected unit that delivers only 2.4 kW at 0 degrees
Room by room, at 0 °C. Lounge 2.55 kW, bedroom 1.24 kW — each with a Good and a Better unit by output at the design temperature, and the 2.5 kW model rejected for the lounge (2.4 kW at 0 °C).
Line set + charge · swipe to see it all →
Toolie line set and charge check for an R32 unit: 7.5 m pre-charged, 20 g/m extra, 3 to 25 m run, 15 m maximum height difference, measured run 12 m and 3 m height difference, run limits within, additional charge 0.09 kg R32
From the install manual. A 12 m run with a 3 m rise, within the limits: +0.09 kg of R32 — onto the quote and the refrigerant register.

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03

Refrigerant record

Fill in + issue opens the unit in the refrigerant register, pre-filled from the quote and the charge you just worked out.

  • Refrigerant handling record per the ANZ Refrigerant Handling Code of Practice: refrigerant, factory and additional charge, everything added or recovered
  • Total system charge, and the AS/NZS 5149.4 leak-check recommendation for that charge
  • Flammable refrigerants such as R32 flagged, and “recover, never vent” on every unit
  • CoC and ESC listed for the hardwired connection, and building consent flagged for ducted systems
  • Next annual service and the manufacturer warranty end date worked out for you
Toolie HVAC quote on a phone for a ducted system install, listing the Refrigerant Handling Record, the electrical Certificate of Compliance and the Electrical Safety Certificate
On your phone. A ducted install on site — the refrigerant record, CoC and ESC it needs.
Refrigerant register · service log · swipe to see it all →
Toolie refrigerant register record: install and commission on 06/10/2026 with 0.09 kg added, total system charge 1.19 kg of R32, next annual service due 2027-10-06, R32 flagged as flammable, warranty to 2033-10-06
Logged at commissioning. 0.09 kg added on 06/10/2026 — total charge 1.19 kg of R32, next service 2027-10-06, warranty to 2033-10-06.

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04

Registers and services due

Every unit you’ve installed or look after, the cylinders the refrigerant came from, and the services coming up — with a button to remind the customer and book the job.

  • Refrigerant register: each unit’s refrigerant, charge, log and next service or leak check
  • Refrigerant cylinders: what came in and went out, so every cylinder balances
  • Refrigerant ledger by quarter — kg per refrigerant, to view, print or export as CSV
  • Services due: remind the customer, book the job, and completing the job logs the service
HVAC / Heat Pump Tech registers · swipe to see it all →
Toolie HVAC registers: services due with Aroha Pēne's heat pump service due in 20 days and Remind customer and Book job buttons, the refrigerant register with 2 units, the refrigerant ledger for 2026 Q4, and the refrigerant cylinders tab
Services come to you. One service due in 20 days with Remind customer and Book job, 2 units on the register and the 2026 Q4 refrigerant ledger.

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Everything in the HVAC pack

Room heat loadHealthy Homes Schedule 2 kW per room and units by output at the design temperature.
Line set + chargeInstall-manual run limits and the extra refrigerant in kg.
Extract fansInstalled flow from the fan curve and duct run against Healthy Homes or G4.
Auto takeoffHealthy Homes heating requirement, unit size class, lineset and labour norms.
HVAC pricebookStarter prices you override with your own supplier prices.
Refrigerant handling recordFilled in from the quote and logged on the unit.
Refrigerant register & cylindersEvery unit and cylinder, with the next service and leak check.
Refrigerant ledgerkg per refrigerant per quarter, to print or export.

Quote heat pump installations and HVAC systems with NZ rates

HVAC pricing depends on heat pump capacity and brand (kW), installation type (wall-mounted, floor console, ducted, multi-split), refrigerant line run, electrical connection and commissioning. Toolie’s NZ HVAC pricebook covers supply-and-install rates for common capacities, refrigerant line sets per metre, electrical connection, and service/maintenance visits. Override any rate with your supplier pricing.

Healthy Homes heating standard — size the unit to the room

The Healthy Homes heating standard requires a fixed heater that can heat the main living room to at least 18°C, with a minimum 1.5 kW and a required capacity calculated from the room (see the Tenancy Services heating standard). Toolie’s HVAC pack takes the room inputs and checks the specified unit’s capacity against the requirement, so your quote names a unit that can pass and you have the working on file for the landlord.

Refrigerant recovery — record it every job

Industry practice under the ANZ Refrigerant Handling Code of Practice is to recover refrigerant, never vent it, and keep a record of the type and quantity recovered or charged, the technician, date and site. There is no general NZ handler licence for HFC refrigerants such as R32 and R410A, and licensing for hazardous refrigerants has only been proposed — check the current MBIE position. Toolie’s HVAC compliance notes remind you to record this on each job; it does not file anything on your behalf.

Electrical CoC for HVAC installations

Connecting a heat pump or air conditioning unit to mains power is prescribed electrical work under the Electricity (Safety) Regulations 2010 and requires a Certificate of Compliance (CoC) and Electrical Safety Certificate (ESC) from a registered electrician. Toolie’s compliance tracker captures the CoC number and issue date on jobs involving electrical connection, and keeps it with the job record.

Quote, comply and get paid — flat price for your crew

Flat: Solo $49, Duo $89, Crew $129, Pro $249 (NZD ex-GST). 14-day free trial, no credit card, no lock-in. Quote an HVAC job free before you create an account.

Related: Healthy Homes calculator · invoicing · software for every trade · all features.

NZ compliance guide

Heat Pump Installation Requirements NZ: Consent, CoC — What NZ heat pump installers must sort: building consent, the electrical CoC and ESC, refrigerant records and Healthy Homes heating sizing for rental jobs.

Common questions

Does Toolie include NZ HVAC pricing?

Yes. Toolie ships a NZ HVAC pricebook covering heat pump supply-and-install by capacity, refrigerant line sets per metre, electrical connection and service visits. Override with your own supplier rates.

How does Toolie check the Healthy Homes heating requirement?

You enter the main living room details and Toolie checks whether the specified unit’s capacity meets the Healthy Homes heating standard (a calculated required capacity, with a 1.5 kW minimum). Confirm the final figure against the Tenancy Services calculator.

Does Toolie keep refrigerant records?

Toolie’s HVAC pack prompts you to record refrigerant type, quantity recovered or charged, technician, date and site on each job. There is no general NZ licence for HFC refrigerant handling, so Toolie does not track a handler certificate for it.

Is there an NZ-built alternative to Tradify for HVAC businesses?

Yes. Toolie is New Zealand-built, flat-priced for your whole crew, includes NZ HVAC pricing, and lets you quote a job before you sign up.

How much does HVAC software cost in NZ?

Flat NZD ex-GST: Solo $49, Duo $89, Crew $129, Pro $249 — one price for the whole crew, not per user. 14-day free trial, no credit card, no lock-in.

Quote, comply and get paid — in one place

Start free today. Built around Healthy Homes Standards, refrigerant compliance & CCA 2002.

Try the Room heat load free →