HVAC Field Service Software Built for Dispatch & Maintenance
Dispatch smarter. Keep maintenance revenue steady. Manage service calls, seasonal tune-up routes, and maintenance agreements — dispatch the right tech and bill monthly from one workspace.
Built for HVAC service companies
Maintenance agreements
Bill monthly while scheduling seasonal tune-ups separately
Skill-based dispatch
Match tech certifications to job requirements
Emergency + planned work
One board for urgent calls and scheduled maintenance
Field documentation
Photos, readings, and customer signatures on every job
Dispatch by skill and territory
- Assign techs based on certification and availability
- Prioritize emergency calls on the dispatch board
- Map view shows open jobs and tech locations
- Schedule seasonal maintenance routes in advance
Complete jobs with proof
- Checklists for tune-ups and installations
- Before/after photos and equipment readings
- Digital signatures on completed work
- Mobile access from any phone browser
Maintenance revenue you can count on
- Monthly agreement billing independent of visit dates
- Invoice repair jobs when work is done
- Track payments and outstanding balances
- On-site payment collection
Equipment history that follows the customer, not the technician
Whoever answers the phone for a repeat customer can see what unit is installed, when it was last serviced, and whether they're on a maintenance agreement — without waiting on someone else's notes.
- Full equipment and service history pulled up before the truck rolls
- Office sees maintenance agreements coming up for seasonal tune-ups
- Techs update job status live so dispatch can re-route around a no-show
Don't chase tune-up season by hand
Maintenance agreements renew on their own schedule and seasonal tune-up routes fill themselves instead of someone combing through a spreadsheet every spring and fall.
- Maintenance agreement renewals flagged before they lapse
- Seasonal tune-up routes scheduled ahead of the heat and cold rush
- Monthly agreement billing keeps running independent of when the tune-up actually happens
How do maintenance agreement renewals get tracked?
Agreements flag themselves before they lapse, so the office can call to renew instead of finding out a customer's coverage expired after an emergency call.
Can we see a unit's service history before a tech is dispatched?
Yes — pull up the full equipment and job history for that address before assigning the call, so the tech shows up knowing what's already been replaced or flagged.
How do you balance emergency no-cool calls against scheduled tune-ups?
The dispatch board lets you drop an urgent call in ahead of the day's planned maintenance stops without rebuilding the whole route.
Do techs need an app for readings and photos?
No app store download. Techs log readings, photos, and signatures through a mobile browser on whatever phone they're carrying.
Talk with a HVAC Service expert.
Share how your hvac service business operates — we'll design a plan around your workflows.
Ready to run your HVAC operation in one workspace?
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- 14-day free trial
- No credit card