HVAC field service software for dispatch, scheduling and billing

Capture the call as a complete work order

Select the client, describe the problem, set the priority and assign a technician. Work orders also hold the site address, the client’s own reference number, a DNE (do not exceed) amount and attached photos or documents. Repeat customers are easy to handle because each client profile keeps their service history.

Schedule and dispatch your HVAC technicians

Drag jobs on the scheduling calendar to move them between days or technicians, in month, week or list view. The Tech Finder map shows technicians near a job address and filters them by skill, which helps when only some of your team handle a certain type of equipment.

• Filter the calendar by technician, status or client
• See which technicians are available, busy or already on a job
• Move jobs through statuses from Pending Dispatch to Tech Onsite and Job Completed

Find parts and track deliveries

Parts Lookup searches multiple suppliers by part number, model number or description and sorts the results by price. The Local Supplier Finder plots supply houses near the job site on a map with driving routes. When a job is waiting on a part, set it to Pending Part Delivery and follow the shipment in the Parts Tracker.

Quote repairs and replacements, then invoice

Create a quote from the job and keep it in Pending Quote Approval until the customer agrees. When the work is done, generate an invoice from the work order, download it as a PDF and record the client’s payment. Technician payments are tracked too.

Give technicians what they need in the field

Technicians open the Tech Portal in their phone’s browser to see assigned jobs, check in and out, upload photos and review their earnings. Office staff can follow up with them in the built-in team chat.

Know how the business is doing

Reports show revenue, completed jobs, technician performance, quote results and financials for the last 7, 30 or 90 days, year to date or a custom range.