HVAC Business Software
Dispatch, diagnostics, and preventive maintenance — built for HVAC teams
Schedule faster, fix more on the first visit, and run profitable service routes with Fieldified.
Tools HVAC contractors need to win more service calls and reduce costly callbacks
Fieldified combines dispatch, equipment history, parts tracking, and recurring maintenance plans so HVAC companies deliver reliable service and predictable revenue.
- ✔Equipment History & Diagnostics
Record serial numbers, past repairs, and diagnostic notes so techs arrive informed and solve problems faster.
- ✔Preventive Maintenance Plans
Sell and schedule seasonal tune-ups and filter plans that create recurring revenue and improve system lifespan.
- ✔Parts & PO Management
Track parts usage, manage truck inventories, and create POs so techs have the right components on-site.
HVAC Challenges — Solved with Fieldified
From missing unit history to parts shortages and seasonal peaks, Fieldified removes the friction that costs HVAC businesses time and money.
✅ Challenge 1: Insufficient Equipment Context
❌ Techs arrive without full service history or equipment specs — leading to misdiagnoses, extra trips, and unhappy customers.
- Equipment profiles with serials, photos, and past service notes
- Attach previous invoices and diagnostic photos to each unit
- Searchable equipment history accessible from the job screen
✅ Challenge 2: Parts Shortages & Re-trips
❌ Missing parts on a job mean another visit — lost time, fuel, and revenue.
- Truck-level inventory with low-stock alerts
- Material lists tied to quote templates so techs know what's required
- Quick-create POs from the app to restock parts fast
✅ Challenge 3: Unpredictable Seasonal Demand
❌ Busy seasons overwhelm scheduling and reduce service quality without predictable maintenance revenue.
- Sell and automate recurring maintenance plans
- Route clustering and seasonal campaign reminders
- Capacity forecasting to balance technician load
✅ Challenge 4: Slow Invoicing & Payment Delays
❌ Manual billing and slow payment collection drag on cash flow after service is complete.
- Instant invoicing from the job with payment links
- Auto-charge saved cards and send automated reminders
- Batch invoices for fleet or commercial clients
Why Fieldified for HVAC Contractors
The essential tools to increase first-visit fixes, reduce re-trips, and build recurring revenue.
Higher First-Visit Fix Rate
Equip techs with unit history and parts data so they complete more jobs on the first trip.
Predictable Seasonal Revenue
Convert one-off customers into maintenance plan subscribers for steady cash flow.
Reduced Parts Costs
Track inventory and automate POs to avoid rush orders and emergency markups.
Faster Payments
Instant invoicing and saved-card billing turn same-day service into same-day cash.
Key Features
Designed for HVAC workflows and commercial needs
Unit Profiles & Warranty Tracking
Keep serials, install dates, warranties and replacement part recommendations in one place for every customer unit.
Diagnostic Checklists & Photo Evidence
Standardize troubleshooting and capture proof-of-service to reduce disputes and callbacks.
Parts & PO Management
Maintain truck stock, flag low inventory, and create POs from the field when technicians need a part.
Recurring Maintenance & Auto-Billing
Create flexible maintenance tiers, auto-schedule visits, and bill clients automatically to lock in repeat business.
Route Clustering & Live Dispatch
Group nearby service calls and dispatch nearest technicians to cut travel time and increase daily capacity.
Commercial & Fleet Billing
Support contract billing, site-specific pricing, and batch invoices for larger accounts.
About Fieldified for HVAC Contractors
Operational tools that help HVAC companies deliver reliable service and grow profitably
Fieldified was built for field-first businesses that need more than a calendar. For HVAC companies it combines equipment tracking, parts management, intelligent dispatch, and recurring revenue tools so teams can deliver faster, smarter service.
Why HVAC Businesses Choose Fieldified
- Complete Equipment Records Maintain unit-level histories so technicians arrive prepared and reduce diagnostic time.
- Parts Accuracy & Fewer Re-trips Truck-level inventory and material lists help reduce wasted trips and lost hours.
- Revenue from Maintenance Plans Turn seasonal demand into steady income by selling and automating tune-up plans and filter subscriptions.
- Scale Without Losing Quality Standardized checklists, automations, and KPIs keep service consistent as crews and territories grow.
Fieldified helps HVAC contractors focus on what matters — diagnosing correctly, fixing efficiently, and getting paid faster — while the app handles the operational details.
Frequently Asked Questions
Answers to common questions about Fieldified for HVAC teams
Can Fieldified store equipment serial numbers and warranty info?
Yes — create equipment profiles with serial numbers, photos, install dates, warranty details and previous repair notes so techs have context on every visit.
How does Fieldified help reduce re-trips for parts?
Use truck-level inventory, material checklists linked to quote templates, and low-stock alerts so techs leave with the right parts and replacements are ordered proactively.
Can I sell and manage maintenance plans through Fieldified?
Absolutely. Create multiple maintenance tiers, auto-schedule recurring visits, and enable auto-billing to stabilize revenue and improve customer retention.
Does Fieldified support commercial contract billing?
Yes. Fieldified supports contract-based pricing, batch invoicing, and site-level billing for property managers and commercial accounts.
How quickly can my team get started?
Most HVAC teams can configure core workflows and import customers and units within a few days. We provide templates and onboarding resources to speed migration.
See Fieldified in action for HVAC teams
Book a demo to discover how equipment tracking, parts management, and maintenance plans can boost your first-time fix rate and cash flow.