Why choose FieldServicely for HVAC Job Scheduling

FieldServicely lets you go beyond HVAC job scheduling and technician management. You can automate your work with FieldServicley HVAC scheduling software.

Easy HVAC Job Scheduling:

With a few simple and straightforward steps, schedule your HVAC technicians' jobs with location and customer details. No schedule overlapping for the same technician. Check the later part of the page to learn how to schedule HVAC jobs using FieldServicely.

Scheduled HVAC work orders with live location and members.

Better HVAC Customer Management

Manage HVAC customers’ profiles nicely with FieldServicely. You can add customer profiles or import them from XLS or CSV files. You do not need to create a customer profile every time you receive orders from the same person a number of times.

List of customers with previously sent invoices being marked with a golden arrow.

Simple Mobile App

FieldServicely comes with a simple mobile app that lets your HVAC Technicians see their jobs and schedules. Complete the assigned jobs and submit them for the manager’s approval.

Mobile apps showing the jobs, dashboard, and location of HVAC jobs.

GPS Navigation

FielServicely’s integration with Google Maps lets your HVAC technicians see the job location and navigate there directly from the FieldServicely mobile app.

Map showing the GPS location of multiple employees.

Location and Route Map Tracker

See the current location of your HVAC crews and the route map they are following to reach the task location. You can also see the points of clock-in, clock-out and check-in, check-out from the route map.

Route map is shown on a map, with tracked locations.

Geofenced Clock-in and Check-in

Ensure correct office attendance with the geofenced clock-in method of your HVAC technicians and other employees. A live selfie ensures more correct and authentic attendance. Check-in is related to the job. Your HVAC technicians can check in once they reach the job location, otherwise, they aren’t allowed.

Map with an employee trying to clock in with a selfie, and unable to clock in when out of location.

Job Approval System

Upon finishing the HVAC tasks, technicians will have to submit evidence. It can be a voice message or an image. Your manager can check the evidence and then approve or reject the job.

Audio, tracked time, and notes for approving the job.

Billing made easy

Bill your HVAC customers, the way both of you agree. FieldServicely provides you with various methods of billing.

Fixed rate.
Billing is based on the plumber’s hourly rate. (Number of HVACs working ✖ Their individual hourly rate)
Based on work order hourly rates. (Number of HVACs working ✖ work order hourly rate)

Project budgeting

Efficiently compose your HVAC project budgeting for better profitability. FieldServicely allows you to set a budget in various formats.

Based on Total Order Cost that can be calculated based on employee pay/bill rate.
Based on total work order hours.

List of work orders, with an arrow pointing to the HVAC project budgeting.

HVAC Payroll Management

Whether you have a fixed paid or hourly paid HVAC technicians, you can calculate their payroll and keep the history of payments. FieldServicely lets you calculate the payable amount for hourly paid employees based on the time they have tracked in with FieldServicely.

Payroll of multiple employees, with pay rate, time and mark all as a paid button.

HVAC Invoice Generation

FieldServicely lets you generate invoices for your HVAC contractor projects, specific work orders or for any other things like equipment charges. Create an invoice, send it to your customer and get paid.

HVAC invoices, with a preview of a sent invoice.

Dashboard for Overall Performance Tracking

Get a detailed overview of your HVAC technicians’ activities from the FieldServicely dashboard. Know the statistics of your job completions, online and offline employees, top work orders based on hours tracked, current jobs, recent invoices, etc.

Simple and Easy Way to Schedule HVAC Jobs

FieldServicely lets you schedule HVAC jobs easily on a one-time or recurring basis for routine checkups. Schedule and assign jobs to your HVAC Technicians easily. This is how it works-

Once you have received an HVAC job, create a work order adding the details. Add customer details. You can use existing customers' profiles if it's a repeat order or create new customer details by clicking on “Add new customer”.

Creating a work order for HVAC job inside FieldServicely web app adding work order code, customer and status.

Now add a job by adding the job name, status, description, and job location. Use a previously saved location for the customer or add a new location. You can use it if needed further.

Adding HVAC job with the work order with job details

Now schedule your HVAC job by creating a shift and assigning the responsible HVAC technicians. Add the date and duration of the job.

Adding shifts, assigning crews for scheduling a field service job for single schedules

For routine inspection, you can create a recurring schedule so that you do not need to schedule the same HVAC job again. Choose the recurrence frequency and end date to schedule the job.

Recurring schedule setting inside FieldServicely for the HVAC jobs.

5. HVAC scheduling is done. You can also duplicate the same work order for further use.

Your HVAC technician will get a notification of the scheduled job and see the shift and location details inside the mobile app. With easy navigation, they can reach the job location and complete the tasks.

Let FieldServicely take care of your HVAC scheduling and you can focus on more strategies to grow your business.