HVAC

HVAC field service management software built around how you already work.

No-cool and no-heat calls, maintenance agreements, system replacements, commercial rooftop contracts and refrigerant logs, set up the way your techs actually run them. Change a field, a rule or a dispatch queue by asking in plain English, and Fieldproxy AI agents assist your team. Live in days, with unlimited users.

Plain English

Say how you run it. It goes live.

Each change on the right was made by typing one sentence. No dev ticket, no rebuild, live for every tech.

HVACPlain English

Reading fields added

Superheat and subcooling now on every AC service job

Refrigerant type required

Job can't close until the type is logged

Pushed to every tech

Live on open and future service jobs

Live in

40 secno dev, no ticket

Built your way

Built for HVAC operations

Service calls, maintenance agreements, installs and commercial contracts, all in one platform.

Maintenance agreements

Spring AC and fall furnace visits per agreement, scheduled, reminded and billed on their own, with renewals flagged before they lapse.

Equipment on every site

Every condenser, furnace, heat pump and rooftop unit tracked with model, serial, install date, filter size and service history, tagged with a QR code.

Refrigerant logs

Refrigerant type and pounds added or recovered logged per job, per unit and per truck, required before the job can close.

Certification-aware dispatch

Jobs route only to techs holding the EPA certification and equipment experience the job needs, weighed against drive time.

Good, better, best replacement quotes

Multi-option system replacement proposals with photos of the old unit, signed on the tablet and turned into an install job.

Warranty tracking

Manufacturer and labor warranties held per unit, so the tech sees on arrival whether the part is covered.

Callback detection

A return visit to the same unit within 30 days is flagged automatically, so repeat failures get looked at, not just re-billed.

After-hours on-call rota

Weekend and overnight rotations set once, with emergency calls routed to whoever is on duty.

Commercial contract billing

Monthly, quarterly or annual billing on commercial maintenance contracts, with QuickBooks or Xero sync and payment links.

Offline technician app

Android and iOS app with the job, equipment history, checklists, photos, readings and signatures. It keeps working in basements and on rooftops and syncs when signal returns.

Reports you can change

Revenue, agreement renewals, callbacks and tech workload, built from your own fields rather than a fixed report list.

The 11pm no-cool call gets answered

An AI agent picks up after hours in your voice, works out whether it's an emergency, books it into the on-call tech's slot and writes the work order before you're awake.

See it built around how your team already works.

Get Demo

How HVAC runs on it

How a HVAC business runs on Fieldproxy.

The parts of Fieldproxy HVAC teams lean on most, set up to your own stages, forms and prices.

Care plans and memberships

Members, the tune-ups each one is due, and renewals coming up, in one place.

Good, Better, Best on site

The technician shows three options on the phone and the homeowner picks one, then signs.

Nameplate photo to equipment

Photograph the unit's nameplate and the equipment record fills in make, model and serial.

Installs as projects

Replacements and new installs run as projects with phases, change orders and progress billing.
Good, Better, Best options on the technician app.
Good, Better, Best on site.
Nameplate photo filling in the equipment record.
Nameplate photo to equipment.

AI for HVAC businesses

AI that does the HVAC admin, so the office doesn't have to.

Fieldproxy is AI-native field service software. The AI agents work inside your HVAC workflow, on your jobs and customers, and you confirm anything that matters before it happens.

Answers the no-cool call and books it

Calls, texts and emails get picked up, day or night. The agent works out whether it's an emergency or a next-day repair and books it into the right tech's slot.

Reshuffles the board in a heat wave

When no-cool calls flood in, it proposes moving flexible tune-ups to later in the week to make room. You approve the new board before anything moves.

Tells customers when the tech is coming

Customers get a text with the arrival window and any change to it, and agreement customers get their tune-up reminder before the season starts.

Chases refrigerant logs, drafts invoices

It flags jobs closed without the refrigerant entry or readings, drafts invoices from completed work and follows up the ones that go overdue.

Switching

Moving from another tool? We move you.

HVAC teams come to us from ServiceTitan, Housecall Pro, Jobber or FieldEdge and from spreadsheets. We map how you run on a 30-minute call, configure it within 48 hours, migrate your customers, properties and jobs, and switch you over when your crews are ready. Fieldproxy AI moves it all over from any major tool or custom system in less than a day.

Pricing

HVAC software, one price per company.

  • One price per company, unlimited users
  • Set up to your own stages, forms and checklists
  • Every AI agent included (AI credits charged separately)
  • Live in days, not months

Shaped to your trade

Your business doesn't run like the template. Neither does Fieldproxy.

Commercial HVAC

Rooftop units, chillers and building-level equipment tracked per site, on contract and on schedule.

Residential HVAC

Maintenance agreements, seasonal tune-ups, repairs and replacements, beside your commercial book.

Refrigeration

Walk-ins, reach-ins and ice machines with refrigerant logs built in.

Integrations

Plays nicely with the tools you already use

QuickBooks

Invoice + payment sync

Stripe

Card + ACH payments

Google Calendar

2-way tech calendars

Gmail

Customer email + threads

AI phone agent

Answers the no-cool call at 11pm

Zapier

Anything else

Want it running on your jobs? We set it up around them.

Get Demo

Questions

Straight answers.

What is HVAC service management software?

HVAC service management software runs the whole service side of an HVAC business in one place: taking the call, scheduling and dispatching the right technician, the job on the technician's phone, equipment and refrigerant records, maintenance agreements, quotes and invoicing. Fieldproxy is HVAC service management software set up to your own job types and checklists, with AI agents that answer calls, rebuild the schedule around emergencies and draft invoices from completed work.

What is HVAC field service management software?

HVAC field service management software is the system an HVAC company runs its field work on: calls and online requests, scheduling and dispatch, the technician's mobile app, equipment and refrigerant records, maintenance agreements, quotes, invoices and payments. Fieldproxy is AI-native HVAC field service management software, set up to your own job types, forms and checklists, with unlimited users.

Does Fieldproxy work for commercial HVAC as well as residential?

Yes. Commercial rooftop units, chillers and building equipment are tracked per site on contract with their own billing, beside residential agreements, repairs and replacements. Each job type gets its own stages, forms and checklists.

Does the HVAC software include a mobile app for technicians?

Yes. Technicians get an Android and iOS app with their jobs, the unit's history, checklists, readings, photos and customer signatures. It works offline and syncs when signal returns.

What is the best software for an HVAC business?

The best HVAC software is the one that fits how your business actually runs: emergency no-cool and no-heat calls, maintenance agreements, system replacements, commercial contracts and refrigerant records. Template tools work well if your process matches theirs. Fieldproxy is HVAC software set up to your own job types, forms and checklists, with AI agents that answer calls, schedule, keep customers updated and draft invoices, one price per company with unlimited users.

What is the best HVAC software for a small business?

For a small HVAC team, look for quick setup, maintenance agreements, an offline technician app and pricing that does not rise with every hire. Simple template tools suit a crew whose work matches the template. Fieldproxy suits small teams that run agreements, commercial work or their own process, with one price per company and unlimited users.

How much does HVAC software cost?

Many HVAC tools charge per technician or per user, so the bill rises with every hire. Fieldproxy is one price per company with unlimited users, so adding technicians, dispatchers and office staff does not add cost. AI credits are charged separately.

Can HVAC software manage maintenance agreements?

Yes. In Fieldproxy each agreement holds its covered equipment, the visits per year (for example a spring AC check and a fall furnace check) and its billing schedule. Visits are scheduled and reminded automatically, billing runs monthly or annually, and agreements coming up for renewal are flagged so they do not lapse.

Does it track refrigerant use and technician certifications?

Yes. Technicians log the refrigerant type and pounds added or recovered on each job, against the unit and the truck, and the job cannot close without it. Each technician's EPA certification is held on their profile, so refrigerant work is only dispatched to certified techs, and the log can be exported for your records.

How long does it take to switch from ServiceTitan or Housecall Pro?

We map how you run on a 30-minute call, configure Fieldproxy to it within 48 hours, then migrate your customers, sites, equipment, agreements and open jobs. Fieldproxy AI moves it all over from any major tool or custom system in less than a day, and you switch over when your technicians are ready.

Is there AI for HVAC businesses?

Fieldproxy's AI agents answer calls, texts and emails, book service calls, build and rebuild the schedule around emergencies, dispatch by certification and location, chase missing refrigerant logs and photos, and draft invoices from completed jobs. They work inside your own HVAC workflow, and you confirm anything that matters before it happens.

See it live

Enter your work email and we draft your setup from your website in about 30 seconds. Shape it by chatting, then the team builds it around how you work.

Also works from ChatGPT, Claude and Copilot in Teams

Fieldproxy's MCP server lets your team run the day and change the software itself from the AI assistant they already use, with a confirm step before anything changes.