HVAC service management software built around how you already work.

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.

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.

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.

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.

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.

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. The average migration takes about 10 days, and you switch over when your technicians are ready.

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.