Your HVAC shop doesn't run like the template.
Fieldproxy molds to how you dispatch techs, run maintenance contracts, quote installs, and track every unit. Add a field, set a rule, or reshape a queue in plain English and it goes live for every tech, no dev and no rebuild.
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
Built your way
Purpose-built for HVAC
Every capability an HVAC shop needs, ready to use from day one.
Unit & equipment tracking
Every AC, furnace, and heat pump tracked with install date, warranty, filter schedule, and service history.
Seasonal maintenance plans
Spring AC tune-ups, fall furnace checks, auto-scheduled, auto-invoiced, auto-reminded.
EPA-aware dispatch
Jobs route only to techs with the right certs for the refrigerant and equipment on site.
Refrigerant tracking
Log every pound of R-410A, R-32, R-454B by truck and job, compliance-ready reports.
Install quoting
Build multi-option proposals, apply utility rebates, capture e-signatures, convert to a job.
Warranty management
Labor + parts warranties tracked per unit, automatic warranty-callback detection on return visits.
Service plan billing
Monthly, quarterly, or annual plans, Stripe-backed, pause, prorate, and upgrade on command.
Callback detection
Automatic flag when a tech returns to the same unit within 30 days, track repeat issues fast.
After-hours on-call rota
Weekend and emergency rotations set once, SMS notifications route to the on-duty tech.
The 11pm no-cool call gets answered
An AI agent picks up after hours in your brand 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.
Shaped to your trade
Your business doesn't run like the template. Neither does Fieldproxy.
Residential HVAC
Service plans, seasonal tune-ups, on-demand repairs, one workspace.
Commercial HVAC
Rooftop units, chillers, and building-level assets tracked per site.
Refrigeration
Walk-ins, reach-ins, and ice machines with refrigerant logs built in.
Platform
A complete HVAC platform
Everything you'd expect from field service software: dispatch, mobile, assets, quotes, and more.
Dispatching & Scheduling
Smart routing, drag-and-drop, GPS tracking, the right tech every time.
Recurring Jobs & Maintenance
Maintenance contracts, seasonal reminders, and auto-scheduling.
Asset Management
Track equipment, service history, warranties, and maintenance schedules.
Estimates & Quotes
Branded quotes out the door, e-signed on the spot, converted to jobs.
Mobile App
Full field toolkit with offline-first capture, photos, and e-signatures.
Customer Portals
24/7 self-service for bookings, invoices, and service history.
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
Switching from another platform to run HVAC?
See how Fieldproxy stacks up against the platforms HVAC teams evaluate.
vs ServiceTitan
The enterprise residential service platform
Housecall Pro alternative
The home-service SaaS for solo operators and small teams
Compare with Workiz
Field service software for on-demand trades
Switch from FieldEdge
Field service management for service contractors
vs Service Fusion
All-in-one field service management software
ServiceM8 alternative
Mobile-first job management for trade businesses
HVAC resources from the Fieldproxy blog
Field-tested playbooks, benchmarks, and how-tos.
AI Agents for HVAC: Streamlining Work Order Management for Enhanced Efficiency
Discover how AI agents are transforming HVAC work order management for improved efficiency, reduced costs, and better service delivery.
How AI Agents Enhance Parts Inventory Management for HVAC Service Companies
Discover how AI agents improve parts inventory management for HVAC service companies, enhancing efficiency and reducing costs.
AI Agents for HVAC Work Order Management: Enhancing Technician Productivity
Explore how AI agents revolutionize work order management in the HVAC industry, significantly boosting technician productivity through streamlined processes and intelligent automation.
AI agents
What the AI agents do on an HVAC job
Seasonal peaks, EPA rules and equipment that has to be identified before it can be quoted. The agents are pointed at exactly that.
Voice Agent
Answers the no-cool call at 11pm in July, works out whether it's an emergency, books it into the on-call slot and writes up the job.
Dispatch Agent
Won't route a refrigerant job to a tech without the right EPA card, and weighs whose van already carries the R-454B.
Scheduler Agent
Stacks spring AC and fall furnace tune-ups against real capacity, so the maintenance base gets served without crowding out the emergencies that pay best.