HVAC field 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.

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.

Yes. The customer record is the CRM: leads, quotes and follow-ups, each customer's sites and equipment with its service history, maintenance agreement status and renewals, and every email and call summary. Customers get a portal to see their equipment, visits, quotes and invoices.

Yes. You build your own flat-rate price book, with each task at one price covering labour and parts, and technicians quote from it on site. Proposals can show good, better and best options, each checked against a margin floor, and time-and-materials pricing works beside flat rate where you need it.

It should draft the invoice from the job the technician completed, take payment on site or by link, bill maintenance agreements on schedule, handle PO numbers and one invoice across many sites for commercial customers, and sync to your accounting. Fieldproxy does each of these and syncs two-way with QuickBooks Online, Desktop and Enterprise, Xero and Sage.

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.

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.

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.

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.

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. Each plan includes a monthly allowance of AI credits.

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 a day, 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.

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.