FieldproxyFieldproxy

Mechanical Services

Mechanical contractor software built around how you already work.

Planned maintenance contracts on chillers, boilers and air handlers, repairs and emergency calls, controls work, and new plant from commissioning through to service, set up the way your mechanical business actually runs. Change a field, a rule or a queue by asking in plain English, and AI does the admin. Live in days, with unlimited users.

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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.

Mechanical ServicesPlain English

Asset-ID field added

Now required on every work order

Lockout-tagout step added

Work can't start until LOTO is confirmed

Pushed to every tech

Live on open and future work orders

Live in

40 secno dev, no ticket

Built your way

Built for mechanical contractors

Every asset, every building, every contract, in one platform.

Asset and equipment hierarchy

Customer, building, plant room and equipment: every chiller, boiler, AHU and pump tracked with a QR code and its service history.

Planned maintenance contracts

Monthly, quarterly and annual PM plans with per-asset checklists, generated as visits and routed ahead of time.

Per-asset checklists

Inspection and service forms per equipment class, with readings, photos and signatures captured offline.

Findings to quotes

A finding on a PM visit becomes a repair quote with its photos and readings, so nothing is lost between visits.

Commissioning to service

New plant installs close with start-up readings, as-installed details and warranty dates, which become the asset record the service team maintains.

Licence-aware dispatch

Jobs go only to techs with the right trade licence, refrigerant certification or controls experience.

Contract and T&M billing

Fixed contract fees alongside time-and-materials repairs, invoiced per visit or per building and synced to QuickBooks or Xero.

Van and warehouse stock

Parts on each van and in the warehouse, with transfers, purchase orders and reorder levels.

On-call rotas

After-hours and weekend rotations, with emergency calls routed to whoever is on call.

Stuck jobs escalate themselves

A repair parked in Awaiting Parts or a finding never quoted raises itself to the account manager before the customer notices.

AI for mechanical contracting businesses

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

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

Answers and books the call

Calls, texts and emails get picked up. The agent identifies the building and the equipment, works out whether it is an emergency, and books the job.

Schedules PMs around breakdowns

It spreads planned maintenance across the month by building and licence, and rebuilds the day when a chiller goes down. You approve the board before anything moves.

Tells customers before they ask

Facility contacts get a confirmation, an on-the-way text and a visit summary with readings and photos when the job closes.

Turns findings into quotes

It drafts repair quotes from PM findings, chases approvals, and drafts invoices from completed contract and T&M work.

Switching

Moving from another tool? We move you.

Mechanical contracting teams come to us from BuildOps, simPRO, ServiceTitan 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. The average migration takes about 10 days.

Fieldproxy vs BuildOpsFieldproxy vs simPROFieldproxy vs ServiceTitanFieldproxy vs FieldEdgeHow field service management software works

Pricing

Mechanical contracting 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
Get started See plans

Shaped to your trade

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

Commercial HVAC and mechanical service

Chillers, boilers and AHUs on PM contracts across many buildings.

Controls and BAS

Controls service and repairs tied to the equipment they serve.

Industrial and plant

Process equipment maintenance and planned shutdowns.

Platform

A complete mechanical contractor platform

Assets, PM contracts, dispatching and mobile, ready day one.

Asset Management

Track equipment, service history, warranties, and maintenance schedules.Learn more

Recurring Jobs & Maintenance

Maintenance contracts, seasonal reminders, and auto-scheduling.Learn more

Contracts & Invoices

Recurring billing, payment tracking, and QuickBooks/Xero sync.Learn more

Dispatching & Scheduling

Smart routing, drag-and-drop, GPS tracking, the right tech every time.Learn more

Mobile App

Full field toolkit with offline-first capture, photos, and e-signatures.Learn more

Reporting & Dashboards

Revenue, utilization, SLAs, and leaderboards, live, no spreadsheets.Learn more

Integrations

Plays nicely with the tools you already use

QuickBooks

Invoice + payment sync

Xero

Accounting sync

Stripe

Card + ACH billing

Google Calendar

2-way tech calendars

Gmail

Customer email + threads

Zapier

Anything else

Explore all AI agents →

Questions

Straight answers.

What is the best software for a mechanical contractor?

The best mechanical contractor software is the one that fits how your business actually runs: planned maintenance contracts on chillers, boilers and air handlers, repairs and emergency calls, controls work, and new plant from commissioning to service. Template tools work if your process matches theirs. Fieldproxy is mechanical contractor software set up to your own assets, checklists and contracts, with AI agents that handle scheduling, customer updates and invoicing, one price per company with unlimited users.

How much does mechanical contractor software cost?

Per-user tools often start low and rise with every tech and office hire. Fieldproxy is one price per company with unlimited users, so adding techs, apprentices and office staff does not add cost.

Can it manage planned maintenance contracts per asset?

Yes. Each contract lists the buildings and equipment it covers and the PM frequency for each asset. Fieldproxy generates the visits with the right checklist per equipment class, and findings from a visit become repair quotes tied to that asset.

How does it handle the handover from install and commissioning to service?

A new plant install closes with its commissioning checklist, start-up readings, as-installed details and warranty dates. That becomes the asset record, so the PM schedule starts from it and the service tech sees exactly what was installed.

How long does it take to switch from BuildOps, simPRO or ServiceTitan?

We map how you run on a 30-minute call, configure Fieldproxy to it within 48 hours, then migrate your customers, buildings, equipment, contracts and open jobs. The average migration takes about 10 days, and you switch over when your team is ready.

Is there AI for mechanical contractors?

Fieldproxy's AI agents answer calls, texts and emails, book emergency and planned work, build and rebuild the schedule by licence and location, keep facility contacts updated, draft repair quotes from findings and draft invoices. They work inside your own workflow, and you confirm anything that matters before it happens.

See it live

Book a 30-minute demo with a Solution Architect. We'll walk through your real scenarios and show how AI configures the platform around them.

Get startedSee pricing

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.