What software does an HVAC company run on?
An HVAC company runs on field service software that puts every call on one schedule board, filters jobs by business unit and job type, keeps equipment, service clocks and invoices on each job, tracks maintenance plan members and tune-ups due, and reports revenue by business unit.
This walkthrough tours the HVAC side of Summit Home Services, a demo HVAC, plumbing and electrical company: the schedule board filtered to HVAC service, open no-cool calls, one completed no-cool job, maintenance plans and revenue by business unit.
Chapters
Summit Home Services is a demo company with fictional customers. Every screen is the real Fieldproxy product; some sequences are sped up.
Step by step
Filter the board
Narrow the schedule board to the HVAC service unit to see its technicians, their visits and the calls waiting for a tech.
Find the calls
Filter jobs by business unit and job type, such as every open no-cool call, with priority, area, next visit and technician.
Work one job
Each job shows priority, member status, the stages from booked to completed and the service clock: first response, scheduled, on site in window, resolved.
Know the equipment
Units at the address with make, model, serial, age and warranty sit on the job.
Invoice from the price list
Diagnostic, parts and refrigerant come from the price list onto the invoice.
Grow maintenance plans
Track members, monthly recurring revenue, renewals and tune-up visits due, by plan.
Read the numbers
Insights splits revenue by business unit, such as HVAC install and HVAC service.
Questions people ask
- What is HVAC field service software?
- Software that runs an HVAC company's calls end to end: booking, scheduling and dispatch, the technician's job, equipment history, invoicing, maintenance agreements and reporting.
- Can I separate HVAC from plumbing and electrical?
- Yes. Jobs, the schedule board and reports can be filtered by business unit, such as HVAC service, HVAC install, plumbing, drains and electrical.
- Does it track HVAC equipment?
- Yes. Each address keeps its units with make, model, serial number, install date, age, warranty and condition, and they show on every job there.
- Can it manage maintenance agreements and tune-ups?
- Yes. Care plans track members, monthly recurring revenue, renewals and visits due or overdue, per plan.
- How long does it take to set up?
- Fieldproxy builds your own field service management system around your workflows, and it can be live within a day.
- Is Summit Home Services a real company?
- No. Summit is a demo company with fictional customers. The screens are the real Fieldproxy product, recorded live and sped up.
Transcript
Show
- 0:00What does an HVAC company actually run on? One system for the whole day: a schedule board for every technician and every call, jobs filtered to the HVAC side, each job with its equipment, service clock and invoice, maintenance plans that keep tune-ups coming, and the numbers by business unit. Here it is at a demo heating and cooling company.
- 0:23No-cool calls in summer, no-heat calls in winter, all on one schedule board.
- 0:28One click narrows it to the HVAC service team: who's on the clock, every visit on their day, and the calls still waiting for a technician, like a high-priority no-cool in Valley Stream.
- 0:42Jobs works the same way. Pick the HVAC service unit, then the job type.
- 0:50Now it's every open no-cool call: priority, customer, area, the next visit and the technician.
- 0:58Open one. A high-priority no-cool for Catherine Perry, a care plan member.
- 1:03Booked by phone on a Monday morning, on site the next morning inside the arrival window, resolved by ten, and paid in full.
- 1:12The equipment at the house is right on the job: a Trane condenser under a year old, still under warranty, and a twelve-year-old Carrier heat pump that's out of it.
- 1:23And the invoice, straight from the price list: a diagnostic, a TXV valve replacement, and three pounds of R-410A.
- 1:34Between emergencies, maintenance plans keep the work coming.
- 1:37A hundred and fifty-five active members, forty-eight hundred and ninety dollars a month in recurring revenue, renewals coming up, and the tune-up visits due and overdue.
- 1:49Filter to one plan and see every member, their visits used and when they renew.
- 1:56And Insights splits revenue by business unit: about a hundred and seventy-six thousand from HVAC installs and seventy thousand from HVAC service over the last thirty days.
- 2:09From the no-cool call to the next tune-up, in one system. Get your own custom field service management within a day, tailored to your workflows.
- 2:19Start at fieldproxy dot ai.
