HVAC field service software hub

HVAC contractors need software that keeps calls moving, protects margin, and makes it easy for techs to close work in the field. Use this hub to find state and city coverage, then compare vendors with a clear, contractor-friendly checklist.

What to look for

• Dispatch that balances urgency, skill, and travel time with live status updates.
• Fast quoting with multi-option proposals, approvals, and instant work order creation.
• Mobile invoicing, deposits, and payments so cash flow stays predictable.
• Technician view with job history, equipment notes, photos, and upsell prompts.
• Inventory tracking by truck and warehouse with reorder alerts.
• Role-based permissions and dashboards for booking rate, first-time fix, and utilization.

Quick evaluation method

• Run one real job scenario from call intake to payment in each demo.
• Confirm how long onboarding, data migration, and technician training take.
• Check accounting and CRM integrations you rely on today.
• Verify the mobile app works offline or in low-signal areas.

What matters most for HVAC

• Seasonal surge planning: prioritize emergency scheduling and maintenance plan reminders before peak heat/cold seasons.
• Equipment history matters: capture model/serial numbers, warranty terms, and refrigerant notes on every visit.
• Quoted options sell: build multi-option proposals with efficiency upgrades and IAQ add-ons.

Regional playbooks

• Desert markets (AZ, NV, NM): prioritize peak-season dispatch capacity and stock fast-swap parts like capacitors and contactors.
• Cold-weather states (AK, MN, ND): make no-heat triage, emergency routing, and winter parts kits part of your workflow.
• Hot/humid regions (FL, TX, LA): look for maintenance plan automation and IAQ upsell support during cooling season.
• Coastal areas (CA, MA, NJ): track corrosion-prone equipment history, photos, and warranty timelines.

Jump into a state hub or start with a top city below, then use the compare flow to build a shortlist.