When the first heat wave or cold snap hits, the whiteboard and the paper tickets break at once. FieldNexus is HVAC service software for contractors: scheduling and dispatch, work orders, quoting, invoicing, maintenance agreements, a customer CRM, and a technician app in one place — so you run more calls with the same office staff.
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The problems every growing HVAC company hits — and how FieldNexus takes them off your plate.
Forty calls before lunch, a whiteboard that was wrong by 9 a.m., and a dispatcher playing phone tag with every tech to find out who's free.
Every tech, job, and status on one screen. FieldNexus suggests the best tech by skills, certifications, and location — confirm with one click and it's on their phone in seconds, with an automatic ETA text to the customer.
How it worksMembers miss their tune-ups, renewals lapse without anyone noticing, and the shoulder season stays slow when it should be full.
Sell the plan, get it signed digitally, and FieldNexus schedules the spring and fall visits, bills on repeat, and sends renewal reminders before it expires.
How it worksThe tech shows up without the right capacitor because the last visit's notes are on a paper ticket somewhere in the office.
Make, model, serial, install date, warranty, and every past repair tied to the unit. Scan the QR sticker on the condenser and it's all on screen.
How it worksThe tech says "I'll have the office send you a number," the homeowner gets three more quotes, and the system sale goes to whoever answered first.
Build repair-or-replace options on the tech's phone, present them on site, and capture a digital signature. Unsigned quotes get followed up automatically.
How it worksWork gets done Tuesday, billed Friday, and paid three weeks later — if the ticket made it back to the office at all.
Marking the job complete drafts the invoice. Take card, Apple Pay, or Google Pay on site, and every payment syncs to QuickBooks or Xero.
How it worksYour CSRs spend peak season answering status questions instead of booking the next paying call.
GPS-based ETAs and arrival texts go out on their own. Customers book online 24/7 and see their history and invoices in their own portal.
How it worksWhat a typical service call looks like when the office, the truck, and the books run on the same system.
Booked by your CSR or through the online booking form, with the equipment and problem details captured up front.
Dropped onto the nearest available tech from the dispatch board. The homeowner gets a confirmation text.
The tech opens the unit's full service history and warranty status in the mobile app before walking in.
Repair, upgrade, or replace — presented as good-better-best and signed on the customer's phone.
Invoice generated from the job, card taken on site, payment synced to QuickBooks. No paperwork goes back to the office.
A maintenance agreement sold on the way out. Spring and fall visits are already on next year's schedule.
HVAC technician app
Everything a tech needs on the truck, on iOS and Android — so the office stops fielding “what's my next job?” calls.
Job details, customer notes, and the service address on every tech's phone the moment a job is dispatched.
Scan the QR sticker on the condenser or furnace to pull up make, model, serial, warranty, and every past repair.
Build good-better-best repair-or-replace options and capture the homeowner's signature before leaving.
Complete the work order, take card, Apple Pay, or Google Pay, and the invoice is already sent.
Log parts used, add recommendations, and capture before-and-after photos right on the work order.
Clock in and out tied to job arrivals, so labor hours flow straight to payroll and job costing.
HVAC maintenance agreement software
Members are your steadiest revenue and your first call when a system needs replacing. FieldNexus keeps every one of them on schedule and on the books — without anyone maintaining a spreadsheet.
Explore service agreementsCustomers sign the agreement digitally from their phone.
Spring cooling and fall heating tune-ups land on the calendar when the plan activates.
Charge monthly, quarterly, or annually — no manual invoicing.
The customer and your office are both reminded before the plan expires.
Software for HVAC companies that replaces the whiteboard, the spreadsheet, the paper tickets, and the separate payment app with one system for the office and the field.
Drag-and-drop calendar, recurring jobs, and HVAC dispatching software with a live GPS map of every tech. Customers get automatic confirmations and ETAs.
Learn moreJob management for every call: details, parts used, notes, before-and-after photos, and a full audit trail on one work order. One tap turns it into an invoice.
Learn moreGood-better-best options on one quote, saved price lists, and digital signatures. Unsigned quotes get followed up automatically.
Learn moreTake card, Apple Pay, or Google Pay on site, or text a payment link. Deposits, partial payments, automatic reminders, and QuickBooks & Xero sync.
Learn moreSell plans, schedule the included tune-ups automatically, bill on repeat, and get renewal reminders before a plan lapses.
Learn moreCustomer, property, and equipment history in one record, plus a sales pipeline for replacement leads and a self-service customer portal.
Learn moreiOS and Android app for the field: jobs, unit history, quotes, photos, payments, and clock-in — no calling the office.
Learn moreLet homeowners book service from your website 24/7, with the equipment and problem details captured before the visit.
Learn moreJob costing & reporting
A busy July doesn't mean a profitable one. FieldNexus shows you where the margin is — and where it's leaking.
GPS-verified time splits travel from job time, so you see what every call really cost in labor — and catch overtime before it happens.
Parts and materials logged on the work order flow straight onto the invoice. Nothing used on the truck goes unbilled.
Revenue and cost for every active maintenance agreement, so you know which plans pay and which ones to reprice.
Win/loss on replacement quotes by salesperson, service type, and lead source — so you know which marketing books installs.
See FieldNexus run your HVAC workflow in a 30-minute walkthrough.
“We were running 6 techs on paper and spreadsheets. FieldNexus got us to 11 techs without adding a single dispatcher. The dispatch board alone paid for the software in the first month.”
Nicky Pereira
Laser Controls, Brampton
Most teams schedule their first real jobs within a day of signing up.
Import templates and checklists for moving off spreadsheets or another tool.
Every feature unlocked for 14 days. No credit card required.
Comparing software for HVAC contractors? Whatever you pick, make sure it does these six things. FieldNexus does all of them.
You should be able to drop an emergency into a full day and see who's closest — without a round of phone calls.
Visits, billing, and renewals should be automatic. If agreements still live in a spreadsheet, the software isn't doing the job.
Techs need make, model, serial, warranty, and past repairs before they walk in — not after the second truck roll.
Good-better-best quotes, signatures, and payment on site, so replacement sales don't go cold and invoices don't wait for Friday.
iOS and Android, simple enough for every tech on the truck, and connected to the office in real time.
Two-way QuickBooks or Xero sync, an import path for your customer list, and a free trial so you can run real jobs before you commit.
Get your dispatch board, agreements, and tech app set up during the shoulder season — not in the middle of a heat wave.