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HVAC

Effortless HVAC management with the best HVAC software

As an HVAC business owner, you’re constantly battling a whirlwind of challenges: balancing seasonal demand swings, coordinating emergency repairs, managing complex equipment maintainence, and keeping up with ever-changing maintenance schedules. It’s like trying to regulate the perfect temperature in a building with a faulty thermostat.

 

Enter Field Promax: your comprehensive HVAC software solution that seamlessly integrates scheduling, dispatching, equipment tracking, and customer management, empowering you to cool down your operational headaches and heat up your business efficiency.

Simplify Your Day in Just a Few Clicks

HVAC quotes and estimates software

Get more jobs with professional proposals

Challenge: Creating accurate, professional-looking quotes for complex HVAC projects is time-consuming. How can I streamline this process and win more jobs?

Solution: Field Promax simplifies the quoting process for HVAC projects, allowing you to create polished, detailed estimates quickly. Impress clients with professional proposals and easily convert them into work orders.
  • Generate branded, professional-looking estimates directly within the software
  • Access a library of pre-built templates for common HVAC jobs
  • Quickly add line items for parts and labor with accurate pricing
  • Convert approved estimates into work orders with a single click
  • Ensure consistency between initial quotes and final invoices

HVAC scheduling and dispatching software

Optimize your team’s time and efficiency

Challenge: I’m struggling to keep my team busy during slow seasons, but we’re overwhelmed with calls when it’s too hot or cold. How can I balance my workload and maintain steady revenue throughout the year?

Solution: Managing seasonal fluctuations in the HVAC industry is challenging, but Field Promax provides tools to help you navigate these ups and downs effectively. Our scheduling system allows you to adapt quickly to changing demand and keep your team productive year-round.
  • Use our drag-and-drop scheduler to easily adjust technician assignments as demand shifts
  • View your team’s capacity at a glance to identify gaps or overbookings
  • Schedule recurring maintenance visits during traditionally slower periods to maintain steady work
  • Track job durations to better estimate staffing needs during peak seasons
  • Generate reports on past job volumes to help predict future seasonal trends

HVAC billing and invoicing software

Get paid faster with streamlined invoicing

Challenge: Between tracking refrigerant usage, itemizing complex parts for system installations, and billing for emergency repairs, creating accurate invoices for HVAC jobs is time-consuming and error-prone. How can I streamline this process and improve my cash flow?

Solution: Field Promax’s billing and invoicing tools are tailored to meet the unique needs of HVAC businesses, helping you invoice quickly and accurately:
  • Generate detailed invoices that itemize HVAC-specific elements like equipment, refrigerant, and labor hours
  • Automatically calculate and add refrigerant charges based on logged usage
  • Include equipment serial numbers and model information directly on invoices for warranty purposes
  • Easily add line items for emergency call-out fees or after-hours service charges
  • Create and send professional, branded invoices to customers via email right from the job site
  • Offer flexible payment options including credit card processing for faster payments on high-ticket installations
  • Set up automated payment reminders for overdue maintenance contract invoices
  • Track outstanding balances and payment history for each customer, helping you manage ongoing service relationships
  • Generate reports on revenue by service type (e.g., installations, repairs, maintenance) for better business insights

See the Impact: HVAC Success Story

After using Field Promax for one year, Coolbreeze HVAC Solutions saw:

  • 22% improvement in service call completion rate
  • 18% increase in customer satisfaction scores
  • 25% reduction in technician overtime hours

“Field Promax has streamlined our HVAC operations significantly,” says Michael Thompson, Operations Manager. “The scheduling and dispatch features have optimized our technicians’ routes, leading to faster response times and more completed jobs per day. The customer portal has improved client communication, reducing complaints and boosting satisfaction.

Our technicians now use the mobile app to access customer history and process payments on-site, which has been a game-changer for efficiency. While we faced initial resistance from some staff and had to work through software integration, the overall impact on our productivity and profitability has been substantial. Field Promax has positioned us for growth in the competitive HVAC market.”

HVAC recurring job management software

Build steady revenue with service agreements

Challenge: Between seasonal tune-ups, filter changes, and equipment inspections, managing HVAC maintenance contracts is complex. How can I ensure I’m not missing these critical appointments and maintain consistent service quality?

Solution: Field Promax helps you manage and fulfill HVAC-specific recurring service agreements effortlessly:
  • Set up customized recurring schedules for different HVAC systems (e.g., bi-annual check-ups for heat pumps, quarterly filter changes for commercial units)
  • Receive automated reminders for upcoming maintenance visits, including specific tasks for each system type
  • Easily view all upcoming recurring jobs in your schedule, grouped by service type (e.g., residential AC tune-ups, commercial boiler inspections)
  • Track detailed service history for each piece of equipment, including refrigerant levels, filter types, and past repairs
  • Generate reports on contract profitability, factoring in seasonal variations and equipment-specific maintenance costs
  • Automatically notify customers of upcoming maintenance visits with system-specific reminders
  • Easily renew or update maintenance contracts based on equipment age and service history

HVAC time-tracking software

Boost productivity and profitability 

Challenge: With varying job types from quick diagnostic calls to full system installations, accurately tracking technician time and job durations is crucial but challenging. How can I streamline this process for better billing and job costing?

Solution: Field Promax’s time-tracking features are tailored to the unique needs of HVAC businesses:

  • Allow technicians to clock in and out of jobs directly through the mobile app, categorizing time by job type (e.g., diagnosis, repair, installation)
  • Track travel time, on-site time, and time spent acquiring parts separately for more accurate billing and job costing
  • Automatically calculate total hours worked for each technician, factoring in overtime for emergency after-hours calls
  • Generate detailed timesheet reports for easy payroll processing, including breakdowns by job type and customer
  • Compare estimated vs. actual job durations for different HVAC services to improve future quotes and scheduling
  • Track time spent on warranty work separately to accurately assess the true cost of warranty services
  • Monitor technician efficiency across different types of HVAC jobs (e.g., AC installations vs. furnace repairs)
  • Integrate time tracking with job costing to analyze profitability of different service types and identify areas for improvement

Read Our HVAC Related Blogs

Few Things You Should Know

HVAC software is a digital tool designed to streamline operations for HVAC businesses. In the case of Field Promax, we’ve created a comprehensive solution that tackles various aspects of your business. It’s like having a digital assistant that helps you manage scheduling, dispatching, equipment tracking, customer relationships, and invoicing – all in one place. Our goal is to simplify your day-to-day operations and boost your overall productivity.

Field Promax can be a game-changer for your HVAC business. By automating routine tasks like scheduling and dispatching, we help you free up valuable time. Our equipment management feature ensures you always know what’s in stock and where. Plus, with our customer management tools, you can provide more personalized service. The result? You’ll likely see reduced administrative burdens, fewer errors, and improved service delivery. All of this adds up to greater efficiency, happier customers, and potentially increased profitability for your business.

When choosing HVAC software, it’s important to look for features that align with your business needs. At Field Promax, we’ve incorporated several key features:

● Our automated scheduling and dispatching system helps you manage appointments and technician assignments efficiently.


● Mobile access allows your technicians to view job information and update statuses while in the field.


● Our equipment management feature helps you keep track of your tools and parts.


● The customer management system allows you to maintain detailed records of customer interactions and service history.


● We’ve also included easy-to-use invoicing and payment features to streamline your billing process.


● Lastly, our reporting and analytics tools provide insights to help you make informed business decisions.

Absolutely, our software is built to integrate with QuickBooks seamlessly. This integration ensures that your data flows smoothly between systems, enhancing your overall operational efficiency.

Basic- Scheduling, Dispatch, Invoicing- $49/month

 

Professional- All Basic features +  Equipment Tracking – $99/month

 

Our highest plan is the Grow plan at $229… but i suppose it is okay if you put down $169 intentionally

 

That’s right…Having 3 columns is always good. Either you can give complementary access to 2 users or say they get all features in the basic plan as well. But make sure you don’t change it too often.

We’ve put a lot of effort into making Field Promax user-friendly. Our interface is intuitive, designed to be easily navigated even if you’re not particularly tech-savvy. But we don’t just leave you to figure it out on your own. We provide comprehensive training resources and support to help you and your team get up to speed quickly. Our goal is to ensure you can harness the full power of our software without a steep learning curve.

Indeed, it can. We recognize that every HVAC business has its unique needs. That’s why we’ve built flexibility into Field Promax. Whether you need to adjust workflows, add specific features, or integrate with particular tools, we’re here to help. We’d be glad to discuss your requirements and explore how we can tailor our software to best suit your business operations.

At Field Promax,  Additionally, we’ve created a comprehensive knowledge base, detailed tutorials, and community forums to help you find answers quickly. Our support team is dedicated to ensuring you get the most out of our software and resolving any issues promptly.

Getting started with Field Promax is a straightforward process:

  1. Take some time to explore our features and see how they align with your needs.
  2. We’d be happy to schedule a personalized demo to show you the software in action.
  3. If you like what you see, you can sign up for our no-obligation free trial to experience the functionality firsthand.
  4. Once you’re ready to proceed, we’ll guide you through the onboarding process and provide training resources to get your team up to speed.

Absolutely. Field Promax is specifically designed to cater to small and medium-sized HVAC businesses. We understand the unique challenges faced by these businesses, and our software offers scalable and flexible solutions to meet your specific needs. Whether you’re a small operation or a growing company, our tools and features are tailored to enhance your operations and support your growth.