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HVAC FIELD SERVICE SOFTWARE

The Best Software Solution to Streamline Your HVAC Company and Boost Your Business Growth

Field Promax is undoubtedly the best HVAC software for all kinds of HVAC businesses– big or small. It helps simplify your business processes. From scheduling and dispatching, estimating, recurring work order management, payroll, and time-tracking to billing and invoicing, it gives you all-around assistance to automate your business, all the while boosting your profit.
HVAC Software
Estimating Software

Quotes and Estimates

The first step to closing a deal is to come up with a winning estimate. Field Promax HVAC estimating software enables you to create, share, and share on the go, be it from your office or in the field.
  • Create and send estimates from both your computer and smartphone
  • Add items or modify estimates from the field
  • Let your customers approve the estimate on the same platform
  • Turn approved quotes into work orders with a click of a button

Scheduling & Dispatching

Repair, maintenance, inspection, or installation– all HVAC works require expert technicians. With the Field Promax HVAC dispatch software solution, you can assign the right technicians to the job and give them access to complete customer information so that they have everything to get the job done on the first try.
  • Daily, weekly, and monthly Calendar View to indicate technician availability
  • Easily reassign and reschedule
  • Avoid double booking, overbooking, or any other scheduling-related mismanagement
  • Improve first-time fix rate and team productivity with easy access to job details, notes, and attachments
  • Allow your field technicians to create invoices in the field to get paid instantly
Scheduling and Dispatching
HVAC Invoicing Software

Billing and Invoicing

No more chasing after the customer to get paid on time. With our advanced billing and invoicing functionality, create and share invoices directly with your customers from the field. Field Promax also supports QuickBooks desktop and online integration that helps you create invoices with just a few clicks.
  • Professional, error-free invoices
  • Digital signature support
  • Record payments.
  • QuickBooks integration
  • Consistent payment cycle

Recurring Job Management

Having a loyal customer base is the ultimate key to steady revenue generation. So, make sure you provide consistent, uninterrupted service to your customers. Field Promax HVAC software gives you an amazing job management feature to take care of your recurring job orders efficiently.
  • Automatic work order generation for repeat jobs
  • Text and email alerts for customers
  • Schedule and dispatch technicians as per availability and requirement
  • Notify technicians before the appointment
  • Cloud storage to organize your customer database for creating work orders and generating invoices with a click of a button
  • Avoid redundant data entry and double-entry errors

Time-Tracking

Make sure your resources are being used to their optimal potential with Field Promax. The time-tracking feature increases your billable hours by recording the right amount of time spent on the job. It also helps you to keep track of your technicians’ time. Once they hit the clock, it is not modifiable until payday.
  • Integrated time cards to record when your employees clock in or clock out
  • Only team leaders or administrators can approve and modify time cards
  • Keep track of your total billable hours and get paid fairly
  • Avoid conflict in invoicing over billable hour
  • Manage technician schedule better with the days off planner
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