HVAC

HVAC software that knows every system in every property — down to the serial number.

Property, units, equipment, and service plans — all first-class. HVAC field service management software connects the office, dispatchers, field technicians and customers on one platform, from scheduling and dispatch to equipment history, maintenance agreements, estimates and invoices. FieldCamp does that for residential, commercial, and mixed HVAC operations, and adds an AI front office: its AI receptionist answers and books calls, and AI Dispatcher suggests the technician.

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We’ll spin up your data model on the call.

One connected HVAC operating record for residential, commercial, and mixed service operations.

• HVAC

• Plumbing

• Electrical

• Refrigeration

• IAQ

• Light commercial

01 The HVAC data model

Every property, every unit, every system — structured, not a notes field.

FieldCamp connects the customer and service location to typed equipment records with fields such as model, serial, install date, and warranty. The HVAC data model keeps requests, estimates, jobs, visits, invoices, payments, equipment, and service agreements in the same operating context. That structure also supplies HVAC CRM software with service history tied to the customer, location, and equipment.

Properties›4218 Maple Ave
Active
Object model property_profile

4218 Maple Ave

Phoenix, AZ · Owner Mark Chen

Active
Residential 2 units 3 systems
Main floor Unit 2 equip
Carrier Infinity 98Furnace Good
Carrier 24ACC6AC Due soon
Garage suite Unit 1 equip
Mitsubishi MUZ-FHHeat pump Overdue
Service plan Active

Premium maintenance · 2 visits / year

Next visitApr 18, 2025 · recurring visit
CoversAll 3 systems · priority booking
Record equipment_history

Mitsubishi MUZ-FH

Garage suite · 4218 Maple Ave

Overdue
Overview Service records Files
Specs
Equipment typeSelectHeat pump
ModelTextMUZ-FH12NAH
Serial numberText4218B-MIT-007
Install dateDateJun 4, 2019
Warranty expiryDateJun 2024Expired
Service records 18-month gap

May 02, 2024

Annual tune-up · Priya K.

Oct 14, 2023

No-cool diagnostic · 1 lb R-410A · Daniel A.

FieldCamp caught the gap. Warranty expired + 18 months since service — a recurring visit was scheduled and a replacement estimate drafted for approval.

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Linked records

Equipment links to its unit, units to the property. Open one property and see every system, service plan, and visit in place.

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Typed fields

Equipment type, model, serial, install date, warranty, service status — structured fields with real types, never a free-text dump.

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Service history

Every visit rolls up to the system it touched. Gaps past your threshold raise a flag the tech sees on arrival.

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Shared record views

One record per property and system — specs, service log, files — the same source your CSRs, dispatchers, and techs work from.

02 Lead & book

Every lead, every channel — answered and booked.

WhatsApp, SMS, Instagram, Google, web, and the phone land in one inbox. The AI receptionist answers in seconds, books by service area, and the lead arrives already matched to the property and equipment on file — so leads don’t slip between channels.

Take a no-heat call at 11:40 PM: the AI receptionist asks your intake questions and flags it as urgent under your rules. Urgent calls can go straight to whoever’s on call, with a short private briefing first; routine calls are booked with the technician AI Dispatcher suggests. The recording and transcript land on the customer’s record.

AI booked it · matched to 4218 Maple Ave Booked by AI
Inbox›Mark Chen
Handled by AI
One thread from WhatsApp SMS Instagram Google Web
MC

Mark Chen New

4218 Maple Ave · Premium plan

WhatsApp · Sales
Heat pump isn't cooling — can someone come out this week?

Mark · 7m ago

AI Receptionist · auto-replyHappy to help, Mark! I see you're at 4218 Maple Ave. I can book a Heat-Pump Tune-Up for Tue Jun 3, 10:30 AM — does that work?
Perfect — thank you!
Online bookingStep 4 of 6
Service area · 85018✓ North Phoenix
Heat-Pump Tune-Up$189 · 60m
Tue Jun 310:30 AM ✓
AI extracted92% match
IssueHeat pump not cooling
EquipmentMitsubishi MUZ-FH
SourceWhatsApp
JOB-2041 · Heat-Pump Tune-UpScheduled

03 HVAC scheduling & dispatch

Two minutes to fill the board. Then it shows its work.

FieldCamp is HVAC scheduling software with an AI dispatcher that uses available job, technician, time, availability, and mapped skill context to recommend an assignment for review.

The dispatcher reviews and applies the recommendation. FieldCamp does not imply autonomous week filling or route optimization. Read the HVAC dispatch capability and the HVAC dispatching guide.

AI filled the board · 1m 38s 0 conflicts
Dispatch · Wed, May 29
TechTruckAMPMCapacity
PK

Priya K.

Truck B · EPA 608 Univ.

Furnace install

8–11 AM

14m to next

AC tune-up

12–1 PM

$3.1K / $3.5K88% full
DA

Daniel A.

Truck A · Type II

Heat-pump diag.

9–10 AM

9m to next

IAQ install

1–3 PM

$1.9K / $3.0K63% full
MR

Marco R.

Truck C · Type I

Plan visit

8–9 AM

21m to next

No-cool call

11–12 PM

$2.4K / $3.0K80% full
Why Priya: holds EPA 608 Universal · in zone 3 · 88% booked, still has headroom for the install.

04 HVAC estimating software

Good, better, best — approved on the truck.

Build a good-better-best estimate from the flat-rate pricebook, attach the photo of the failed part, and let the customer approve and e-sign on the spot — it converts to an invoice in one tap. FieldCamp even drafts the quote from what the equipment record already knows. Price your work with our HVAC pricing guide. Size the system first with our free HVAC load calculator and CFM calculator.

Drafted from the 18-mo gap + expired warranty
Estimate›EST-2104 · 4218 Maple Ave
Sent
Repair

$1,420

Fan motor + recharge

Declined
Replace★ Best

$8,940

New heat pump + tune-up

✓ Approved · e-signed
Premium System

$12,260

Multi-zone + 10-yr labor

Approve
Replace · line itemspriced from flat-rate pricebook

Mitsubishi MUZ-FH12NAH condenservia FergusonMk 35%

×1$3,180

Replace condenser fan motor

×1$340

Install laborHourly

×8 hr$1,160

HVAC Diagnostic FeeFlat-rate

×1$129
Total · 20% deposit due Jun 3$8,940.00

05 HVAC invoicing software

Invoice from the field. Keep payment context connected.

FieldCamp connects the completed work to a branded invoice. Collect through the supported digital-payment workflow and pass supported customer and transaction records into QuickBooks Online through the configured integration.

Paid in 38s · synced to QuickBooks
Invoice›INV-3044
Paid
✓Invoice paid in full — collected via Tap-to-Pay in 38 seconds.

Bill to

Mark Chen

4218 Maple Ave, Phoenix AZ

Due

Jun 11, 2026

HVAC Maintenance Visit

Annual tune-up — Mitsubishi MUZ-FH12NAH

$189.00

Refrigerant top-off

R-410A · 1 lb

$95.00

Filter + coil clean

Premium plan visit

$164.00
Subtotal$448.00
AZ Sales Tax · 8.6%$38.53
Total$486.53
Balance due$0.00
✓ Synced to QuickBooksPayment recorded · Premium plan

Tap to Pay on iPhone

$486.53

4218 Maple Ave · INV-3044

Pay Tap card or phone✓ ACH bank transfer Card · •••• 4242

Secured by Stripe

06 HVAC maintenance software

Maintenance plans that actually get scheduled.

FieldCamp is HVAC maintenance software that connects service agreements to recurring jobs and visits. The agreement stores the frequency, covered equipment, renewal date, and price; a configured recurring workflow creates the maintenance work on the selected cadence.

The agreement and recurring-work records preserve the connection between contract context and delivery. Want to build a program that sells? Read our guide to HVAC maintenance plans, or see how recurring contract work enters dispatch.

Recurring visits from configured workflows
Service plans · 496 active

496

Active

28

Lapsed

311

No plan

Premium · 2 visits/yr

184 properties · 12 due this month

Active

Essential · 1 visit/yr

312 properties · 47 due this month

Active

Lapsed > 6 months

28 properties

Lapsed
59 configured recurring visits · next 30 daysWin-back · 28

07 Capabilities

Everything an HVAC shop runs on, on one platform.

Reporting, mobile, accounting, and compliance — the rest of the HVAC business software an HVAC company runs on, woven into the same property and equipment records. No swivel-chair between five tools.

Reporting & ask-the-data

  • Business health dashboard
  • Ask-the-data chat (plain English)
  • Tech-by-tech revenue + close-rate
  • Live job-margin + capacity metrics
  • Membership & recurring-revenue view

Mobile & field

  • iOS + Android mobile access
  • GPS tracking + on-my-way text
  • Photos + notes attached to the system
  • Time tracking + clock-in by job
  • Job, customer, and equipment context in the field

Pricebook & accounting

  • Flat-rate pricebook (sync from your distributor)
  • Configurable pricebook and margin fields
  • Explicit estimate approval workflow
  • QuickBooks Online integration
  • Supported payment and deposit workflows

Compliance & custom objects

  • Refrigerant logs + R-410A / R-454B tracking
  • EPA Section 608 cert tracking
  • IAQ retests + warranty registration
  • Any custom field, object, or workflow
  • Same dispatch board, same reports

08 HVAC software directory

Explore the complete HVAC software system.

FieldCamp is HVAC field service software that connects operational capabilities, commercial workflows, buyer guides, business resources, and field tools through one deliberate content and product model.

Run HVAC service operations

FieldCamp HVAC service software connects the customer record to booking, scheduling, dispatch, work orders, estimates, invoices, inventory, agreements, and accounting workflows.

Dispatch Scheduling CRM Estimating Invoicing Inventory Maintenance agreements QuickBooks AI receptionist Answering service AI agents

Model commercial HVAC work

Running multi-site clients, service agreements and project work is a different operating model, with its own record structure and billing.

Commercial HVAC software Commercial service lifecycle Asset management Project management Preventive maintenance

Compare HVAC software

FieldCamp comparison guides separate buyer-evaluation questions from product capability pages and use the relevant workflow as the evaluation criterion.

Best HVAC software Best HVAC apps Best HVAC CRM Best invoicing software Best scheduling software HVAC ERP software

Plan, grow, and price an HVAC business

FieldCamp HVAC resources answer operating and growth questions, then connect each question to the software workflow or tool that supports the work.

Maintenance plans Pricing guide Profit margins Start an HVAC business Lead generation HVAC SEO

Use HVAC calculators and templates

FieldCamp HVAC tools turn common field and office calculations into dedicated calculators and reusable business documents.

CFM calculator Load calculator Duct calculator Estimate template Invoice template

09 Why it matters

Three reasons HVAC shops switch. And stay.

01

Every property has a story.

When the call comes in, the tech sees every system, every service, every warranty on that address via the shared AI Command Center — without scrolling through a notes field. The connected record gives the office and field team the same service context.

02

Maintenance plans pay for themselves.

Service agreements keep frequency, covered equipment, renewal dates, and price on a connected record. Configured recurring workflows create the required jobs and visits. That recurring base can support steadier service demand and healthier HVAC profit margins.

03

Built around your shop, not theirs.

Need refrigerant logs, EPA cert tracking, or IAQ retests? Add a custom object — same engine, same dispatch board, same reports. Need quick field math? Try our HVAC duct calculator. Curious about the engine? Read how AI dispatching algorithms work. When priorities change, emergency dispatch recommendations help the dispatcher review new assignments. FieldCamp is customizable HVAC field service software for residential, commercial, and mixed operating models.

10 The other trades we run

Same platform. Every trade you touch.

Plumbing

Service calls, parts, recurring maintenance.

Electrical

Service + projects, permits, panels.

Appliance repair

Make, model, serial — diagnose faster.

Property maintenance

Multi-property, multi-trade, recurring.

Insulation

Estimates by sqft, recurring re-inspects.

Construction

Phased billing, change orders, permits.

11 FAQ

Common questions HVAC owners ask.

What is HVAC software?

HVAC software is the system that runs an HVAC business — scheduling and dispatching technicians, tracking properties and the equipment installed at each one, sending estimates and invoices, processing payments, and reporting on the health of the business. As all-in-one HVAC business software, it replaces separate scheduling, CRM, estimating, and invoicing tools. FieldCamp is HVAC software built around a real data model: every property has units, every unit has equipment, every piece of equipment has a service history. That structure makes diagnoses faster, maintenance plans easier to sell, and recurring revenue more predictable.

Does FieldCamp do HVAC maintenance scheduling?

Yes. FieldCamp connects service agreements, covered equipment, recurrence, jobs, and visits. A configured recurring workflow creates the required maintenance work on the selected cadence; the service agreement remains the source record for frequency, renewal date, covered equipment, and price.

What is the best HVAC scheduling software?

The best HVAC scheduling software connects job duration, appointment windows, technician availability, skills, service area, and existing assignments. FieldCamp connects those scheduling records to dispatch recommendations so a dispatcher can review the proposed assignment in the context of the customer, site, and work.

What is the best HVAC dispatch software?

The best HVAC dispatch software gives dispatchers the job, customer, site, technician, time-window, skill, and existing-assignment context required to make an assignment. FieldCamp’s AI Dispatcher proposes assignments with its reasoning so a dispatcher can review and apply the recommendation.

Can FieldCamp track equipment — model, serial, install date, warranty?

Yes. FieldCamp connects customer and service-location records to equipment records with fields such as equipment type, model, serial number, install date, warranty information, and service history. Commercial operations can connect the same equipment record to a client site and service agreement.

What about refrigerant tracking and EPA Section 608 compliance?

FieldCamp’s customization engine can model records and fields such as refrigerant logs or technician certifications next to the related customer, location, equipment, and work. The configured data model does not itself replace the contractor’s regulatory process or compliance review.

Does FieldCamp do HVAC estimates, invoicing, and payments?

Yes. FieldCamp connects estimates, invoices, supported digital payments, and QuickBooks Online. An approved estimate can be converted into an invoice through the invoicing workflow, preserving the customer and work context; automatic charging and unsupported accounting products are not implied.

What is HVAC field service management software, and who is FieldCamp for?

HVAC field service management software connects office workflows such as CRM, scheduling, estimating, and invoicing to field workflows such as job execution, equipment history, photos, time, and payment. FieldCamp supports residential, commercial, and mixed HVAC operating models through a customizable data model and connected workflows.

Which HVAC software fits my company size?

It depends on size and on residential versus commercial work. Smaller residential shops often look at Housecall Pro or Jobber, QuickBooks-centred mid-market contractors at FieldEdge, large residential and commercial operations at ServiceTitan, and commercial service teams at BuildOps or ServiceTrade. FieldCamp fits residential, commercial and mixed HVAC operations that want one customizable record and an AI front office. See them side by side in best HVAC software.

What should I ask before choosing HVAC software?

Start with four questions. How many technicians and trucks do you dispatch, and in which trades? Is the work residential, commercial or both? Which accounting software do you run, QuickBooks Online or something else? And how many calls go unanswered after hours today? The answers narrow the list faster than any feature checklist.

Get started

Want the best HVAC software built around your shop?

We’ll spin up your data model — your service plans, your equipment types, your dispatch rules — on the call.

Book a demo