HVAC
HVAC software that knows every system in every property — down to the serial number.
Property, units, equipment, and service plans — all first-class. AI dispatch, recurring maintenance, flat-rate estimates, invoicing, and payments in one platform — the HVAC business software residential and light-commercial contractors actually run on.
Trusted by HVAC shops
from a two-truck team to a multi-state franchise.
01 The HVAC data model
Every property, every unit, every system — structured, not a notes field.
FieldCamp ships an HVAC layout the day you sign in: a Property → Unit → Equipment hierarchy with typed fields for model, serial, install date, and warranty — the equipment-level tracking the enterprise platforms reserve for enterprise contracts. It doubles as your HVAC CRM software — every property, owner, and service plan on one record. Service history rolls up to each system automatically, and the moment a maintenance gap opens, FieldCamp flags it and drafts the win-back.
Premium maintenance · 2 visits / year
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.
Linked records
Equipment links to its unit, units to the property. Open one property and see every system, service plan, and visit in place.
Typed fields
Equipment type, model, serial, install date, warranty, service status — structured fields with real types, never a free-text dump.
Service history
Every visit rolls up to the system it touched. Gaps past your threshold raise a flag the tech sees on arrival.
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 nothing slips and no call goes unanswered.
Mark ChenNew
4218 Maple Ave · Premium plan
Mark · 7m ago
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 knows the truck is 80% full before adding the next job. It assigns by tech skill — EPA cert, manifold for that refrigerant, comfort with light commercial — plus zone, drive time, and capacity. Every card lands with a one-click reason.
Auto mode fills the week the moment a job is created. Assist mode queues every assignment for your dispatcher to review.
| Tech | Truck | AM | PM | Capacity |
|---|---|---|---|---|
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 |
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 |
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 |
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.
$1,420
Fan motor + recharge
$8,940
New heat pump + tune-up
$12,260
Multi-zone + 10-yr labor
Mitsubishi MUZ-FH12NAH condenservia FergusonMk 35%
Replace condenser fan motor
Install laborHourly
HVAC Diagnostic FeeFlat-rate
05 HVAC invoicing software
Invoice from the driveway. Paid before you pull away.
The visit auto-generates a branded invoice. Collect with Tap-to-Pay, ACH, card, or Apple Pay, auto-charge the card on file for plan customers, and watch it sync to QuickBooks — no double entry, no chasing checks.
Bill to
Mark Chen
4218 Maple Ave, Phoenix AZ
Due
Jun 11, 2026
HVAC Maintenance Visit
Annual tune-up — Mitsubishi MUZ-FH12NAH
Refrigerant top-off
R-410A · 1 lb
Filter + coil clean
Premium plan visit
Tap to Pay on iPhone
$486.53
4218 Maple Ave · INV-3044
Secured by Stripe
06 HVAC maintenance software
Maintenance plans that actually get scheduled.
FieldCamp is the HVAC maintenance software that turns service plans into scheduled, recurring revenue. Service plan is a first-class field on the property — Active, Lapsed, or None. Plan visits get scheduled automatically; lapsed plans land in the win-back queue. The AI receptionist knows the plan when they call, and so does the tech in the truck.
Recurring billing, visit chains, and reminder texts are built in — not bolted on through a third-party automation.
496
Active
28
Lapsed
311
No plan
Premium · 2 visits/yr
184 properties · 12 due this month
Essential · 1 visit/yr
312 properties · 47 due this month
Lapsed > 6 months
28 properties
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 app — offline-safe
- GPS tracking + on-my-way text
- Photos + notes attached to the system
- Time tracking + clock-in by job
- Works in the basement with no signal
Pricebook & accounting
- Flat-rate pricebook (sync from your distributor)
- Margin rules + live vendor pricing
- Customer financing offered inline
- QuickBooks sync (Online + Desktop)
- Two-way payouts + deposits
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 Why it matters
Three reasons HVAC shops switch. And stay.
Every property has a story.
When the call comes in, the tech sees every system, every service, every warranty on that address — without scrolling through a notes field. Diagnoses get faster. Recommendations get smarter.
Maintenance plans pay for themselves.
Plan status is a real field, not a tag. Visits chain. Lapsed plans land in a win-back queue. The AI receptionist upsells the right plan based on the equipment age it can see.
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. It's the HVAC field service software that scales from a two-truck shop to a multi-state contractor, with no separate compliance product to license.
09 The other trades we run
Same platform. Every trade you touch.
10 FAQ
Common questions HVAC owners ask.
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.
Yes — FieldCamp is HVAC maintenance software. Service plan is a first-class field on the property — Active, Lapsed, or None — not a tag bolted on. When a plan is active, visits chain automatically on the recurrence you set (twice a year, quarterly, monthly), so HVAC maintenance scheduling runs itself. Reminder texts go out 48 hours before. Lapsed plans land in a win-back queue with the AI receptionist primed to renew them when the customer calls in.
The best HVAC scheduling software fills the board the way a seasoned dispatcher would — matching each job to the right technician by skill and certification, service zone, truck capacity, customer time window, and drive time, not just dropping pins on a calendar. FieldCamp's AI dispatcher does that in about two minutes and shows the reasoning behind every assignment, so the schedule the whole shop trusts is built before the first truck rolls.
The best HVAC dispatch software fills the board considering everything a real dispatcher weighs — tech skills (EPA cert level, type of equipment they're comfortable on), service zones, capacity per truck in dollars and jobs, customer time windows, and drive time between stops. FieldCamp's AI Dispatcher does that in two minutes and shows the reasoning behind every assignment. You can run it on Auto (it assigns the moment a job is created) or Assist (every assignment queues for review).
Yes — that's the heart of how FieldCamp models HVAC. Each property holds units, each unit holds equipment records with Equipment type (Furnace, AC, Heat pump, Boiler), Model, Serial, Install date, Warranty expiry, and a Service status pill (Good, Due soon, Overdue). Service history rolls up automatically; gaps over a configurable threshold trigger a warning the tech sees on arrival.
FieldCamp's custom-objects engine lets you add refrigerant logs, technician EPA certification records, leak-rate calculations, and 30-day repair countdowns as objects on the same platform — same reports, same dispatch board, same audit trail. You don't need a separate compliance product; the data lives next to the property and equipment it relates to.
Yes — estimates with good-better-best proposals, flat-rate pricebooks, photo-attached line items, and e-signature; invoices generated from the field with branded templates; payments via Tap-to-Pay, ACH, credit card, and Apple Pay; financing offered inline; and QuickBooks Online + Desktop sync. Invoices auto-charge for service-plan customers.
HVAC field service management software is the all-in-one system that connects the office (scheduling, CRM, invoicing) to the field (mobile app, GPS, photos, payment). FieldCamp is built to fit shops from a two-truck team to a multi-state franchise. The data model and AI dispatch scale; pricing starts at $25/user/month and we set up your data model with you on the onboarding call.
Get started
Want the best HVAC software built around your shop?
Fifteen minutes. We'll spin up your data model — your service plans, your equipment types, your dispatch rules — on the call.
