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Field ops on autopilot →AI Dispatcher → 1:1 demo

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.

Book a 15-minute callWe'll spin up your data model on the call.
4.8Capterra

Trusted by HVAC shops
from a two-truck team to a multi-state franchise.

HVACPlumbingElectricalRefrigerationIAQLight commercial

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.

Properties4218 Maple Ave
Active
Object modelproperty_profile

4218 Maple Ave

Phoenix, AZ · Owner Mark Chen

Active
Residential2 units3 systems
Main floorUnit2 equip
Carrier Infinity 98FurnaceGood
Carrier 24ACC6ACDue soon
Garage suiteUnit1 equip
Mitsubishi MUZ-FHHeat pumpOverdue
Service planActive

Premium maintenance · 2 visits / year

Next visitApr 18, 2025 · auto-scheduled
CoversAll 3 systems · priority booking
Recordequipment_history

Mitsubishi MUZ-FH

Garage suite · 4218 Maple Ave

Overdue
OverviewService recordsFiles
Specs
Equipment typeSelectHeat pump
ModelTextMUZ-FH12NAH
Serial numberText4218B-MIT-007
Install dateDateJun 4, 2019
Warranty expiryDateJun 2024Expired
Service records18-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.

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.

InboxMark Chen
Handled by AI
One thread fromWhatsAppSMSInstagramGoogleWeb

Mark ChenNew

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
AI booked it · matched to 4218 Maple Ave0 missed calls

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.

Dispatch · Wed, May 29
TechTruckAMPMCapacity

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
Why Priya: holds EPA 608 Universal · in zone 3 · 88% booked, still has headroom for the install.
AI filled the board · 1m 38s0 conflicts

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.

EstimateEST-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
Drafted from the 18-mo gap + expired warranty

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.

InvoiceINV-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 QuickBooksAuto-charged · Premium plan

Tap to Pay on iPhone

$486.53

4218 Maple Ave · INV-3044

PayTap card or phoneACH bank transferCard · •••• 4242

Secured by Stripe

Paid in 38s · synced to QuickBooks

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.

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 visits auto-scheduled · next 30 daysWin-back · 28
Recurring visits, auto-booked

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.

01

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.

02

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.

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. 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.

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.