AI-Powered Customer Management for HVAC Technicians

Make your HVAC services accessible even when you’re not there. FieldCamp, an automated CRM for HVAC professionals, manages installations, scheduling, client updates, follow-ups, and more, ensuring every client feels supported round the clock without adding to your workload.

Here’s Why HVAC Technicians Like You Love FieldCamp

Instant Client Updates

Make swift changes to vital client information with a simple text or voice command. Whether you need to add, delete, or modify details, FieldCamp’s AI assistant, Handy, automates client records instantly—just say the word, and it’s done.

Simple Scheduling

“Our CRM solution automates job scheduling, ensuring your repair technicians are always on track. Plan key tasks and appliance repair appointments ahead of time, keeping every job is perfect sync. “

Seamless Communication System

Maintain smooth interactions with your clients. Ask Handy to read, respond to, or follow up on emails. Capture key information from conversations, make notes as necessary, and stay organized with each interaction.

Client Profile Management

Easily categorize clients by residential, commercial, or maintenance accounts. This organization allows you to tailor your services effectively, giving you a clear understanding of your client base and its specific needs.

Why HVAC Technicians Love FieldCamp?

Effortless Client Handling

Managing HVAC clients has never been simpler. Just command Handy to add, update, or delete client information—no more manual data entry. Whether logging a new service request or updating maintenance history, Handy keeps client profiles current.

Quick Go-Through of Simplified HVAC CRM

  • Quick Access to Client Information

    Access detailed client records, service notes, and past interactions with a single click. FieldCamp retrieves information instantly—even with minimal details—just search or ask, and Handy understands your intent.

  • Custom Data Fields for Clients

    Enhance client profiles by adding specific fields such as system types, service preferences, or maintenance schedules. These tailored details ensure you meet every client’s unique requirements.

  • One-Click Data Export

    Export HVAC client records in your preferred format, such as CSV or Excel, for seamless reporting and record-keeping. You can save data offline for easy access to job histories and client details whenever you need.

  • Universal Search Tool

    Quickly find any client record or service history with a universal search. Handy’s predictive typing allows you to access client details with just a few keystrokes.

Smart Project Scheduling

Optimize your HVAC schedule by allowing Handy to organize service calls, equipment deliveries, and client meetings. Just provide the date, address, and specific instructions, and Handy syncs everything with your Google Calendar for a clear agenda.

Simplified Daily Scheduling

Handy organizes your day’s agenda based on service timelines and client needs, ensuring smooth operations.

Google Calendar Sync for Easy Tracking

Stay on top of your HVAC appointments across devices for maximum convenience.

Stay Prepared

Automated reminders ensure you’re ready, helping to avoid delays or missed appointments.

Comprehensive HVAC Business Analytics

Access detailed insights on client interactions and project performance. From conversion rates to revenue trends, FieldCamp provides analytics to help you make informed decisions and optimize your services.

Integrated Email Hub

With FieldCamp’s email integration, communicate directly within the app. Handy reads, composes, and sends emails on your command, keeping you focused on HVAC operations while staying responsive. Quickly share updates, send quotes, or confirm schedules without leaving FieldCamp.

Manage Your Day with Ease

Stay organized by managing all your tasks and repair jobs in one platform. Prioritize tasks by importance, ensuring that urgent repair calls are handled first.

Customizable Repair Dashboards

Keep your most important job details visible and accessible. Customize your dashboard to show essential repair job updates, giving you full control over your business.