HVAC Software

Save hours with job management software
Create professional HVAC forms and certificates
Get more done in less time

Run your HVAC business on FieldRocket and give your competitors a run for their money

From all the paperwork to giving customers a quality experience, HVAC businesses have lots to keep track of. Job management software can help your business save hours each week and give it the agility it needs to grow.

How does FieldRocket work for HVAC businesses?

1. Manage Enquiries

An easy-to-use app for tradespeople to quickly take customer details, create virtual job cards, and build quotes.

2. Schedule Jobs

Our scheduling software will help you keep everything connected. Schedule the right jobs for the right engineer at the right time.

3. Finish The Work

Create, sign, and send professional records & certificates from anywhere.

4. Get Paid

The FieldRocket app allows tradespeople to turn quotes into invoices at the click of a button — and send them on-site.

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“This app makes it so easy.. “

” This app makes it so easy for our teams to schedule jobs, manage teams, issue certificates and invoice clients. Using it is a no-brainer. “

IMPORTANT FEATURES

FieldRocket helps get the job done fast

Everything electrical companies need to manage jobs all in one place

Less to fill out on every record

FieldRocket remembers and fills in all the basic details.

Create an ID for each job to stay organised

Keep all job notes, certificates, invoices, and more together.

Keep all customer details in one place

A digital contact book or CRM you can access anywhere.

Manage all quotes & invoices

Professional quotes & invoices with line items & your logo.

Schedule jobs on an integrated calendar

Manage a schedule that updates in real-time

Easily accessible customer data

Look professional while on the phone & get more referrals.

Create professional-looking paperwork in a fraction of the time

Create any HVAC records or certificates on FieldRocket. Pre-filled technician, company, and customer info means less paperwork for technicians to do on the job and quicker turnaround times.

Wondering what they look like? Here →

Organise your gas engineers and staff
Organise your gas engineers and staff

Keep track of every detail with no more loose notes & lost paperwork

Give every job a unique ID attached to a customer and property address. In FieldRocket, a complete history of everything done—including invoices issued and emails sent—is kept in one tidy place.

Talk to every customer like they’re your most valuable

What customer doesn’t love some special treatment? Find a customer’s profile in seconds on your FieldRocket account and get the full story—all while you’re on the phone to them.

Organise your gas engineers and staff

All HVAC records & certificates available

FieldRocket comes complete with many standard HVAC certificates, records, and forms.

Quickly put together professional air conditioning service sheets, f-gas service records, and many more directly from your mobile device.

Find Out More

Don’t see the one you’re after? We’ll make it for you.

FREE ELECTRICAL CERTIFICATE TEMPLATES

See how easy creating certificates in FieldRocket is

Grab any of our free certificate templates to fill out and issue to a customer. Like what you see? Come back and start a free trial to access all of the features mentioned above.

Start with these:

Electrician FAQs

Questions about using Field Rocket for your HVAC business.

Here’s the answers to some of the most common questions HVAC specialists like you ask us before buying…

uk electrical cable plug and light
Do we offer a free trial?

Yes we do. We offer a free 7-day trial for HVAC engineers. There’s no credit card required and you get full access to the software.

What is HVAC dispatch software?

With HVAC dispatching software business owners and administrators can easily keep track of clients and properties, dispatch multiple crews, and manage billing details. Whether on your phone, tablet or computer, with FieldRocket you have the tools to organise your team and communicate with customers at your fingertips – and grow your bottom line.

Is FieldRocket an app for HVAC Businesses?

Yes definitely. Your technicians are out working in the field, while your office managers oversee the administration in the office. FieldRocket lets HVAC business owners and teams manage operations from anywhere, giving your team access to their schedules, work order information, quotes, and customer details.

Does FieldRocket have any 3rd Party integrations?

Certainly. FieldRocket integrates with your favourite apps, like Quickbooks, Xero, Sage and Mailchimp, just to name a few. Plus, we are constantly talking to our customers and updating our software to make sure it has everything you need to run a successful business.

What is CRM in HVAC?

If you want to deal with your customers more efficiently, you need customer relationship management (CRM) software like FieldRocket. With it, you can track and manage customer contact information, appointments, quotes, and service requests.

What is HVAC Service Software?

HVAC service agreement software lets HVAC businesses easily schedule recurring work orders for customers, receive and resolve automated payments, and even customise pricing to sell new contracts. If you need a software that does it all, you need FieldRocket.

How much does HVAC Software Cost?

Feel free to check out our different packages and plans on our FieldRocket pricing page. There’s bound to be  one that will best suit your business.

If you have any other questions please contact us or call our support team 0330 818 7706

Try FieldRocket for free

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