Stay on schedule
See every diagnostic, tune-up, and install on one board.
HVAC software
Residential and light commercial HVAC
Fill the Schedule. Keep Every Truck Moving. Close More HVAC Work.
From the first no-cooling call to the replacement Quote, FieldBench keeps dispatch, Equipment history, technicians, Client communication, payments, and follow-up in one place.
- Start free
- 30-day Pro trial
- iOS and Android
Quote in the driveway
Present options, collect a signature, and convert to a Job.
Get paid on site
Invoice from the Job and collect before the truck leaves.
How it works
From the first call to a paid invoice
When no-cooling calls stack up, there is little time left for paperwork. FieldBench keeps quoting, scheduling, invoicing, and payment in one flow.
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1
Take the call
Log the Client, Property, and symptom. See last visit and equipment before you assign anyone.
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2
Dispatch the day
Put Jobs on the board by technician or Crew. Send an on-my-way text when the truck rolls.
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3
Quote or repair
Price from the Pricebook, present good / better / best options, and collect a signature on site.
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4
Invoice and collect
Send the Invoice, take payment, and offer a Service Agreement before you leave.
Built for HVAC
Tools HVAC teams use every day
Scheduling and dispatch
Book work, assign technicians or Crews, and move Jobs when the board fills up. Board, calendar, map, and list share the same schedule.
Equipment on the Property
Keep model, serial, and service notes on the address so the next visit starts with the unit that is actually there.
Quotes that close replacements
Build option Quotes from the Pricebook in the office or on the truck. Convert an approved Quote to a Job and an Invoice without retyping the work.
Payments and agreements
Collect with Stripe or tap to pay where supported. Service Agreements (Pro) turn one-time repairs into scheduled visits with recurring billing.
The challenges
- Emergency volume piles up while technicians wait on a group text for the next stop.
- Nobody is sure which condenser is on that roof until someone climbs it.
- Maintenance agreements live in a spreadsheet that nobody updates.
- Replacement Quotes sit in email instead of getting a signature in the driveway.
How FieldBench helps
- One dispatch board for tune-ups, diagnostics, and multi-day installs.
- Equipment history on every Property the whole shop can open.
- On-site Quotes, Invoices, and tap to pay on supported devices.
- Agreements that generate visits instead of a surprise in peak season.
FAQ
Questions HVAC teams ask
What is HVAC software?
HVAC software helps you schedule Jobs, dispatch technicians, track Clients and equipment, send Quotes, invoice, and collect payment in one place — so the office and field are not working from separate lists.
Can we track furnaces, condensers, and air handlers?
Yes. Equipment records sit on the Property, so the next technician sees what was installed, serviced, or quoted last time.
Does it handle both service and installs?
Yes. Same-day diagnostics and multi-day changeouts are Jobs on the same board. An approved Quote can become a Job without starting over.
Is there a separate HVAC package to buy?
No. HVAC shops use the same FieldBench product as other trades. Start free. Dispatch, Crews, and Service Agreements are on Pro, and every new Company gets a 30-day Pro trial.
Ready to Run More Jobs With Less Admin?
Bring your Clients, invite your team, and dispatch your first Job today.