HVAC Field Service Management
HVAC Field Service Industry
HVAC contractors and service companies need comprehensive solutions to manage heating, cooling, and ventilation service across commercial and industrial customers. Service Pro’s HVAC field service management software streamlines technician scheduling, automates preventive maintenance, and simplifies EPA compliance so you can focus on delivering comfort and reliability that builds lasting customer relationships.
Trusted by leaders
Heat Up Your HVAC Service Operations
HVAC field service businesses face constant pressure balancing emergency breakdown calls with scheduled maintenance visits while managing technician certifications, refrigerant tracking, and customer expectations. Service providers need efficient systems to dispatch the right technician with the correct tools and parts, maintain documentation to fulfill compliance requirements, and deliver the consistent service quality that generates referrals and contract renewals.
Key differentiators
Why We're Different
Built Exclusively for Equipment Service
Service Pro was created specifically for businesses that service and maintain equipment. For over 15 years, we’ve partnered with HVAC contractors to understand the unique challenges they face, from managing seasonal demand spikes to tracking EPA 608 certifications, and built HVAC software that addresses these realities head-on.
100% Committed to Field Service Innovation
Unlike competitors offering unfocused and thinly spread FSM platforms, we invest exclusively in field service technology. This means every software enhancement directly benefits your HVAC operations, with top-tier dispatching, intuitive scheduling, more efficient mobile workflows, and stronger customer communication tools.
Integrates With Your ERP System
Your HVAC field service management software should complement your existing technology investments. Service Pro connects seamlessly with Epicor Prophet 21, NetSuite, Microsoft Dynamics Business Central, Sage 100, and other ERP systems HVAC contractors use for estimating, purchasing, and financial operations.
US-Based Field Service Experts
Built Exclusively for Equipment Service
Service Pro was created specifically for businesses that service and maintain mechanical equipment. Over 15+ years, we’ve partnered with HVAC contractors to understand the unique challenges you face—from managing seasonal demand spikes to tracking EPA 608 certifications—and built HVAC software that addresses these realities head-on.
100% Committed to Field Service Innovation
Unlike competitors offering general business management platforms, we invest exclusively in field service technology. This means every software enhancement directly benefits your HVAC operation—better dispatching, smarter scheduling, more efficient mobile workflows, and stronger customer communication tools.
Integrates With Your Business Systems
Your HVAC field service management software should complement your existing technology investments. Service Pro connects seamlessly with Epicor Prophet 21, NetSuite, Microsoft Dynamics Business Central, Sage 100, and other ERP systems HVAC contractors use for estimating, purchasing, and financial operations.
US-Based Field Service Experts
When you need support, you’ll connect with experienced professionals based in the United States who understand HVAC operations. Our team has spent 15+ years exclusively in field service management, bringing practical knowledge to every training session, support call, and strategic consultation.
How We Can Help
Technician Dispatching
Automatically route service calls to qualified technicians based on location, EPA certification levels, equipment expertise, and current workload
Contract Management
EPA Refrigerant Compliance
Complete System Histories
Mobile-First Technology
Equip technicians with our tablet and smartphone friendly app that delivers complete job information whether connected online or working offline
Digital Service Documentation
Flexible Process Configuration
Design service workflows that reflect your specific business model, from break-fix to preventative to proactive
Performance Analytics
Automated Data Synchronization
Eliminate duplicate data entry by exchanging service records, time tracking, material usage, and billing information with your ERP platform
Technician Dispatching
Automatically route service calls to qualified technicians based on location, EPA certification levels, equipment expertise, and current workload
Contract Management
Automate preventive maintenance scheduling based on seasonal requirements, equipment runtime, or calendar intervals to maximize contract profitability
EPA Refrigerant Compliance
Track refrigerant purchases, usage by job and technician, and recovery amounts to maintain EPA 608 compliance and simplify audit preparation
Complete System Histories
Access equipment specifications, installation dates, refrigerant types, previous service notes, and warranty details for every HVAC system you maintain
Flexible Process Configuration
Design service workflows that reflect your specific business model—residential service, commercial maintenance, new construction, or all three
Mobile-First Technology
Equip technicians with tablet and smartphone apps that deliver complete job information and function perfectly whether connected online or working offline
Performance Analytics
Monitor technician productivity, identify your most profitable service offerings, track first-time fix rates, and analyze seasonal demand patterns
Automated Data Synchronization
Eliminate duplicate data entry by exchanging service records, time tracking, material usage, and billing information with your accounting platform
Digital Service Documentation
Capture temperature readings, pressure measurements, system photos, and customer signatures electronically with automatic timestamps
The mobile application has been a game-changer, providing technicians with real-time access to job details, customer information, and service history.”
FAQ
Quick answers to questions you may have
How does HVAC field service management software help with seasonal demand fluctuations?
Service Pro provides visibility into scheduled maintenance contracts and enables you to plan technician capacity months in advance. Our platform allows you to schedule preventive maintenance visits strategically throughout the year to balance workload, automatically generates work orders as appointments approach, and alerts you when seasonal demand might exceed capacity so you can plan accordingly with temporary staff or overtime.
Can our HVAC software track different service agreement types for industrial and commercial customers?
Service Pro accommodates unlimited service agreement types within one platform. Configure service plans with seasonal tune-ups, commercial contracts with monthly inspections, and custom agreements for specialized equipment. Each contract type can have different billing structures, service intervals, and priority levels, ensuring you deliver the right service at the right time for every customer category.
What capabilities does the mobile app provide for HVAC technicians in the field?
Service Pro Mobile gives HVAC technicians complete access to customer equipment histories, service notes from previous visits, refrigerant types, filter sizes, and warranty information. Technicians can complete digital work orders, record temperature and pressure readings, photograph equipment conditions, track time and materials, and more —all from their mobile device.
How does Service Pro® help technicians maintain proper EPA certifications?
Service Pro maintains detailed profiles for every technician including EPA 608 Universal, Type I, Type II, and Type III certifications with expiration dates. Our software will prevent dispatching technicians to jobs requiring certifications they don’t hold and will alert management when certifications approach expiration dates, helping you maintain compliance with EPA regulations and avoid penalties.
