Mechanical Service Software
Mechanical Equipment Industry
Mechanical equipment field service involves coordinating certified technicians across multiple service territories, managing high-value replacement parts inventory, and maintaining detailed service records for warranty compliance. Service companies need to balance emergency breakdown fixes with scheduled maintenance visits while ensuring technicians have the technical specifications and service history needed to complete repairs efficiently.
Trusted by leaders
Maximize Equipment Uptime with Mechanical Service Software
Upgrading your operations starts with robust mechanical equipment service software that can handle all your service needs. Service Pro helps mechanical equipment service companies manage 24/7 repair, preventative maintenance agreements, maintain accurate service history, and coordinate technician schedules to avoid costly delays.
Key differentiators
Why We're Different
Built Around Equipment Service Workflows
Created specifically for service providers who maintain, repair, and install mechanical equipment. From EPA compliance tracking to inventory management, we’ve invested 15+ years understanding the operational challenges mechanical service companies face and built solutions that address your actual daily workflows.
Exclusive Field Service Focus
We don’t compete for your attention with low-quality construction management modules, accounting features, or basic CRM tools. Every development sprint, every feature enhancement, every system improvement focuses solely on making mechanical field services more efficient, more profitable, and more competitive.
Enterprise Integration Capabilities
Service Pro was designed to complement your existing business systems, not replace them. Our native ERP integrations and comprehensive API framework help you connect with Epicor Prophet 21, NetSuite, Microsoft Dynamics Business Central, Sage 100, and other ERP platforms mechanical service companies depend on.
Dedicated US-Based Success Team
Our entire organization, from software engineers to customer success managers, is 100% based in the United States. With 15+ years focused exclusively on field service management, we bring deep industry knowledge to every support interaction, training session, and strategic consultation.
Built Around Equipment Service Workflows
Created specifically for mechanical contractors who maintain, repair, and install complex HVAC, refrigeration, and mechanical systems. We’ve invested 15+ years understanding the operational challenges mechanical service companies face—from EPA compliance tracking to refrigerant inventory management—and built solutions that address your actual daily workflows.
Exclusive Field Service Focus
We don’t compete for your attention with construction management modules, accounting features, or CRM tools. Every development sprint, every feature enhancement, every system improvement focuses solely on making mechanical field services more efficient, more profitable, and more competitive.
Enterprise Integration Capabilities
Service Pro was designed to complement your existing business systems, not replace them. Our comprehensive API framework connects with Epicor Prophet 21, NetSuite, Microsoft Dynamics Business Central, Sage 100, and other ERP platforms mechanical contractors depend on for estimating, purchasing, and financial management.
Dedicated US-Based Success Team
Our entire organization—from software engineers to customer success managers—works from United States locations. With 15+ years focused exclusively on field service management, we bring deep industry knowledge to every support interaction, training session, and strategic consultation.
How We Can Help
Technician Routing
Agreement Automation
Refrigerant and Parts Tracking
Equipment History
Maintain comprehensive records for every piece of equipment you service, including installation dates, service notes, and warranty details
Technician Mobile App
Provide field teams with a powerful, offline-capable app that connects them to full service histories, customized workflows, and complete job information
Digital Service Documentation
Flexible Business Process Design
Service Metrics
Seamless Data Exchange
Technician Routing
Optimize service coverage by assigning jobs based on technician location, certification levels, and equipment specialization
Agreement Automation
Schedule recurring PM visits automatically based on contract terms, equipment runtime meters, or calendar intervals
Refrigerant and Parts Tracking
Monitor EPA-regulated refrigerants, expensive compressors, and critical spare parts with automated reorder triggers
Equipment History
Maintain comprehensive records for every HVAC unit, chiller, boiler, and refrigeration system including installation dates, service notes, and warranty details
Technician Mobile Platform
Provide field teams with a powerful app that delivers complete job information, technical diagrams, and customer equipment data
Digital Service Documentation
Capture temperature readings, pressure measurements, system photos, and customer signatures electronically at the job site
Flexible Business Process Design
Configure service workflows that match your mechanical contracting business—from initial service call through invoice delivery
Service Metrics
Identify your most profitable service offerings, track technician productivity, and monitor key performance indicators
Seamless Data Exchange
Synchronize service records, time tracking, material usage, and invoice data with your accounting and business management systems
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 mechanical service software help with EPA refrigerant tracking requirements?
Service Pro helps you tracks refrigerant purchases, usage by technician and job, and recovery quantities to support EPA 608 compliance reporting. Our platform maintains detailed records of which technicians handled refrigerants on specific dates, helping you demonstrate compliance during EPA audits and generate required annual reports efficiently.
Can Service Pro help mechanical contractors improve preventive maintenance contract profitability?
What features support mechanical service providers managing both commercial and industrial customers?
Service Pro accommodates different business models within one platform. Configure separate price books for industrial versus commercial work, set up different service level agreements, and customize communication preferences by customer type, from automated SMS messaging and email, or messages through our Customer Portal.
How does the mobile app help mechanical technicians diagnose equipment problems faster?
Service Pro Mobile provides technicians with instant access to equipment specifications, wiring diagrams, previous service notes, and parts installation history. When a technician arrives at a problematic piece of equipment, they can review what repairs were performed throughout its lifetime, refresh their knowledge, and see which parts are commonly needed—all before opening their tool bag.
