Keep hvac customers, recurring schedules, team assignments, job status, quotes, and invoices in one connected workspace for small crews.
01
Customer record
02
Scheduled job
03
Quote to invoice
If any of these keep you up at night, you're not alone — and there's a fix.
Emergency calls bump scheduled maintenance and nobody gets notified
Techs drive across town when there's a closer job waiting
Paper work orders get lost between the truck and the office
Start with the customer and scheduled job, then keep assignments, status, quotes, and invoices connected.
HVAC field handoff
Capture the service address, reported issue, priority, technician, checklist, parts, and completion notes. Use the free document today; use Fieldtics when those details should stay with the customer and job.
Follow the same sequence your team uses now: customer, job, assignment, quote, and invoice.
Sign up, name your hvac business, and add the services your team performs.
Put jobs on the calendar, assign a team member, and keep timing, address, notes, and status attached to the work.
Keep the customer, job, quote, and invoice connected so finished work does not turn into another round of data entry.
Clear capabilities now. New customer proof will appear here only when it can be attributed and verified.
Yes. The Starter plan is free forever and includes unlimited clients, job scheduling, customer CRM, and mobile-friendly web access — enough to organize a solo hvac operation without paying a monthly fee. Upgrade when you need quotes, invoices, customer messages, or team features.
Setup starts with a company profile, customer records, and the first scheduled jobs. Teams can then invite crew members and test the workflow with real work before moving the rest of the schedule.
Yes. Create daily, weekly, monthly, or annual recurring jobs with an optional end date or visit count. Fieldtics creates the series and keeps assigned work visible on the calendar.
Fieldtics runs on any modern phone through the web app. Crews can see assigned work, customer notes, addresses, and timing, then update a job to en route, in progress, or complete.
Most scheduling tools were built for retail appointments and retrofitted for the trades. Fieldtics connects customer records, recurring schedules, crew assignment, job status, quotes, invoices, and service messages without a long implementation project.
Start with scheduling and customer records. Upgrade when you need connected billing, customer messages, or team tools.
Start with customer records and the schedule for free. Add quotes, invoices, customer messages, and team tools when the workflow needs them.
Free forever. No credit card required.