HVAC Service Software

June hits different
when you're not ready.

Peak season shouldn't mean your operation falls apart at the seams. Fieldsoft Plus was built by people who've been on the roof — so when the calls stack up, your business actually runs the way it should.

Every Season Has Different Demands

Peak season and off-season.
Fieldsoft Plus works for both.

Most HVAC businesses survive the summer. The ones that thrive built their systems in the winter.

Peak Season — Summer & Winter

When the phone won't stop ringing

See your whole crew in real time

10 techs, 40 calls, one screen. No phone tag, no guessing who's available — just clarity when you need it most.

Invoice before you leave the driveway

Create the invoice on-site, sync to QuickBooks automatically. Cash flow keeps moving even on your busiest days.

Consistent pricing under pressure

When a new tech is running calls solo for the first time, flat rate pricing means they quote right — every single time.

Know what's on every truck

Parts, refrigerant, filters — accounted for before the truck rolls out, not after a customer's been waiting two hours.

Off-Season — Build for Next Year

When you finally have time to think

Review what actually happened

Which techs performed best? Which job types made the most money? Which neighborhoods drove volume? Now you know.

Build your price book right

Use the slow season to dial in flat rate pricing. Tune-ups, coil jobs, system installs — priced correctly before the rush.

Lock in maintenance agreements

Track every agreement and schedule every visit. Recurring revenue that keeps coming in no matter what the weather does.

Know your customers cold

Full service history per customer. When they call next June, your tech already knows the equipment — and the history.

We've been on the job in July when it's 105 degrees and the phone's ringing off the hook. We built Fieldsoft Plus because we needed it — and nothing else understood what that week actually feels like.

— The Fieldsoft Plus Team  ·  70+ years combined trade experience

By the Numbers

What a well-run summer looks like

When your dispatch, pricing, and invoicing run on a real platform instead of text messages and gut instinct, the whole operation changes.

0
Double entries into QuickBooks. Invoices sync automatically every single time.
1
Screen to see your entire crew, all their jobs, all day long.
100%
Of our team comes from the trades. Not researched. Lived.
9+
Trade industries served. Built for the trades — all of them.
What's Inside

9+ tools. Built around
how HVAC businesses actually work.

Not a generic field service platform that kind of fits. Built for the trade, from the ground up.

Service Call Management

Log every job from first call to close. During a 60-call week in July, nothing slips through.

Dispatch & Scheduling

See your whole crew at a glance. Move jobs, handle emergency calls, keep everyone running all day.

Technician Management

Track who's your best closer, who needs support, and who's ready to run calls on their own.

Customer Management

Full service history per customer. Your tech knows the system and the equipment before they pull up.

Invoicing & QuickBooks Sync

Invoice on-site. QuickBooks updates instantly. No end-of-week catch-up sessions — ever.

Flat Rate Pricing

Every tech, every call, every job type — consistent pricing your customers and your margins can count on.

Recommendations Engine

Help your techs present IAQ products, system upgrades, and maintenance agreements with confidence.

Reports & Analytics

Know your busiest weeks, top techs, and highest-margin job types before next season hits.

Inventory Management

Know what's on every truck. No mid-job supply runs while a customer's sweating it out at home.

Who We Are

Family owned. Trade tested.
We built this for ourselves first.

Every single person at Fieldsoft Plus has worked in the trades. Not studied it. Not consulted on it. Worked it. We know what a 100-call week in July feels like from the inside.

We know what it's like to be doing invoices at 10pm because that's just part of the job. And we know the particular frustration of watching a tech underquote a job because he wasn't sure what to charge.

We built Fieldsoft Plus because we needed it — and nothing we tried got it right. We're a family-owned operation and we intend to stay that way. When you call us, you're talking to someone who's been where you are.

Fieldsoft Plus at a glance
70+
Years of combined trade experience across the team
100%
Of our team comes from the field — not the boardroom
9+
Trade industries served across the platform
Family
Owned and operated — you're not a ticket number here
Common Questions

HVAC software questions.
Straight answers.

What is the best software for managing a small HVAC business?

The best HVAC business management software should help contractors organize service calls, schedule technicians, manage customer equipment information, create estimates, and handle invoicing without unnecessary administrative work.

Fieldsoft Plus brings these essential operations into one connected platform. Whether you're operating a small heating and cooling business or managing several service technicians, Fieldsoft Plus helps you keep your schedule organized, maintain service records, and manage jobs from beginning to end.

Instead of relying on separate applications for dispatching, pricing, invoicing, and customer management, HVAC contractors can use Fieldsoft Plus to simplify their daily operations.

How can HVAC software help manage emergency calls and busy seasonal schedules?

HVAC businesses often experience sudden increases in service calls during extreme summer and winter temperatures. Managing these demands requires clear visibility into technician availability, active jobs, and upcoming appointments.

Fieldsoft Plus provides centralized scheduling and dispatching tools that help HVAC companies organize their technicians and adjust assignments throughout the day.

When an emergency no-cooling or heating repair comes in, your dispatcher can review the schedule, identify available technicians, and assign the job without rebuilding the entire day's workflow.

This makes it easier to manage busy seasons while keeping communication between the office and field organized.

Can HVAC software manage maintenance agreements and recurring service appointments?

Yes. HVAC maintenance agreements require businesses to track customer relationships, schedule recurring service appointments, and maintain accurate records of work performed.

Fieldsoft Plus helps HVAC contractors manage service agreements, customer history, and scheduled maintenance visits within their service management system.

Whether your company offers annual maintenance, seasonal tune-ups, or ongoing commercial service agreements, having this information connected makes it easier to organize repeat visits and keep technicians prepared.

For HVAC businesses, maintenance agreements can provide a more predictable source of recurring work, and Fieldsoft Plus helps manage the operations behind those customer relationships.

Can HVAC technicians create flat-rate estimates for repairs and system replacements?

Yes. Fieldsoft Plus includes flat-rate pricing tools that allow HVAC contractors to build their own price books and provide consistent estimates in the field.

Technicians can reference established prices for common HVAC services, including diagnostics, capacitor replacements, tune-ups, coil repairs, and equipment installations.

Fieldsoft Plus also supports good-better-best pricing, helping technicians present appropriate repair and replacement options based on the customer's needs.

By managing pricing through one centralized system, HVAC companies can reduce inconsistent estimates, improve pricing transparency, and help protect their profit margins.

How do HVAC companies keep track of customer equipment and service history?

HVAC companies can improve customer service by keeping equipment information, previous repairs, maintenance history, and technician notes connected to customer records.

Fieldsoft Plus centralizes customer information and service history so technicians can review previous work before arriving at a scheduled appointment.

When a customer calls about a recurring cooling issue or an older HVAC system, your team can reference the existing service record rather than starting from scratch.

This helps reduce communication gaps, supports more informed service decisions, and makes repeat visits easier to manage.

Can HVAC management software track replacement parts and service truck inventory?

Yes. Fieldsoft Plus includes inventory management tools to help HVAC contractors maintain visibility into the parts and materials available across their service vehicles.

HVAC businesses can organize truck stock and manage materials used on service calls, including common replacement components, filters, and other service supplies.

Having inventory information connected to daily operations can help reduce unnecessary trips to supply houses and make it easier to account for parts used on jobs.

For companies with multiple HVAC technicians, better inventory visibility helps keep jobs moving and materials organized.

Does HVAC business software integrate with QuickBooks?

Yes. Fieldsoft Plus integrates directly with QuickBooks to help HVAC contractors manage invoicing without repeatedly entering the same information into separate systems.

When invoices are created through Fieldsoft Plus, they synchronize with QuickBooks, helping keep field operations and accounting connected.

Fieldsoft Plus combines scheduling, service history, maintenance agreements, estimates, flat-rate pricing, and invoicing into a single operational workflow.

This allows HVAC contractors to improve their daily business management while continuing to use QuickBooks for their accounting needs.

What about the slow season — does it help then too?

The off-season is when you build the systems that make next summer survivable. Use the slower months to dial in your price book, lock in maintenance agreements, and set up your reporting — so you go into peak season ready instead of reactive.

Other Trades

We serve the whole trades community.

From plumbers to pool techs — if you've got a truck in the field and a phone that won't stop ringing, Fieldsoft Plus was built for you.

Get Started

This summer is going to be busy.
Be ready for it.

15 minutes with someone who's actually been on the job. No pressure, no pitch deck — just an honest look at how Fieldsoft Plus works and whether it's right for you.