HVAC Service Software — Built for the Busy Season and Everything After | Fieldsoft Plus
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

Straight answers.
No runaround.

Is Fieldsoft Plus built for HVAC businesses?

Yes. Our team has trade experience and the platform is built around how HVAC service companies operate — seasonal surges, flat rate pricing, dispatching multiple techs, and keeping QuickBooks current without extra work.

How does it handle peak season call volume?

The dispatch screen shows your whole crew in real time — who's on what call, what's coming up, and where the gaps are. During a 100-call July week, you need visibility without phone tag. One screen handles it.

Does it support flat rate pricing for HVAC?

Flat rate is the foundation of Fieldsoft Plus. Build your HVAC price book — tune-ups, coil replacements, system installs, all of it — and every tech quotes consistently in the field, every time, no matter the job.

How does QuickBooks integration work?

Invoices sync to QuickBooks automatically the moment they're created on-site. No exporting, no re-entering, no catching up on Friday afternoon. Your books stay current in real time all season long.

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.