Field service management software for HVAC installers
HVAC work is seasonal, repeat-visit heavy and specification-driven. Adeptike.com FieldPro records what was installed on each site, which makes servicing faster, makes faults diagnosable and makes replacement quotations defensible.
- Full equipment history per customer site
- Seasonal maintenance scheduled automatically
- Split-system and commercial units recorded with service history
Where the working day goes wrong for hvac installers
These are the recurring failures we hear from businesses in this trade. Almost none of them are technical failures. They are information failures between the office, the van and the site.
Every return visit starts with no history
A technician sent to repair a unit does not know its model, its refrigerant charge, its age or what was done last time. That is wasted paid time.
01Servicing schedules drift
The customer says they were serviced in March. Nobody can confirm it, and the job goes out anyway or gets skipped.
02Quotations for replacements are guesswork
Without knowing the existing unit specification, a replacement quote is either too high and lost or too low and regretted.
03Seasonal peaks overwhelm scheduling
Demand is uneven across the year, and a static schedule either fails in peak season or wastes capacity off-season.
04What FieldPro handles for hvac installers
You can run the whole job lifecycle in one system: the enquiry, the visit, the work recorded on site, and the evidence that comes back with you.
Equipment register per site
Model, serial, refrigerant type, installation date and service history for every unit at a customer.
Seasonal maintenance scheduling
Service visits generated from installation dates on a seasonal cycle.
Fault history per unit
Symptoms, diagnosis and remedy recorded, so a repeat fault shows its own history.
Quote-grade site data
Existing unit specification on record, which is what a replacement quotation needs.
Technician skills matching
Dispatch by certification and specialisation rather than by whoever is free.
Peak-season reporting
Capacity, utilisation and response times visible when volume climbs.
How a job runs in FieldPro
One continuous record, from the first contact to the invoice.
Enquiry and load assessment
Site visited or surveyed to establish the load and existing equipment.
System quotation
Specification and price agreed against assessed requirements.
Installation
Unit installed, commissioned, and details recorded against the site.
Servicing
Scheduled maintenance completed with findings recorded per unit.
Repair or replacement
Faults diagnosed against unit history; replacements quoted from known specification.
Questions we get from hvac installers
Does it cover commercial HVAC as well as residential?
Can it remind customers about servicing?
What about refrigerant and gas compliance?
See FieldPro against your own operation
Tell us how many technicians you run, how many jobs you complete in a month and what currently goes wrong. We will show you the parts of FieldPro that address exactly that.
Related pages
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The flagship field service management product from Adeptike.com.
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