Why FieldFlow
Built around how HVAC contractors work
Every system has a history
Keep notes on each client and property, so a technician arriving for a tune-up knows what was done last time.
Install quotes need approval and sometimes a deposit
Send a detailed quote and let the customer approve it online. Collecting payment up front is optional, so you choose per job.
Busy seasons stack up the schedule
See the day's stops in route order and give your office and technicians the access that fits their role.
The workflow
How a hvac job flows in FieldFlow
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Add the customer and property
Record the home or building, contact details and any notes about equipment or access.
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Quote the tune-up or install
Send a clear quote with line items. Larger installs can ask for approval before work starts.
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Customer approves and pays
Approval happens online, and the customer can pay by card. A deposit up front is optional.
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Schedule the technician
Put the job on the calendar and on the daily route so the crew knows where to go next.
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Complete the visit and invoice
Close the job, add photos if useful, and send the final invoice for online payment.
What you get
Everything a hvac business needs to run the day
One app for the clients, schedule, quotes, invoices and costs behind every job. No per-user fees, because pricing is per business.
- Notes on every client and property
- Install and repair quotes with online approval
- Optional payment up front
- Daily routes for technicians
- Office, bookkeeper and staff roles on the Pro plan
- Mileage and expense tracking
HVAC software questions
Can I keep service notes for each customer?
Yes. Every client and property has a notes field, so equipment details and past visits stay with the record.
Can customers pay a deposit before an install?
Yes. Customers can pay by card when they approve a quote. Taking payment up front is optional.
Can my office staff and technicians see different things?
Yes. Technicians see their jobs and routes, while prices and payments stay hidden from staff. The Pro plan adds Office and Bookkeeper roles.
Try FieldFlow free for 30 days
No credit card needed. Plans start at $19 a month for the whole business.