HVAC Field Service Software

Built for the Complexity of Modern HVAC Businesses

Manage the full complexity of your commercial HVAC business with a single, integrated HVAC field service software. Fieldpoint simplifies installations and maintenance, allowing you to focus on delivering exceptional service to your customers. 

HVAC Software For Your Entire Operation

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Real-Time Job Costing & AIA Billing

Track labor, parts, and costs against estimates instantly to maintain profitable margins on every large installation and retrofit project. Plus, automate complex progress billing, including AIA documents.

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Automated Contract Management

Secure recurring revenue by automating work orders, inspections, and renewal reminders for all preventative maintenance (PM) contracts. Never miss a contract call and maintain your SLA agreements.

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Smart Dispatching & Scheduling

Easily manage your mixed workload of projects, PM, and break/fix repairs with a drag-and-drop HVAC scheduling board. From the same board, access real-time technician GPS locations for fast, optimal dispatch.

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Mobile First-Time Fix

Empower HVAC technicians with instant access to full service history, warranty details, and parts inventory to ensure quick, accurate repairs and eliminate callbacks.

Large HVAC projects with HVAC software

Plan and Deliver on Large HVAC Projects

The success of major HVAC installations and energy retrofits hangs on having the right people and right parts at the right time. Our HVAC service software lets you manage the entire project from start to finish. 

Getting every project over the finish line is that much easier. Track your costs against estimates with real-time job costing, and automate multi-stage progress billing—including AIA billing—to maintain healthy cash flow. Stay on budget and on schedule by deploying the right technicians to the job site exactly when you need them. 

Manage Maintenance Needs and Urgent Repairs

Secure recurring revenue with preventative maintenance contracts to cover the equipment you installed. Our automated work order and contract management systems ensure you never miss a critical inspection or renewal date, allowing you to consistently meet your contract agreements. 

We keep your technician schedules flexible with predictable contract work. At the same time, you’ll have the full visibility needed to absorb urgent break/fix repairs and dispatch the right technician to the right site immediately.

Manage HVAC Maintenance Needs

“Fieldpoint allows us to work in a more unified manner. It allows us to report on the information around our operation more consistently and more reliably than we were able to do before.”

Mike Cooper

Director of Information Technology, Waibel Energy Systems

Mobile HVAC field service app

Mobile Technicians Achieve Better Results

Technicians need mobile support to achieve high first-time fix rates. Our mobile app can provide that. Give your technicians access to information they need to succeed in the field. Technicians can view full service history, warranty details, and parts inventory before ever opening their toolbox, eliminating unnecessary trips and costly callbacks. 

Then, they can complete the job quickly, filling out work orders and checklists right in the field and capturing real-time data for accurate billing and faster close-outs.

Integrate Every Dollar From Purchase Order to Final Invoice

For HVAC contractors, control over cash flow starts with accurate financial information. Our HVAC software integrates with leading ERP software such as NetSuite, Microsoft Dynamics, CMiC, and QuickBooks to manage your invoicing, purchasing, and job costing processes. 

Capture all purchases, time, materials, and billing information directly from the field. Then, accurately process it in the back office without the need for manual or double entry. By integrating these two critical systems, you can send and record invoices—and get paid—faster. 

ERP and accounting integrations to HVAC software
“By using Microsoft Dynamics and Fieldpoint’s service management, our accounting and service staff can work more efficiently and provide even more value to our customers – and ultimately our business.”
Tom Hitchman

President, Naylor Group Inc.

HVAC Software That Delivers On Service 

From large-scale installations to urgent break/fix, Fieldpoint’s HVAC software delivers on managing the complexity of commercial HVAC.